Estate and wealth management in Michigan
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NCI School of Real Estate - Online & In-Person Real Estate Classes
● OpenThe NCI School of Real Estate offers a comprehensive range of online and in-person real estate classes for individuals looking to kickstart or advance their career in the real estate industry. Located at 2804 Orchard Lake Road in Keego Harbor, Michigan, our institution provides top-notch education and training to help students succeed in the competitive real estate market. Whether you are a beginner or a seasoned professional, our experienced instructors are dedicated to providing the knowledge and skills needed to excel in the field. Join us at NCI School of Real Estate and take the next step towards a successful career in real estate.
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Hudson Wealth Management
● OpenHudson Wealth Management is a finance, health, and insurance agency located at 3180 Racquet Club Drive in Traverse City, Michigan, United States. Our team specializes in creating clear retirement plans tailored to your specific needs, so you can focus on enjoying your retirement to the fullest. Whether you prefer in-person meetings, phone consultations, or home visits, we make it convenient for you to stay on track with your financial goals. Our experienced advisors will assess your risk tolerance, optimize your portfolio, and work with tax and legal professionals to ensure a smooth transition into retirement. With retired educators on staff, we offer valuable insights into life after your career. Attend our workshops and events in Northern Michigan for in-depth knowledge and practical tips for your retirement plan. Say goodbye to mixed feelings and hello to mixed drinks, as we guide you towards a worry-free retirement. Start your journey towards financial security today with a personalized review from Hudson Wealth Management.
3180 Racquet Club Dr Unit A, Traverse City, MI 49684, United States -
Bliss and Thompson Financial Services
● OpenBliss and Thompson Financial Services is a reputable finance and insurance agency located at 3409 Veterans Drive in Traverse City, Michigan. With a strong commitment to providing personalized and comprehensive financial solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, retirement planning, or wealth management services, Bliss and Thompson Financial Services is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you navigate the complexities of the financial world.
3409 Veterans Dr, Traverse City, MI 49684, United States -
Millennium Capital Management
● OpenMillennium Capital Management is a comprehensive financial, health, and insurance agency located at 200 Viridian Drive in Muskegon, Michigan, United States. Our team of experienced professionals is dedicated to providing personalized and strategic solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, health insurance options, or risk management strategies, Millennium Capital Management is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
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Estate Preservation Agency
● OpenThe Estate Preservation Agency, located at 8571 West Grand River Avenue in Brighton, Michigan, is a reputable health and insurance agency dedicated to helping individuals protect and preserve their assets for future generations. With a team of experienced professionals, they offer a range of services including estate planning, insurance solutions, and financial consultations to ensure clients have peace of mind knowing their loved ones are taken care of. Contact the Estate Preservation Agency today to secure your legacy and safeguard your family's future.
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AFS Tax and Wealth Management
● OpenAFS Tax and Wealth Management is a leading finance, health, and insurance agency located at 22029 Farmington Road in Farmington Hills, Michigan, United States. With a team of experienced professionals, we offer comprehensive financial planning, tax preparation, wealth management, and insurance services to help individuals and businesses achieve their financial goals. Our personalized approach and commitment to excellence make us a trusted partner in navigating the complexities of the financial world. Contact us today to learn more about how we can help secure your financial future.
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Gunnar Gavin, Bankers Life Agent and Bankers Life Securities Financial Representative
● OpenGunnar Gavin, Bankers Life Agent and Bankers Life Securities Financial Representative is a trusted insurance agency located at 1760 Forest Ridge Drive, Traverse City, Michigan, United States. As a financial advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Gunnar Gavin offers a range of insurance options from companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage, Gunnar Gavin can help you navigate the complexities of Medicare and find the best plan for your needs. With Medicare Advantage, you can enjoy all-in-one coverage that combines Parts A and B in a single plan.
1760 Forest Ridge Dr Ste B, Traverse City, MI 49686, United StatesAdvertisements -
Jeremy Pearson, Bankers Life Agent and Bankers Life Securities Financial Representative
● OpenJeremy Pearson, Bankers Life Agent and Bankers Life Securities Financial Representative in Traverse City, Michigan, offers a wide range of insurance options from Bankers Life and other reputable companies. With a focus on Medicare Advantage, our team is dedicated to helping you navigate the complexities of healthcare and long-term care planning. Contact us today to start preparing for your future.
1760 Forest Ridge Dr Ste B, Traverse City, MI 49686, United States -
Michael Benoit, Bankers Life Agent and Bankers Life Securities Financial Representative
● OpenMichael Benoit is a dedicated Bankers Life Agent and Bankers Life Securities Financial Representative located at 1760 Forest Ridge Drive in Traverse City, Michigan. As an insurance agency, Michael Benoit provides personalized services to help clients secure their financial future. With a focus on integrity and professionalism, Michael Benoit offers a range of insurance and investment products to meet the unique needs of each individual. Whether you are looking for life insurance, retirement planning, or investment strategies, Michael Benoit is committed to helping you achieve your financial goals. Visit us today to learn more about how we can assist you in planning for a secure future.
1760 Forest Ridge Dr Ste B, Traverse City, MI 49686, United States -
Fortitude Wealth Planners, LLC
● OpenFortitude Wealth Planners, LLC is a finance and insurance agency located at 601 South Garfield Avenue in Traverse City, Michigan, United States. With a focus on providing expert financial planning and insurance solutions, Fortitude Wealth Planners, LLC is dedicated to helping individuals and families achieve their financial goals and secure their future. Their team of experienced professionals offers personalized services tailored to each client's unique needs, ensuring peace of mind and financial security. Visit Fortitude Wealth Planners, LLC today to start planning for a prosperous future.
601 S Garfield Ave Suite B, Traverse City, MI 49686, United StatesAdvertisements -
Sable Point Wealth Management
● OpenSable Point Wealth Management is a leading finance and insurance agency located at 5726 W U.S. 10 in Ludington, Michigan, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on integrity and transparency, we offer a wide range of services including investment planning, retirement planning, estate planning, and insurance solutions. Contact us today to learn how we can help secure your financial future.
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Nicholas Sellen, Bankers Life Agent and Bankers Life Securities Financial Representative
● OpenNicholas Sellen, Bankers Life Agent and Bankers Life Securities Financial Representative is an insurance agency located at 950 Trade Centre Way in Portage, Michigan, United States. As a trusted financial institution, we specialize in providing personalized insurance solutions and financial services to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families secure their financial future through a range of insurance products and investment options. Whether you are looking for life insurance, retirement planning, or investment guidance, we are here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and start planning for a secure financial future.
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Brianna Seymour, Bankers Life Agent and Bankers Life Securities Financial Representative
● OpenBrianna Seymour, Bankers Life Agent and Bankers Life Securities Financial Representative in Ann Arbor, Michigan, offers a wide range of insurance options from Bankers Life and other reputable companies. Specializing in Medicare Advantage plans, Brianna can help you find the right coverage for your needs. As the need for long-term care planning becomes increasingly important, Brianna is here to guide you through the process and help you prepare for the future. Visit Brianna Seymour's office at 2411 Oak Valley Drive in Ann Arbor to start planning your next steps towards financial security and peace of mind.
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Carrie Durr, Bankers Life Agent and Bankers Life Securities Financial Representative
● OpenCarrie Durr, Bankers Life Agent and Bankers Life Securities Financial Representative in Grand Rapids, Michigan, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Financial Advisor, Carrie Durr specializes in helping clients navigate the complexities of Medicare Advantage plans to find the best coverage for their needs. Medicare Advantage Plans offer comprehensive coverage, including prescription drug coverage, with some plans even offering $0 monthly premiums. With the rising costs of healthcare and the inevitability of needing long-term care, it's crucial to have a plan in place. Carrie Durr is here to help you start planning for the future and have important discussions with your loved ones. Visit Carrie Durr, Bankers Life Agent and Bankers Life Securities Financial Representative in Grand Rapids to secure your financial future today.
3350 Eagle Park Dr NE #104, Grand Rapids, MI 49525, United States -
Janet Williams, Bankers Life Agent and Bankers Life Securities Financial Representative
● OpenJanet Williams, Bankers Life Agent and Bankers Life Securities Financial Representative in Clarkston, MI, offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Located at 6770 Dixie Highway in the City of the Village of Clarkston, Michigan, our agency specializes in Medicare Advantage plans, providing all-in-one coverage options that include prescription drug coverage. With the rising costs of healthcare and the need for long-term care becoming more prevalent, it's crucial to start planning for the future. Contact Janet Williams today to discuss your insurance needs and take the next step towards financial security.
6770 Dixie Hwy Ste 306, City of the Village of Clarkston, MI 48346, United States -
Brandon Brown, Bankers Life Agent and Bankers Life Securities Financial Representative
● OpenBrandon Brown, Bankers Life Agent and Bankers Life Securities Financial Representative in Livonia, Michigan, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Brandon can help you find the right coverage to suit your needs. With the rising costs of healthcare and the increasing need for long-term care, it's crucial to be prepared and have these important discussions with your family. Visit us at 13602 Merriman Road to start planning for your future today.
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Danielle McClung, Bankers Life Agent and Bankers Life Securities Financial Representative
● OpenDanielle McClung is a dedicated Bankers Life Agent and Bankers Life Securities Financial Representative located at 6770 Dixie Highway in the City of the Village of Clarkston, Michigan, United States. As an insurance agency, Danielle McClung offers a wide range of insurance products and financial services to help clients protect their assets and plan for the future. With a commitment to providing personalized and professional service, Danielle McClung is a trusted partner in helping individuals and families achieve their financial goals.
6770 Dixie Hwy #306, City of the Village of Clarkston, MI 48346, United States -
James Cody, Bankers Life Agent and Bankers Life Securities Financial Representative
● OpenJames Cody, Bankers Life Agent and Bankers Life Securities Financial Representative in Clinton Township, Michigan offers a wide range of insurance options from Bankers Life and other reputable companies. Specializing in Medicare Advantage plans, our agents can help you find the right coverage to meet your needs. With products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, we are dedicated to helping you plan for the future and protect your loved ones. Visit us at 44250 Garfield Road to start planning your next steps towards a secure financial future.
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Life Insurance Agent And Generational Wealth Builders
● OpenLife Insurance Agent And Generational Wealth Builders is an insurance agency located at 799-1628 Gratiot Avenue in Eastpointe, Michigan. Our dedicated team of life insurance agents are committed to helping individuals and families build generational wealth through sound financial planning and strategic insurance solutions. Whether you are looking to protect your loved ones with life insurance or create a secure financial future for future generations, our experienced agents are here to guide you every step of the way. Contact us today to learn more about our services and how we can help you achieve your financial goals.
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Platinum Wealth Management Group
● OpenPlatinum Wealth Management Group is a leading finance and insurance agency located at 38600 Van Dyke Avenue in Sterling Heights, Michigan, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, we offer personalized solutions tailored to your specific needs. Trust Platinum Wealth Management Group to provide expert guidance and exceptional service in managing your finances and insurance needs.
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Strategic Wealth Advisors Group
● OpenStrategic Wealth Advisors Group is a leading finance and insurance agency located at 8667 Hall Road in Utica, Michigan, United States. Our team of experienced advisors is dedicated to helping our clients achieve their financial goals through strategic planning and personalized advice. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, we are here to provide expert guidance every step of the way. Contact us today to learn more about how Strategic Wealth Advisors Group can help you secure your financial future.
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Thornburg and Company
● OpenThornburg and Company is a well-established institution located at 1744 Washington Street in Holland, Michigan, United States. This institution is a one-stop shop for all your food, grocery, and health needs. With a wide selection of fresh produce, pantry staples, and health products, Thornburg and Company is committed to providing the community with high-quality items at affordable prices. Whether you're looking for organic fruits and vegetables, specialty foods, or vitamins and supplements, this store has everything you need to maintain a healthy lifestyle. Visit Thornburg and Company today and experience the convenience and quality that sets them apart from other supermarkets.
1744 Washington St, Holland, MI 49424, United StatesAdvertisements -
Your Estate Outlet
● OpenYour Estate Outlet is a premier finance and store institution located at 15401 Industrial Drive in Schoolcraft, Michigan, United States. We specialize in providing a wide range of estate planning and financial services to help individuals manage and protect their assets. Our store offers a variety of products and resources to assist with estate planning, including legal documents, insurance policies, and investment options. With a team of experienced professionals, Your Estate Outlet is dedicated to helping our clients secure their financial future and achieve their long-term goals. Visit us today to learn more about how we can help you plan for the future.
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Graham Management
● OpenGraham Management is a versatile institution located at 163 East Main Street in Harbor Springs, Michigan, United States. Specializing in finance, real estate, and travel services, Graham Management offers a wide range of professional and reliable solutions for all your financial, property, and travel needs. With a team of experienced experts, Graham Management is dedicated to providing top-notch services to help clients achieve their goals and make informed decisions. Visit us today to experience our exceptional services and personalized approach.
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First National Trust & Wealth Management
● OpenFirst National Trust & Wealth Management is a leading finance institution located at 3165 Wright Street in Marquette, Michigan, United States. With a strong focus on trust and wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our institution offers personalized solutions to meet your needs. Trust in First National Trust & Wealth Management to provide you with expert financial guidance and exceptional service.
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Access Property Management Group of Grand Rapids, MI
● OpenAccess Property Management Group of Grand Rapids, MI is a professional rental property management agency located at 1430 Monroe Avenue Northwest in Grand Rapids, Michigan. Offering a range of services including text, email, phone call, video, or in-person communication, they are always available to assist clients with any questions or concerns. With a focus on placing quality screened residents for property owner clients, they have successfully leased numerous properties in the West Michigan area. Specializing in professional rental property management, Access Property Management Group understands the value of owning rental properties as a form of wealth creation. With solid systems, screenings, and reporting in place, they aim to make the process of managing properties and tenants as seamless as possible for landlords. Offering four different management plans to choose from, clients can easily select the plan that best suits their needs.
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Real Property Management Southwest Michigan
● OpenReal Property Management Southwest Michigan, located at 815 Main Street, St. Joseph, Michigan, is a trusted partner for property owners looking to protect their investments, minimize costs, and maximize income. With a focus on quality residential property management, Real Property Management Southwest Michigan offers professional services from tenant screening to maintenance to evictions. Their Wealth Optimizer tool provides access to important metrics and financial key performance indicators, backed by 35 years of experience managing over $16 billion in rental property assets. This property management company fills vacancies quickly with qualified tenants, offers operational transparency with clear fee schedules, and provides support 24/7 through online portals. With national partnerships and resources, Real Property Management Southwest Michigan ensures that your property's management is Done Right. Contact them today for a free report on optimizing the return on your rental property.
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Royal Estates
● OpenRoyal Estates is a prestigious institution located at 8300 Ravine Road in Kalamazoo, Michigan, United States. This luxurious property offers a wide range of amenities and services, including elegant living spaces, beautiful gardens, and top-notch recreational facilities. With a focus on providing a high standard of living for its residents, Royal Estates is the perfect place for those seeking a sophisticated and upscale lifestyle. Experience the epitome of luxury living at Royal Estates.
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Shock Family Real Estate Investments
● OpenShock Family Real Estate Investments is a renowned institution located at 609 South Hooker Avenue in Three Rivers, Michigan, United States. With years of experience in the real estate industry, they offer top-notch services in property investments, sales, and management. Their dedicated team of professionals provides expert guidance and personalized solutions to meet the needs of their clients. Whether you are buying, selling, or renting a property, Shock Family Real Estate Investments is your go-to destination for all your real estate needs.
609 S Hooker Ave, Three Rivers, MI 49093, United States -
Silverside Management LLC
● OpenSilverside Management LLC is a reputable institution located at 32500 West 8 Mile Road in Farmington, Michigan, United States. Specializing in financial management and investment services, Silverside Management LLC is committed to helping clients achieve their financial goals through personalized strategies and expert advice. With a team of experienced professionals, they offer a wide range of services to meet the diverse needs of their clients. Trust Silverside Management LLC to provide top-notch financial guidance and support for a secure and prosperous future.
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