TOP 30 Financial audit services for businesses in Monroe, Michigan
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Merrill Lynch Financial Advisor Timothy J Long
● ClosedMerrill Lynch Financial Advisor Timothy J Long, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a finance institution dedicated to helping clients achieve their financial goals. The team of talented and experienced financial advisors at this institution is committed to building strong relationships with clients through trust and personalized service. Recognized by Forbes and Barron's for exemplary client service, the advisors at Merrill Lynch are supported by the global resources of Merrill to provide valuable insights and ideas to help clients pursue their financial objectives. Whether you are a business owner looking to grow your wealth or an individual planning for the future, Merrill Lynch Financial Advisor Timothy J Long and his team can help you develop a customized financial plan tailored to your needs. With access to the investment insights of Merrill and banking solutions from Bank of America, they can work with you to address your financial goals and provide guidance on important financial decisions.
250 Monroe Ave NW Suite 600, Grand Rapids, MI 49503, United States -
TOP FLITE FINANCIAL
● ClosedTop Flite Financial is a finance institution located in Grand Rapids, Michigan, United States. Our mission is to help turn your dreams into reality by providing unparalleled service, personalized solutions, and a seamless process for achieving your homeownership goals. Our experienced team guides you through various mortgage options, from conventional loans to government-backed programs, to help you secure the best solution for your home financing journey. We understand that the mortgage process can be intimidating, which is why our exceptional team of mortgage professionals is dedicated to providing unparalleled support and guidance throughout the entire journey. We believe in getting to know our clients personally, addressing any financial concerns, and ensuring a worry-free experience.
820 Monroe Ave NW, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor William S Mackay
● ClosedMerrill Lynch Financial Advisor William S Mackay is a renowned financial institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in finance, this institution provides expert financial advice and services to help individuals and businesses achieve their financial goals. With a strong reputation for professionalism and integrity, Merrill Lynch Financial Advisor William S Mackay is a trusted partner for all your financial needs.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Joel Andrew Barrett
● ClosedMerrill Lynch Financial Advisor Joel Andrew Barrett 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 US territories, the institution aims to help clients achieve their desired lifestyles. Investing comes with risks, and it's important to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a wide range of services, including brokerage, investment advisory, and financial planning. The institution is affiliated with Bank of America Corporation and provides insurance, annuity, trust, and fiduciary services. Various certification marks and trademarks are used under permission from respective organizations. The institution strives to provide information on products and services that may be of interest to clients. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are conducted by banking affiliates of Bank of America Corporation. Securities, advisory, and investment banking activities are performed by investment banking affiliates of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks. Securities, strategic advisory, and investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation. Bank of America N.A. and DSP Merrill Lynch Limited are subsidiaries of Bank of America Corporation operating in India, offering various banking and financial services.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Jonathan C. Hatfield
● ClosedMerrill Lynch Financial Advisor Jonathan C. Hatfield, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a finance institution dedicated to providing accessible, knowledgeable, and experienced financial guidance. Jonathan has been in the financial services industry since 2009 and specializes in serving high net worth individuals, business owners, and corporate executives. With a bachelor's degree in Business Management and Psychology, Jonathan is a Certified Private Wealth Advisor® designee. He is committed to building and maintaining strong relationships with clients, offering personalized plans centered on their goals and aspirations. The team at Merrill Lynch Wealth Management, led by Jonathan, focuses on helping clients navigate important financial decisions, estate planning, and wealth preservation. By utilizing the global resources of Merrill, clients receive tailored investment strategies and comprehensive financial solutions. Whether clients are planning for retirement, saving for a home, or funding their children's education, Jonathan works closely with them to develop a financial approach that aligns with their priorities and values. The institution also offers insights, observations, and ideas to help clients pursue their financial goals, with a focus on maximizing the impact of their giving. With a commitment to putting clients first, Merrill Lynch Financial Advisor Jonathan C. Hatfield strives to help clients achieve their financial goals and navigate the complexities of their financial lives.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Jeffrey L Dykstra
● ClosedMerrill Lynch Financial Advisor Jeffrey L Dykstra is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors assisting clients across all 50 states, the District of Columbia, and various US territories, they help individuals achieve the lives they desire. Investing involves risks, and it's essential to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a wide range of brokerage, investment advisory, and other services. They provide insurance, annuity products, trust, and fiduciary services, as well as banking products. The institution is dedicated to providing information about products and services that may be of interest to clients. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation. Overall, Merrill Lynch Financial Advisor Jeffrey L Dykstra aims to help clients achieve their financial goals and provide a range of services to support their needs.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Lotus Financial Services
● ClosedLotus Financial Services is a reputable finance institution located at 11 Scott Street in Monroe, Michigan, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of each of our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Lotus Financial Services is here to help. Contact us today to learn more about how we can help you secure your financial future.
11 Scott St, Monroe, MI 48161, United States -
Rand Putterman - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRand Putterman is a Financial Advisor at Ameriprise Financial Services, LLC located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Rand Putterman holds several 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 cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Rand Putterman is dedicated to providing expert financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
99 Monroe Ave NW, Grand Rapids, MI 49503, United States -
99 Monroe Wealth Group, a financial advisory practice of Ameriprise Financial Services, LLC
● Open99 Monroe Wealth Group, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in finance, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. We prioritize what matters most to you, whether it's planning for retirement, education, or a significant purchase like a second home. Our team documents your goals, regularly reviews your progress, and adjusts your approach as needed to help you achieve financial success. You can easily access your investments and accounts from any device, track your progress towards your goals, and securely share information with us. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial objectives. Our Ameriprise financial advisors are registered to do business in specific U.S. states, so please refer to our personal website or FINRA's BrokerCheck website for more details. We look forward to meeting with you to discuss your financial priorities and provide an overview of financial planning concepts. Keep in mind that Ameriprise Financial cannot guarantee future financial results. Thank you for considering us as a trusted resource for your financial needs.
99 Monroe Ave NW, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Amber Coleman
● ClosedMerrill Lynch Financial Advisor Amber Coleman 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 various US territories, clients receive personalized financial guidance to help them achieve their goals. It is important to note that investing involves risk and potential loss, and clients should consult legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services including brokerage, investment advisory, and financial planning. Additionally, insurance and annuity products are offered through Merrill Lynch Life Agency Inc., and trust and fiduciary services are provided by Bank of America Private Bank. Banking products are provided by Bank of America, N.A. Merrill Lynch Financial Advisor Amber Coleman strives to provide clients with information about products and services that may be of interest and useful to them. Please note that Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation, and clients may be redirected to FINRA's BrokerCheck when leaving the Bank of America website.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Scott S Eccker
● ClosedMerrill Lynch Financial Advisor Scott S. Eccker, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, is part of the Eccker Bujdos Andrews Group of Merrill Lynch Wealth Management. Scott has been with Merrill since 1980, bringing extensive experience and a commitment to building strong client relationships based on trust and personalized service. Recognized as a member of the Forbes "Best-in-State Wealth Management Teams" in 2023 and 2024, Scott focuses on providing financial strategies, retirement income planning services, and liability management for a diverse client base including attorneys, physicians, business executives, and entrepreneurs. As a specially qualified Portfolio Manager, Scott can manage personalized investment strategies to help clients pursue their objectives. At Merrill Lynch Wealth Management, Scott and his team prioritize understanding each client's unique goals and financial situation, developing personalized financial strategies, and providing ongoing support to help clients stay on track. With a focus on collaboration and personalized service, Scott and his team are dedicated to helping clients achieve their financial goals and build a customized investment approach.
Calder Building, 250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Monroe Income Tax & Accounting
● OpenMonroe Income Tax & Accounting is a reputable accounting and finance institution located at 5071 North Dixie Highway in Michigan, United States. Our team of experienced professionals provides a wide range of services including income tax preparation, bookkeeping, financial planning, and more. With a commitment to accuracy and personalized service, we strive to help individuals and businesses navigate the complexities of their financial obligations. Trust Monroe Income Tax & Accounting to handle all your accounting and financial needs with expertise and professionalism.
5071 N Dixie Hwy, Newport, MI 48166, United States -
Monroe Income Tax & Accounting
● ClosedMonroe Income Tax & Accounting is a reputable institution located at 429 North Monroe Street in Monroe, Michigan, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch tax preparation, bookkeeping, and financial consulting services to individuals and businesses alike. With years of experience and a commitment to excellence, Monroe Income Tax & Accounting is the go-to destination for all your financial needs. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
429 N Monroe St, Monroe, MI 48162, United States -
Hayden Tax Service
● OpenHayden Tax Service is a reputable accounting and finance institution located at 15175 South Dixie Highway in Monroe, Michigan, United States. With a team of experienced professionals, we provide expert tax preparation and financial services to individuals and businesses. Our goal is to help our clients navigate the complexities of tax laws and financial management, ensuring they maximize their returns and financial health. Trust Hayden Tax Service for all your accounting and finance needs.
15175 S Dixie Hwy, Monroe, MI 48161, United States -
Hopkins Tax Services
● OpenHopkins Tax Services is a reputable accounting and finance institution located at 1132 East 1st Street in Monroe, Michigan, United States. With a team of experienced professionals, Hopkins Tax Services offers a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or representation, their experts are dedicated to providing top-notch service and ensuring your financial needs are met. Trust Hopkins Tax Services for all your accounting and finance needs.
1132 E 1st St, Monroe, MI 48161, United States -
Monro & Lennon CPA
● OpenMonro & Lennon CPA is a reputable accounting and finance institution located at 27600 Northwestern Highway in Southfield, Michigan, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart, making them a trusted partner for individuals and businesses alike. Contact Monro & Lennon CPA for all your accounting and financial needs.
27600 Northwestern Hwy #215, Southfield, MI 48034, United States -
Monro & Lennon PC
● ClosedMonro & Lennon PC is an accounting and finance institution located at 67140 Van Dyke Avenue in Washington, Michigan, United States. Our mission is to provide our clients with the best accounting, tax, financial, and other business services. With experienced CPAs Sheryl R. Lennon and Rhonda R. Monro at the helm, we offer personalized services to help develop the best bookkeeping strategy for your company, no matter the size. Contact us at [email protected] or [email protected] for more information.
67140 Van Dyke Ave, Washington, MI 48095, United States -
SCORE
● OpenSCORE, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a finance institution dedicated to helping small business owners succeed. Our experienced volunteer mentors are available to assist both current business owners and aspiring entrepreneurs in achieving their goals. Join us for our free webinar series on Amazon selling success, where you can learn valuable tips and strategies from experts in the field. Whether you're a new seller looking to grow your business or an existing seller wanting to boost your sales on Amazon, this webinar series is perfect for you.
250 Monroe Ave NW #150, Grand Rapids, MI 49504, United States -
Advanced Accounting
● ClosedAdvanced Accounting is a premier institution located at 8336 Monroe Road in Lambertville, Michigan, United States. Specializing in accounting and finance, our institution offers top-notch courses and training programs to help individuals excel in the world of finance. With experienced faculty and state-of-the-art facilities, students can expect a comprehensive education that prepares them for successful careers in accounting and finance. Whether you are a beginner looking to start a career in finance or an experienced professional looking to advance your skills, Advanced Accounting is the perfect place to achieve your goals.
8336 Monroe Rd # 101, Lambertville, MI 48144, United States -
Stout
● OpenStout is a reputable finance institution located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. With a focus on providing expert financial services, Stout offers a range of solutions to meet the needs of individuals and businesses alike. Their experienced team of professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial industry. Whether you're looking for investment advice, wealth management, or assistance with financial planning, Stout is committed to delivering top-notch service and expertise to their clients.
99 Monroe Ave NW #200, Grand Rapids, MI 49503, United States -
CAPTRUST
● ClosedCAPTRUST is a finance institution located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Our advisors offer investment advisory services to corporate retirement plan fiduciaries and wealth management services to high-net-worth individuals, business owners, and families. We support employer organizations through various services such as fiduciary partnerships, plan design optimization, and financial wellness programs. Our team provides market insights, financial planning strategies, and valuable information for all clients. Join us for upcoming webinars on industry insights, fiduciary liability, retirement readiness, and more. Learn about retirement plan fees, industry trends, and fiduciary training through our informative webinar recordings. Trust CAPTRUST for expert financial guidance and support.
99 Monroe Ave NW Suite 901, Grand Rapids, MI 49503, United States -
Cascade Partners LLC, Grand Rapids
● ClosedCascade Partners LLC is a finance institution located in the heart of Grand Rapids, Michigan. Situated at 146 Monroe Center Street Northwest, this firm offers a wide range of financial services to businesses and individuals in the area. With a team of experienced professionals, Cascade Partners LLC is dedicated to providing top-notch financial advice and solutions to help clients achieve their goals. Whether you are looking for investment opportunities, financial planning, or strategic consulting, Cascade Partners LLC is here to help you navigate the complex world of finance.
146 Monroe Center St NW #701, Grand Rapids, MI 49503, United States -
MassMutual MidMichigan
● ClosedMassMutual MidMichigan is a leading finance and insurance agency located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, life insurance, or investment strategies, we are here to provide personalized solutions tailored to your specific needs. Visit us today to learn how MassMutual MidMichigan can help secure your financial future.
99 Monroe Ave NW #700, Grand Rapids, MI 49503, United States -
River Raisin Investment Partners
● ClosedRiver Raisin Investment Partners is a reputable finance and insurance agency located at 112 West 2nd Street in Monroe, Michigan, United States. Our team of experienced professionals is dedicated to providing top-notch financial services and insurance solutions to help individuals and businesses achieve their goals. With a focus on personalized service and tailored strategies, we strive to build long-lasting relationships with our clients and help them navigate the complexities of the financial world. Whether you are looking to invest for the future or protect your assets, River Raisin Investment Partners is here to help you every step of the way.
112 W 2nd St, Monroe, MI 48161, United States -
Block Advisors
● OpenBlock Advisors is a trusted institution specializing in accounting and finance services located at 820 South Monroe Street in Monroe, Michigan, United States. Our team of experienced professionals is dedicated to providing personalized financial guidance and tax preparation services to individuals and businesses. Whether you need help with tax planning, bookkeeping, or financial consulting, Block Advisors is here to help you navigate the complexities of the financial world with ease and confidence. Contact us today to schedule a consultation and start building a solid financial foundation for your future.
820 S Monroe St, Monroe, MI 48161, United States -
Joshua L. Seegert & Company, PLLC
● OpenJoshua L. Seegert & Company, PLLC is a reputable accounting and finance institution located at 3554 South Custer Road, Monroe, Michigan, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Their dedication to providing personalized and high-quality services sets them apart in the industry. Whether you are an individual or a business looking for financial guidance, Joshua L. Seegert & Company, PLLC is a trusted partner to help you achieve your financial goals.
3554 S Custer Rd, Monroe, MI 48161, United States -
IM Wealth
● ClosedIM Wealth is a leading finance institution located in the heart of Grand Rapids, Michigan. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, save for the future, or secure a loan, IM Wealth has the expertise and resources to guide you every step of the way. Visit us at 99 Monroe Avenue Northwest to learn more about how we can help you build and protect your wealth.
99 Monroe Ave NW #200, Grand Rapids, MI 49503, United States -
Fifth Third Securities - Vera Johnson
● ClosedFifth Third Securities - Vera Johnson is a finance institution located at 453 South Monroe Street in Monroe, Michigan, United States. Specializing in investment services, this institution offers a range of financial products and services to help clients achieve their financial goals. With a focus on personalized service and expert advice, Fifth Third Securities - Vera Johnson is dedicated to helping individuals and businesses navigate the complexities of the financial markets. Whether you are looking to invest for the future or need assistance with retirement planning, this institution is committed to providing the guidance and support you need to make informed financial decisions.
453 S Monroe St, Monroe, MI 48161, United States -
Doug Zandstra
● OpenDoug Zandstra is an accounting and finance institution located at 1305 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. Led by Doug Zandstra, a Certified Public Accountant, Certified Fraud Examiner, and Enrolled Agent, the firm specializes in working with high net worth clients with complex tax needs. With a team of 4 remote accountants, they offer services such as financial planning, international tax assistance, multistate tax services, IRS representation, and more. Doug Zandstra and his team are dedicated to providing quality service and personalized care to their clients, ensuring they receive the best possible advice and support. Additionally, they offer tax preparation services for individuals and small businesses, as well as assistance with IRS negotiations and forensic accounting. With over 25 years of experience, Doug Zandstra is a trusted partner in retirement planning and tax strategy. Contact them at 9040 Town Center Lakewood Ranch, FL 34202 or call 941-538-5630 or 616-970-3000 for a free zoom consultation.
1305 Monroe Ave NW, Grand Rapids, MI 49505, United States -
Meyer Bacarella & Associates
● ClosedMeyer Bacarella & Associates is a reputable accounting and finance firm located at 1255 South Telegraph Road in Monroe, Michigan, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Meyer Bacarella & Associates is dedicated to helping you achieve your goals.
1255 S Telegraph Rd, Monroe, MI 48161, United States
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