Financial advisors near me in Michigan
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Allstate Personal Financial Representative: Jon Brunt
โ ClosedAllstate Personal Financial Representative: Jon Brunt is a trusted finance and insurance agency located at 46520 Van Dyke Avenue in Shelby Township, Michigan, United States. With a focus on personalized financial planning and insurance solutions, Jon Brunt and his team strive to help clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Allstate Personal Financial Representative: Jon Brunt is dedicated to providing professional and reliable services to meet your individual needs.
46520 Van Dyke Ave, Shelby Twp, MI 48317, United States -
Strategic Wealth Advisors Group
โ ClosedStrategic 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.
8667 Hall Rd, Utica, MI 48317, United States -
College Planning Advisors, LLC
โ ClosedCollege Planning Advisors, LLC is a premier college planning institution located at 200 Viridian Drive in Muskegon, Michigan, United States. Our team of experienced advisors is dedicated to helping students and their families navigate the complex process of college admissions and financial planning. We offer personalized guidance and support to ensure that each student finds the right fit for their academic and career goals. Whether you need assistance with college selection, financial aid, or application essays, College Planning Advisors, LLC is here to help you every step of the way. Contact us today to start planning for your future success.
200 Viridian Dr, Muskegon, MI 49440, United States -
TreMonte Financial Consultants, LLC
โ ClosedTreMonte Financial Consultants, LLC, located at 1014 Sixth Street in Traverse City, Michigan, is a finance institution dedicated to helping individuals take control of their finances and achieve their goals. With a focus on building relationships and understanding each client's unique needs, TFC offers personalized solutions tailored to fit each individual's situation. By breaking down financial jargon and providing clear, actionable advice, TFC empowers clients to make informed decisions about their money and plan for a secure future. At TFC, the focus is on collaboration and partnership, with regular check-ins and updates to ensure clients stay on track towards their financial goals. Whether you're just starting out, growing your family, or navigating the complexities of business ownership, TFC is there to provide guidance and support every step of the way.
1014 Sixth St #101, Traverse City, MI 49684, United States -
Anthony Marko - Mortgage Advisor - United Federal Credit Union
โ ClosedAnthony Marko, Mortgage Advisor at United Federal Credit Union, is dedicated to helping members achieve their dream of homeownership. Located at 1075 Washington Avenue in Holland, Michigan, Anthony has been providing expert mortgage lending advice since 2017. With experience in various roles within the credit union, including Member Service Advisor and personal banker, Anthony brings a wealth of knowledge to his role. Having studied business administration at Lake Michigan College, Anthony is committed to serving his community and is an active member of the Cornerstone Chamber of Commerce Young Professionals. In his spare time, he volunteers with the Championship Committee for Senior PGA at Harbor Shores.
1075 Washington Ave, Holland, MI 49423, United States -
Arbor Financial Credit Union
โ ClosedArbor Financial Credit Union, located at 3961 32nd Avenue in Hudsonville, Michigan, offers a wide range of financial services including ATM access, banking, and finance options. With their mobile app, digital wallet, and access to over 30,000 surcharge-free ATMs, Arbor Financial provides convenient ways to manage your money. Whether you're looking for a home loan, mortgage, auto loan, or business loan, their friendly team at 12 Michigan branches is ready to assist you. They also offer electronic services such as Mobile & Online Banking, Check Remote Deposit, and TellerPhone 24 for added convenience. Arbor Financial Credit Union is not just a bank, but a trusted partner in helping you achieve your financial goals. They offer high-return savings accounts, low-interest loans, and expert financial advice. Members aged 13-24 can benefit from the Volt Account, which combines savings and checking with special perks to help manage money from a young age. Whether you're looking for a new car, a home mortgage, a credit card, or a Certificate of Deposit, Arbor Financial has options to suit your needs.
3961 32nd Ave, Hudsonville, MI 49426, United States -
TIAA Financial Services
โ ClosedTIAA Financial Services is a reputable financial institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. As a bank, finance, and insurance agency, TIAA offers a wide range of financial services to its clients, including banking products, investment options, and insurance policies. With a focus on providing personalized and comprehensive financial solutions, TIAA is committed to helping individuals and businesses achieve their financial goals and secure their financial futures. Visit TIAA Financial Services today to learn more about their offerings and how they can help you manage and grow your finances.
333 Bridge St NW #110, Grand Rapids, MI 49504, United States -
Arbor Financial Credit Union
โ ClosedArbor Financial Credit Union, located at 7200 Kalamazoo Avenue Southeast in Caledonia, Michigan, offers a wide range of banking and finance services. With convenient access to over 30,000 surcharge-free ATMs, including a mobile app and digital wallet, Arbor Financial provides options for home loans, mortgages, auto loans, and business loans. Their partnership with Lighthouse Title Group ensures a smooth real estate closing process. Members can take advantage of electronic services such as Mobile & Online Banking, Check Remote Deposit, and TellerPhone 24. With a focus on financial growth and personalized guidance, Arbor Financial Credit Union is dedicated to helping individuals and businesses achieve their financial goals. Joining is simple for Michigan residents, offering high-return savings accounts, low-interest loans, and free checking accounts with online and mobile banking. With a commitment to member satisfaction and financial success, Arbor Financial Credit Union is more than just a bank - it's a trusted partner in your financial journey.
7200 Kalamazoo Ave SE, Caledonia, MI 49316, United States -
Arbor Financial Credit Union
โ ClosedArbor Financial Credit Union is a financial institution located at 1386 Michigan 89 in Otsego, Michigan, United States. Offering a range of services including ATM access, banking, and finance, Arbor Financial provides convenient access to your money with a mobile app, digital wallet, and access to over 30,000 surcharge-free ATMs. Whether you're looking for a home loan, mortgage, auto loan, or business loan, Arbor Financial has you covered. With 12 branches throughout Michigan, friendly staff are available to assist you with all your financial needs. Membership is open to those who live, work, or worship in Michigan, with a range of high-return savings accounts, low-interest loans, and expert financial advice available. Whether you're a young adult looking for a Volt Account or someone planning for retirement with a Certificate of Deposit, Arbor Financial has the tools to help you achieve your financial goals. With a focus on financial growth and personalized service, Arbor Financial Credit Union is committed to helping you manage and advance your assets in a responsible manner. Visit one of our branches or explore our online services to learn more about how Arbor Financial can support your financial journey.
1386 M-89, Otsego, MI 49078, United States -
Harvest Financial
โ OpenHarvest Financial is a reputable finance institution located at 3501 Lake Eastbrook Boulevard Southeast in Grand Rapids, Michigan. With a commitment to providing top-notch financial services, Harvest Financial offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Harvest Financial is dedicated to helping you navigate the complexities of the financial world. Trust Harvest Financial to provide you with expert guidance and personalized solutions to secure your financial future.
3501 Lake Eastbrook Blvd SE #105, Grand Rapids, MI 49546, United States -
Arbor Financial Credit Union
โ ClosedArbor Financial Credit Union, located at 5991 Gull Road in Kalamazoo, Michigan, offers a range of financial services including banking, ATM access, and mortgage options. With their mobile app and digital wallet, customers can easily manage their money and access over 30,000 surcharge-free ATMs. Whether you need a home loan, auto loan, or business loan, Arbor Financial is there to help. Their friendly team at 12 branches across Michigan can assist with opening accounts, applying for loans, and utilizing electronic services like online banking and mobile deposit. Members can also take advantage of discounts, expert financial advice, and a range of free features including online bill pay. Arbor Financial Credit Union is committed to helping members achieve their financial goals with personalized solutions and support. From savings accounts and credit cards to auto loans and mortgages, Arbor Financial is dedicated to helping you build a strong financial future. Visit one of their branches or explore their online services to see how Arbor Financial can help you achieve financial growth.
5991 Gull Rd, Kalamazoo, MI 49048, United States -
IBS Financial Group
โ ClosedIBS Financial Group is a finance institution located at 758 Fulton Street West in Grand Rapids, Michigan, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, IBS Financial Group is here to help. Contact us today to learn more about our services and how we can assist you with your financial needs.
758 Fulton St W, Grand Rapids, MI 49504, United States -
Thornapple Financial Center and Money Concepts
โ ClosedThornapple Financial Center and Money Concepts is a reputable finance institution located at 9426 Spring Creek Court in Middleville, Michigan, United States. With a strong focus on providing personalized financial solutions, the institution offers a wide range of services including investment planning, wealth management, retirement planning, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Thornapple Financial Center and Money Concepts today for expert financial advice and guidance.
9426 Spring Creek Ct, Middleville, MI 49333, United States -
Principal Financial Group
โ ClosedLocated at 3196 Kraft Avenue Southeast in Grand Rapids, Michigan, the Principal Financial Group is a finance and insurance agency dedicated to helping individuals, businesses, and employees secure their financial well-being. As part of the nationwide network of financial professionals affiliated with the Principal Financial Group, their team offers a range of services to provide benefits to clients. They are licensed to offer insurance products, life insurance, annuities, securities, and investment advisory services in the states where they have met qualification requirements. The institution is focused on building a team of passionate and talented financial professionals who are committed to improving the financial well-being of the community. If you are looking for an opportunity to make a difference while maintaining flexibility in your own life, the Principal Financial Group may be the right fit for you. Contact them to learn more about how they can help you protect what matters and advance your financial goals.
3196 Kraft Ave SE STE 101, Grand Rapids, MI 49512, United States -
Darlene Frederick - At Aspen~Marquise Financial
โ ClosedDarlene Frederick - At Aspen~Marquise Financial is a finance institution located at 625 Kenmoor Avenue Southeast in Grand Rapids, Michigan. Specializing in financial services, Darlene Frederick and her team at Aspen~Marquise Financial provide expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on integrity and professionalism, this institution offers a range of services including investment planning, retirement planning, and wealth management. Whether you are looking to grow your assets, plan for the future, or protect your wealth, Darlene Frederick - At Aspen~Marquise Financial is dedicated to helping you secure a stable financial future.
625 Kenmoor Ave SE Suite 301, Grand Rapids, MI 49546, United States -
Carter Nimtz - Mortgage Advisor - United Federal Credit Union
โ ClosedCarter Nimtz is a Mortgage Advisor at United Federal Credit Union, located at 2819 South State Street in St. Joseph, Michigan. With a background in real estate lending, Carter offers comprehensive financial counseling and product knowledge to members, helping them secure quality mortgage loans. Previously, Carter worked as a loan officer at Horizon Bank and as a credit analyst at First National Bank of Kalamazoo. United Federal Credit Union is insured by NCUA and is an Equal Opportunity and Equal Housing Lender, operating in compliance with the Fair Housing Act and Equal Credit Opportunity Act. NMLS #471962.
2819 S State St, St Joseph, MI 49085, United States -
Scott Crawford - Mortgage Advisor - United Federal Credit Union
โ ClosedScott Crawford is a Mortgage Advisor at United Federal Credit Union, located at 2819 South State Street in St. Joseph, Michigan. With a bachelor's degree in business administration from Siena Heights University, Scott brings a wealth of knowledge and expertise to his role. He specializes in providing top-notch residential and investment lending services, offering financial analysis and product awareness to help clients make informed decisions. Scott has been a valuable member of the United team since 2017, previously serving as a member service advisor. United Federal Credit Union is insured by NCUA and is an Equal Opportunity Lender, operating in accordance with the Fair Housing Act and Equal Credit Opportunity Act. NMLS #471962.
2819 S State St, St Joseph, MI 49085, United States -
Roger Mojsiejenko - Mortgage Advisor - United Federal Credit Union
โ ClosedRoger Mojsiejenko is a seasoned Mortgage Advisor at United Federal Credit Union, located at 5611 Cleveland Avenue in Stevensville, Michigan. With over a decade of experience in mortgage financing, Mojsiejenko offers expert guidance and product knowledge to credit union members seeking assistance with their home financing needs. Mojsiejenko holds a bachelor's degree in communications from Michigan State University and has been an active member of Business Network International since 2004. In his spare time, he enjoys coaching youth athletic teams.
5611 Cleveland Ave, Stevensville, MI 49127, United States -
John Brown - Mortgage Advisor - United Federal Credit Union
โ ClosedJohn Brown is a knowledgeable Mortgage Advisor at United Federal Credit Union, located at 2819 South State Street in St. Joseph, Michigan. With a bachelor's degree in Marketing from St. Mary's University of Minnesota, John is dedicated to helping clients navigate the complexities of the mortgage process. John, who lives in St. Joseph with his wife and two sons, is actively involved in his community. He enjoys playing and coaching soccer, participating in triathlons, coaching at the local high school, and volunteering at a local soup kitchen.
2819 S State St, St Joseph, MI 49085, United States -
Bill Beckman - Mortgage Advisor - United Federal Credit Union
โ ClosedBill Beckman, Mortgage Advisor at United Federal Credit Union, located at 808 East Front Street in Buchanan, Michigan, offers expert real estate lending advice and product knowledge to credit union members seeking financing for their homes. With over 12 years of banking experience, Bill has been a valuable member of the United team since 2013, serving in various roles including Branch Manager. His dedication to helping individuals find the perfect mortgage option for their new home is evident in his personalized approach. Bill is a graduate of Indiana University of South Bend and Glen Oak Community College, and is actively involved in the community as a board member of the Buchanan Area Chamber of Commerce. United Federal Credit Union is insured by NCUA and is an Equal Opportunity and Equal Housing Lender, operating in compliance with the Fair Housing Act and Equal Credit Opportunity Act. NMLS #471962.
808 E Front St, Buchanan, MI 49107, United States -
Arbor Financial Credit Union
โ ClosedArbor Financial Credit Union, located at 701 South Paw Paw Street in Lawrence, Michigan, offers a wide range of banking and finance services. With their mobile app, digital wallet, and access to over 30,000 surcharge-free ATMs, you can easily manage your money. Whether you're looking for a home loan, mortgage, auto loan, or business loan, Arbor Financial has you covered. Their friendly team at 12 Michigan branches can help you with all your financial needs. With convenient drive-thru hours and access to Lighthouse Title Group for title services, Arbor Financial is dedicated to providing top-notch customer service. Joining Arbor Financial Credit Union gives you access to high-return savings accounts, low-interest loans, and expert financial advice. With services tailored to members aged 13-24, like the Volt Account, Arbor Financial is committed to helping you achieve your financial goals. Whether you're looking for a credit card, auto loan, mortgage, or savings account, Arbor Financial Credit Union has the products and services to support your financial growth.
701 S Paw Paw St, Lawrence, MI 49064, United States -
Arbor Financial Credit Union
โ ClosedArbor Financial Credit Union, located at 315 East Saint Joseph Street in Paw Paw, Michigan, is a trusted institution offering a range of financial services including banking, ATM access, and finance options. With convenient drive-thru hours and access to over 30,000 surcharge-free ATMs, Arbor Financial makes managing your money easy. Whether you're looking for a home loan, auto loan, or simply need to open a checking or savings account, our friendly team at 12 Michigan branches is here to help. We also offer electronic services such as Mobile & Online Banking, Check Remote Deposit, and TellerPhone 24 for added convenience. As a member of Arbor Financial Credit Union, you can take advantage of high-return savings accounts, low-interest loans, and expert financial advice. Our Volt Account is specially designed for members aged 13-24, providing special perks to help you manage your money from a young age. Whether you're looking for a new car, a mortgage for your dream home, or a credit card with rewards, Arbor Financial has you covered. We are committed to helping you achieve your financial goals and offer valuable products and guidance to support your growth. Explore our services today and see why Arbor Financial Credit Union is the better choice for your banking needs.
315 E St Joseph St, Paw Paw, MI 49079, United States -
Arbor Financial Credit Union
โ ClosedArbor Financial Credit Union, located at 2019 West Centre Avenue in Portage, Michigan, offers a range of financial services including banking, ATM access, and loans. With their mobile app and digital wallet, you can easily manage your money on the go and access over 30,000 surcharge-free ATMs. Whether you're looking for a home loan, mortgage, auto loan, or business loan, Arbor Financial is here to help. Their friendly team at 12 branches across Michigan can assist with opening accounts, applying for loans, and providing expert financial advice. Members aged 13-24 can benefit from the Volt Account, which combines savings and checking with special perks. Arbor Financial also offers low-rate auto loans, mortgage options, credit cards, and Certificate of Deposit accounts to help you achieve your financial goals. Federally insured by the NCUA, Arbor Financial Credit Union is committed to providing valuable financial products and guidance for individuals and businesses throughout Michigan. Visit one of their branches or access their services online or through their mobile app to start your journey towards financial growth and stability.
2019 W Centre Ave, Portage, MI 49024, United States -
Arbor Financial Credit Union
โ ClosedArbor Financial Credit Union, located at 1551 South 9th Street in Kalamazoo, Michigan, is a trusted institution offering a range of financial services including banking, ATM access, and loans. With their mobile app and access to over 30,000 surcharge-free ATMs, Arbor Financial provides convenient options for managing your money. Whether you're looking for a home loan, auto loan, or business loan, their friendly team at 12 branches across Michigan is ready to assist you. Members can also take advantage of electronic services such as mobile banking and online bill pay. With a focus on financial growth and customer satisfaction, Arbor Financial Credit Union is dedicated to helping individuals and businesses achieve their financial goals.
1551 S 9th St, Kalamazoo, MI 49009, United States -
Wings Financial Group
โ ClosedWings Financial Group is a finance institution located at 8225 Moorsbridge Road in Portage, Michigan, United States. As a leading financial institution, Wings Financial Group offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, they provide expert advice and personalized solutions to help their clients achieve their financial goals. Whether you are looking for banking services, investment opportunities, or insurance products, Wings Financial Group is dedicated to providing top-notch service and support to meet your needs. Visit their office in Portage today to learn more about how they can help you secure your financial future.
8225 Moorsbridge Rd #101, Portage, MI 49024, United States -
Arbor Financial Credit Union
โ ClosedArbor Financial Credit Union, located at 811 West Michigan Avenue in Three Rivers, Michigan, offers a wide range of financial services including banking, ATM access, and loans. With their mobile app and digital wallet, you can easily manage your money and access over 30,000 surcharge-free ATMs. Whether you're looking for a home loan, auto loan, or business loan, Arbor Financial has options to suit your needs. Their friendly team at 12 Michigan branches is ready to help you with all your financial needs, including checking and savings accounts, mortgages, and more. Plus, as a member, you have access to discounts and expert financial advice. With convenient drive-thru hours and electronic services like online banking and mobile banking, managing your finances has never been easier. Join Arbor Financial Credit Union today and start working towards your financial goals with their support and solutions.
811 W Michigan Ave, Three Rivers, MI 49093, United States -
Money Matters Financial
โ ClosedMoney Matters Financial is a reputable finance institution located at 497 East Columbia Avenue in Battle Creek, Michigan. We provide a wide range of financial services to individuals and businesses, including investment advice, wealth management, retirement planning, and more. Our team of experienced professionals are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, save for retirement, or plan for your children's education, Money Matters Financial is here to help. Contact us today to schedule a consultation and take the first step towards financial success.
497 E Columbia Ave STE 15, Battle Creek, MI 49014, United States -
First Commerce Financial, LLC - NMLS #137512 - Michigan
โ OpenFirst Commerce Financial, LLC is a finance institution located at 57340 Goodison, New Hudson, Michigan, United States. With NMLS #137512, we offer transparent mortgage solutions with the lowest rates and fees. Our co-founders, Kirk Chivas and Ken Turkington, have over 50 years of mortgage experience and have helped thousands of borrowers achieve their dream homes since 1997. Whether you are a first-time buyer or a seasoned real estate investor, we make the process easy for you. Before making an offer on a property, it is important to get your pre-approval letter ready. We will ask you about your income, assets, credit history, and employment, and perform a soft credit inquiry to assess your credit scores and debt obligations. Once you start the application process, we will verify the information provided with specific documentation, such as tax returns, bank statements, and pay stubs. Our Underwriting Department may request additional information in some cases.
57340 Goodison Apartment 6101, New Hudson, MI 48165, United States -
TIAA Financial Services
โ ClosedTIAA Financial Services is a renowned institution located at 777 East Eisenhower Parkway, Ann Arbor, Michigan, United States. As a leading bank, finance, and insurance agency, TIAA offers a wide range of financial services to meet the needs of individuals and businesses. With a strong reputation for reliability and customer service, TIAA is dedicated to helping clients achieve their financial goals and secure their future. Visit TIAA Financial Services today to experience top-notch financial solutions tailored to your specific needs.
777 E Eisenhower Pkwy Suite 100, Ann Arbor, MI 48108, United States -
Nichols Financial, Inc.
โ ClosedNichols Financial, Inc. is a reputable finance institution located at 155 East Commerce Street in Milford Charter Township, Michigan. With a strong focus on providing personalized financial solutions to meet the unique needs of each client, Nichols Financial, Inc. offers a wide range of services including investment planning, retirement planning, wealth management, and more. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Trust Nichols Financial, Inc. to provide expert guidance and support in navigating the complex world of finance.
155 E Commerce St #103, Milford, MI 48381, United States
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