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TOP 30 Direct financial management in Michigan
41 results found
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Direct Financial
Direct Financial is a leading bank and financial institution located at 600 Lafayette E Blvd in Detroit, Michigan. Our team of experienced professionals is dedicated to providing top-tier financial services to our clients, including personal and business banking, loans, investments, and more. With a focus on customer satisfaction and financial security, Direct Financial is committed to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with Direct Financial.
LVZ Financial Planning
LVZ Financial Planning is a finance institution located at 240 South River Avenue in Holland, Michigan, United States. We offer hyper-personalized expertise at the crossroads of life and finance, seamlessly integrating into your personal and professional matters. Our team of financial professionals specializes in tax and estate planning, cash flow management, insurance, investments, and retirement planning, crafting tailored solutions for each client. Founded in 1960, we have grown from selling mutual funds to managing multi-million-dollar portfolios and creating bespoke financial strategies for our clients. With over a century of combined experience in the markets, our team approach to planning ensures active solutions, direct market access, and a dedicated team at your service as your boutique investment manager.
Jacobs Financial Services LLC
Jacobs Financial Services LLC is a finance institution located at 800 East Ellis Road in Norton Shores, Michigan, United States. The institution specializes in retirement planning and helping clients create personalized financial roadmaps to achieve their retirement goals. The team of qualified financial advisors, led by President and CEO Tom Jacobs, has over 25 years of experience in the insurance and financial industry. Tom Jacobs believes in straightforward and direct communication when working with clients to develop retirement income strategies. The institution recommends reviewing financial roadmaps annually to make any necessary adjustments. Clients in West Michigan and surrounding areas can schedule a meeting with one of the advisors to start working on their retirement roadmap.
Retirement & Wealth Strategies (RWS Financial Group)
Retirement & Wealth Strategies (RWS Financial Group) is a finance institution located at 32 Market Avenue Southwest, Grand Rapids, Michigan, United States. Since 1985, RWS has been dedicated to helping clients with their investment objectives, planning needs, and portfolio design. Specializing in creating retirement and wealth strategies, RWS provides objective, unbiased advice and personalized quality service. With customized investment management solutions tailored to your goals, investable assets, and risk tolerance, RWS integrates these into a comprehensive financial plan with personalized strategies for you. By leveraging technology and decades of experience, RWS maximizes your financial plan and aligns your investments with your goals and opportunities.
HS&C Wealth Management - Ameriprise Financial Services, LLC
HS&C Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 100 South Greenville West Drive in Greenville, Michigan, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts, although no written analysis or recommendations are given. While we cannot guarantee future financial results, we are committed to working with individuals and corporate entities to create personalized financial strategies. We adhere to strict privacy and security regulations to ensure the protection of our clients' information. To learn more about our services and to schedule a meeting, please visit our website or contact us directly. Thank you for considering HS&C Wealth Management - Ameriprise Financial Services, LLC for your financial needs.
Lake Effect Financial Consultants-Thrivent
Lake Effect Financial Consultants-Thrivent is a finance institution located at 2156 South 11th Street in Kalamazoo, Michigan, United States. We offer practical and knowledgeable services to help you achieve financial confidence, making your financial plan as relaxing as spending a day at the lake. Our passionate team is dedicated to creating lasting and meaningful relationships with our clients, providing a safe space for questions and empowering you to make confident decisions. We focus on protecting loved ones against the impact of extended care, death, and disability, offering sound financial guidance tailored to your needs to help you reach your financial goals. Schedule a meeting with us through the links provided or contact our office directly. Your first consultation is complimentary, and licensing information is available through your State Insurance Department’s website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit our website for more information on our services and financial advisors.
Raymond James Financial Services
Raymond James Financial Services, located at 329 West Silver Lake Road in Fenton, Michigan, is a finance institution dedicated to helping clients achieve their financial goals with confidence and clarity. At Kaydan Wealth Management, personalized wealth management services are tailored to guide clients through every stage of their financial journey, aligning with their unique aspirations. The institution stands out with a commitment to providing a superior financial experience, with services designed to meet specific needs and goals. Backed by a team of seasoned professionals, including Certified Financial Planners™, Kaydan Wealth Management brings a wealth of knowledge to support clients on their financial path. Founder and Senior Wealth Advisor, Jim, plays a key role in guiding the firm's direction and managing complex client relationships. With subscription-based models, financial guidance is made accessible to all, allowing clients to take control of their financial future with confidence. Choose Kaydan Wealth Management as your trusted financial partner and experience the difference that tailored solutions and accessibility can make in unlocking your financial potential. Please note that participation in ForbesSHOOK directory is limited to ranked advisors, and past performance is not indicative of future results. Visit www.shookresearch.com for more information.
Merrill Lynch Financial Advisor Mark G Holowicki
Merrill Lynch Financial Advisor Mark G Holowicki, located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States, is a finance institution that is proud of its advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They provide exemplary client service and focus on managing your wealth by creating a flexible strategy tailored to your financial goals. Mark Holowicki and his team at Merrill Lynch Wealth Management believe in participating in the communities they serve and are committed to building strong client relationships based on trust and personalized service. They offer personalized wealth management strategies through Merrill Personal Wealth Analysis™, taking into account your goals and priorities to create a plan centered around achieving what matters most to you.
Retirement & Wealth Strategies (RWS Financial Group)
Retirement & Wealth Strategies (RWS Financial Group) is a finance institution located at 22360 Garrison Street, Dearborn, Michigan, United States. Since 1985, RWS has been dedicated to helping clients with their investment objectives, planning needs, and portfolio design. Specializing in creating retirement and wealth strategies, RWS provides objective, unbiased advice and personalized service. Customized investment management solutions are tailored to your goals, investable assets, and risk tolerance, all integrated into a comprehensive financial plan with personalized strategies. By leveraging technology and decades of experience, RWS maximizes your financial plan, aligning investments with your goals and opportunities.
Financial Directions Inc
Financial Directions Inc is a leading finance institution located at 28175 Haggerty Road in Novi, Michigan, United States. With a team of experienced financial professionals, we provide a wide range of services including investment management, retirement planning, estate planning, and tax strategies. Our goal is to help individuals and businesses achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you navigate your financial journey.
Merrill Lynch Financial Advisor Leo G Stevenson
Merrill Lynch Financial Advisor Leo G Stevenson is a finance institution located at 2912 Biddle Avenue, Wyandotte, Michigan, United States. Merrill is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. The institution offers personalized financial plans through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. The financial advisors at Merrill Lynch Wealth Management prioritize understanding your needs and goals, helping you create a personalized plan to pursue financial success while managing investment risks. They provide updated approaches to reflect changes in your life and the financial markets. As a registered advisor in numerous states, Leo Stevenson offers personalized investment strategies and comprehensive financial solutions. The institution offers a range of services including brokerage, investment advisory, and financial planning. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer and investment adviser, offering various investment products. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its agents. Banking products are provided by Bank of America, N.A. and affiliated banks. The institution strives to provide information about products and services that may be of interest to clients through relationship-based ads and online behavioral advertising.
Merrill Lynch Financial Advisor Kevin M. Walker
etween brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor. Merrill Lynch Financial Advisor Kevin M. Walker, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, is dedicated to helping clients manage their wealth and pursue their financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Kevin and his team provide personalized wealth management strategies tailored to each client's unique needs and priorities.
Accounting Aid Society - Northwest Financial Hub
The Accounting Aid Society - Northwest Financial Hub, located in Detroit, Michigan, United States, is a non-profit institution dedicated to helping low- to moderate-income taxpayers manage their finances. By providing services such as financial counseling and assistance with tax preparation, we empower individuals to take control of their finances and improve their overall quality of life. To schedule an appointment, please call 313-556-1920 or visit our website to schedule online. Your contribution to our organization directly impacts the lives of those in need and helps them achieve financial stability.
Ferhadson & Associates - Ameriprise Financial Services, LLC
Ferhadson & Associates - Ameriprise Financial Services, LLC, located at 900 Wilshire Drive in Troy, Michigan, is a finance institution that has been recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. They offer a range of services including investment recommendations, asset allocation, and portfolio management tailored to individual goals and risk tolerance. Clients can expect personalized financial planning, regular progress reviews, and updates to their approach as life circumstances change. The institution provides secure online access to investments and accounts for easy tracking of financial goals.
Trivelloni asset management
Trivelloni Asset Management, located at 25 North Main Street in Mount Clemens, Michigan, is a finance institution dedicated to helping clients achieve their financial goals. As an independent Registered Investment Advisor, they prioritize their clients' interests above all else and are not tied to any specific investment products or portfolios. They operate on a fee-based model, ensuring that their success is directly tied to the success of their clients. With a commitment to transparency and accountability, Trivelloni Asset Management offers personalized financial solutions with no conflicts of interest. Fill out a form on their website to learn more about how they can help you reach your financial goals.
Lineage Retirement & Wealth Management - Ameriprise Financial Services, LLC
Lineage Retirement & Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 128 West Spruce Street in Sault Ste. Marie, Michigan, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. During the initial consultation, we discuss what is most important to you and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you achieve your financial goals. For more information, please visit our website or contact us directly. Thank you for considering us to help your friends or family members with their financial planning needs. Member FINRA and SIPC. Privacy and security are our top priorities.
Huizenga Gamache & Associates - Ameriprise Financial Services, LLC
Huizenga Gamache & Associates - Ameriprise Financial Services, LLC, located at 44 East 8th Street in Holland, Michigan, is a finance institution that is part of The Avalune Group, which has been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024. Their team of financial advisors is dedicated to helping clients and their families feel more confident and in control of their financial lives. By providing personalized financial planning services, they aim to support clients in achieving their financial goals. The advisors at Ameriprise Financial Services, LLC are registered to do business in certain U.S. states and offer consultations to discuss what is most important to each individual client. While they cannot guarantee future financial results, they are committed to providing valuable insights and recommendations to help clients make informed decisions.
STEVE PIERCE INVESTMENT MGR-PIERCE FINANCIAL ANN ARBOR (PFA2)
Steve Pierce Investment Manager at Pierce Financial Ann Arbor (PFA2) is a finance institution located at 3345 Beaumont Road, Ann Arbor, Michigan. With a unique approach of being small but mighty, Steve Pierce focuses on representing your interests in the market and ensuring your investments perform well. Specializing in retirement and non-retirement accounts, Steve will open a Fidelity account for you and start investing on your behalf. With a personal desire and financial incentive for your success, Steve charges a fee of 0.25% of the market value of your investments each quarter. In addition to his financial expertise, Steve Pierce is also a wine and coffee merchant and a talented conversationalist. Through his show, hosted by Ed Hoffman, he explores the world of art, antiques, music, and film from various perspectives to provide a comprehensive view of the industry. With interviews from accomplished guests, the show aims to entertain and educate viewers on the intricacies of the art world.
Merrill Lynch Financial Advisor Brock M Becker
Merrill Lynch Financial Advisor Brock M Becker is a finance institution located at 290 Town Center Drive, Dearborn, Michigan, United States. Merrill is proud of its advisors who have received recognition from financial industry publications or directly from Bank of America Corporation, setting the standard for exemplary client service. Brock Becker offers personalized wealth management strategies tailored to your financial goals and priorities, providing access to investment insights from Merrill and banking solutions from Bank of America. With a focus on community involvement and volunteer work, Merrill Personal Wealth Analysis™ helps build a personalized plan centered around your goals. By understanding your unique needs and aspirations, Brock Becker can help you manage, grow, and preserve your wealth for the future. As your life and goals evolve, Brock Becker will work with you to update your financial approach to reflect these changes. With a commitment to putting you first, Merrill Lynch Wealth Management Advisors like Brock Becker are dedicated to helping you navigate the complexities of your financial life and achieve your goals. Get the latest investment insights and strategies to help you live your best financial life with Brock Becker at Merrill Lynch Financial Advisor.
TIMOTHY C KASUNIC
TIMOTHY C KASUNIC is a reputable health institution located at 730 Riverside Avenue in Adrian, Michigan, United States. Dr. Timothy C Kasunic and his team are dedicated to providing top-quality healthcare services to their patients. With a focus on patient-centered care and a commitment to excellence, this institution offers a wide range of medical services to meet the needs of individuals and families in the community. Whether you are in need of a routine check-up or treatment for a specific health issue, TIMOTHY C KASUNIC is there to provide compassionate and personalized care to help you achieve optimal health and well-being.
Advance America
Advance America is a leading financial institution located at 1422 South Main Street in Adrian, Michigan. As a trusted provider of financial services, Advance America offers a variety of options to help individuals manage their finances and achieve their goals. From payday loans to installment loans, Advance America provides convenient and reliable solutions for those in need of quick access to cash. With a commitment to customer service and financial expertise, Advance America is a go-to destination for individuals looking for financial assistance in Adrian, Michigan.
Check `n Go
Check `n Go is a trusted financial institution located at 1200C South Main Street in Adrian, Michigan. Specializing in providing convenient and reliable financial services, Check `n Go offers a variety of products including payday loans, installment loans, check cashing, and more. With a commitment to helping customers manage their finances responsibly, Check `n Go is dedicated to providing personalized solutions to meet individual financial needs. Visit us today to experience our friendly service and expert financial assistance.
Jake Tufts - State Farm Insurance Agent
Jake Tufts - State Farm Insurance Agent is a local insurance agency located at 215 East Main Street in Hart, Michigan. As a husband, proud girl dad, and reserve Naval Officer, Jake Tufts is dedicated to serving the communities of Hart, Shelby, Silver Lake, Pentwater, and Oceana County. The agency offers a range of insurance services including auto, homeowners, life, RV, boat, motorcycle, and business insurance. Located two doors down from Kristi's Pour House and directly across from Hart Dairy Delight, Jake Tufts and his team are committed to building personal relationships with clients to understand their needs and provide the best coverage possible. Whether you prefer to call, click, or visit in person, the team is available to assist you with all your insurance needs.
GT Independence
GT Independence is a finance institution located at 215 Broadus Street in Sturgis, Michigan, United States. Specializing in self-directed care, GT Independence empowers individuals to choose who provides their long-term care and how they receive it. Whether hiring in-home or community-based caregivers, GT Independence handles the taxes and paperwork, allowing individuals to focus on living the life they choose. With self-direction programs varying by state, GT Independence assists individuals in navigating the Medicare or Medicaid options available in their area. Caregiver by GT Independence offers a convenient app for caregivers to easily track their hours, receive approval for shifts, and submit timesheets for payment, all from their phone or tablet.
Ben Torres - State Farm Insurance Agent
Ben Torres - State Farm Insurance Agent is a second-generation agent located at 5900 East Dunbar Road in Monroe, Michigan. As a member of the Chamber of Commerce, NAIFA, and a Legion of Honor qualifier, Ben Torres offers a range of insurance services including auto, home, life, and small business insurance. With a focus on helping individuals manage everyday risks and achieve their dreams, Ben and his team also provide financial services to clients in Monroe, Washtenaw County, and all of Michigan. Virtual appointments are available for added convenience. Additionally, the institution offers valuable information on budgeting methods, money-saving tips, and the importance of avoiding drunk driving. For more information on how Ben Torres - State Farm Insurance Agent can assist with your insurance needs, visit their website or contact them directly at (734) 457-5877. Please note that sensitive personal information should not be shared for security purposes.
Montana Capital Car Title Loans
Montana Capital Car Title Loans, located at 15140 Middlebelt Road in Livonia, Michigan, is a finance institution that offers fast and secure cash loans using your car title as collateral. You can apply online or by phone, and depending on the value of your car, the amount you need, and your ability to repay, you could receive up to $50,000. The money can be sent directly to your bank account, debit card, or picked up at a nearby MoneyGram location. Whether you are facing a critical situation or need emergency cash, Montana Capital is here to help. They provide guidance on how to obtain a car title loan, answer all your questions, and ensure a smooth process. Requirements for obtaining a car title loan in Livonia include providing necessary documents and meeting certain conditions. The loan amount depends on the value of your vehicle, and even if your car has a lower value, you can request additional cash. Some lenders in Livonia do not check credit, but they do conduct a background check to ensure repayment ability. It is important to research and consider all aspects before applying for an auto title loan, as they can have high interest rates and lead to a cycle of debt if not managed properly. Montana Capital Car Title Loans is licensed and regulated, ensuring a transparent and reliable lending process for customers.
Montana Capital Car Title Loans
Montana Capital Car Title Loans is a finance institution located at 23390 Telegraph Road, Southfield, Michigan, United States. They offer car title loans with a simple and fast process. You can apply online or by phone, and depending on the value of your car and your ability to repay, you could receive up to $50,000. The funds can be sent directly to your bank account, debit card, or picked up at a MoneyGram location. The lender will review your application and present a clear loan agreement with terms and conditions. It is important to repay the loan on time to avoid losing your car, as it serves as collateral. Montana Capital Car Title Loans provides pre-approval within minutes without any commitment. They recommend borrowing only what you need to ensure manageable repayments and a better financial outlook. Early repayment can save you money in the long run, and there is no need for an in-person vehicle inspection. Southfield, Michigan, offers a variety of green spaces and outdoor activities for residents to enjoy. It is important to carefully consider your finances before applying for a car title loan, as they are meant for emergencies due to high-interest rates. Loans are funded by Simple Cash Loans, Inc., dba Montana Capital Car Title Loans®, and are subject to approval based on information from national databases.
Montana Capital Car Title Loans
Montana Capital Car Title Loans, located at 28500 Harper Avenue in St. Clair Shores, Michigan, offers fast and secure cash loans based on the value of your car. With the potential to receive up to $50,000, you can have your money sent directly to your bank account, debit card, or pick it up at a nearby MoneyGram location. If you're tired of the traditional bank loan process and have been rejected in the past, a car title loan may be the solution for you. In St. Clair Shores, Michigan, this type of secured loan can provide quick access to cash, but comes with risks if not managed carefully.
SCORE
SCORE, a finance institution located at 401 East Mitchell Street in Petoskey, Michigan, offers free business advice, training webinars, workshops, and a library of templates and tools to help entrepreneurs succeed. Established in 1988, the Tip of the Mitt SCORE chapter has 25 dedicated volunteers ready to support businesses in scenic Northern Michigan. One of their current offerings is a free webinar series on Amazon selling success, taught by experts directly from Amazon. Additionally, SCORE provides guidance on navigating negotiations, managing stress, and adapting to new business challenges like the Corporate Transparency Act. With a focus on inclusivity and personalized support through their SCORE for All platform, the institution aims to empower diverse entrepreneurs to achieve their goals. Since 1964, SCORE has mentored over 11 million small business owners and is always looking for individuals with varied backgrounds to join their team of mentors and advocates. This institution is funded in part through a Cooperative Agreement with the U.S. Small Business Administration, emphasizing their commitment to supporting small businesses nationwide.
Farmers Insurance Federal Credit Union
Farmers Insurance Federal Credit Union, located at 5600 Beechtree Lane Southeast in Caledonia, Michigan, offers a wide range of financial services to its members. From variable rate certificates to online savings accounts, they provide various options to help individuals manage their finances effectively. In addition to traditional savings and checking accounts, the credit union also offers specialized accounts such as Health Savings Accounts and IRAs. Members can also take advantage of loans for vehicles, real estate, and more through their loan programs. The institution also provides additional services such as direct deposit, eStatements, and financial education resources to help members make informed decisions about their money. With a focus on member satisfaction and financial wellness, Farmers Insurance Federal Credit Union is dedicated to helping individuals achieve their financial goals.
- Clinical diagnostic centers
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- Personal loan
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