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TOP 30 Financial expert in Menominee, MI
6 results found
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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.
Jordan C Beck - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jordan C Beck is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 414 1st Street in Menominee, Michigan, United States. Jordan 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 Jordan's expertise in areas such as asset management, estate planning, retirement planning, investment management, and more. With a commitment to ethics and ongoing education, Jordan is dedicated to providing comprehensive financial solutions to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Jordan C Beck at Ameriprise Financial Services, LLC for expert financial advice and planning tailored to your unique needs.
Farmers Insurance - Patricia Mueller
Farmers Insurance - Patricia Mueller is a trusted insurance agency located at 1405 13th Street in Menominee, Michigan, United States. Owned and operated by Patricia Mueller, a dedicated Farmers® agent and Menominee County Commissioner, our agency specializes in providing customized insurance policies for life, business, commercial, auto, home, and recreational coverage. We are committed to helping clients find the best insurance options that fit their unique needs and budget. Our expertise extends to various property types, including rental homes, multi-unit properties, apartment buildings, and condo associations. We also offer coverage for vacant homes and homes on the market. Community involvement is a core value of our agency, and we actively support local schools and nonprofit organizations. Our commitment to giving back is fully funded through our agency's marketing budget, ensuring that it does not impact your insurance premiums. You can find us conveniently located near Blesch Middle School, and we appreciate your support of our small business.
Jones Law PLC
Jones Law PLC is a leading law firm located at 1104 20th Avenue in Menominee, Michigan, United States. Specializing in providing innovative and personalized legal solutions, our team is dedicated to helping clients plan, protect, and grow. Whether you need assistance with estate planning, business transactions, or probate issues, our proactive and dynamic approach sets us apart. Attorney Joseph C. Jones is known for his expertise and dedication as a trusted advisor, ensuring that clients receive valuable and tailored legal advice. With a focus on adding value to every client interaction, Jones Law PLC is committed to doing law differently. Contact us today to see how we can assist you with your legal needs.
Kenneth J. Jones CPA
Kenneth J. Jones CPA is a reputable accounting and finance institution located at 1104 20th Avenue in Menominee, Michigan, United States. With years of experience and expertise in financial matters, they offer a wide range of services including tax preparation, auditing, and financial consulting. Their team of certified public accountants is dedicated to providing top-notch service to individuals and businesses alike. Trust Kenneth J. Jones CPA to handle all your accounting and finance needs with professionalism and precision.
D&G Advisory Group
D&G Advisory Group is a finance institution located at N6682 South Harbor Lane in Menominee, Michigan, United States. Our team of financial experts provides personalized advisory services to help clients navigate the complex world of finance. Whether you are looking to invest, plan for retirement, or manage your wealth, D&G Advisory Group is here to assist you every step of the way. With a commitment to exceptional customer service and a focus on achieving your financial goals, we are dedicated to helping you achieve financial success. Contact us today to learn more about how D&G Advisory Group can help you secure your financial future.
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