Financial education in Saline, MI
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Joshua Periord - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenJoshua Periord is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 9364 Apple Crest Drive, Saline, Michigan, United States. He holds various certifications such as 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®, CFP®, 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 his expertise in asset management, estate planning, retirement planning, investment strategies, and financial planning for various client needs. Joshua is dedicated to providing comprehensive financial advice and solutions to his clients, with a focus on ethical practices and continuing education to stay up-to-date with the latest industry trends and regulations.
9364 Apple Crest Dr, Saline, MI 48176, United States -
Nicholas Millio - Financial Advisor, Ameriprise Financial Services, LLC
● OpenNicholas Millio - Financial Advisor at Ameriprise Financial Services, LLC, located at 216 West Michigan Avenue in Saline, Michigan, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Nicholas provides investment recommendations and portfolio analysis to help you track your progress and adjust your approach as needed. Clients can access their accounts and track their goals securely from any device. Schedule a complimentary initial consultation to learn more about how Nicholas can help you achieve a more confident financial future. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Visit FINRA's BrokerCheck website for more information on Nicholas' qualifications and registered states. Let's meet to discuss what's most important to you and start planning for your financial success.
216 W Michigan Ave Ste 1, Saline, MI 48176, United States -
James Periord Jr - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJames Periord Jr is a Financial Advisor at Ameriprise Financial Services, LLC, located at 9364 Apple Crest Drive in Saline, Michigan, United States. He holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and fiduciary practices. With a focus on providing comprehensive financial planning services, James Periord Jr is dedicated to helping clients make informed decisions to achieve their financial goals. Additionally, he is committed to ongoing education and training to stay current with industry trends and best practices.
9364 Apple Crest Dr, Saline, MI 48176, United States -
Heritage School
● OpenHeritage School, located at 290 Woodland Drive East in Saline, Michigan, is a primary school dedicated to providing a high-quality education to students in the local community. In addition to traditional academic subjects, Heritage School offers unique opportunities for students to learn about financial literacy through student-run credit union branches in collaboration with TRUE Community Credit Union. This hands-on approach to financial education helps students develop important skills for managing money and making sound financial decisions. At Heritage School, students also have the chance to participate in special events and programs, such as the SAS Heritage 5th Grade Camp Informational Meeting. This meeting provides important information for students and parents about an upcoming camp experience, where students can learn and grow in a fun and supportive environment.
290 Woodland Dr E, Saline, MI 48176, United States
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