Finance consulting firms in Southgate, Michigan
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Stroia Securities Services
● ClosedStroia Securities Services is a trusted finance, health, and insurance agency located at 13260 Dix Toledo Road in Southgate, Michigan, United States. Our experienced team is dedicated to providing top-notch services to help clients achieve their financial and insurance goals. Whether you're looking to invest, protect your health, or secure your future with insurance, Stroia Securities Services is here to help. Contact us today to learn more about how we can assist you in reaching your financial and insurance objectives.
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Clear Horizon Wealth Advisors , Ameriprise Financial Services, Inc.
● ClosedClear Horizon Wealth Advisors, Ameriprise Financial Services, Inc. is a leading finance and insurance agency located at 12455 Dix Toledo Road, Southgate, Michigan, United States. Recognized as the overall winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023, Ameriprise offers personalized financial planning services tailored to individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, their experienced advisors provide investment recommendations and portfolio analysis to help clients achieve their financial objectives. Clients can conveniently access their investments and track progress towards goals from any device, while receiving regular updates and adjustments as life changes. Schedule a complimentary initial consultation to learn more about how Ameriprise can assist in reaching financial goals. Please note that Ameriprise financial advisors are registered to do business in certain U.S. states, and additional information can be found on the advisor's personal website or FINRA’s BrokerCheck website. Trust Ameriprise Financial Services, LLC to provide expert guidance and support in achieving financial success.
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Yeo & Yeo CPAs & Advisors
● ClosedYeo & Yeo CPAs & Advisors is a leading institution in accounting and finance, located at 13305 Reeck Road, Southgate, Michigan, United States. With over a century of experience, they specialize in providing comprehensive services to a wide range of industries, from healthcare and education to construction and small businesses. They offer expertise in plan auditing, technology implementation, medical billing, wealth management, and more. Their team is dedicated to helping clients achieve their unique goals, offering personalized and efficient services. Clients have praised Yeo & Yeo for their attention to detail, proactive approach, and exceptional customer service. Whether it's accounting, IT solutions, or financial management, Yeo & Yeo is committed to delivering top-notch results.
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R E J's Accounting & Tax Services
● ClosedR E J's Accounting & Tax Services is a reputable institution located at 13740 Dix Toledo Road in Southgate, Michigan. Specializing in accounting and finance services, they offer expert guidance and support for individuals and businesses alike. With a focus on accuracy and efficiency, their team of professionals is dedicated to helping clients navigate the complexities of taxes and financial management. Whether you need assistance with tax preparation, bookkeeping, or financial planning, R E J's Accounting & Tax Services is here to provide top-notch service tailored to your unique needs.
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Scott McKinnie - Financial Advisor, Ameriprise Financial Services, LLC
● OpenScott McKinnie is a Financial Advisor at Ameriprise Financial Services, LLC located at 12455 Dix Toledo Road, Southgate, Michigan, United States. Scott holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Scott's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and more. Scott is committed to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients. Contact Scott McKinnie at Ameriprise Financial Services, LLC for all your financial planning needs.
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Samantha Rice - Thrivent
● ClosedSamantha Rice - Thrivent is a finance institution located at 13424 Dix Toledo Road in Southgate, Michigan, United States. Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners 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, which includes a review and analysis of a client’s financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent available in select states. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC.
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Clementi Tax Service Inc
● OpenClementi Tax Service Inc is a reputable accounting and finance institution located at 15070 Glenhurst in Southgate, Michigan, United States. Our team of experienced professionals is dedicated to providing top-notch tax services for individuals and businesses alike. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust Clementi Tax Service Inc for all your financial needs.
15070 Glenhurst, Southgate, MI 48195, United StatesAdvertisements -
Downriver Income Tax & Accounting
● ClosedDownriver Income Tax & Accounting is a reputable institution located at 13317 Reeck Court in Southgate, Michigan. Specializing in accounting and finance services, they offer expert assistance with income tax preparation, financial planning, bookkeeping, and more. With a team of experienced professionals, they provide personalized solutions to help individuals and businesses manage their finances effectively. Whether you need help filing your taxes or creating a strategic financial plan, Downriver Income Tax & Accounting is the trusted partner you can rely on.
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Brooks Kenneth a CPA
● OpenBrooks Kenneth, a CPA, is a reputable accounting and finance institution located at 13305 Reeck Road in Southgate, Michigan, United States. With a team of experienced and knowledgeable certified public accountants, Brooks Kenneth provides a wide range of financial services to individuals and businesses. From tax preparation and planning to auditing and financial consulting, they are dedicated to helping their clients achieve their financial goals. With a commitment to excellence and personalized service, Brooks Kenneth is a trusted partner for all your accounting and finance needs.
13305 Reeck Rd # 200, Southgate, MI 48195, United States
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