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TOP 30 Financial independence in Grand Blanc, MI
3 results found
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Harris Financial Services
Harris Financial Services is an independent finance firm located at 1115 North Leroy Street in Fenton, Michigan. Led by Robert D. Harris, MBA, a registered representative of Cambridge Investment Research, Inc., our team offers customized financial planning services to individuals and business owners in Fenton and the surrounding areas. With access to a wide range of investment and insurance products, as well as professional advisory services, we are dedicated to helping you achieve your financial goals. Whether you are planning for retirement, saving for a college education, or purchasing a new home, Harris Financial Services can provide personalized solutions to meet your long-term financial needs. Our experienced professionals focus on goal-oriented, long-term planning to ensure that you reach your objectives. Serving the local communities of Fenton, Linden, Holly, Brighton, Grand Blanc, Howell, and Hartland since 1979, we are committed to providing quality, personalized service to guide you through life's various stages. Contact us today at (810) 629-4900 to learn more about how we can help you plan for life's changing needs.
Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. is a finance institution located at 9475 Holly Road, Grand Blanc Township, Michigan, United States. Our Grand Blanc office is situated in one of the fastest growing areas of southern Genesee County, with convenient access to I-75. Our branch consists of a small group of Financial Professionals, supported by experienced sales assistants, dedicated to providing reliable service to our clients. We offer a wide range of financial products and services, including professional money management, corporate & executive services, retirement services, financial planning, insurance and annuity products, estate planning, and trust services. At Oppenheimer, we utilize an open architecture technology platform to provide independent, objective advice tailored to the unique needs of each investor. With a rich history dating back to 1881, we are committed to helping our clients achieve their financial goals. Our institution is financially sound, with a strong, conservatively managed balance sheet, disciplined risk management, and robust internal controls to protect our clients' assets. In the unlikely event of insolvency, there are multiple layers of protection in place to safeguard our customers' holdings.
Praesidium Wealth Management of Raymond James
Praesidium Wealth Management of Raymond James is a premier finance institution located at 8245 Holly Road in Grand Blanc, Michigan, United States. With a dedication to providing top-quality financial services, our team of experts offers personalized wealth management solutions tailored to meet the individual needs of our clients. From investment planning to retirement strategies, Praesidium Wealth Management is committed to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial aspirations.
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