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TOP 30 Financial independence in Michigan
299 results found
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Jansen & Associates - Ameriprise Financial Services, LLC
Jansen & Associates - Ameriprise Financial Services, LLC is a finance institution located at 6010 Eagle Trace Drive, Ypsilanti Charter Township, Michigan, United States. They offer personalized investment advice and portfolio recommendations based on individual goals and risk tolerance. The institution helps clients track their progress towards financial goals through regular reviews and updates. Clients can access their accounts and investments securely from any device. The institution provides a complimentary initial consultation to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states. They cannot guarantee future financial results. The institution emphasizes privacy and security, and clients agree to abide by their website rules and regulations. Referrals are appreciated, and the institution will reach out to referred individuals to help them achieve their financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
James I Downing - Financial Advisor, Ameriprise Financial Services, LLC
James 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.
RICKSTAR Financial
RICKSTAR Financial is a leading finance institution located at 301 West Michigan Avenue in Ypsilanti, Michigan, United States. We offer a wide range of financial services including investment planning, wealth management, retirement planning, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how RICKSTAR Financial can help you reach your financial goals.
Seegert and Seegert Financial Advisors
Seegert and Seegert Financial Advisors is a reputable finance institution located at 130 Tecumseh Street in Dundee, Michigan, United States. With a focus on providing expert financial advice and guidance, their team of experienced advisors are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Seegert and Seegert Financial Advisors can provide the expertise and support you need. Contact them today to schedule a consultation and take control of your financial future.
Timothy Greene Financial Services
Timothy Greene Financial Services is a finance institution located at 36708 Brittany Hill Drive in Farmington, Michigan, United States. Our mission is to help you achieve financial success and build your dreams, whether it's for your family or your business. We offer a range of financial services, including securities through Sigma Financial Corporation. As an independent firm, we are dedicated to providing personalized and tailored solutions to help you reach your financial goals. Thank you for visiting our website, and we look forward to working with you to secure your financial future.
Octo Capital - Daniel Shub, Accredited Investment Fiduciary® - Financial Advisor
Octo Capital, led by Daniel Shub, Accredited Investment Fiduciary®, is a finance institution located in Bingham Farms, Michigan. Specializing in flat-fee retirement planning and investment management, Octo Capital offers independent, fiduciary services with a personal touch. As the Principal and Advisor, Daniel Shub is dedicated to serving a small, exclusive group of clients, ensuring high service standards and prompt responses to inquiries. From investing to financial planning and tax strategies, Octo Capital is committed to securing your financial future. Registered as an Investment Advisor, Octo Capital provides discreet and personalized concierge-level service at 31600 Telegraph Road, Suite 200, Bingham Farms, MI 48025.
Financial Freedom House
Financial Freedom House is a leading finance institution located at 6515 Highland Road in Waterford Township, Michigan, United States. Our mission is to empower individuals and families to achieve financial independence and security through personalized financial planning and education. Our team of experienced financial advisors is dedicated to helping our clients navigate the complexities of financial management and create a path towards a brighter financial future. Whether you are looking to save for retirement, invest in your future, or plan for major life events, Financial Freedom House is here to guide you every step of the way. Visit us today and take the first step towards financial freedom.
The LPL Financial : R. Bruce Kramer
The LPL Financial: R. Bruce Kramer is a finance institution located at 28411 Northwestern Highway in Southfield, Michigan, United States. Led by experienced financial advisor R. Bruce Kramer, the institution offers a wide range of financial services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, LPL Financial provides expert guidance and support to individuals and businesses seeking to build and protect their wealth. Whether you are looking to invest, save for retirement, or plan for the future, The LPL Financial: R. Bruce Kramer is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.
Individual Financial Planning
Individual Financial Planning, located at 37229 Huron River Drive in Huron Charter Township, Michigan, is a finance institution dedicated to helping individuals achieve their financial goals. Whether you are looking to purchase a new home, plan for retirement or your children's education, or simply need assistance organizing your finances, our team of experienced financial planners is here to help. At Individual Financial Planning, we offer personalized programs tailored to your specific needs to help you manage and grow your wealth for long-term financial success. As an independent firm, we provide unbiased advice and an unprecedented level of personalized service to our clients.
Telos Financial
Telos Financial is an independent financial planning office located in Plymouth, Michigan, dedicated to providing strategies in the best interest of their clients. As a fiduciary financial advisor, Telos puts their clients' interests first and continually seeks out the best solutions for their financial needs. They hold recognized industry designations, including the CERTIFIED FINANCIAL PLANNER™ designation (CFP®) and Chartered Life Underwriter® (CLU®). Telos Financial works with clients in the Ann Arbor and Detroit areas, as well as remotely through web conferencing software. Their goal is to help individuals and families achieve a better life by improving their financial future. Financial advisor Dennis LaVoy, CFP®, CLU®, is committed to providing holistic financial planning services to clients across the country.
First Financial Strategies, Inc.
First Financial Strategies, Inc. is a leading finance institution located at 676 West Ann Arbor Trail in Plymouth, Michigan. With a dedicated team of financial experts, we provide a wide range of services including investment planning, retirement planning, insurance, and wealth management. Our goal is to help our clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, First Financial Strategies, Inc. is here to help you every step of the way. Contact us today to schedule a consultation and start building a solid financial plan for your future.
Financial Services of America
Financial Services of America, located at 50 West Big Beaver Road in Troy, Michigan, is a trusted finance institution that offers comprehensive and personal financial planning services. Our dedicated financial advisors take a full-service approach to your entire financial picture, helping you pursue your goals and achieve a successful life plan. We understand that investing can be complicated, which is why we offer tax planning and preparation services, as well as estate planning to protect your wealth for your family's future. Whether you are a professional looking to expand your investments, nearing retirement, or already retired, FSA can help you protect and grow your wealth.
Zhang Financial
Zhang Financial, located at 101 West Big Beaver Road in Troy, Michigan, is a distinguished finance institution specializing in fee-only advisory services. As proud members of NAPFA, the National Association of Personal Financial Advisors, Zhang Financial has gained national recognition for its quality practices, financial expertise, client service, and unbiased investment advice. Established three decades ago, Zhang Financial has set a new standard for financial management, offering a comprehensive, fee-only solution based on an academic, evidence-based investment philosophy. Charles Zhang, CFP®, the founder, has been ranked #1 on Barron's list of America's Top 100 Independent Wealth Advisors and #4 on Forbes' list of America's Top Wealth Advisors. Zhang Financial is also committed to philanthropy and has been honored with the 2022 Better Business Bureau's Torch Award for Ethics. With a minimum investment requirement of $1,000,000 in Michigan and $2,000,000 outside of Michigan, Zhang Financial is dedicated to providing exceptional wealth management services to its clients. Contact Zhang Financial at clientservice@zhangfinancial.com or toll-free at 888-777-0126 for more information.
Sequoia Financial Group
Sequoia Financial Group, located at 5480 Corporate Drive in Troy, Michigan, is a finance and legal institution dedicated to serving clients across the wealth continuum. Our team of experts helps individuals and families advance their chosen future by providing comprehensive planning, robust investment capabilities, and personalized wealth plans. We prioritize preserving your legacy and ensuring that your wealth endures for generations to come. Our specialized Wealth Planning team takes a holistic approach to your finances, delivering personalized strategies and comprehensive financial analysis. We employ a data-driven investment approach to achieve results for you, continuously evaluating the investment landscape. Our Family Office advisors work together to provide the right resources at the right time, aiming to deliver lasting results for generations to come.
Robert Bosart - RBC Wealth Management Financial Advisor
Robert Bosart - RBC Wealth Management Financial Advisor is a leading finance institution located at 38505 Woodward Avenue in Bloomfield Hills, Michigan, United States. As a trusted financial advisor, Robert Bosart provides expert guidance and personalized financial solutions to help clients achieve their wealth management goals. With a focus on building long-term relationships and delivering exceptional service, Robert Bosart - RBC Wealth Management Financial Advisor is dedicated to helping clients navigate the complexities of the financial world and secure their financial future.
Bowline Financial
Bowline Financial is a finance institution located at 26400 Lahser Road in Southfield, Michigan, United States. As an independent advisory firm, we prioritize our clients' best interests by providing transparent recommendations without any commissions or kickbacks. Our collaborative process is designed to help clients achieve their life and business goals, maximizing their potential for success. We focus on implementing strategies to help clients build and maintain wealth, emphasizing the importance of consistent decision-making. Embracing fintech advancements, we constantly evaluate new technologies to enhance the client-advisor experience. At Bowline Financial, clients can learn how to navigate market volatility and its impact on their future retirement plans.
Genesis Financial Group Inc
Genesis Financial Group Inc is a leading finance institution located at 8100 Macomb Street in Grosse Ile Township, Michigan, United States. With a strong reputation for providing comprehensive financial services, Genesis Financial Group Inc offers a wide range of solutions tailored to meet the individual needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Genesis Financial Group Inc is dedicated to helping you achieve your financial goals. Trust in their expertise and commitment to excellence for all your financial needs.
Independence Investment Associates & Services, Inc.
Independence Investment Associates & Services, Inc. is a reputable finance institution located at 15431 Middlebelt Road in Livonia, Michigan, United States. With a strong focus on independence and personalized service, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure your financial future, we offer a wide range of services to meet your needs. Contact us today to learn more about how we can help you make informed financial decisions and secure your independence.
Trojan Financial Services, LLC
Trojan Financial Services, LLC is a finance institution located at 13426 Schaefer Highway in Detroit, Michigan, United States. At Trojan Financial Services, we prioritize documenting your financial goals and comparing them to your current portfolio to create a plan to help you reach those goals. Our proven investment strategies are designed to provide realistic financial outcomes and reduce risk. We are dedicated to assisting both companies and individuals with diversifying portfolios, managing finances, analyzing financial situations, and minimizing risk. Our mission is to protect the dreams you have worked hard to achieve and the assets you have accumulated. With years of experience, we have been helping businesses and individuals safeguard their finances and plan for the future. Whether it's credit repair, setting a budget, or financial analysis, we are here to fight for you.
LPL Financial
LPL Financial is a leading finance institution located at 2050 Livernois Road in Troy, Michigan, United States. With a strong reputation for providing comprehensive financial services, LPL Financial offers personalized investment solutions to help clients achieve their financial goals. From retirement planning to wealth management, their team of experienced advisors are dedicated to helping individuals and businesses navigate the complexities of the financial world. Trust LPL Financial to provide expert guidance and support in managing your finances effectively.
Saoud Financial
Saoud Financial is a finance institution located at 100 West Big Beaver Road in Troy, Michigan, United States. Our focus is on helping clients work towards their Retirement Dreams by providing informed financial advice. We prioritize meeting your financial needs and making recommendations that are in your best interest with integrity and transparency. Our experienced professionals understand the importance of priorities, family, and confidence in your financial future. Father-son duo Bill and Aaron Saoud bring an inter-generational family perspective to retirement finances, helping clients navigate the various choices that come with planning for retirement. We offer insurance products through Saoud Financial and also provide investment advisory services through AE Wealth Management, LLC.
Kennedy Financial Group
Kennedy Financial Group is a finance institution located at 201 West Big Beaver Road in Troy, Michigan. Our team of experienced and independent professionals is dedicated to helping clients discover, guide, and engage in their unique wealth journey. We believe in creating personal wealth plans that make the complex simple and help clients strive to achieve their financial goals. Whether you are looking for investment management, tax reduction, or retirement planning strategies, we are here to serve you. Our 3-Step Guided Wealth Process is designed to uncover your hopes and dreams, enabling your money to serve a greater purpose. We work with you to design a date-specific, dollar-specific plan to retire on your terms.
NobleMark Financial
NobleMark Financial is a leading finance institution located at 8300 Hall Road in Utica, Michigan, United States. With a team of experienced professionals, NobleMark Financial provides a wide range of financial services including investment management, retirement planning, wealth management, and more. Our mission is to help our clients achieve their financial goals through personalized and innovative solutions. Visit us today to learn how NobleMark Financial can help secure your financial future.
6Metre Financial
6Metre Financial is a leading finance institution located at 48601 Hayes Road in Macomb, Michigan, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help. At 6Metre Financial, we prioritize the financial well-being of our clients and strive to help them achieve their financial goals. Contact us today to learn more about how we can assist you with your financial needs.
K M Financial
K M Financial is a finance institution located at 20789 Harper Avenue, Harper Woods, Michigan, United States. We offer financial planning services to assist individuals and families in reaching their financial goals. Our team of professionals is committed to ensuring that our clients' financial needs are met in all key financial planning areas, and that their financial house remains safe and secure. You can schedule a meeting with us to get all your questions answered at a convenient time for you. Securities products are offered through Sigma Financial Corporation, Member FINRA/SIPC, and advisory services are offered through Sigma Planning Corporation, a registered investment advisor. K M Financial is independent of Sigma Financial Corporation. Click the link to send us your email and reach out with any questions you may have before working with us.
Sequoia Financial Group
Sequoia Financial Group is a finance institution located at 21420 Greater Mack Avenue, St. Clair Shores, Michigan, United States. We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future. Our specialized, in-house Wealth Planning team takes a holistic approach to your finances, delivering comprehensive financial analysis, personalized strategies, and a built-for-you wealth plan you can put into action right away. Our team of investment experts is committed to achieving results for you through a data-driven approach. We prioritize preserving your legacy and ensuring that your wealth lasts for generations to come. Our Family Office advisors work together to provide you with the right resources at the right time, aiming to deliver lasting results. Whether you're just starting out or retiring, Sequoia Financial Group is here to help you navigate the complexities of wealth management. Our investment approach is independent and personalized to your goals and risk tolerance, ensuring that your portfolio is well-suited to your individual circumstances. Stay informed with our in-depth thought leadership and let us help you build your future with a company built and resourced for your needs—now and tomorrow. Let's get started on creating a comprehensive wealth plan that helps you achieve your objectives.
Edward Jones - Financial Advisor: Josh Durst, AAMS™
Edward Jones - Financial Advisor: Josh Durst, AAMS™ is a reputable finance institution located at 2001 Minneapolis Avenue in Gladstone, Michigan, United States. With a focus on providing personalized financial advice and services, Josh Durst, AAMS™, offers expertise in helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, Josh Durst and his team at Edward Jones are dedicated to providing sound financial guidance tailored to your individual needs. Trust Edward Jones - Financial Advisor: Josh Durst, AAMS™ to help you navigate the complexities of the financial world and secure your financial future.
Lineage Retirement & Wealth Management - Ameriprise Financial Services, LLC
Lineage Retirement & Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 128 West Spruce Street in Sault Ste. Marie, Michigan, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. During the initial consultation, we discuss what is most important to you and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you achieve your financial goals. For more information, please visit our website or contact us directly. Thank you for considering us to help your friends or family members with their financial planning needs. Member FINRA and SIPC. Privacy and security are our top priorities.
Edward Jones - Financial Advisor: Benjamin Muladore, CFP®|ChFC®|CLU®
Edward Jones - Financial Advisor: Benjamin Muladore, CFP®|ChFC®|CLU® is a reputable financial institution located at 702 Bridge Street in Charlevoix, Michigan, United States. With a focus on providing personalized financial planning and investment services, Benjamin Muladore, a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®), offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Benjamin Muladore is dedicated to helping you navigate the complexities of the financial world and secure your financial future.
Edward Jones - Financial Advisor: Teressa D Hupfer
Edward Jones - Financial Advisor: Teressa D Hupfer is a reputable finance institution located at 100 River Street in Elk Rapids, Michigan, United States. Teressa D Hupfer is a skilled financial advisor who helps clients manage their investments, plan for retirement, and achieve their financial goals. With a focus on personalized service and tailored financial solutions, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Teressa D Hupfer and the team at Edward Jones are dedicated to providing expert guidance and support every step of the way.
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