Executive financial planning in Michigan
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Financial Partners
● OpenFinancial Partners is a premier financial institution located at 8880 Commerce Road in Commerce Charter Township, Michigan, United States. As a leading finance company, we offer a wide range of services including banking, investment, and insurance solutions to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial advice to meet the unique needs of each individual or business. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Financial Partners is here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial aspirations.
8880 Commerce Rd, Commerce Charter Twp, MI 48382, United States -
Cobblestone Financial Services
● ClosedCobblestone Financial Services is a finance, health, and insurance agency located at 2701 Cambridge Court in Auburn Hills, Michigan, United States. Our mission is to help individuals, families, and businesses make informed decisions about their financial resources by understanding their needs and goals, and providing efficient strategies. As your dedicated Financial Team, we aim to enhance your financial independence and well-being by offering quality investment and insurance strategies with personalized customer service. Our experienced team provides a wide range of investments, insurance, and financial products through Woodbury Financial Services, Inc. to help our clients meet their individual and business needs.
2701 Cambridge Ct #220, Auburn Hills, MI 48326, United States -
Merrill Lynch Financial Advisor Matthew J Eckenrode
● ClosedMerrill Lynch Financial Advisor Matthew J Eckenrode is a finance institution located at 333 West Grandview Parkway, Traverse City, Michigan, United States. Matthew J Eckenrode and his team of investment industry professionals offer personalized wealth plans and access to global investment capabilities through Merrill Lynch. With 13 years of experience in the financial services industry, Matthew J Eckenrode specializes in corporate benefit programs and can help corporate executives integrate their benefits into a long-term financial approach. The institution provides personalized wealth analysis and financial planning tailored to individual goals and priorities. The team at Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service. The institution offers comprehensive financial solutions, investment insights, and strategies to help clients achieve their financial goals. Matthew Eckenrode is registered to do business in multiple states and is dedicated to helping clients navigate the complexities of their financial lives. Whether planning for retirement, saving for a home, or funding education, Merrill Lynch Financial Advisor Matthew J Eckenrode offers personalized solutions to help clients pursue their goals.
333 W Grandview Pkwy STE 300, Traverse City, MI 49684, United States -
Executive Wealth Management
● ClosedExecutive Wealth Management is a leading financial institution located at 401 West Ludington Avenue in Ludington, Michigan, United States. Our team of experienced professionals is dedicated to providing personalized wealth management solutions tailored to the unique needs and goals of our clients. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help you navigate the complexities of the financial world with confidence and peace of mind. Trust Executive Wealth Management to help you secure your financial future.
401 W Ludington Ave # 102, Ludington, MI 49431, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a reputable finance institution located at 800 East Ellis Road in Muskegon, Michigan, United States. Our team of experienced financial advisors is dedicated to providing personalized investment and wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer a wide range of financial solutions tailored to meet the unique needs of each individual client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Morgan Stanley Financial Advisors is here to help you navigate the complex world of finance with confidence. Contact us today to schedule a consultation and take the first step towards a secure financial future.
800 E Ellis Rd Suite 125, Muskegon, MI 49441, United States -
Merrill Lynch Financial Advisor Jonathan C. Hatfield
● ClosedMerrill Lynch Financial Advisor Jonathan C. Hatfield, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a finance institution dedicated to providing accessible, knowledgeable, and experienced financial guidance. Jonathan has been in the financial services industry since 2009 and specializes in serving high net worth individuals, business owners, and corporate executives. With a bachelor's degree in Business Management and Psychology, Jonathan is a Certified Private Wealth Advisor® designee. He is committed to building and maintaining strong relationships with clients, offering personalized plans centered on their goals and aspirations. The team at Merrill Lynch Wealth Management, led by Jonathan, focuses on helping clients navigate important financial decisions, estate planning, and wealth preservation. By utilizing the global resources of Merrill, clients receive tailored investment strategies and comprehensive financial solutions. Whether clients are planning for retirement, saving for a home, or funding their children's education, Jonathan works closely with them to develop a financial approach that aligns with their priorities and values. The institution also offers insights, observations, and ideas to help clients pursue their financial goals, with a focus on maximizing the impact of their giving. With a commitment to putting clients first, Merrill Lynch Financial Advisor Jonathan C. Hatfield strives to help clients achieve their financial goals and navigate the complexities of their financial lives.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Executive Tax & Financial Services
● ClosedExecutive Tax & Financial Services is a leading accounting and finance institution located at 2437 Fountain Lane in Stevensville, Michigan, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, we are here to assist you every step of the way. Trust Executive Tax & Financial Services to help you navigate the complex world of accounting and finance with ease and confidence.
2437 Fountain Ln, Stevensville, MI 49127, United States -
United Capital Financial Advisors
● ClosedUnited Capital Financial Advisors is a leading finance institution located at 5340 Plymouth Road in Ann Arbor, Michigan, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, our experts are here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
5340 Plymouth Rd # 107, Ann Arbor, MI 48105, United States -
Integra Financial
● OpenIntegra Financial is a leading financial institution located at 7600 East Grand River Avenue in Brighton, Michigan, United States. Specializing in finance, Integra Financial offers a wide range of services including personal and business banking, investment management, loans, and financial planning. With a team of experienced professionals, Integra Financial is dedicated to providing top-notch financial solutions to help clients achieve their goals and secure their financial future. Visit us today to experience the difference that Integra Financial can make in your financial journey.
7600 E Grand River Ave, Brighton, MI 48116, United States -
Executive Wealth Management
● ClosedExecutive Wealth Management is a leading finance and legal institution located at 135 West North Street in Brighton, Michigan, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. We offer a range of services including investment planning, retirement planning, estate planning, and tax planning. With a focus on integrity and transparency, Executive Wealth Management is committed to helping individuals and families build and protect their wealth for the future.
135 W North St, Brighton, MI 48116, United States -
Merrill Lynch Financial Advisor Stephen J. Blahunka
● ClosedMerrill Lynch Financial Advisor Stephen J. Blahunka is a First Vice President, Wealth Management Advisor located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States. With a focus on understanding the needs and goals of investors, Stephen works with executives, physicians, business owners, and retirees to plan for their future and grow their retirement assets. Services include investment portfolio preservation and growth strategies, monthly reviews, quarterly evaluations, and annual planning. Stephen also provides business services such as 401(k) program advice and non-qualified deferred compensation plans for executives. With a background as a Chief Financial Officer and a strong educational foundation, Stephen is dedicated to providing superior customer service and helping clients achieve their financial goals without unnecessary risk. Through Merrill Lynch Wealth Management, Stephen offers personalized financial planning centered on family, goals, and priorities, with a focus on building and documenting a plan tailored to each client's needs. By getting to know clients on a personal level and understanding their investing preferences, Stephen can customize financial approaches to help clients pursue what matters most to them. With access to investment insights from Merrill and banking solutions from Bank of America, clients can work with Stephen to develop an approach designed to address their financial needs. The goal is to help clients manage, grow, and preserve their wealth while planning for the future. Through regular check-ins and adjustments to the financial approach, Stephen aims to help clients stay on track to achieve their goals and adapt to changes in their lives and the financial markets. By offering personalized investment strategies and comprehensive financial solutions, clients can benefit from a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor.
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States -
Merrill Lynch Financial Advisor Niko I Savich
● ClosedLocated at 3030 Cross Creek Parkway in Auburn Hills, Michigan, Merrill Lynch Financial Advisor Niko I Savich offers personalized financial planning and wealth management services. Niko Savich, a CERTIFIED FINANCIAL PLANNER™, has the expertise to assist executives with managing concentrated stock positions, retirement planning, inheritance, and more. He works closely with clients to understand their goals and priorities, creating customized investment strategies that reflect their unique needs. With access to Bank of America Private Bank trust and estate planning services, as well as banking solutions, Niko helps clients navigate important financial decisions. Whether you are planning for retirement, saving for a major purchase, or passing wealth to future generations, Niko can help you achieve your financial goals. Through ongoing conversations and regular reviews, he helps clients stay on track and adjust their financial approach as needed. With a focus on building long-lasting relationships, Niko is dedicated to helping clients pursue their financial aspirations and secure their financial future.
3030 Cross Creek Pkwy, Auburn Hills, MI 48326, United States -
Executive Consulting Team
● ClosedThe Executive Consulting Team is a leading institution specializing in accounting and finance services. Located at 930 Mason Street in Dearborn, Michigan, United States, our team of experienced professionals provides expert advice and guidance to help businesses and individuals achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we are dedicated to helping our clients succeed in today's competitive market. Contact us today to learn more about how we can assist with your financial needs.
930 Mason St Suite 203, Dearborn, MI 48124, United States -
Executive CPA Services
● OpenExecutive CPA Services is a leading accounting and finance institution located at 835 Mason Street in Dearborn, Michigan, United States. Our team of experienced Certified Public Accountants (CPAs) provides a wide range of services including tax preparation, financial planning, auditing, and consulting. We pride ourselves on delivering personalized and professional services to individuals and businesses alike. Trust Executive CPA Services to help you navigate the complexities of financial management and achieve your goals.
835 Mason St Suite A-330, Dearborn, MI 48124, United States -
Pearl Planning
● ClosedPearl Planning is a finance institution located at 81 Kercheval Avenue in Grosse Pointe Farms, Michigan. Our team of financial planners and advisors are dedicated to helping you make confident financial decisions, no matter where you are in life. Whether you're planning for retirement or saving for your first home, we will work with you to create a practical and approachable financial plan that meets your unique needs. As fiduciaries, we always provide recommendations that are in your best interest. We celebrate your successes and support you through challenges, helping you make good financial choices that result in compound returns over time. Our comprehensive approach looks at your entire financial life, helping you prioritize goals, organize decisions, and plan for the future.
81 Kercheval Ave suite 202, Grosse Pointe Farms, MI 48236, United States -
Merrill Lynch Financial Advisor Scott S Eccker
● ClosedMerrill Lynch Financial Advisor Scott S. Eccker, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, is part of the Eccker Bujdos Andrews Group of Merrill Lynch Wealth Management. Scott has been with Merrill since 1980, bringing extensive experience and a commitment to building strong client relationships based on trust and personalized service. Recognized as a member of the Forbes "Best-in-State Wealth Management Teams" in 2023 and 2024, Scott focuses on providing financial strategies, retirement income planning services, and liability management for a diverse client base including attorneys, physicians, business executives, and entrepreneurs. As a specially qualified Portfolio Manager, Scott can manage personalized investment strategies to help clients pursue their objectives. At Merrill Lynch Wealth Management, Scott and his team prioritize understanding each client's unique goals and financial situation, developing personalized financial strategies, and providing ongoing support to help clients stay on track. With a focus on collaboration and personalized service, Scott and his team are dedicated to helping clients achieve their financial goals and build a customized investment approach.
Calder Building, 250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Matthew C Keil - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMatthew C Keil - Financial Advisor, Ameriprise Financial Services, LLC, located at 39400 Woodward Avenue, Bloomfield Hills, Michigan, United States, is a reputable finance institution. Specializing in providing personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance, Matthew C Keil works closely with clients to document their objectives and regularly review progress. With a focus on retirement planning, education savings, major purchases, and more, clients can access their investments and accounts securely from any device. Offering complimentary initial consultations, Matthew C Keil is dedicated to helping clients achieve financial success. As a registered advisor with FINRA, clients can trust in the expertise and professionalism of Matthew C Keil. Contact Ameriprise Financial Services, LLC today to schedule a consultation and learn more about achieving your financial goals.
39400 Woodward Ave Ste 255, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor Abraham K Post
● ClosedMerrill Lynch Financial Advisor Abraham K Post is a finance institution located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, United States. The mission of the institution is to truly understand each client and their financial priorities. The team at Post & Associates works with families, individuals, and businesses to design and implement personalized wealth management plans that align with their financial goals. With a focus on open communication and outstanding client service, the institution aims to exceed expectations and build long-term relationships with clients. Post & Associates offers access to the banking services of Bank of America and the investment insights of Merrill, providing clients with a wide range of resources and expertise. The institution specializes in managing retirement savings plans, such as 401(k) plans, and offers support to plan sponsors in executing their fiduciary responsibilities.
39577 Woodward Ave Suite 01-300, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor Stacey E Cassis
● ClosedMerrill Lynch Financial Advisor Stacey E Cassis, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, is a finance institution dedicated to providing knowledgeable advice and guidance to clients. The Spickler Wealth Management Group, of which Stacey is a part, focuses on helping clients navigate the uncertainties of their financial lives and achieve their desired outcomes. With a team that brings passion and camaraderie to their work, they cater to a diverse clientele including entrepreneurs, women in transition, corporate executives, business owners, corporations, and members of the LGBT community. The team at Merrill Lynch emphasizes building deep connections with clients to provide personalized service and attention. They focus on understanding not only the financial situation and investment objectives of their clients, but also their values and aspirations for the future. By following a disciplined approach to achieving consistent performance over the long term, they strive to help clients pursue their goals.
39577 Woodward Ave Suite 100, Bloomfield Hills, MI 48304, United States -
Planning Alternatives
● ClosedPlanning Alternatives is a finance institution located at 255 South Old Woodward Avenue in Birmingham, Michigan, United States. We take pride in deeply listening to our clients to help them build a customized financial plan that delivers throughout their lives, regardless of their financial complexity. Our goal is to help our clients be part of the heard, not the herd. We work with clients from all backgrounds, whether they are planning for retirement or already enjoying it. Our approach is especially valuable for clients with complex financial circumstances. Executives, entrepreneurs, consultants, physicians, and other professionals all face unique financial challenges, and we are here to help pull it all into perspective.
255 S Old Woodward Ave, Birmingham, MI 48009, United States -
Merrill Lynch Financial Advisor Melissa P Spickler
● ClosedMerrill Lynch Financial Advisor Melissa P Spickler, located at 39577 Woodward Avenue, Suite 100 in Bloomfield Hills, Michigan, is a finance institution dedicated to providing knowledgeable advice and guidance to clients. The Spickler Wealth Management Group is a cohesive team that brings passion and camaraderie to their work, helping clients navigate the uncertainties of their financial lives and pursue their desired outcomes. With over three decades of experience, they offer empathetic and caring service to a diverse clientele, including entrepreneurs, women in transition, corporate executives, business owners, corporations, and members of the LGBT community. The team focuses on creating deep connections with clients to provide personalized service and attention. They emphasize consistent performance over high returns and follow a disciplined approach to monitor market trends without getting caught up in them. The team offers retirement benefits strategies and helps companies design effective employee benefit plans. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. By understanding each client's unique goals and aspirations, they work together to create a financial approach that reflects their personality and priorities. The team is dedicated to helping clients achieve their goals, regardless of changes in the financial markets or in their personal lives. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Melissa P Spickler is dedicated to helping clients live their best financial life.
39577 Woodward Ave Suite 100, Bloomfield Hills, MI 48304, United States -
John Bare - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to John Bare - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 505 Pleasant Street, St. Joseph, Michigan. Our mission is to provide personalized financial advice to help you achieve your financial goals. John Bare is committed to guiding you through every stage of your financial journey, offering expertise in a wide range of financial services. As a dedicated professional, John holds numerous prestigious certifications that underscore his commitment to excellence and ethical standards in financial advising. These include the AAMS™ (Accredited Asset Management Specialist™), ADPA™ (Accredited Domestic Partnership Advisor™), and AEP® (Accredited Estate Planner®), among others. Each of these certifications equips John with the knowledge and skills necessary to address diverse financial needs, from asset management and retirement planning to estate planning and investment strategies.
505 Pleasant Street, St. Joseph, Michigan 49085, United States -
Jason Topp - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Jason Topp - Private Wealth Advisor at Ameriprise Financial Services, LLC, your trusted partner for comprehensive financial planning and wealth management located in the heart of St. Joseph, Michigan. Situated at 2603 Niles Avenue, our firm is dedicated to providing personalized financial advice tailored to meet the unique needs of each client. With a strong commitment to ethical practices and continued professional development, Jason Topp holds multiple prestigious designations, including AAMS™ (Accredited Asset Management Specialist™), ADPA™ (Accredited Domestic Partnership Advisor™), AEP® (Accredited Estate Planner®), AIF® (Accredited Investment Fiduciary®), APMA™ (Accredited Portfolio Management Advisor™), and many more. Each certification represents a deep understanding of complex financial concepts and a dedication to helping clients achieve their financial goals through strategic planning and informed decision-making.
2603 Niles Avenue, St. Joseph, Michigan 49085, United States -
Zoe Wilbur - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Zoe Wilbur - Financial Advisor at Ameriprise Financial Services, LLC, located at 121 East Ludington Avenue in Ludington, Michigan. We are dedicated to providing exceptional financial guidance tailored to your unique needs. Our expertise spans a wide range of financial planning areas, ensuring that we can help you achieve your financial goals with confidence. At our practice, we prioritize ethical standards and comprehensive knowledge in all aspects of financial advising. Zoe Wilbur holds several prestigious certifications that underscore her commitment to professionalism and expertise. These include the AAMS™ (Accredited Asset Management Specialist), ADPA™ (Accredited Domestic Partnership Advisor), AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), and APMA™ (Accredited Portfolio Management Advisor).
121 East Ludington Avenue, Ludington, Michigan 49431, United States -
Glenn Shaw Jr & Associates
● OpenGlenn Shaw Jr & Associates is a reputable accounting and finance institution located at 38110 Executive Drive North in Westland, 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 tax preparation, financial planning, or investment management, Glenn Shaw Jr & Associates is dedicated to providing top-notch expertise and personalized solutions to help you achieve your financial goals. Visit their office today to learn more about how they can help you navigate the complexities of accounting and finance.
38110 Executive Dr N # 100, Westland, MI 48185, United States -
Doyle & Associates
● ClosedDoyle & Associates is a reputable accounting and finance institution located at 27555 Executive Drive in Farmington Hills, Michigan, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Doyle & Associates is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.
27555 Executive Dr #165, Farmington Hills, MI 48331, United States -
Marchin Wagner & Co Cpapc
● OpenMarchin Wagner & Co Cpapc is a reputable accounting and finance institution located at 41700 Executive Drive in Harrison Township, Michigan, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and auditing. Their commitment to excellence and client satisfaction sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Marchin Wagner & Co Cpapc is dedicated to helping you achieve your goals.
41700 Executive Dr, Harrison Twp, MI 48045, United States -
T J Decker & Associates Inc
● ClosedT J Decker & Associates Inc is a reputable insurance agency located at 305 West Main Street in Hudson, Michigan, United States. With a team of experienced professionals, we offer a wide range of insurance products and services to meet the needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are dedicated to providing personalized solutions tailored to your specific requirements. Our commitment to excellent customer service and competitive rates sets us apart as a trusted insurance provider in the community. Contact us today to discuss your insurance needs and let us help you protect what matters most.
305 W Main St, Hudson, MI 49247, United States -
Integro LLC
● ClosedIntegro LLC is a leading health institution located at 1360 South Hillsdale Road in Hillsdale, Michigan, United States. We are dedicated to providing comprehensive and personalized healthcare services to our patients. Our team of skilled professionals is committed to promoting wellness and helping individuals achieve their health goals. At Integro LLC, we prioritize patient care and strive to create a welcoming and supportive environment for all. Visit us today and experience top-quality healthcare services that prioritize your well-being.
1360 S Hillsdale Rd, Hillsdale, MI 49242, United States -
SCORE
● ClosedSCORE is a finance institution located at 938 Burdette Street in Ferndale, Michigan, United States. Our mentors are experienced entrepreneurs, corporate managers, and executives who volunteer their knowledge to help small business professionals in Southeast Michigan. Join our free webinar series to learn the secrets to Amazon selling success, or visit Goldner Walsh Garden & Home, founded in 1953 by Alfred H. Goldner. Celebrate our volunteers this month and consider becoming a SCORE mentor to give back to the community. Don't miss the National Small Business Week Virtual Summit in 2024, hosted by the U.S. Small Business Administration and SCORE. Small business owners in Southeast Michigan are seeking guidance from certified volunteer mentors like you. Interested in becoming a Certified Government Contractor in Michigan? Attend our SBA Government Contracting Webinar for more information. SCORE is funded in part through a Cooperative Agreement with the U.S. Small Business Administration.
938 Burdette St, Ferndale, MI 48220, United States
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