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TOP 30 Financial advisory for companies in Michigan
109 results found
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USA Financial
USA Financial is a finance and insurance agency located at 6020 Fulton Street East, Ada, Michigan, United States. We offer the support you need to grow and protect your business, with hands-on partners to ensure a smooth process. Our institution provides tools and resources for attracting ideal clients, simplified paperwork, and diversified investment solutions in an all-in-one portfolio management platform. We offer frictionless planning tools to optimize client experience and help manage risk efficiently. Our family of specialized companies supports your practice, and we help independent financial advisors implement systems for more predictable outcomes. Our TAMP (Turnkey Asset Management Program) offers a custodian agnostic platform with the latest technology for more flexibility and control. Founded in 1998, USA Financial Securities is a full-service Registered Investment Advisory firm and broker-dealer. USA Financial Insurance Services, established in 1988, helps clients mitigate risks in retirement planning. Advisor Advancement offers services for advisor success through marketing systems, brand building, technology, and personalized coaching programs. Our team is dedicated to helping advisors succeed and simplify complexity to achieve predictability.
Chase Carpenter - Financial Advisor, Ameriprise Financial Services, LLC
Chase Carpenter - Financial Advisor at Ameriprise Financial Services, LLC, located at 5136 Cascade Road Southeast in Grand Rapids, Michigan, is a trusted finance institution. As part of HS&C Wealth Management, they have been recognized as one of Forbes Best-In-State Wealth Management Teams for 2024. Chase Carpenter provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Chase Carpenter specializes in helping clients plan for retirement, addressing common concerns such as income stability, market fluctuations, and inflation impact on retirement savings. The Retirement InteractiveSM tool offers valuable insights into potential challenges affecting retirement income.
Merrill Lynch Financial Advisor Brett A Howell
Merrill Lynch Financial Advisor Brett A Howell is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, we are dedicated to helping clients achieve the lives they desire. Our advisors offer a wide range of services, including brokerage, investment advisory, financial planning, insurance, and annuities. Please note that investing involves risk, and there is always the potential of losing money. We do not provide legal, tax, or accounting advice, so we recommend consulting your own advisors before making financial decisions. Merrill Lynch is a registered broker-dealer and investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware. Banking products are offered by Bank of America, N.A. and its affiliates. Our goal is to provide you with information about products and services that may be of interest to you. Please keep in mind that you are leaving Bank of America's website if you are redirected to FINRA's BrokerCheck. Thank you for considering Merrill Lynch Financial Advisor Brett A Howell for your financial needs.
C Dino Lembesis - Financial Advisor, Ameriprise Financial Services, LLC
C Dino Lembesis - Financial Advisor at Ameriprise Financial Services, LLC is located at 32255 Northwestern Highway, Farmington Hills, Michigan, United States. As one of the Most Trustworthy Companies in America 2023 by Newsweek, we offer a complimentary initial consultation to help you plan for a more confident financial future. Our services include investment products, financial planning concepts, and investment advisory products. We are registered with FINRA and SIPC, and can conduct securities business with residents of specific states. Contact us to discuss your financial goals and let us help you achieve them. Please visit our website for important disclosures and information on privacy and security.
White Pine Investment Company
White Pine Investment Company is a Registered Investment Advisory (RIA) firm located at 17199 North Laurel Park Drive in Livonia, Michigan. As your investment advisor, our main priority is to create a solid plan based on sound investment principles. We offer wealth management services to clients in the Greater Metro Detroit area and beyond. Our approach to stock selection follows the strategies of investment legends such as Warren Buffet and Benjamin Graham. We focus on analyzing companies' future cash flows, revenue growth, competitive advantages, and management strength to determine their intrinsic value. Our goal is to help you achieve your financial objectives through customized financial strategies tailored to your unique situation.
Stanek & Company, P.C.
Stanek & Company, P.C. is a reputable accounting and finance institution located at 36520 Grand River Avenue in Farmington Hills, Michigan, United States. With a team of experienced professionals, Stanek & Company, P.C. offers a wide range of financial services including tax preparation, auditing, and consulting. Clients can expect personalized attention and expert advice to help them navigate the complexities of their financial needs. Trust Stanek & Company, P.C. for all your accounting and finance needs.
B W Smith + Company, PC, CPAs
B W Smith Company, PC, CPAs is a reputable accounting and finance institution located at 56330 Grand River Avenue in New Hudson, Michigan, United States. With a team of experienced Certified Public Accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to accuracy and professionalism ensures that clients receive top-notch financial guidance and support. Whether you are an individual or a business owner, B W Smith Company, PC, CPAs is committed to helping you achieve your financial goals.
Surma & Company
Surma & Company is a leading accounting and finance institution located at 7000 Roosevelt Avenue in Allen Park, Michigan, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, payroll processing, and financial planning. Our commitment to excellence and client satisfaction sets us apart as a trusted partner for individuals and businesses alike. Contact us today to see how we can help you achieve your financial goals.
Metzler Locricchio Serra & Company, P.C.
Metzler Locricchio Serra & Company, P.C. is a renowned accounting and finance firm located at 1800 West Big Beaver Road in Troy, Michigan, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting to individuals and businesses. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for all financial needs.
Zotos & Company
Zotos & Company is a reputable accounting and finance institution located at 43455 Schoenherr Road in Sterling Heights, Michigan. With a team of experienced professionals, Zotos & Company offers a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Clients can trust in the expertise and dedication of the staff at Zotos & Company to provide accurate and reliable financial solutions tailored to their individual needs. Whether you are a small business owner or an individual looking for financial guidance, Zotos & Company is committed to helping you achieve your financial goals.
MED-1 Occupational Health Services
MED-1 Occupational Health Services is a premier institution located at 1140 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in occupational healthcare, our dedicated team of doctors and health professionals prioritize the health and well-being of your employees. Since 1984, we have been providing custom-tailored services and programs to help local companies reduce workers' compensation costs. Our clinic managers ensure efficient communication between you, your employees, and our providers for the most effective return-to-work solutions. With a web-based reporting system offering 24/7 access to employee reports, results, and authorizations through a secure HIPAA compliant portal, we strive to keep you informed and supported at all times.
Insurance Advisors
Insurance Advisors is a trusted institution located at 8884 Commerce Road in Commerce Charter Township, Michigan. Specializing in health insurance, this agency provides expert advice and guidance on choosing the right insurance plan for your needs. With a team of experienced lawyers on staff, Insurance Advisors also offers legal services related to insurance claims and disputes. Whether you are looking for health coverage or need assistance with insurance-related legal matters, Insurance Advisors is here to help. Visit us today to learn more about our services and how we can assist you in protecting your assets and well-being.
Vested Risk Strategies, Inc.
Vested Risk Strategies, Inc. is a reputable health insurance agency located at 83 North Broad Street in Hillsdale, Michigan, United States. With a team of experienced professionals, they specialize in providing tailored insurance solutions to meet the unique needs of their clients. Whether you are looking for individual health coverage or group insurance options, Vested Risk Strategies, Inc. is dedicated to helping you find the right plan to protect your well-being. Contact them today to learn more about their services and how they can assist you in securing the coverage you need.
T J Decker & Associates Inc
T 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.
The Insurance Group
The Insurance Group is a reputable health insurance agency located at 593 Heritage Court in Holland, Michigan, United States. We specialize in providing a wide range of insurance products and services to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families find the best health insurance coverage at competitive rates. Whether you are looking for individual or group health insurance, we are here to assist you every step of the way. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.
Kapnick Insurance Group
Located in Adrian, Michigan, the Kapnick Insurance Group is a trusted independent professional advisory firm with over 75 years of experience in providing expert guidance on business insurance, risk solutions, employee benefits, worksite well-being, and personal insurance. With a team of over 180 colleagues, Kapnick offers innovative and creative solutions to a diverse range of clients worldwide. Whether it's navigating complex insurance issues, improving workplace safety, or attracting top talent, Kapnick is dedicated to providing personalized attention and tailored solutions to meet each client's unique needs. With a focus on transparency and exceptional service, Kapnick Insurance Group is committed to earning client loyalty through their expertise and dedication.
Raymond James
Raymond James is a finance and insurance agency located at 85 North Broad Street in Hillsdale, Michigan, United States. With a reputation for providing expert financial advice and comprehensive insurance solutions, Raymond James is a trusted institution for individuals and businesses looking to secure their financial future. Their team of knowledgeable professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are in need of investment guidance, retirement planning, or insurance coverage, Raymond James is committed to providing personalized service and tailored solutions to meet your specific needs.
T. J. Decker & Assoc.
T. J. Decker & Assoc. is a reputable insurance agency located at 207 West Main Street in Morenci, Michigan, United States. With a team of experienced professionals, they offer a wide range of insurance products and services to meet the needs of individuals and businesses. Whether you are looking for auto, home, life, or business insurance, T. J. Decker & Assoc. is dedicated to providing personalized solutions to protect what matters most to you. Visit their office today to discuss your insurance needs and receive expert advice on the best coverage options available.
Tessera Associates
Tessera Associates is a leading accounting and finance institution located at 1100 West Dean Road in Temperance, Michigan, United States. Our team of experienced professionals provides a wide range of financial services including tax preparation, bookkeeping, financial planning, and consulting. With a commitment to excellence and personalized service, Tessera Associates is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and financial needs.
Equitable Advisors
Equitable Advisors is a finance institution located at 30665 Northwestern Highway, Farmington Hills, Michigan, United States. We are a strategic and opportunistic group of investors and advisors who specialize in helping entrepreneurs take their businesses to the next level. Our team invests in companies seeking capital for start-up, expansion, and growth, utilizing our own equity as well as that of partners. With a diverse set of business disciplines and real estate expertise, we provide valuable knowledge and support to help grow your business. Visit us at 30665 Northwestern Hwy, #100 Farmington Hills, MI 48334 to learn more about our team of advisors.
ATI Consulting
ATI Consulting is a leading consulting firm located at 752 Beulah Highway in Beulah, Michigan, United States. Our team of experienced consultants offers a wide range of services to help businesses improve their operations, increase efficiency, and achieve their goals. From strategic planning to project management, our experts are dedicated to providing personalized solutions to meet the unique needs of each client. With a commitment to excellence and a track record of success, ATI Consulting is the partner you can trust for all your consulting needs.
Michigan Planners, Inc
Michigan Planners, Inc. is a health and insurance agency located at 1615 Ludington Street in Escanaba, Michigan. We specialize in providing life-long health solutions for individuals, small and large businesses, and Medicare-aged individuals in the Upper Peninsula and Wisconsin areas. Our services include access to affordable and comprehensive healthcare coverage, investment guidance for retirement readiness, and assistance with Medicare advantage programs. With over 60 years of experience and a team of around 50 employees, we pride ourselves on offering outstanding customer service and personalized benefit experiences. Our goal is to help businesses find the best insurance plans for the best prices, leaving no compliance concern untouched. Whether you are a historic employer with established group insurance plans or a newly formed business seeking additional resources, Michigan Planners can help. Our dedicated team, led by Mary, who brings over 20 years of H.R. and Employee Benefits management experience, is here to assist with all your benefit needs. We offer a range of insurance services including group, individual, Medicare, and retirement insurance, saving you time, energy, and headaches in building and maintaining benefits for your employees. Visit us at Michigan Planners, Inc. for all your insurance needs in Michigan.
Deborah Wilks - State Farm Insurance Agent
Deborah Wilks - State Farm Insurance Agent is a reputable insurance agency located at 11827 Fulton Street East in Lowell, Michigan, United States. Since opening in 2007, our agency has been dedicated to serving customers in Lowell, Alto, Ada, Grand Rapids, Saranac, Lake Odessa, Clarksville, and surrounding areas with their insurance and financial service needs. Our team of licensed insurance professionals is committed to providing personalized insurance coverage tailored to each individual's requirements. Deborah Wilks, the agency owner, is a proud graduate of Grand Valley State University and an active member of the community. She is involved in various community initiatives, such as working with the Lowell High School Youth Advisory Council on Distracted Driving and serving as a member and Past President of the Lowell Rotary Club. Deborah's mission is to raise awareness about safe driving practices among the youth in the area.
John Hancock
John Hancock is an insurance agency located at 975 3 Mile Road Northwest, Grand Rapids, Michigan, United States. They offer financial advisory services with a personal touch, believing that life insurance should help people live longer, healthier, and better lives. With over 160 years of experience, John Hancock is known for being honest, reliable, and fully committed to their customers. They offer a range of products designed to add real value to policyholders' lives and have partnered with GRAIL to provide access to the Galleri test for early cancer detection. John Hancock also offers personalized financial planning services to help clients achieve their goals and navigate market conditions. Additionally, they offer retirement planning services and have partnered with Life Happens to provide financial assistance to college students. John Hancock is dedicated to transforming the insurance industry with innovative solutions while maintaining their longstanding reputation for excellence.
Agent Equity Group
Agent Equity Group is a revolutionary insurance agency located at 2025 East Beltline Avenue Southeast in Grand Rapids, Michigan. Unlike traditional FMOs, Agent Equity Group prioritizes the success of their agents above all else. By leveraging collective production power, they negotiate advantageous carrier contracts and distribute profits among their agents. The remaining profits are reinvested to enhance marketing, technology, and support capabilities. If you are Property and Casualty licensed or considering getting licensed, Valor Insurance is a nationwide P&C agency that specializes in working with independent agents. They offer training, access to top carriers, and some of the highest commission payouts in the industry.
Horton Group
The Horton Group is an insurance agency located at 200 North Main Street in Three Rivers, Michigan, United States. We specialize in helping businesses understand their risks and liability, and work with them to build the right insurance coverage policy. Our goal is to lower the true cost of risk and provide comprehensive, cost-effective, and innovative solutions to protect businesses from complex challenges. With a focus on specialization, we understand the greatest risks and opportunities facing different industries. In the ever-changing healthcare industry, we guide businesses towards the best choices for their employees and members. We apply insight and experience to drive more value and deliver better outcomes from benefit programs.
Kimberly Morris - State Farm Insurance Agent
Kimberly Morris - State Farm Insurance Agent is a reputable institution located at 6441 Inkster Road in Bloomfield Hills, Michigan. Specializing in health and insurance services, the agency offers a wide range of options including Car Insurance, Homeowners Insurance, Renter’s Insurance, Life Insurance, Business Insurance, Property Insurance, Health Insurance, and Financial Services. With a focus on serving the Oakland County area, Kimberly Morris and her team are dedicated to providing outstanding service and protecting what matters most to their customers. Having been in the insurance industry since 1977, Kimberly Morris brings 11 years of Leadership Experience to her role as a State Farm Insurance Agent. Her agency has received several awards over the years, including State Farm Ambassador Travel, State Farm Silver Scroll Award, and Senior Vice President's Club. Kimberly is actively involved in the local community, serving on the Athletic Advisory Council and participating in the Chamber of Commerce.
London Consulting and Insurance Firm
London Consulting and Insurance Firm is a reputable health and insurance agency located at 6301 Michigan Avenue in Detroit, Michigan, United States. With a team of experienced consultants and insurance experts, we provide top-notch services to individuals and businesses looking for reliable health and insurance coverage. Our firm is committed to helping our clients navigate the complex world of insurance, offering personalized solutions tailored to their specific needs. Whether you are looking for health insurance for yourself or your employees, we are here to assist you every step of the way. Trust London Consulting and Insurance Firm to provide you with the peace of mind and security you deserve.
John J. Boyd & Associates, Inc.
John J. Boyd & Associates, Inc. is an independent insurance agency located at 7817 McClellan Street, Utica, Michigan, United States. Since 1981, our focus has been on providing our clients with peace of mind through personalized insurance solutions. We understand that everyone's insurance needs are unique, which is why we work one-on-one with you to find the best possible solutions for your personal, employee, or business insurance needs. Our motto is "good things happen from working together," and we truly believe in the value of collaboration with our clients. As an independent agency, we work for you and offer a variety of high-value, innovative, and customer-oriented insurance products that are easy to understand, access, and use.
Brian Pahnke - Thrivent
Brian Pahnke - Thrivent is a finance institution located at 1612 Ludington Street in Escanaba, Michigan, United States. Licensed in multiple states including AZ, FL, IL, MI, MS, NC, PA, SC, TX, WA, and WI, the institution offers guidance to help individuals pursue their lifelong dreams while supporting causes they care about. With industry expertise, they help clients map out a path to a more secure financial future. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through its Financial Planning Framework. Clients can further their planning engagement through Dedicated 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. Only credentialed financial advisors provide investment advisory services. For more information, visit Thrivent's website or FINRA's Broker Check.
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