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TOP 30 Financial and investment advice in Flint, MI
6 results found
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Horizon Advisers - Flint
Horizon Advisers - Flint is a leading institution offering a wide range of financial services including accounting, finance, insurance, and legal services. Located at 5206 Gateway Centre Boulevard in Flint, Michigan, United States, our team of experienced professionals is dedicated to providing expert advice and personalized solutions to help clients achieve their financial goals. Whether you need assistance with tax planning, investment management, insurance coverage, or legal advice, Horizon Advisers - Flint is here to help. Contact us today to learn more about how we can assist you in navigating the complexities of the financial world.
Global Financial Services
Global Financial Services is a leading financial institution located at 6060 Torrey Road in Flint, Michigan, United States. Specializing in finance, our institution offers a wide range of services to help individuals and businesses manage their finances effectively. With a team of experienced professionals, we provide expert advice and personalized solutions to meet the unique needs of our clients. Whether you are looking for investment opportunities, retirement planning, or assistance with loans and mortgages, Global Financial Services is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you in securing your financial future.
Jason Kokaly - Financial Advisor, Ameriprise Financial Services, LLC
Jason Kokaly is a Financial Advisor at Ameriprise Financial Services, LLC located at 5402 Gateway Centre Boulevard in Flint, Michigan, United States. Jason holds multiple certifications including 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 Jason's expertise in various aspects of financial planning and asset management, ensuring that he can provide comprehensive and tailored advice to his clients. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Jason Kokaly is equipped to help you achieve your financial goals.
OLV Investment Group
OLV Investment Group is a finance institution located at 38705 West Seven Mile Road in Livonia, Michigan, United States. We are your planning, investing, and wealth management partners, dedicated to investing, increasing, and impacting our world for the better while keeping our clients' individual needs at the forefront of everything we do. Our experienced team takes the time to understand your personal values and financial goals, offering a range of investment options to help build your financial future. With a commitment to personalized service and a focus on individualized financial planning, we strive to create a successful partnership with each of our clients. Guided by faith, wisdom, and integrity, we aim to become a top financial management firm, leaving a legacy of love in our communities and beyond. Visit us at our various locations in Flint, Livonia, Rochester, Saginaw, and Frisco to learn more about how we can help you achieve your financial goals. Please note that investing involves risk, and the information provided on our website is for informational purposes only and should not be considered as financial advice.
OLV Investment Group
OLV Investment Group is a finance institution located at 800 West University Drive in Rochester, Michigan, United States. As your planning, investing, and wealth management partners, we are committed to investing, increasing, and impacting the world for the better while keeping our clients' individual needs at the forefront of our services. Our experienced team takes the time to understand your personal values and financial goals, offering a range of investment options to help build your financial future. With a focus on faith, wisdom, and integrity, we strive to provide personalized service and opportunities for growth for each of our clients. Contact us at one of our locations in Flint, Livonia, Saginaw, Rochester, or Frisco to learn more about how we can help you make successful investment decisions and manage your wealth effectively. Please note that investing involves risk and that the information provided on our website is for informational purposes only and should not be construed as financial advice.
AE Tax & Financial Services
At AE Tax & Financial Services, we are dedicated to providing professional and comprehensive financial services for individuals, small businesses, and non-profit organizations. With more than 20 years of experience in the industry, we have honed our expertise in strategy, consulting, tax services, and bookkeeping to better serve our clients.
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