Financial consultant in Muskegon, MI
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Investment Management Group
● OpenThe Investment Management Group is a leading finance institution located at 221 West Webster Avenue in Muskegon, Michigan, United States. Our team of expert financial advisors specializes in providing personalized investment solutions tailored to meet the unique needs and goals of our clients. With a focus on wealth management, retirement planning, and portfolio diversification, we strive to help our clients achieve financial success and security. Contact us today to schedule a consultation and start building a brighter financial future.
221 W Webster Ave # 301, Muskegon, MI 49440, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 380 West Western Avenue in Muskegon, Michigan, United States, is a prestigious finance institution that offers a wide range of wealth management services. The experienced advisors at this branch work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. The advisors at Merrill Lynch Wealth Management offer financial strategies based on years of combined knowledge and experience in wealth management. They go beyond wealth planning advice to assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives.
380 W Western Ave, Muskegon, MI 49440, United States -
Quality Accounting CPA
● ClosedQuality Accounting CPA is a reputable institution located at 1020 Gordon Street in Muskegon, Michigan, United States. Specializing in accounting and finance services, our team of Certified Public Accountants (CPAs) is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a focus on accuracy, reliability, and professionalism, we strive to help our clients achieve their financial goals and make informed decisions. Whether you need tax preparation, bookkeeping, or financial planning services, Quality Accounting CPA is here to assist you every step of the way. Contact us today to learn more about how we can help you with your financial needs.
1020 Gordon St, Muskegon, MI 49442, United States -
H&S Companies
● ClosedH&S Companies is a reputable accounting and finance institution located at 4985 Harvey Street in Muskegon, Michigan, United States. With a team of experienced professionals, H&S Companies offers a wide range of financial services including tax preparation, auditing, and financial consulting. Clients can trust H&S Companies to provide expert advice and personalized solutions to help them achieve their financial goals.
4985 Harvey St, Muskegon, MI 49444, United States -
Conn Geneva & Robinson PC
● ClosedConn Geneva & Robinson PC is a unique accounting and finance institution located at 4927 Stariha Drive in Norton Shores, Michigan, United States. Unlike traditional CPA firms, we pride ourselves on being more than just number crunchers. Our team of professionals are not only diligent, but also creative, going above and beyond to find new opportunities and cost-saving strategies for your business. We are dedicated to building strong relationships and implementing innovative strategies that benefit our employees, clients, and community. While we may be a bit more laid back than other firms, we are still highly professional and technologically advanced. Our team is known for being friendly, genuine, and even cracking a joke now and then. But when it comes to our work, we are all buttoned up and at the leading edge of technology. Working with us means gaining a competitive edge that is nothing to laugh at.
4927 Stariha Dr Suite A, Norton Shores, MI 49441, United States -
Gunter Accounting
● ClosedGunter Accounting is a reputable accounting and finance institution located at 880 Jefferson Street in Muskegon, Michigan, United States. Our team of experienced professionals offers a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. We are dedicated to providing personalized and reliable financial solutions to individuals and businesses in the Muskegon area. Visit us today to see how we can help you achieve your financial goals.
880 Jefferson St # A, Muskegon, MI 49440, United States -
Mahoney John J
● OpenMahoney John J is a reputable accounting and finance institution located at 880 Jefferson Street in Muskegon, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Mahoney John J is dedicated to providing personalized and high-quality services to meet your financial needs. Trustworthy and reliable, they are committed to helping their clients achieve their financial goals.
880 Jefferson St # D, Muskegon, MI 49440, United States -
Cox Accounting & Tax Services, LLC
● OpenCox Accounting & Tax Services, LLC is a reputable accounting and finance institution located at 1975 Holton Road in Muskegon, Michigan, United States. Our team of experienced professionals provides a wide range of accounting and tax services to individuals and businesses in the local community. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and navigate the complexities of tax laws. Contact us today to learn more about how we can assist you with your accounting and tax needs.
1975 Holton Rd, Muskegon, MI 49445, United States -
Al Kowalski - Raymond James
● OpenAl Kowalski - Raymond James is a leading financial institution located at 700 Terrace Point Drive in Muskegon, Michigan. Specializing in wealth management, investment advisory services, and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to personalized service and a focus on long-term success, Al Kowalski - Raymond James is a trusted partner for individuals and businesses seeking expert financial guidance. Visit us today to learn more about our comprehensive range of services and how we can help you secure a sound financial future.
700 Terrace Point Dr Ste 400, Muskegon, MI 49440, United States -
Action Tax and Accounting, Grand Haven, MI
● ClosedAction Tax and Accounting, located in Grand Haven, MI, is a full-service tax, accounting, and financial coaching company. Whether you need assistance with personal or business taxes, debt management, or organizing your business finances, Action Tax and Accounting can provide knowledgeable and affordable support that exceeds expectations. With hands-off, worry-free financial services and competitive pricing, professional guidance is offered to help you reach your financial goals. Clients have praised the excellent customer service, responsiveness, efficiency, and accuracy of Jurgen Longnecker, the owner of the business. With extensive knowledge and understanding of unique tax needs, Action Tax and Accounting is highly recommended for personal and business accounting needs. Clients appreciate the honesty, reliability, and flexibility of Jurgen, who has successfully navigated IRS audits and provided expert tax advice for small businesses. Additionally, Jurgen's strong Christian faith and commitment to integrity in his work make him a trusted and valued accountant for many clients. Contact Action Tax and Accounting for expert financial services in Muskegon, Michigan.
1020 Gordon St, Muskegon, MI 49442, United States -
H&R Block
● OpenH&R Block is a trusted accounting and finance institution located at 2675 Henry Street in Muskegon, Michigan, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of the financial world with personalized solutions and expert advice. Visit us today to see how we can help you achieve your financial goals.
2675 Henry St Ste D, Muskegon, MI 49441, United States -
Marijuana Microbusiness
● OpenThe Marijuana Microbusiness, located at 200 Viridian Drive in Muskegon, Michigan, offers entrepreneurs the opportunity to own and operate a small-batch cannabis business. With a limit of 150 plants, this microbusiness license allows for the cultivation, processing, and sale of cannabis directly to consumers. Craft and specialty products are emphasized, providing a unique and curated cannabis experience for customers. As a Michigan resident, you can apply for a microbusiness license without the need for a medical marijuana license. This license type aims to support small businesses and prevent domination by large cannabis corporations. Regulations from the Michigan Department of Licensing and Regulatory Affairs and municipal ordinances must be followed to operate legally.
200 Viridian Dr, Muskegon, MI 49440, United States -
Westra Insurance Group LLC
● OpenWestra Insurance Group LLC is a reputable finance institution located at 992 Witham Road in Muskegon, Michigan, United States. Specializing in insurance services, they offer a wide range of coverage options to meet the unique needs of their clients. With a strong commitment to customer service and personalized solutions, Westra Insurance Group LLC is dedicated to providing peace of mind and financial security to individuals and businesses alike. Contact them today to discuss your insurance needs and find the perfect policy for you.
992 Witham Rd, Muskegon, MI 49445, United States -
Fifth Third Securities - Bradley Recknagel
● ClosedFifth Third Securities - Bradley Recknagel is a finance institution located at 621 Dykstra Road in Muskegon, Michigan, United States. With a focus on providing top-notch financial services and investment opportunities, Fifth Third Securities - Bradley Recknagel is dedicated to helping clients achieve their financial goals. The institution is known for its expertise in the finance industry and commitment to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Fifth Third Securities - Bradley Recknagel is here to help you every step of the way.
621 Dykstra Rd, Muskegon, MI 49445, United States -
ARGO Wealth Partners
● OpenARGO Wealth Partners is a leading finance institution located at 2145 West Sherman Boulevard in Muskegon, Michigan, United States. With a team of experienced financial advisors, we offer a wide range of wealth management services to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, our experts are here to provide personalized solutions tailored to your unique needs. Trust ARGO Wealth Partners to guide you towards a secure financial future.
2145 W Sherman Blvd, Muskegon, MI 49441, United States -
Osaic Wealth Inc
● ClosedOsaic Wealth Inc is a finance institution located at 3324 Maple Grove Road, Muskegon, Michigan, United States. At Osaic Wealth Inc, we make it worth the move to change firms by offering the ease of Pathways Financial Group & FSC. Our services include financial planning for employees with a wide range of benefit programs, determining business value for estate and gift tax purposes, and succession planning for financial advisors. We specialize in helping financial advisors plan for the future success of their businesses, whether through internal or external succession planning. Our leadership skills evaluation and ten leadership traits of successful financial advisors can help you find the right successor for your business. We also offer services for selling a financial advisory practice and reasons why financial advisors may postpone succession planning. Succession Connection is our connecting marketplace for financial professionals, offering affordable online services for established advisors looking for succession plans. Contact us at Osaic Wealth Inc for all your financial planning needs.
3324 Maple Grove Rd A, Muskegon, MI 49441, United States -
Service 1 Federal Credit Union
● ClosedService 1 Federal Credit Union is a trusted financial institution located at 1625 Eastwind Drive in Muskegon, Michigan. As a full-service credit union, we offer a range of financial products and services to meet the needs of our members. Our convenient location provides easy access to our ATM services, making it simple for members to manage their finances on the go. Whether you need to deposit funds, withdraw cash, or access your account information, Service 1 Federal Credit Union is here to help. Visit us today to experience the difference of banking with a credit union that puts your needs first.
1625 Eastwind Dr, Muskegon, MI 49444, United States -
Jackson Hewitt Tax Service
● OpenJackson Hewitt Tax Service is a finance institution located at 3285 Henry Street in Muskegon, Michigan, United States. While our tax advance loans have ended this year, our Tax Pros are still available to help you maximize your refund. Drop off your tax documents and let our experts take care of the rest, including a quick call to review your final return and convenient e-signing. Conveniently located in Walmart, you can get your taxes done while you shop, with the guarantee of receiving your biggest refund. Refund Advance loans, which are repaid with your tax refund, were previously available at select locations. We offer appointments for in-person tax preparation, drop-off services, and assistance with IRS letters. Book an appointment online or call (855) 301-1040 to secure time with a Tax Pro. Our team at 3285 Henry Street Jackson Hewitt is fluent in English. Trust us with your taxes and remember, when every dollar matters, it matters who does your taxes™.
3285 Henry St, Muskegon, MI 49441, United States -
Michael Nowak - Raymond James
● OpenMichael Nowak - Raymond James is a respected financial institution located at 700 Terrace Point Drive in Muskegon, Michigan. With a focus on providing top-notch financial services and investment advice, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, Michael Nowak - Raymond James is here to help. Visit us today to learn more about our services and how we can assist you in reaching your financial objectives.
700 Terrace Point Dr, Muskegon, MI 49440, United States -
David W Cramer - Morgan Stanley
● OpenDavid W Cramer - Morgan Stanley is a financial institution located at 800 East Ellis Road in Muskegon, Michigan, United States. As a branch of Morgan Stanley, they offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced professionals, they strive to help their clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, David W Cramer - Morgan Stanley is dedicated to providing personalized solutions and exceptional service.
800 E Ellis Rd Suite 125, Muskegon, MI 49441, United States -
Kent Johnson - Thrivent
● ClosedKent Johnson - Thrivent is a finance institution located at 420 Whitehall Road, suite 5, North Muskegon, Michigan, United States. Licensing for their services is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are advised to consult with their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
420 Whitehall Rd #5, North Muskegon, MI 49445, United States -
Judith Stojak - Raymond James
● OpenJudith Stojak - Raymond James is a reputable finance institution located at 700 Terrace Point Drive in Muskegon, Michigan, United States. With a strong focus on providing personalized financial services, Judith Stojak - Raymond James offers a wide range of investment opportunities and wealth management solutions tailored to meet the unique needs and goals of each client. The experienced team of financial advisors at this institution is dedicated to helping individuals and businesses achieve financial success and security. Whether you are planning for retirement, saving for the future, or looking to grow your investments, Judith Stojak - Raymond James is committed to providing expert guidance and support every step of the way.
700 Terrace Point Dr Ste 400, Muskegon, MI 49440, United States -
Sheli Vanderlinde - Morgan Stanley
● OpenSheli Vanderlinde - Morgan Stanley is a reputable finance institution located at 800 East Ellis Road in Muskegon, Michigan, United States. With a strong focus on providing top-notch financial services, our team at Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our experienced professionals are here to assist you every step of the way. Trust Sheli Vanderlinde - Morgan Stanley to provide you with expert financial guidance and personalized solutions tailored to your individual needs.
800 E Ellis Rd Suite 125, Muskegon, MI 49441, United States -
Larry C Bluhm - Morgan Stanley
● OpenLarry C Bluhm - Morgan Stanley is a renowned finance institution located at 800 East Ellis Road in Muskegon, Michigan, United States. With a strong reputation for providing top-notch financial services, Larry C Bluhm - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The experienced team at this institution is dedicated to delivering personalized advice and support to ensure that each client receives the best possible financial guidance. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Larry C Bluhm - Morgan Stanley is committed to helping you navigate the complex world of finance with confidence and success.
800 E Ellis Rd Suite 125, Muskegon, MI 49441, United States -
Fifth Third Securities - Joseph Sherburn
● ClosedFifth Third Securities - Joseph Sherburn is a finance institution located at 5217 Harvey Street in Muskegon, Michigan, United States. As a reputable financial services provider, Fifth Third Securities offers a wide range of investment products and services to help clients achieve their financial goals. With Joseph Sherburn at the helm, clients can expect personalized and expert guidance to navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Fifth Third Securities - Joseph Sherburn is dedicated to helping you succeed.
5217 Harvey St, Muskegon, MI 49444, United States -
Edward Jones
● OpenEdward Jones is a reputable financial institution located at 335 West Western Avenue in Muskegon, Michigan, United States. Specializing in personalized financial services, Edward Jones offers a wide range of investment options, retirement planning, and wealth management solutions to help clients achieve their financial goals. With a commitment to providing exceptional customer service and expert financial advice, Edward Jones is a trusted partner for individuals and families seeking to secure their financial future.
335 W Western Ave, Muskegon, MI 49440, United States -
Edward Jones
● OpenEdward Jones is a renowned finance institution located in Muskegon, Michigan, United States. With a strong reputation for providing personalized financial services, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Their team of experienced financial advisors offer a wide range of services including investment planning, retirement planning, and wealth management. With a commitment to building long-term relationships with their clients, Edward Jones strives to provide tailored solutions to meet each individual's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones is a trusted partner in helping you navigate the complexities of the financial world.
Muskegon, MI 49444, United States -
Steve Dangel - Raymond James
● OpenSteve Dangel - Raymond James is a finance institution located at 700 Terrace Point Drive in Muskegon, Michigan, United States. With a focus on providing comprehensive financial planning and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or protect your assets, we offer personalized guidance and tailored solutions to meet your individual needs. Trust in Steve Dangel - Raymond James to provide you with expert financial advice and superior customer service.
700 Terrace Point Dr Ste 400, Muskegon, MI 49440, United States -
Edward Jones
● OpenEdward Jones is a renowned financial institution located at 5867 Harvey Street in Muskegon, Michigan, United States. With a commitment to personalized service and investment strategies tailored to individual needs, Edward Jones has been a trusted partner in helping clients achieve their financial goals for decades. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, the experienced financial advisors at Edward Jones are dedicated to providing expert guidance and support every step of the way. Visit us today to learn how we can help you secure a brighter financial future.
5867 Harvey St, Muskegon, MI 49444, United States -
H&R Block
● OpenH&R Block is a trusted accounting and finance institution located at 1887 Holton Road in Muskegon, Michigan, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing personalized solutions to help you achieve your financial goals. Visit us today to see how we can assist you with all your accounting and finance needs.
1887 Holton Rd Ste C, Muskegon, MI 49445, United States
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