Financial and investment advice in Livonia, MI
40 results found
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Senior Planning Advisors
● ClosedSenior Planning Advisors is a finance institution located at 38695 West Seven Mile Road in Livonia, Michigan, United States. Our mission is to help individuals plan for the next chapter of their lives by making sound decisions for a retirement they love. We offer retirement education courses that provide the tools needed to have the best retirement possible. Our courses have received rave reviews from attendees who have found them extremely valuable in preparing for retirement. We cover topics such as tax management, wealth preservation, estate planning, charitable giving, and Social Security benefits. Our team of professionals spends over 50 hours designing a custom plan for each client to ensure their financial goals are met.
38695 W Seven Mile Rd #125, Livonia, MI 48152, United States -
J Findling - Raymond James
● OpenJ Findling - Raymond James is a reputable financial institution located at 37727 Professional Center Drive in Livonia, Michigan, United States. As a part of the Raymond James network, they offer a wide range of financial services including investment planning, wealth management, retirement planning, and more. With their experienced team of financial advisors, they are dedicated to helping their clients achieve their financial goals and secure their financial future. Visit J Findling - Raymond James today to explore their personalized financial solutions and expert advice.
37727 Professional Center Dr #100, Livonia, MI 48154, United States -
Michael Gomez
● OpenMichael Gomez is a renowned finance institution located at 37307 Six Mile Road in Livonia, Michigan, United States. With a reputation for excellence and expertise in financial services, Michael Gomez offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the dedicated team at Michael Gomez is here to help. Trust in Michael Gomez to provide personalized and professional financial guidance to help you achieve your goals and secure your financial future.
37307 Six Mile Rd, Livonia, MI 48152, United States -
John McDowell - Thrivent
● ClosedJohn McDowell - Thrivent is a finance institution located at 19045 Farmington Road, Livonia, Michigan, United States. At Legacy Consultants, the team of professionals strives to be the most competent and caring financial planning group in the area. Guided by their faith, they empower clients to reach and protect their financial goals while promoting a spirit of joyful generosity. The team at Legacy Consultants, comprised of Raeann, David, and Rick, represents Thrivent, the largest fraternal benefit society in the country. They view clients as family and provide customized financial guidance that supports their goals and values.
19045 Farmington Rd, Livonia, MI 48178, United States -
LMR Advisors LLC
● ClosedLMR Advisors LLC is a finance institution located at 33300 Five Mile Road in Livonia, Michigan, United States. As an established financial advisory firm, LMR Advisors LLC offers a wide range of services to help individuals and businesses make informed decisions about their financial future. With a team of experienced professionals, LMR Advisors LLC provides personalized guidance and strategic planning to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, LMR Advisors LLC is dedicated to providing expert advice and exceptional service to meet your financial needs.
33300 Five Mile Rd Suite 202, Livonia, MI 48154, United States -
The Wolter Group, Inc.
● ClosedThe Wolter Group, Inc. is a finance institution located at 17294 Farmington Road in Livonia, Michigan, United States. With a strong focus on providing comprehensive financial services to individuals and businesses, The Wolter Group, Inc. offers expert advice and personalized solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering top-notch service and building long-lasting relationships with their clients. Whether you are looking for investment strategies, retirement planning, or wealth management services, The Wolter Group, Inc. is committed to helping you secure a stable financial future.
17294 Farmington Rd, Livonia, MI 48154, United States -
Jordan Blanchard - Thrivent
● ClosedJordan Blanchard - Thrivent is a finance institution located at 19045 Farmington Road, Livonia, Michigan, United States. At Legacy Consultants, our team of professionals represents Thrivent, the largest fraternal benefit society in the country. We strive to be the most competent and caring financial planning group in the area, guided by our faith to empower clients to reach and protect their financial goals. Our team, Raeann, David, and Rick, formed Legacy Consultants to provide customized financial guidance that supports your goals and values. We offer three levels of service: life event specific financial planning, assets under management investment advice, or dedicated planning. Our financial advisors focus on providing purpose-based advice that aligns with what you care about most. Whether you need life insurance, supplemental disability insurance, or have questions about financial planning, we are here to help you navigate your financial journey.
19045 Farmington Rd, Livonia, MI 48152, United States -
Rick Hart - Thrivent
● ClosedRick Hart - Thrivent is a finance institution located at 19045 Farmington Road, Livonia, Michigan, United States. At Legacy Consultants, their team of professionals from Thrivent aims to provide competent and caring financial planning services guided by their faith. They strive to empower clients to reach and protect their financial goals while fostering a spirit of generosity. The team, consisting of Raeann, David, and Rick, formed Legacy Consultants to help clients make the most of their assets and plan for a legacy that supports causes they care about. They offer flexible financial guidance tailored to meet individual needs and life changes. Thrivent believes in using money as a tool for a higher purpose and offers a range of financial services including investments, insurance, banking, and generosity programs. By becoming a member of Thrivent, clients join a community that looks out for each other and provides resources to live a more meaningful life. Thrivent's financial advisors focus on providing purpose-based advice that aligns with clients' values and goals. They offer comprehensive advice and strategies that are in the best interest of their clients. For more information on professional designations and requirements, clients can visit Thrivent's website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consulting with an attorney or tax professional is recommended.
19045 Farmington Rd, Livonia, MI 48152, United States -
Raeann Kusch - Thrivent
● ClosedRaeann Kusch - Thrivent is a finance institution located at 19045 Farmington Road, Livonia, Michigan, United States. At Legacy Consultants, the team strives to be the most competent and caring financial planning group in the area, guided by their faith. They are dedicated to empowering clients to reach and protect their financial goals while also promoting a spirit of joyful generosity. The team at Legacy Consultants represents Thrivent, the largest fraternal benefit society in the country. They offer customized financial guidance to support clients' goals and values, viewing clients as an extension of their family. The team, consisting of Raeann, David, and Rick, formed Legacy Consultants with a focus on helping clients make the most of their assets to plan a legacy that continues to support loved ones and causes even after they are gone. The institution offers comprehensive financial advice and strategies, with a flexible approach to meet clients' evolving needs and life changes. Clients can engage with the team at various levels, including life event-specific financial planning, asset management investment advice, or dedicated planning.
19045 Farmington Rd, Livonia, MI 48152, United States -
Fifth Third Securities - Mark Sloan
● OpenFifth Third Securities - Mark Sloan is a reputable finance institution located at 33246 Plymouth Road in Livonia, Michigan, United States. With a focus on providing top-notch financial services, Mark Sloan and his team offer expert advice and guidance to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Fifth Third Securities is committed to providing personalized solutions tailored to your individual needs. Trust in the expertise and experience of Mark Sloan and his team to help you secure a stable financial future.
33246 Plymouth Rd, Livonia, MI 48150, United States
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