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TOP 30 Estate planning legal services in Michigan
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Merrill Lynch Financial Advisor Jan Huang
Merrill Lynch Financial Advisor Jan Huang is located at 290 Town Center Drive, Dearborn, Michigan, United States. With over 30 years of experience, Jan Huang and her team serve clients in 26 states, including national and global companies, small and medium-sized businesses, and individuals. Their focus is on delivering a comprehensive approach to managing wealth that is tailored to each client's needs and goals. Jan Huang's access to the investment insights of Merrill and banking convenience of Bank of America allows her to address various aspects of her clients' financial lives. Jan Huang follows the Merrill tradition of community involvement and volunteers with organizations in the community. She offers the Merrill Personal Wealth Analysis™ to help clients build a personalized plan centered on their goals. By getting to know each client's aspirations and priorities, Jan Huang helps them create a financial approach that reflects their personality and helps them achieve their goals.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 290 Town Center Drive in Dearborn, Michigan, is a finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning. With a team of experienced advisors, Merrill Lynch offers tailored financial strategies, retirement income planning, guidance on investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, focusing on identifying personal and professional goals to create long-term financial strategies. Through volunteerism and charitable outreach, the branch supports the communities in which they operate. As a Merrill client, you have access to industry-skilled advisors, investing insights, and technological resources to help you pursue your financial and life goals. Merrill Lynch has been training financial advisors since 1946, offering the critical skills needed to assist individuals in achieving their unique financial objectives. Whether you are a seasoned advisor or aspiring to become one, Merrill Lynch provides professional training, mentoring, and technology to support your success. Investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Merrill offers a broad range of brokerage, investment advisory, and other services to meet the diverse needs of their clients.
Fioritto and Associates PLLC
Fioritto and Associates PLLC is a reputable law firm located at 50217 Schoenherr Road in Shelby Township, Michigan. With a team of experienced and dedicated attorneys, they provide a wide range of legal services to clients in the United States. Specializing in various areas of law, including personal injury, family law, estate planning, and business law, Fioritto and Associates PLLC is committed to delivering top-notch legal representation and personalized solutions to meet the unique needs of each client. Whether you are facing a legal dispute, planning for the future, or starting a new business, you can trust Fioritto and Associates PLLC to provide expert guidance and support every step of the way. Contact them today to schedule a consultation and learn more about how they can help you achieve your legal goals.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 45000 River Ridge Drive in Clinton Township, Michigan, is a leading finance institution dedicated to providing personalized wealth planning services to individuals, families, business owners, executives, and institutions. Our experienced advisors offer comprehensive financial strategies tailored to your specific needs, including retirement income planning, guidance on concentrated stock positions, and access to estate planning services through Bank of America. Our commitment to client service extends beyond financial advice, as we actively engage in charitable outreach to support the communities in which we operate. As a Merrill client, you will have access to industry-skilled advisors supported by the investing insights of Merrill and a global financial services platform, all working towards helping you achieve your financial and life goals.
Tarr Financial
Tarr Financial is a finance institution located at 167 South Main Street in Romeo, Michigan, United States. Specializing in helping clients pursue their retirement goals, we offer personalized investment strategies and financial planning to address individual needs. Our mission is to understand your long-term goals and develop a strategy tailored to your unique situation. From managing debt to saving for college and retirement, we are committed to utilizing all our resources to help you achieve your financial goals. With over 30 years of experience, we have a trusted network of professionals in the tax and legal field to refer you to. Contact us today to start planning for your financial future.
Williams Willis & Associates, P.C.
Williams Willis & Associates, P.C. is a leading accounting and finance firm located at 53 Crocker Boulevard in Mount Clemens, Michigan, United States. With a team of highly skilled professionals, we offer a wide range of services including tax preparation, financial planning, and business consulting. Our commitment to excellence and personalized service sets us apart from other firms, making us a trusted partner for individuals and businesses alike. Contact us today to see how we can help you achieve your financial goals.
Shelby Butler - Thrivent
Shelby Butler - Thrivent is a finance institution located at 211 West Superior Street, Wayland, Michigan, United States. Licensing for insurance products is available through your State Insurance Department’s website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to further engage in planning services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Licensed agents and producers provide these services, and only credentialed financial advisors are authorized to provide investment advisory services. For more information on professional designations and requirements, visit https://www.thrivent.com/designations.
McAfee & Associates PC
McAfee & Associates, P.C. is a reputable accounting firm located in Portage, Michigan, United States. Specializing in accounting, finance, and legal services, we cater to individuals and small businesses with a focus on income tax planning, estate planning, and business tax compliance. Our team is dedicated to providing personalized services for a wide range of professions, including medical, legal, and business executives. We offer a variety of services for small businesses, including entity selection, business startup assistance, and ongoing planning and compliance. Additionally, we provide personalized employee benefit and pension planning to help businesses thrive.
Jeffrey L Davis & Associates
Jeffrey L Davis & Associates is a reputable finance institution located at 166 South Kalamazoo Mall in Kalamazoo, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need assistance with investment planning, retirement savings, or wealth management, Jeffrey L Davis & Associates is dedicated to helping you achieve your financial goals. Trustworthy and reliable, this institution is committed to providing personalized solutions tailored to your specific needs.
Tammera Nevins - Thrivent
Tammera Nevins - Thrivent is a finance institution located at 161 Ottawa Avenue Northwest, Suite 110-M in Grand Rapids, Michigan. Licensing for insurance products can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are able to provide investment advisory services. For more information about our financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.
Merrill Lynch Financial Advisor Jeffrey Towner
Merrill Lynch Financial Advisor Jeffrey Towner is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, they are dedicated to helping clients achieve their financial goals. It is important to note that investing involves risk, and Merrill Lynch does not provide legal, tax, or accounting advice. They offer a range of services including brokerage, investment advisory, insurance, annuity products, trust and fiduciary services, and banking products. Merrill Lynch is a subsidiary of Bank of America Corporation and is committed to providing clients with information about products and services that may be of interest. Please consult with legal and tax advisors before making any financial decisions.
Center for Wealth Preservation
The Center for Wealth Preservation is a leading finance and legal institution located at 17310 Farmington Road in Livonia, Michigan, United States. Our team of expert financial advisors and lawyers are dedicated to helping individuals and families preserve and grow their wealth for future generations. With a focus on personalized wealth management strategies and estate planning services, we are committed to providing our clients with the tools and resources they need to achieve their financial goals. Contact us today to learn more about how we can help you protect and enhance your wealth.
Lindsay Sauls - Thrivent
Lindsay Sauls - Thrivent is a finance institution located at 400 Renaissance Center in Detroit, Michigan, United States. Licensing is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
James Riske - Thrivent
James Riske - Thrivent is a finance institution located at 48639 Hayes Road in Shelby Township, Michigan, United States. Specializing in providing financial guidance to the Christian community in Southeast Michigan, James Riske - Thrivent is licensed in states including Arizona, California, Illinois, Michigan, and Texas. The institution offers insurance products, securities, and investment advisory services through licensed financial advisors and professionals. Thrivent does not provide legal, accounting, or tax advice, and clients are encouraged to consult their own attorney or tax professional. The institution's Financial Planning Framework includes a review and analysis of a client's financial situation, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent Financial for Lutherans is the marketing name for Thrivent, with insurance products issued by the institution and securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Visit thrivent.com for more information on professional designations and licensing requirements.
Morrison Gilmour Polak & Hillard PC
Morrison Gilmour Polak & Hillard PC is a reputable accounting and finance institution located at 823 Penniman Avenue in Plymouth, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, their experts are dedicated to providing personalized and high-quality solutions to meet your specific needs. Trust Morrison Gilmour Polak & Hillard PC for all your accounting and finance needs.
Ted Funke & Associates PC
Ted Funke & Associates PC is a reputable accounting and finance institution located at 2701 Troy Center Drive in Troy, Michigan, United States. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation to financial planning, Ted Funke & Associates PC is dedicated to providing top-notch services tailored to meet the unique needs of their clients. Trustworthy, reliable, and committed to excellence, this institution is a go-to destination for all your accounting and finance needs.
Flaherty, Miller & Dunson, PC
Flaherty, Miller & Dunson, PC is a reputable accounting and finance institution located at 697 Hannah Avenue in Traverse City, Michigan, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation and planning to financial analysis and consulting, they are dedicated to helping their clients achieve their financial goals. With a commitment to excellence and personalized service, Flaherty, Miller & Dunson, PC is a trusted partner for all your accounting and finance needs.
Ondersma Deborah I
Ondersma Deborah I is a reputable institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. Specializing in accounting, finance, and legal services, this institution provides expert guidance and support in a variety of financial and legal matters. With a team of experienced professionals, Ondersma Deborah I is dedicated to helping clients navigate complex financial and legal issues with precision and care. Whether you need assistance with tax planning, estate planning, or business law, Ondersma Deborah I is here to provide top-notch services tailored to your specific needs.
Weiss & Associates
Weiss & Associates is a reputable accounting and finance institution located at 4660 Breton Road Southeast in Kentwood, Michigan. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Clients can trust Weiss & Associates to help them navigate the complexities of the financial world and achieve their financial goals.
Helms, DeWitt & Associates, PLLC
Helms, DeWitt & Associates, PLLC is a leading accounting and finance firm located at 1600 East Beltline Avenue Northeast in Grand Rapids, Michigan, United States. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, auditing, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate complex financial matters with confidence. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Hutter & Associates PC
Hutter & Associates PC is a reputable accounting and finance firm located at 39 South Whittaker Street in New Buffalo, Michigan, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and consulting. With a commitment to excellence and personalized service, Hutter & Associates PC is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
James J Carey PC
James J Carey PC is a well-established accounting and finance institution located in South Lyon, Michigan. With a prime location at 138 East Liberty Street, this institution offers a wide range of services to individuals and businesses in need of financial guidance and support. Whether you require assistance with tax preparation, financial planning, or investment strategies, the experienced professionals at James J Carey PC are dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy, reliable, and committed to excellence, James J Carey PC is the go-to institution for all your accounting and finance needs in South Lyon and beyond.
Wroten & Associates PC
Wroten & Associates PC is a reputable accounting and finance institution located in Wixom, Michigan. With a commitment to providing top-notch financial services, our team of experienced professionals offers a wide range of accounting and financial solutions to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our dedicated staff is here to help. Visit us at 882 Calpernia to learn more about how Wroten & Associates PC can support your financial needs.
Walworth & Nayh PC
Walworth & Nayh PC is a reputable accounting and finance institution located at 17800 Newburgh Road in Livonia, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. They are dedicated to providing top-notch services to individuals and businesses, helping them achieve their financial goals. Contact Walworth & Nayh PC today for all your accounting and finance needs.
Morof & Associates
Morof & Associates is a reputable accounting and finance institution located at 5839 West Maple Road in West Bloomfield Township, Michigan, United States. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, financial planning, or bookkeeping, Morof & Associates is dedicated to providing top-notch service and expertise to meet your needs. Contact them today to see how they can help you achieve your financial goals.
Siegel Kent S
Siegel Kent S is a well-respected accounting and finance institution located at 5665 West Maple Road in West Bloomfield Township, Michigan, United States. With a focus on providing top-notch financial services to individuals and businesses, Siegel Kent S is known for their expertise and professionalism in the industry. Whether you are looking for assistance with tax planning, financial consulting, or investment management, the team at Siegel Kent S is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can help you navigate the complex world of accounting and finance.
Michael Dempsey PC
Michael Dempsey PC is a reputable accounting and finance institution located at 25447 West Warren Street in Dearborn Heights, Michigan. With years of experience and expertise in the field, Michael Dempsey PC offers a wide range of financial services to individuals and businesses alike. From tax preparation to financial planning, their team of professionals is dedicated to helping clients achieve their financial goals. Whether you need help with bookkeeping, payroll services, or investment advice, Michael Dempsey PC is committed to providing top-notch service and personalized solutions to meet your specific needs. Contact them today to learn more about how they can help you manage your finances effectively.
Dennis F De Santis PC
Dennis F De Santis PC is a reputable accounting and finance institution located at 31395 West Seven Mile Road in Livonia, Michigan, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, Dennis F De Santis PC is committed to providing top-notch service and expertise to help you achieve your financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.
Martin Jerome PC
Martin Jerome PC is a reputable accounting and finance institution located at 19022 West 10 Mile Road in Southfield, Michigan. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Their dedication to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you are looking for assistance with your taxes or need help with financial strategies, Martin Jerome PC is committed to helping you achieve your goals.
Joseph W. Cunningham, JD, CPA, PC
Joseph W. Cunningham, JD, CPA, PC is a trusted institution located at 1301 West Long Lake Road in Troy, Michigan, United States. Specializing in accounting and finance, the institution offers expert services in valuation, tax, and financial analysis for family law support. With over 25 years of experience, Joe Cunningham, a certified public accountant and attorney, provides consultation on tax issues in divorce, business valuation, and development of "Tax Smart" divorce settlements. He is known for his settlement-oriented approach, helping parties reach fair and equitable resolutions. Joe has spoken and written extensively on tax, valuation, and financial aspects of divorce for various professional organizations. Trust Joseph W. Cunningham, JD, CPA, PC for all your family law support needs in Metro Detroit and Michigan.
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