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TOP 30 Financial advisory services in Macomb, MI
5 results found
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Thrivent - Fortified Financial Advisors
Thrivent - Fortified Financial Advisors is a finance institution located at 85 Macomb Place in Mount Clemens, Michigan, United States. Licensing is available through the State Insurance Department's 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. Not all team members may provide all products, programs, and services in all states. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations 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. Visit Thrivent.com for more information about their financial advisors and professional designations.
Davis Capital Management, LLC
Davis Capital Management, LLC is a finance and insurance agency located at 51424 Van Dyke Avenue in Shelby Township, Michigan, United States. Founded by Larry, a well-known financial planner in Southeast Michigan, the institution specializes in working with small business owners, post-divorce planning, and individuals transitioning into retirement. Larry has developed wealth management processes such as the PET FORMula™ and is actively involved in the Financial and Estate Planning Council of Macomb County and the Rochester Chamber of Commerce. Jessica, with 10 years of experience in office management in the real estate industry, joined DCM in 2015 and provides excellent client service. The institution focuses on serving successful individuals nearing retirement, utilizing a systematic approach to financial planning. Clients of DCM are described as genuinely nice people, and the institution can be visited at the Shelby Business Center on Van Dyke Avenue. Securities are offered through Sigma Financial Corporation, and investment advisory services are provided through Sigma Planning Corporation. Davis Capital Management is independent of Sigma Financial Corporation or Sigma Planning Corporation.
Odoms Investments
Odoms Investments is a reputable financial institution located at 45298 Thorn Tree Lane in Macomb, Michigan. Specializing in investment services, Odoms Investments offers a wide range of financial products and solutions to help clients achieve their financial goals. With a team of experienced professionals, Odoms Investments is committed to providing personalized and tailored financial advice to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Odoms Investments is dedicated to helping you make informed financial decisions. Visit us today to learn more about our services and how we can help you secure your financial future.
Ian Cole - Thrivent
Ian Cole - Thrivent is a finance institution located at 85 Macomb Place in Mount Clemens, Michigan, United States. Licensing for the services provided by Ian Cole - Thrivent can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Please note that Thrivent and its financial professionals do not offer legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for such matters. Not all team members may offer all products, programs, and services in every state.
Peters Margin Cpa-Ideal Accounting
Peters Margin CPA - Ideal Accounting is a reputable institution located at 17127 White Plains Drive in Macomb, Michigan. Specializing in accounting and finance services, this institution offers top-notch expertise and professional guidance for individuals and businesses alike. With a focus on accuracy, efficiency, and personalized attention, Peters Margin CPA - Ideal Accounting is committed to helping clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, you can trust the experts at this institution to provide reliable and effective solutions.
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