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TOP 30 Financial and investment advice in Michigan
2014 results found
Search for local businesses, places and services near you
Harvest Financial
Harvest 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.
Thornapple Financial Center and Money Concepts
Thornapple 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.
Darlene Frederick - At Aspen~Marquise Financial
Darlene 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.
Arbor Financial Credit Union
Arbor 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.
Wings Financial Group
Wings 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.
Arbor Financial Credit Union
Arbor Financial Credit Union, located at 8910 Portage Road in Portage, Michigan, is a trusted institution offering a range of financial services including banking, ATM access, and home loans. With a commitment to providing convenient access to your money, Arbor Financial offers a mobile app, digital wallet, and access to over 30,000 surcharge-free ATMs. Whether you're looking for a mortgage, auto loan, or business loan, our friendly team at 12 Michigan branches is here to help. We also offer electronic services like 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, offering savings and checking with special perks to help you manage your money from a young age. From auto loans to mortgages, credit cards, and Certificate of Deposit options, Arbor Financial Credit Union is dedicated to helping you achieve your financial goals and grow your assets responsibly. Visit us today to explore our range of banking products and services and experience the personalized attention and support of our team. Federally insured by the NCUA, Arbor Financial Credit Union is committed to providing services to families and businesses throughout Michigan.
Diversified Financial: Eric Arnold
Diversified Financial: Eric Arnold is a finance institution located at 5217 Lovers Lane in Portage, Michigan, United States. Specializing in a wide range of financial services, Eric Arnold and his team provide expert advice and personalized solutions to help clients achieve their financial goals. With a focus on diversification and risk management, they offer comprehensive financial planning, investment management, retirement planning, and more. Whether you are planning for the future or navigating a major life event, Diversified Financial: Eric Arnold is committed to helping you secure your financial future.
Money Matters Financial
Money 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.
First Merchants Eureka and Fifth Commercial Lending Center
First Merchants Eureka and Fifth Commercial Lending Center is a banking institution located at 467 Eureka Road in Wyandotte, Michigan, United States. Our professional business bankers are dedicated to helping your business grow and prosper by providing a range of lending services tailored to your specific needs. Whether you require working capital, lines of credit, real estate financing, or assistance with government lending programs, our team is here to assist you every step of the way. At First Merchants, we believe in building relationships with our customers and providing personalized financial solutions that go beyond just numbers on a page. Our experienced bankers are available to listen to your needs and offer sound advice to help you achieve your financial goals. We understand that sometimes you just need to talk to a person, which is why our team is always ready to provide you with the personal attention and support you deserve.
Oakwood Financial
Oakwood Financial is a premier financial institution located at 1175 West Long Lake Road in Troy, Michigan. Specializing in finance, our team of experts is dedicated to providing top-notch financial services and solutions to our clients. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Oakwood Financial is here to help. With a commitment to excellence and a track record of success, you can trust us to help you achieve your financial goals. Visit us today to see how we can assist you in securing your financial future.
FreeStar Financial Credit Union
FreeStar Financial Credit Union is a trusted financial institution located at 10636 Gratiot Avenue in Casco, Michigan, United States. As a credit union, we offer a wide range of financial services to our members, including savings and checking accounts, loans, mortgages, and more. Our mission is to provide our members with personalized financial solutions and excellent customer service. Join us today and experience the benefits of banking with a credit union that puts your needs first.
Mega Financial
Mega Financial is a reputable financial institution located at 23801 Gratiot Avenue in Eastpointe, Michigan, United States. Specializing in various financial services, Mega Financial offers a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Mega Financial provides expert advice and personalized assistance to clients in managing their finances effectively. Whether you need help with investments, loans, or other financial services, Mega Financial is dedicated to providing top-notch service and support to help you succeed financially.
Lock ~ Spiot Tax & Financial Services
Lock ~ Spiot Tax & Financial Services is a reputable institution specializing in accounting and finance services. Located at 691 North Squirrel Road in Auburn Hills, Michigan, United States, this institution offers expert advice and assistance in tax preparation, financial planning, and other related services. With a team of experienced professionals, Lock ~ Spiot Tax & Financial Services is dedicated to helping individuals and businesses navigate the complexities of the financial world with ease and confidence. Whether you need help with taxes, budgeting, or investment strategies, this institution is committed to providing personalized solutions to meet your specific needs.
Pioneer Financial Services
Pioneer Financial Services is a reputable accounting and finance institution located at 27201 Ryan Road in Warren, Michigan, United States. With a focus on providing top-notch financial services to individuals and businesses, Pioneer Financial Services offers expert advice and solutions tailored to meet the unique needs of each client. Whether you are looking for assistance with tax preparation, investment strategies, or financial planning, the experienced professionals at Pioneer Financial Services are dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can help you secure a stable financial future.
ATS BUSINESS FINANCIAL
ATS Business Financial is a leading accounting and finance institution located at 11443 East Thirteen Mile Road in Warren, Michigan, United States. Our team of experienced professionals provides a wide range of financial services to help businesses thrive and succeed. Whether you need assistance with tax preparation, bookkeeping, financial planning, or investment advice, ATS Business Financial is here to help. Trust us to handle all of your accounting and finance needs with precision and expertise. Contact us today to learn more about how we can assist you in achieving your financial goals.
Assura First Financial
Assura First Financial is a leading financial institution located at 455 East Eisenhower Parkway in Ann Arbor, Michigan. Specializing in providing a wide range of financial services, Assura First Financial is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized solutions and expert advice to ensure their clients make informed decisions. Whether you are looking for investment opportunities, retirement planning, or loans, Assura First Financial is dedicated to providing top-notch service and support. Visit them today to start securing your financial future.
Grand Ionia Antiques and Estates LLC
Grand Ionia Antiques and Estates LLC is a finance institution located at 313 West Main Street in Ionia, Michigan, United States. Specializing in antiques and estate management, our team of experts is dedicated to providing top-notch financial services for individuals looking to invest in valuable collectibles or manage their estate assets. With a strong reputation for professionalism and integrity, Grand Ionia Antiques and Estates LLC is the go-to destination for those seeking expert financial advice in the world of antiques and estates. Visit us today and see how we can help you achieve your financial goals.
Bell Financial
Bell Financial is a reputable finance institution located at 1070 Commerce Drive in Marquette, Michigan. With a strong commitment to providing top-notch financial services, Bell Financial offers a wide range of solutions to meet the unique needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Bell Financial is here to help. Trust in Bell Financial for all your financial needs and start building a secure future today.
Justin Le Page - Financial Advisor, Ameriprise Financial Services, LLC
Justin Le Page is a Financial Advisor at Ameriprise Financial Services, LLC located at 2400 U.S. 41, Marquette, Michigan, United States. Justin Le Page 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 Justin Le Page's expertise in asset management, investment strategies, estate planning, retirement planning, and more. As a Certified Military Financial Advisor®, Justin Le Page is also trained to serve veterans and active duty military personnel. Contact Justin Le Page for comprehensive financial planning services tailored to your individual needs.
Baron Financial
Baron Financial, located at 621 1st Street in Menominee, Michigan, is a finance institution dedicated to providing personalized financial planning services to its clients. The team at Baron Financial is committed to educating their clients and helping them achieve their financial goals. They offer a complimentary portfolio review to analyze your current investments and recommend a tailored investment strategy based on your risk tolerance. In addition to individual financial planning, Baron Financial also offers retirement planning services, including access to 401(k) and SIMPLE IRA plans for businesses. Their goal is to be your employees' dream manager, helping them work towards achieving their personal financial dreams through guided planning.
Regal Financial Group
Regal Financial Group is a leading finance institution located at 314 Howard Street in Petoskey, Michigan, United States. With a reputation for excellence and a commitment to providing top-notch financial services, Regal Financial Group offers a wide range of financial solutions to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Regal Financial Group is dedicated to helping you achieve your financial goals. Visit us today and see how we can help you secure your financial future.
Jeff Wynder - Financial Advisor, Ameriprise Financial Services, LLC
Jeff Wynder is a Financial Advisor at Ameriprise Financial Services, LLC located at 600 Charlevoix Avenue in Petoskey, Michigan, United States. Jeff holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. His expertise includes asset management, retirement planning, estate planning, investment strategies, and insurance products. Jeff is dedicated to helping individuals achieve their financial goals and provides personalized advice based on their unique needs. Whether you are a retiree, small business owner, or high net worth client, Jeff Wynder has the knowledge and experience to assist you in managing your assets and planning for the future. Contact Jeff Wynder today for expert financial advice and guidance.
Black Walnut Wealth Management - Traverse City Financial Advisor
Black Walnut Wealth Management - Traverse City Financial Advisor is a finance institution located at 13919 South West Bay Shore Drive in Traverse City, Michigan, United States. They specialize in reducing taxes, managing investments, and simplifying retirement for individuals, families, and private foundations in Traverse City and throughout Michigan. Their services include coordinating your entire financial picture, including taxes, estate planning, and investment management. They aim to proactively reduce taxes, manage investments, and coordinate your estate to minimize risk and avoid costly financial mistakes. As a fee-only fiduciary financial advisor, they are committed to your financial well-being and understand your concerns such as selling your business, generating consistent income, reducing taxes, managing investments, coordinating your estate, and maximizing retirement benefits. They serve areas in Northern Michigan such as Beulah, Cadillac, Charlevoix, Elk Rapids, Frankfort, Gaylord, Glen Arbor, Leland, Ludington, Manistee, Petoskey, Suttons Bay, Marquette, and Iron Mountain. Please note that their financial advice should not be construed as tax or legal advice. They are also certified by the Certified Financial Planner Board of Standards, Inc. (CFP Board). For more information, you can contact them at 231.421.7711 or visit their website.
Resilient Financial Planning
Resilient Financial Planning, located at 236 1/2 East Front Street in Traverse City, Michigan, is a finance institution dedicated to providing personalized financial advice and planning services. Unlike other financial advisors who may prioritize selling specific products, Resilient focuses on creating customized financial plans tailored to each client's individual goals and needs. As an independent firm, Resilient is able to offer unbiased advice and explore cutting-edge investment strategies to help clients achieve their financial objectives. With a commitment to providing white-glove service, the team at Resilient is dedicated to being accessible and responsive to clients' needs. Whether you are planning for retirement, managing income, addressing tax concerns, or simply looking to improve your overall financial well-being, Resilient Financial Planning is the partner you can trust to help you navigate the complexities of financial planning with confidence and peace of mind.
Horizon Financial
Horizon Financial is a leading finance institution located at 4020 Copper View in Traverse City, Michigan, United States. With a commitment to providing top-notch financial services, Horizon Financial offers a wide range of products and solutions to meet the unique needs of individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, our team of experienced professionals is here to help. Visit us today and let Horizon Financial help you achieve your financial goals.
Merrill Lynch Financial Advisor Jeffrey Guy
Merrill Lynch Financial Advisor Jeffrey Guy is a reputable finance institution located at 333 West Grandview Parkway in Traverse City, Michigan, United States. With a focus on providing expert financial advice and guidance, clients can trust in the knowledge and experience of Jeffrey Guy to help them navigate their financial goals and investments. Whether you are looking to plan for retirement, manage your wealth, or grow your portfolio, Merrill Lynch Financial Advisor Jeffrey Guy is dedicated to helping you achieve financial success.
Merrill Lynch Financial Advisor Roxanne M Hunter
Merrill Lynch Financial Advisor Roxanne M Hunter is a trusted finance institution located at 333 West Grandview Parkway in Traverse City, Michigan, United States. With years of experience and expertise in the financial industry, Roxanne M Hunter provides personalized financial advice and solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or create a comprehensive financial strategy, Merrill Lynch Financial Advisor Roxanne M Hunter is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Merrill Lynch Financial Advisor Jonathan Wheatley
Merrill Lynch Financial Advisor Jonathan Wheatley, located at 333 West Grandview Parkway in Traverse City, Michigan, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jonathan Wheatley can help you navigate today's changing market conditions and plan for the future. By participating in the community and volunteering with local organizations, Jonathan Wheatley embodies the Merrill tradition of serving the community. Through Merrill Personal Wealth Analysis™, Jonathan Wheatley can help you create a personalized plan centered on your goals and aspirations. By understanding your unique preferences as an investor and your long-term financial objectives, Jonathan Wheatley can design a customized approach to help you pursue what matters most to you. By staying connected and regularly reviewing your financial situation, Jonathan Wheatley aims to help you stay on track towards achieving your goals.
Foguth Financial Group, LLC
Foguth Financial Group, LLC, located at 457 Munson Avenue in Traverse City, Michigan, is a finance institution dedicated to helping individuals plan for their financial future, starting today. As a proud Wealth Management Partner of Michigan Athletics, our experienced team is committed to helping you make your dream retirement a reality. Retirement can be a confusing and frustrating time, but with a clear plan in place, you can pave the way to the retirement of your dreams. Our trusted financial team will assess your overall financial situation, identify areas for growth, and create a unique plan tailored to your specific needs. By utilizing a combination of services, we can craft a customized plan that works for you, allowing you to focus on your future with confidence.
Regal Financial Group
Regal Financial Group is a reputable finance institution located at 3681 Northbriar in Traverse City, Michigan, United States. With a strong focus on providing comprehensive financial services, Regal Financial Group offers expert advice and personalized solutions to help individuals and businesses achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, the experienced team at Regal Financial Group is dedicated to helping you navigate the complex world of finance with confidence and ease. Trust in Regal Financial Group to guide you towards a secure and prosperous financial future.
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