Financial guidance for small businesses in Michigan
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OneMain Financial
● OpenOneMain Financial is a finance institution located at 202 Brookside Lane in Brighton, Michigan, United States. They offer a variety of financial services including personal loans, debt consolidation, and auto loans. With a focus on providing personalized solutions to meet the unique needs of each customer, OneMain Financial is committed to helping individuals achieve their financial goals. Their experienced team of professionals is dedicated to providing excellent customer service and guidance throughout the loan process. Whether you are looking to consolidate debt, finance a major purchase, or cover unexpected expenses, OneMain Financial is here to help.
202 Brookside Ln, Brighton, MI 48116, United States -
Lolley Financial
● ClosedLolley Financial is a reputable finance institution located at 107 South Broad Street in Adrian, Michigan, United States. Specializing in providing a wide range of financial services, Lolley Financial is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, Lolley Financial offers personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Lolley Financial is committed to providing expert guidance and exceptional service. Visit us today to learn more about how we can help you secure a stable financial future.
107 S Broad St Suite 2, Adrian, MI 49221, United States -
Curtis Beagle - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCurtis Beagle is a Financial Advisor at Ameriprise Financial Services, LLC located at 118 West Maumee Street in Adrian, Michigan, United States. Curtis holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Curtis is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and continuing education, Curtis is committed to helping clients make informed decisions to achieve their financial goals.
118 W Maumee St, Adrian, MI 49221, United States -
Edward Jones - Financial Advisor: Greg Gotham, AAMS™
● OpenEdward Jones - Financial Advisor: Greg Gotham, AAMS™ is a reputable financial institution located at 1325 North Main Street in Adrian, Michigan, United States. As a dedicated financial advisor, Greg Gotham specializes in providing personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Greg Gotham, AAMS™ strives to provide expert guidance and support to clients seeking to secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Greg Gotham, AAMS™ is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
1325 N Main St Suite E, Adrian, MI 49221, United States -
TreMonte Financial Consultants, LLC
● ClosedTreMonte Financial Consultants, LLC, located at 1014 Sixth Street in Traverse City, Michigan, is a finance institution dedicated to helping individuals take control of their finances and achieve their goals. With a focus on building relationships and understanding each client's unique needs, TFC offers personalized solutions tailored to fit each individual's situation. By breaking down financial jargon and providing clear, actionable advice, TFC empowers clients to make informed decisions about their money and plan for a secure future. At TFC, the focus is on collaboration and partnership, with regular check-ins and updates to ensure clients stay on track towards their financial goals. Whether you're just starting out, growing your family, or navigating the complexities of business ownership, TFC is there to provide guidance and support every step of the way.
1014 Sixth St #101, Traverse City, MI 49684, United States -
Schenkel Financial Services LLC
● OpenSchenkel Financial Services LLC, located at 4436 Hidden Lake Court in Hudsonville, Michigan, is a finance institution dedicated to navigating the future together with their clients. They offer a range of services and resources, including interesting videos and calculators on their website. The firm is committed to providing superior client service and guidance, and their website serves as a valuable tool for clients and visitors. Specializing in helping women take charge of their financial future, Schenkel Financial Services LLC offers securities and advisory services through LPL Financial, a Registered Investment Adviser. Their Registered Representatives are licensed to conduct securities business in Indiana, Michigan, and Ohio. Visitors can also check the background of the investment professionals associated with the firm on their website. Thank you for visiting Schenkel Financial Services LLC.
4436 Hidden Lake Ct, Hudsonville, MI 49426, United States -
Michigan Business Connection
● OpenMichigan Business Connection is a finance institution located at 2200 Commonwealth Boulevard in Ann Arbor, Michigan. Since 2004, we have helped lending partners successfully originate and manage over $1 billion in business loans for thousands of Michigan-based small businesses and commercial real estate owners. Our team handles all the paperwork, underwriting, and ongoing maintenance so that more Michigan lenders can assist more Michigan business borrowers. At MBC, we understand that navigating the world of business loans can be complex, which is why we offer guidance on whether an SBA loan is the best option for your business. The Small Business Administration (SBA) partners with lenders to provide financing to small businesses, decreasing the risk for both lenders and borrowers. Our team works with business owners daily to determine the best loan options for their unique situations.
2200 Commonwealth Blvd Ste 200, Ann Arbor, MI 48105, United States -
Business Credit Insiders Circle
● ClosedBusiness Credit Insiders Circle is a finance institution located at 43422 West Oaks Drive in Novi, Michigan, United States. Our mission is to help business owners navigate the complex world of credit and financing by providing expert guidance and resources. Whether you are looking to establish or improve your business credit, secure funding for growth, or protect your assets, our team of professionals is here to help. Join our circle and take your business to the next level.
43422 W Oaks Dr # 185, Novi, MI 48377, United States -
ADM Financial Group
● ClosedADM Financial Group is a nationally recognized commercial mortgage company located at 19785 West 12 Mile Road, Southfield, Michigan. We specialize in providing commercial mortgages ranging from $250,000.00 to $25,000,000.00 for a variety of properties including multi-family apartments, mini malls, churches, hotels, and more. Our experienced team works tirelessly to find innovative solutions to meet our clients' financial needs and maximize their return on investment. Trust ADM Financial Group to provide you with top-notch service and expert guidance for all your commercial real estate financing needs.
19785 W 12 Mile Rd suite 441, Southfield, MI 48076, United States -
Vistula PLC | Business Law Firm
● OpenVistula PLC is a reputable business law firm located at 100 Maple Park Boulevard in St. Clair Shores, Michigan. Our team of experienced attorneys specializes in providing expert legal advice and representation for businesses of all sizes. Whether you are a startup looking to establish your company, or a large corporation in need of complex legal services, Vistula PLC is here to help. Our dedication to our clients and commitment to excellence sets us apart as a leading law firm in the United States. Contact us today to learn how we can assist you with all of your business law needs.
100 Maple Park Blvd Suite 110, St Clair Shores, MI 48081, United States -
ATS BUSINESS FINANCIAL
● ClosedATS 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.
11443 E Thirteen Mile Rd #406, Warren, MI 48093, United States -
Jeff Wynder - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJeff 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.
600 Charlevoix Ave, Petoskey, MI 49770, United States -
Costello Financial Planning
● ClosedCostello Financial Planning is a family-owned fiduciary fee-only financial planning firm located in Bend, OR, and Chicago, IL. Our team consists of a Certified Financial Planner and a Certified Public Accountant with a combined experience of over a decade in the industry. We believe in providing personalized and unbiased financial advice to help our clients protect and grow their wealth. At Costello Financial Planning, we do not sell any products or receive any commissions. Our focus is on creating comprehensive financial plans tailored to each client's individual goals and needs. We believe in a client-focused approach, where our advice, coaching, and services provide a greater benefit than our cost.
103 E Liberty St #202A, Ann Arbor, MI 48104, United States -
James I Downing - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJames I Downing is a financial advisor at Ameriprise Financial Services, LLC located at 3260 East Morgan Road in Ann Arbor, Michigan. He holds various 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and more. James is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact James I Downing for expert financial advice and guidance tailored to your specific needs and goals.
3260 E Morgan Rd, Ann Arbor, MI 48108, United States -
Merrill Lynch Financial Advisor Neil J Sawicki
● OpenMerrill Lynch Financial Advisor Neil J Sawicki, located at 2912 Biddle Avenue in Wyandotte, Michigan, offers insights, observations, and ideas to help clients pursue their financial goals. Neil is a Wealth Management Advisor and a CERTIFIED FINANCIAL PLANNER professional with the Wyandotte Group, working with families and small business owners to develop financial strategies. With a background as a U.S. Army Veteran and former attorney, Neil brings a unique perspective to the group. Recognized on the 2024 Forbes “Best-in-State Wealth Management Teams” list, Neil and his team at Merrill provide personalized financial plans centered on client goals. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. By understanding each client's goals and priorities, Neil helps develop financial strategies that reflect their investment personality and life priorities. Through ongoing communication and adjustments to the plan as needed, Neil aims to help clients pursue their financial goals and navigate life's changes. With access to the investment insights of Merrill and banking solutions from Bank of America, Neil works with clients to develop customized approaches to address their financial needs. The focus is on turning goals into reality and helping clients manage, grow, and preserve their wealth for the future. By regularly reviewing progress and discussing any necessary adjustments, Neil and his team strive to help clients stay on track to achieve what's most important to them.
2912 Biddle Ave 1st Floor, Wyandotte, MI 48192, United States -
Rachael Lynn Jacques - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRachael Lynn Jacques is a financial advisor at Ameriprise Financial Services, LLC located at W106 North Drive in Stephenson, Michigan, United States. Rachael holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications require adherence to a code of ethics and completion of coursework covering topics such as asset management, investment strategies, retirement planning, estate planning, and insurance products. Rachael specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in areas such as portfolio management, estate planning, and investment analysis, Rachael helps clients navigate complex financial decisions and achieve their long-term financial goals. Contact Rachael Lynn Jacques for personalized and professional financial advice tailored to your unique needs and circumstances."
W106 North Dr, Stephenson, MI 49887, United States -
William Kildee - Ameriprise Financial Services, Inc.
● OpenWilliam Kildee - Ameriprise Financial Services, Inc. is a reputable institution located at 3337 West South Airport Road in Traverse City, Michigan, United States. Specializing in finance and offering ATM services, this institution provides a range of certifications and designations to ensure their financial advisors are well-equipped to meet the diverse needs of their clients. The institution offers various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, which cover a wide range of financial planning and investment topics. From asset management to retirement planning, estate planning, and risk management, the advisors at William Kildee - Ameriprise Financial Services, Inc. are well-versed in providing tailored financial solutions to individuals, retirees, small business owners, and high net worth clients.
3337 W South Airport Rd STE 4, Traverse City, MI 49684, United States -
Edward Jones - Financial Advisor: Brian Postma
● OpenEdward Jones - Financial Advisor: Brian Postma is a trusted financial institution located at 60 Division Street in Manistee, Michigan, United States. As a reputable finance firm, Brian Postma offers personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Brian Postma is committed to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.
60 Division St, Manistee, MI 49660, United States -
Roger Gamache - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRoger Gamache - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 44 East 8th Street, Holland, Michigan, United States, is a finance institution that offers a range of services to meet the diverse needs of individuals seeking wealth management solutions. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the team at Roger Gamache is well-equipped to provide expert advice and guidance on asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, the professionals at Roger Gamache are committed to helping you achieve your financial goals. With a focus on ethical practices, ongoing education, and specialized expertise, Roger Gamache is dedicated to providing top-notch financial services to its clients.
44 E 8th St UNIT 215, Holland, MI 49423, United States -
Phil Harmon - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPhil Harmon, a Financial Advisor at Ameriprise Financial Services, LLC, located at 5863 South Warner Avenue, Fremont, Michigan, United States, specializes in providing comprehensive financial planning services. Phil holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on ethical practices and client-centered approach, Phil aims to help individuals and small business owners achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance products, Phil Harmon is dedicated to providing personalized solutions to meet your needs. Contact Phil Harmon today to start your journey towards financial success.
5863 S Warner Ave Ste 1, Fremont, MI 49412, United States -
Ellen Naber - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEllen Naber is a Financial Advisor at Ameriprise Financial Services, LLC located at 7700 Byron Center Avenue Southwest in Byron Center, Michigan, United States. Ellen 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®, 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®. Ellen specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With expertise in asset management, investment strategies, estate planning, insurance products, and retirement planning, Ellen is dedicated to helping clients achieve their financial goals. Ellen is committed to upholding the highest standards of professionalism and ethics in the financial industry. Ellen also provides specialized services for veterans and military personnel as a Certified Military Financial Advisor®. Contact Ellen Naber at Ameriprise Financial Services, LLC for expert financial advice and personalized wealth management solutions.
7700 Byron Center Ave SW, Byron Center, MI 49315, United States -
Denny Mosson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDenny Mosson is a financial advisor at Ameriprise Financial Services, LLC located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States. Denny Mosson 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®, 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 Denny Mosson's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Denny Mosson can provide you with comprehensive financial advice tailored to your specific needs. Contact Denny Mosson today for expert financial guidance."
333 Bridge St NW UNIT 205, Grand Rapids, MI 49504, United States -
Edward Jones - Financial Advisor: Adam G Lee, CFP®|ChFC®
● OpenEdward Jones - Financial Advisor: Adam G Lee, CFP®|ChFC® is a reputable finance institution located at 6737 Whitneyville Avenue Southeast in Alto, Michigan, United States. Adam G Lee, a Certified Financial Planner and Chartered Financial Consultant, leads the team of professionals dedicated to providing personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping individuals and families navigate the complexities of financial planning and investment management. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Adam G Lee and his team are here to guide you every step of the way.
6737 Whitneyville Ave SE Suite B, Alto, MI 49302, United States -
Paul Mysliwiec - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenPaul Mysliwiec - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3351 Eagle Run Drive Northeast in Grand Rapids, Michigan, offers a wide range of financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Paul Mysliwiec is dedicated to providing expert advice and guidance to clients in areas such as asset management, retirement planning, estate planning, and investment strategies. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Paul Mysliwiec has the expertise to help you achieve your financial goals. Contact him today to learn more about how he can assist you in managing your wealth and securing your financial future.
3351 Eagle Run Dr NE ste d, Grand Rapids, MI 49525, United States -
Jared Mysliwiec - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJared Mysliwiec is a Financial Advisor at Ameriprise Financial Services, LLC located at 3351 Eagle Run Drive Northeast, Grand Rapids, Michigan, United States. Jared holds various 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 Jared's expertise in various aspects of financial planning including asset management, estate planning, retirement planning, investment strategies, and insurance products. Jared is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Jared Mysliwiec at Ameriprise Financial Services for expert financial guidance tailored to your specific needs."
3351 Eagle Run Dr NE ste d, Grand Rapids, MI 49525, United States -
Michael Gascon - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael Gascon is a financial advisor at Ameriprise Financial Services, LLC located at 5136 Cascade Road Southeast, Grand Rapids, Michigan, United States. Michael Gascon holds various 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 Michael Gascon's expertise in various aspects of financial planning and asset management. Whether you are a retiree, small business owner, high net worth individual, or someone planning for retirement, Michael Gascon can provide tailored financial advice to help you achieve your financial goals. Contact Michael Gascon today for expert financial guidance and personalized wealth management strategies.
5136 Cascade Rd SE # 2B, Grand Rapids, MI 49546, United States -
Brian Lee - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBrian Lee - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 505 Pleasant Street, St. Joseph, Michigan, United States. Brian Lee 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®, 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 and asset management topics, ensuring that clients receive expert advice and guidance. Brian Lee is dedicated to providing comprehensive and personalized financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a commitment to ethics and continuing education, Brian Lee is well-equipped to help clients achieve their financial goals.
505 Pleasant St Ste 200, St Joseph, MI 49085, United States -
Jim Everett - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJim Everett, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2603 Niles Avenue in St. Joseph, Michigan, offers a range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jim Everett is equipped to provide expert advice on asset management, retirement planning, estate planning, and investment opportunities. Whether you are looking for assistance with portfolio management, insurance products, or retirement income planning, Jim Everett has the knowledge and experience to help you achieve your financial goals. Contact Jim Everett at Ameriprise Financial Services, LLC for personalized financial guidance tailored to your individual needs.
2603 Niles Ave B, St Joseph, MI 49085, United States -
Gina Van Baren - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGina Van Baren - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2603 Niles Avenue, St. Joseph, Michigan, United States. Gina Van Baren 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications reflect Gina Van Baren's expertise in asset management, investment strategies, estate planning, retirement planning, financial planning for domestic partners, and more. The institution provides comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Gina Van Baren is committed to upholding a code of ethics and providing clients with expert advice on a wide range of financial matters.
2603 Niles Ave B, St Joseph, MI 49085, United States -
Wendy Mitchell - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWendy Mitchell - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 505 Pleasant Street, St. Joseph, Michigan, United States. Wendy Mitchell holds various 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®. This extensive list of certifications showcases Wendy Mitchell's expertise in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. The institution offers a wide range of services including asset management, estate planning, investment strategies, retirement planning, and insurance products. Wendy Mitchell is dedicated to upholding a high standard of ethics and professionalism in her practice, ensuring that clients receive expert guidance tailored to their unique financial goals and needs.
505 Pleasant St Ste 200, St Joseph, MI 49085, United States
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