TOP 30 Best Exclusive financial planning in Michigan

Unity Financial Advisors is a premier institution located at 30400 Telegraph Road in Franklin, Michigan, United States. Our primary goal is to guide you towards achieving peace of mind in retirement. At Unity Financial Advisors, we are committed to excellence in everything we do. We consider it an honor and privilege to assist our clients in making sound investment decisions that will contribute to a secure future. Our approach is relationship-driven, and we understand that each client is unique. We provide impeccable client service to minimize taxes, protect assets, and enhance our clients' lifestyle through various investment products and strategies.

Octo Capital, led by Daniel Shub, Accredited Investment Fiduciary®, is a finance institution located in Bingham Farms, Michigan. Specializing in flat-fee retirement planning and investment management, Octo Capital offers independent, fiduciary services with a personal touch. As the Principal and Advisor, Daniel Shub is dedicated to serving a small, exclusive group of clients, ensuring high service standards and prompt responses to inquiries. From investing to financial planning and tax strategies, Octo Capital is committed to securing your financial future. Registered as an Investment Advisor, Octo Capital provides discreet and personalized concierge-level service at 31600 Telegraph Road, Suite 200, Bingham Farms, MI 48025.

Joseph L. Grima & Associates is a finance and law institution located at 18232 Mack Avenue in Grosse Pointe Farms, Michigan, United States. With over 30 years of experience, the firm is dedicated to helping individuals overcome financial stress and debt overload. Specializing in bankruptcy and debt relief options, the team at Joseph L. Grima & Associates has successfully handled over 10,000 consumer bankruptcy cases. The firm's founding attorney, Joseph Grima, has practiced bankruptcy law exclusively since 1991. The firm prides itself on providing honest, integrity-driven representation to every client, working diligently to achieve the best possible outcome. Offering free consultations to assess each client's unique situation, Joseph L. Grima & Associates provides convenient payment plans for Chapter 7 and Chapter 13 filings. With a focus on financial control and long-term relief, the firm has helped clients navigate complex bankruptcy cases, stop foreclosures, reduce tax liabilities, and discharge significant debts.

Sawyer Jewelers is a prestigious institution located at 134 North Leroy Street in Fenton, Michigan. As a combination of a finance and jewelry store, Sawyer Jewelers offers a unique experience for customers looking to invest in high-quality jewelry pieces while also receiving expert financial advice. With a wide selection of exquisite jewelry and a team of knowledgeable professionals, Sawyer Jewelers is the perfect destination for those seeking luxury and sophistication in their purchases. Visit us today to explore our stunning collection and discover the perfect piece for any occasion.

Legacy Jewelry & Loans is a prestigious finance institution and jewelry store located at 700 North Old Woodward Avenue in Birmingham, Michigan. Offering a wide range of high-quality jewelry pieces and providing loans against valuable items, Legacy Jewelry & Loans is a trusted destination for those looking for financial assistance or exquisite jewelry pieces. With a reputation for integrity and excellent customer service, this store is a one-stop shop for all your finance and jewelry needs. Visit Legacy Jewelry & Loans today to experience luxury and convenience in one place.

Community West Credit Union, located at 3089 44th Street Southwest in Grandville, Michigan, is a trusted financial institution offering a range of banking services since 1967. Serving the Grandville area, our goal is to help members manage and improve their finances with ease. From checking and savings accounts to loans tailored to individual needs, we are dedicated to enhancing the financial health of our community. Members of Community West Credit Union have access to top-notch financial services and products, along with exclusive perks. Eligibility for membership is open to those living, working, worshiping, or attending school in Allegan, Barry, Ionia, Kent, or Ottawa counties. Visit our Grandville branch to experience the convenience and quality service we provide. Our hours of operation are Monday to Friday from 9:00 AM to 5:00 PM, and Saturday from 9:00 AM to 12:00 PM for drive-thru services. Let us help you achieve your financial goals and secure a brighter future.

Community West Credit Union is a member-owned and driven financial institution located in Kentwood, Michigan. We offer a wide range of financial products and banking services to residents of Kentwood and neighboring areas. Members of our credit union have access to top-notch financial services and products, as well as exclusive perks. If you live, work, worship, or attend school in Allegan, Barry, Ionia, Kent, or Ottawa counties, you are eligible for membership at Community West Credit Union. Our Kentwood branch is conveniently located at 5801 Broadmoor Ave SE, Kentwood, MI 49512. We are open Monday to Friday from 9:00 AM to 5:00 PM and on Saturdays from 9:00 AM to 12:00 PM for drive-thru services. Visit us today to experience the difference of banking with Community West Credit Union.

The Jon Manion Agency - Farm Bureau Insurance is a trusted insurance agency located at 6650 Crossings Drive Southeast in Grand Rapids, Michigan. Specializing in providing a wide range of insurance products and services, the agency is committed to helping individuals and families protect what matters most. With a team of knowledgeable agents, they strive to provide personalized solutions tailored to meet the unique needs of each client. Whether you are in need of auto, home, life, or business insurance, the Jon Manion Agency is dedicated to providing exceptional customer service and peace of mind. Contact them today to learn more about their offerings and how they can assist you in securing the right coverage for your specific situation.

Aflac Ann Arbor, located at 1601 Briarwood Circle in Ann Arbor, Michigan, United States, offers insurance that provides cash benefits to help cover expenses that major medical insurance may not. Whether you need assistance with emergency treatment, critical illnesses, cancer, or other medical expenses, Aflac can help ease the financial burden. With no networks or deductibles to worry about, Aflac provides peace of mind and support during difficult times. The institution also offers coverage for dental and vision care. Please note that benefits and coverage options may vary based on the plan selected, and certain limitations and exclusions may apply. Aflac is underwritten by American Family Life Assurance Company of Columbus, except in New York where coverage is underwritten by American Family Life Assurance Company of New York. For more information or to schedule a call, visit Aflac Ann Arbor today.

Northern Michigan Elder Law PLC (NMEL) is a specialized law firm located at 103 Belvedere Avenue in Charlevoix, Michigan, United States. With additional offices in Traverse City and East Jordan, we serve the entire Northern Michigan region, including surrounding communities and islands such as Mackinaw Island, Beaver Island, and Drummond Island. At NMEL, we focus exclusively on Elder Law, handling a wide range of legal matters related to aging, estate planning, and asset protection. Our team is dedicated to providing high-quality legal services to clients in counties throughout Northern Michigan, ensuring that their needs are met with professionalism and care.

Stonepath Wealth Management is a financial institution located at 134 West State Street in Traverse City, Michigan. We specialize in accounting and finance services to help you plan for your financial future. Our team at SPWM Advisors LLC is a Registered Investment Adviser, providing advisory services to clients where we are properly licensed. Trust us to help you with all your financial planning needs, because as the saying goes, "It takes as much energy to wish as it does to plan." Contact us today and let us assist you in achieving your financial goals. Blog content provided exclusively by Oechsli Institute.

Premium Services Inc is a leading institution located at 25899 West 12 Mile Road, Southfield, Michigan, United States. We specialize in providing high-quality and customized services to our clients. Our team of experienced professionals is dedicated to delivering exceptional results and exceeding expectations. Whether you are looking for financial services, consulting, or other specialized solutions, we have the expertise to help you achieve your goals. Trust Premium Services Inc for all your needs and experience the difference of working with a top-tier institution.

True North Bookkeeping, located at 1320 Esther Lane in Milford Charter Township, Michigan, is a professional accounting and finance institution dedicated to providing modern, efficient, and customized remote bookkeeping services. Our experienced bookkeepers understand the importance of knowing your business inside and out to provide insightful solutions tailored to your unique needs. By staying current with ongoing education and utilizing strategic methodologies, we ensure that your books are organized, accurate, and up-to-date. At True North Bookkeeping, our proactive, practical, and productive approach adds value to your business. We offer consultation to gain an understanding of your business and goals, and then apply our expertise to streamline your bookkeeping processes and improve workflow. Our team is well-versed in commonly used business software and apps, allowing us to jump in and help right away.

Stahrs of Kalamazoo LLC is a finance institution located at 250 North Kalamazoo Mall in Kalamazoo, Michigan, United States. We specialize in providing a wide range of financial services to our clients, including investment management, financial planning, and retirement planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you with your financial needs.

Raymond James is a finance institution located at 38610 Jefferson Avenue in Harrison Township, Michigan, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers personalized investment advice, wealth management solutions, and financial planning services to help clients achieve their financial goals. The institution is known for its experienced financial advisors, innovative strategies, and commitment to client success. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Raymond James is dedicated to providing expert guidance and support every step of the way.

Micu Growth is an institution located at 32434 Robeson Street, St. Clair Shores, Michigan, United States, specializing in accounting, finance, and health. This institution offers a unique opportunity for real estate agents, loan officers, home inspectors, title/escrow agents, and insurance agents to grow their businesses in 90 days or less. By providing exclusive access to complimentary resources and a supportive community of like-minded professionals, Micu Growth helps individuals succeed in their careers and businesses. Through engaging conversations with successful entrepreneurs and innovators, participants can explore sales mastery, marketing wisdom, and mindset transformation. Coach Gary, the driving force behind Micu Growth, is known for his professionalism, structure, and accountability in helping individuals achieve their goals. Testimonials from participants highlight the transformative impact of the program, with many expressing gratitude for the knowledge gained and the positive changes experienced in their businesses. Whether you are looking to revamp your sales strategy or gain valuable insights into business growth, Micu Growth is the place to be.

Zeal Credit Union, located at 16225 Fort Street in Southgate, Michigan, is your go-to institution for all your financial needs. Whether you're looking to save, spend, borrow, or learn about finance, Zeal is here to support you on your life's journey. With member-exclusive products, services, and perks, we offer solutions to help you save on your mortgage with a rate discount of 0.50% off. Our 24/7 card services are always available to assist you with any credit or debit needs. At Zeal Credit Union, we understand that you're busy, which is why we make shopping for a loan simple, straightforward, and convenient. Whether you're in the market for a new car or looking to purchase your dream home, we have a wide range of loan products to meet your needs. Our goal is to provide you with the financial tools and resources you need to achieve your goals and dreams.

Zeal Credit Union, located at 21095 Goddard Road in Taylor, Michigan, is a trusted financial institution offering a variety of services including ATM access and financial solutions. With a commitment to helping you save on your mortgage, Zeal Credit Union provides a rate discount of 0.50% off. Their 24/7 card services are available for credit and debit card inquiries. Whether you're looking to save, spend, borrow, or learn about finance, Zeal Credit Union is there to support you on your financial journey. From basic checking to purchasing a new home, Zeal Credit Union offers member-exclusive products, services, and perks to meet your needs. Shopping for a loan is made easy with their simple and straightforward process. With a wide range of loan products available for buying a new car or home, Zeal Credit Union has you covered. Your savings are federally insured and backed by the full faith and credit of the United States Government. Contact Zeal Credit Union at 800-321-8570 or visit their Livonia branch at 17250 Newburgh Road for all your financial needs. They operate in accordance with the Fair Housing Law and Equal Opportunity Credit Act.

Downriver Community Federal Credit Union is a trusted financial institution located at 1262 Dix Highway in Lincoln Park, Michigan. As a member-owned credit union, we are dedicated to providing personalized financial services to our community. Whether you're looking for a savings account, loan, or other financial products, our friendly staff is here to help you achieve your financial goals. Visit us today to experience the difference of banking with a credit union that puts its members first.

Zeal Credit Union, located at 15950 Middlebelt Road in Livonia, Michigan, is a trusted financial institution offering solutions to help you save on your mortgage. With a rate discount of 0.50% off, you can trust Zeal to provide you with the tools and resources you need to achieve your financial goals. Whether you need assistance with credit or debit card services, Zeal Credit Union is available 24/7 to provide support. From basic checking accounts to purchasing a new home, Zeal offers a wide range of member-exclusive products and services to meet your financial needs.

Welcome to Chase Bank, conveniently located at 1310 Hilltop Road, St. Joseph, Michigan. As a leading provider of financial services, we offer a comprehensive range of banking solutions tailored to meet your needs. Whether you are looking for a reliable ATM, a place to manage your finances, or personalized banking assistance, Chase Bank has you covered. Explore our diverse selection of checking accounts and find the one that fits your lifestyle perfectly. Don't miss out on our exclusive Chase Total Checking® offer for new customers. With Chase, you can enjoy the convenience of making purchases with your debit card and managing your accounts from almost anywhere using your phone, tablet, or computer.

Welcome to Chase Bank, conveniently located at 1088 East Napier Avenue, Benton Harbor, Michigan 49022. As a trusted leader in banking and finance, we are committed to providing exceptional services to meet all your financial needs. Whether you're looking for a reliable ATM, comprehensive banking solutions, or expert financial advice, Chase Bank is here to assist you. Explore our range of checking accounts and choose the one that best suits your lifestyle. Take advantage of our exclusive Chase Total Checking® offer for new customers. Enjoy the convenience of making purchases with your debit card and managing your finances from virtually anywhere using your phone, tablet, or computer. With access to more than 15,000 ATMs and over 4,700 branches nationwide, banking with Chase is always within reach.

Steph's Steps is a renowned institution located at 18 South 3rd Avenue in Fruitport Charter Township, Michigan. Our institution is dedicated to providing top-quality education and support to individuals of all ages and backgrounds. With a focus on personalized learning and individual growth, Steph's Steps offers a wide range of programs and services to help students reach their full potential. Our experienced faculty and staff are committed to creating a nurturing and inclusive environment where every student can thrive. Come visit us at Steph's Steps and take the first step towards a brighter future!

Zeal Credit Union, located at 17250 Newburgh Road in Livonia, Michigan, is your go-to institution for all things finance. Whether you're looking to save, spend, borrow, or learn about financial matters, Zeal is here to support you every step of the way. With member-exclusive products, services, and perks, we offer solutions to help you achieve your financial goals. From basic checking accounts to purchasing a new home, Zeal has you covered. Our 24/7 card services ensure that you have access to assistance whenever you need it. With a wide range of loan products available, shopping for a loan has never been easier. Your savings are federally insured and backed by the United States Government, providing you with peace of mind. Come visit us at Zeal Credit Union and discover all the great benefits we have to offer!

Huntington Private Bank is a premier finance institution located at 150 Ottawa Avenue Northwest in Grand Rapids, Michigan, United States. Our dedicated team of professionals offers a full range of wealth and financial services, including premium banking solutions, trust and estate administration, portfolio management, and securities and investment advisory services. We are committed to providing personalized solutions to help our clients achieve their financial goals. Trust Huntington Private Bank for all your wealth management needs.

Welcome to Chemical Bank in Stevensville, Michigan Located at 1711 West John Beers Road, Stevensville, Michigan, Chemical Bank is your trusted partner in banking, finance, and financial planning. We are dedicated to serving those who contribute to the growth, health, and safety of our communities, and we express our gratitude through exclusive benefits and programs designed to meet your needs.

Welcome to Chemical Bank, St. Joseph's Trusted Financial Partner Located at 720 Pleasant Street in the heart of St. Joseph, Michigan, Chemical Bank is more than just a bank; we are a dedicated partner in your financial journey. As a proud member of the Huntington family, we are committed to supporting those who contribute to the growth, health, and safety of our communities.

Northwestern Mutual Life Insurance, located at 124 East Washington Street, Ann Arbor, Michigan, is a trusted finance and insurance agency dedicated to helping you protect the life you've worked hard to build. Their policies are tailored to your unique situation and goals, providing a safety net for the unexpected or serving as the foundation of a smart financial plan. With a variety of life insurance options to choose from, including whole life, universal life, and variable universal life, Northwestern Mutual ensures that you have the coverage you need to secure your family's financial future. Their exclusive underwriting process allows for quick approval, so you can have peace of mind knowing you're protected.

Paul M Polyviou is a leading dentist institution located at 3784 Dix Highway in Lincoln Park, Michigan. Led by experienced dentist Dr. Paul Polyviou, our dedicated team is passionate about creating beautiful smiles and ensuring the comfort of every patient. With over 25 years of experience, we specialize in helping patients overcome dental anxiety and providing top-notch dental care. We understand that financial concerns can be a barrier to receiving necessary treatment, which is why we offer flexible payment options and handle insurance billing for your convenience. Our goal is to help you achieve optimal oral health in a comfortable and positive environment.

JL Wealth Partners is a finance institution located at 135 North Old Woodward Avenue in Birmingham, Michigan, United States. We specialize in meeting the dynamic needs of each client at every stage of wealth, providing tailored solutions and elevated levels of service. Our team empowers decision-making with expert guidance, offering seamless financial management for families and futures. We convene our network to deliver a full suite of financial solutions, ensuring stability for today and future generations. We offer bespoke investment strategies aligned with your financial objectives, providing access to a sophisticated platform of traditional and alternative investments. Our comprehensive services cater to trusts of all kinds, offering fiduciary oversight, account management, and assistance with distributions and bill-pay services.