TOP 10 Financial independence planning in Michigan
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Edward Jones - Financial Advisor: Mark M Frye, CFP®
● OpenEdward Jones - Financial Advisor: Mark M Frye, CFP® is a reputable finance institution located at 1600 Parkdale Road in Rochester, Michigan, United States. Mark M Frye, a Certified Financial Planner, offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored advice, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for education, or investing for the future, Mark M Frye and his team are dedicated to providing expert guidance and support every step of the way.
1600 Parkdale Rd Suite 100, Rochester, MI 48307, United States -
Mueller Retirement Planning
● OpenMueller Retirement Planning, located at 26261 Evergreen Road in Southfield, Michigan, is a finance institution dedicated to helping clients achieve their retirement goals and dreams. By scheduling a meeting with our team, you can share your vision for retirement, and we will create a customized plan to turn those dreams into actionable steps. Shawn, our passionate retirement planning expert, is committed to providing targeted financial plans that align with each client's individual goals. With regular monitoring, we ensure your plan stays on track throughout your retirement. Access strategies and materials at no cost, and attend informational seminars to learn more about retirement income strategies and wealth management. Our independence allows us to offer a wide array of products and services to meet your specific financial needs, no matter where you are in your retirement journey. Contact us today to take control of your financial future and enjoy life on your terms.
26261 Evergreen Rd STE 120, Southfield, MI 48076, United States -
Fetters Financial Group, Inc.
● OpenFetters Financial Group, Inc. is a financial institution located at 3000 Town Center in Southfield, Michigan, United States. Our office is easily accessible through the 3000 building parking garage, where you can take the elevator to the 30th floor and then the shuttle elevator to the 31st floor. Our team of Financial Services Representatives is dedicated to helping you secure your financial future. We offer securities, investment advisory, and financial planning services through qualified registered representatives of MML Investors Services, LLC. Please visit us at our Southfield office or at a location near you to start creating a personalized strategy for your financial goals. Fetters Financial Group is independent and not a subsidiary of MML Investors Services, LLC or its affiliates. For more information, please contact our supervisory office at 248-357-7600.
3000 Town Center, Southfield, MI 48075, United States -
The Strong Group - UBS Financial Services Inc.
● OpenThe Strong Group - UBS Financial Services Inc. is a leading finance institution located at 2301 West Big Beaver Road in Troy, Michigan, United States. With a strong reputation for providing top-notch financial services, The Strong Group offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, the experienced professionals at The Strong Group are dedicated to providing personalized advice and tailored solutions to meet your needs. Trust The Strong Group - UBS Financial Services Inc. to help you secure a strong financial future.
Somerset Place Office Building, 2301 W Big Beaver Rd, Troy, MI 48084, United States -
Compass Wealth Management - UBS Financial Services Inc.
● OpenCompass Wealth Management - UBS Financial Services Inc. is a leading finance institution located in Troy, Michigan, United States. Specializing in wealth management, they offer a wide range of financial services to help clients achieve their financial goals. With a team of experienced professionals, Compass Wealth Management provides personalized investment strategies and financial planning to individuals and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, they are dedicated to providing top-tier service and guidance. Visit them today to start your journey towards financial success.
2301 West Big Beaver Road Somerset Place Office Building, Troy, MI 48084, United States -
Eric Woodhouse - Financial Advisor, Ameriprise Financial Services, LLC
● OpenEric Woodhouse is a Financial Advisor at Ameriprise Financial Services, LLC, located at 101 West Big Beaver Road in Troy, Michigan, United States. Eric 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®, 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 Eric's expertise in various financial planning areas, such as asset management, retirement planning, estate planning, investment management, and more. With a strong commitment to ethics and continuing education, Eric is dedicated to providing top-notch financial advice and services to his clients.
101 W Big Beaver Rd Ste 425, Troy, MI 48084, United States -
Edward Jones - Financial Advisor: Michael Awwad
● OpenEdward Jones - Financial Advisor: Michael Awwad is a well-established finance institution located at 58047 Van Dyke Avenue in Washington, Michigan, United States. Michael Awwad is a trusted and experienced financial advisor who offers personalized investment strategies and financial planning services 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, Michael Awwad can provide expert guidance and support. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Michael Awwad is dedicated to helping individuals and families secure their financial future.
58047 Van Dyke Ave Suite 201, Washington, MI 48094, United States -
Sherrie Ingham - Ameriprise Financial Services, LLC
● OpenSherrie Ingham - Ameriprise Financial Services, LLC is a finance institution located at 1450 West Long Lake Road in Troy, Michigan, United States. The institution offers a range of certifications and designations to its advisors, 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 cover a wide range of financial planning topics and demonstrate the expertise and commitment of the advisors at Sherrie Ingham - Ameriprise Financial Services, LLC.
1450 W Long Lake Rd Ste 145, Troy, MI 48098, United States -
Mark Kirchner - Complex Director, Ameriprise Financial Services, LLC
● OpenMark Kirchner is the Complex Director at Ameriprise Financial Services, LLC located at 101 West Big Beaver Road, Troy, Michigan, United States. With a focus on understanding what is truly important to each individual, Mark offers personalized financial advice to help clients prepare for their future goals. Whether it's saving for college, planning for retirement, or making smart investments, Mark can help clients feel more confident, connected, and in control of their financial life. Mark can provide insights on the current market trends and help clients understand the relationship between risk and reward in investing. By assessing risk tolerance, Mark can tailor an investment strategy that aligns with each client's financial goals and preferences.
101 W Big Beaver Rd Ste 425, Troy, MI 48084, United States -
David F Brazen - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenDavid F. Brazen is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1301 West Long Lake Road in Troy, Michigan, United States. David 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 David's expertise in asset management, estate planning, retirement planning, investment strategies, and more. As a trusted advisor, David is committed to providing personalized financial solutions to help clients achieve their financial goals.
1301 W Long Lake Rd Ste 270, Troy, MI 48098, United States -
Donadio Financial Services
● OpenDonadio Financial Services is a reputable finance institution located at 47718 Van Dyke Avenue in Shelby Township, Michigan, United States. Our team of experienced financial experts is dedicated to providing top-notch financial services to our clients. Whether you need assistance with financial planning, investment management, or retirement planning, we are here to help. Trust Donadio Financial Services to help you achieve your financial goals and secure your future. Contact us today to schedule a consultation.
47718 Van Dyke Ave, Shelby Township, MI 48317, United States -
Paragon Retirement Planning Inc.
● OpenParagon Retirement Planning Inc. is an independent financial advisor and fiduciary based in Metro Detroit, located at 50 West Big Beaver Road, Troy, Michigan, United States. Our institution offers an intensive retirement planning class at various universities in the metro Detroit area, providing attendees with a free, in-depth retirement plan. As fiduciaries, we hold a legal and ethical obligation to act in the best interests of our clients, ensuring that their retirement planning is in trustworthy hands.
50 W Big Beaver Rd Ste 410, Troy, MI 48084, United States -
Financial Advisor | Shane Brown, MsF, AAMS
● OpenFinancial Advisor Shane Brown, MsF, AAMS is a trusted and experienced professional located at 38610 Jefferson Avenue, Harrison Township, Michigan, United States. Specializing in providing personalized financial guidance and investment strategies, Shane Brown helps clients achieve their financial goals and secure their financial future. With a Master of Science in Finance and the Accredited Asset Management Specialist designation, Shane Brown is dedicated to providing expert advice and tailored solutions to individuals, families, and businesses. Whether you are seeking retirement planning, investment management, or wealth preservation services, Financial Advisor Shane Brown is committed to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact Shane Brown today to schedule a consultation and take the first step towards financial success.
38610 Jefferson Ave Suite 100, Harrison Twp, MI 48045, United States -
Great Lakes Wealth Planning LLC
● OpenGreat Lakes Wealth Planning LLC is a finance institution located at 35746 Harper Avenue in Clinton Township, Michigan, United States. Our team of dynamic financial professionals is dedicated to helping clients achieve their financial goals in a relatable and understandable way. We follow a fiduciary standard and strive to make the complex world of finance accessible and actionable for our clients. Our experienced and diverse team of advisors will work with you to translate technical financial concepts into tangible strategies that align with your vision of financial well-being. Leave a legacy that goes beyond just an estate plan by ensuring your loved ones understand your wishes and financial resources. Securities and Advisory services are offered through LPL Financial, a registered investment advisor. The LPL Financial representative associated with our institution may only conduct securities business with residents of certain states. Check out the background of our investment professionals on FINRA’s BrokerCheck to learn more about our firm.
35746 Harper Ave, Clinton Twp, MI 48035, United States -
Edward Jones - Financial Advisor: Michael L Passmore
● OpenEdward Jones - Financial Advisor: Michael L Passmore is a trusted financial institution located at 32901 23 Mile Road in Chesterfield, Michigan, United States. As a dedicated financial advisor, Michael L Passmore provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Michael L Passmore can create a customized financial strategy to meet your needs. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Michael L Passmore is committed to helping clients secure their financial future.
32901 23 Mile Rd Suite 150, Chesterfield, MI 48047, United States -
MCLR Financial Center
● ClosedMCLR Financial Center is a leading institution specializing in accounting and finance services. Located at G4454 Saginaw Street in Burton, Michigan, United States, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment strategies, MCLR Financial Center is here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards financial success.
G4454 Saginaw St, Burton, MI 48529, United States -
LRS Financial Services
● OpenLRS Financial Services is a well-established accounting and finance institution located at 101 East Colby Street in Whitehall, Michigan, United States. With a team of experienced professionals, LRS Financial Services offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual or a business owner, LRS Financial Services is dedicated to providing personalized and efficient financial solutions to help you achieve your goals. Contact us today to learn more about how we can assist you with your financial needs.
101 E Colby St, Whitehall, MI 49461, United States -
Blehm Financial
● OpenBlehm Financial is a reputable accounting and finance institution located at 29225 Harper Avenue in St. Clair Shores, Michigan, United States. With a team of experienced professionals, Blehm Financial offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual or a business owner, Blehm Financial is dedicated to providing personalized and comprehensive financial solutions to help you achieve your financial goals. Trust Blehm Financial for all your accounting and finance needs.
29225 Harper Ave, St Clair Shores, MI 48081, United States -
John Bare - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to John Bare - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 505 Pleasant Street, St. Joseph, Michigan. Our mission is to provide personalized financial advice to help you achieve your financial goals. John Bare is committed to guiding you through every stage of your financial journey, offering expertise in a wide range of financial services. As a dedicated professional, John holds numerous prestigious certifications that underscore his commitment to excellence and ethical standards in financial advising. These include the AAMS™ (Accredited Asset Management Specialist™), ADPA™ (Accredited Domestic Partnership Advisor™), and AEP® (Accredited Estate Planner®), among others. Each of these certifications equips John with the knowledge and skills necessary to address diverse financial needs, from asset management and retirement planning to estate planning and investment strategies.
505 Pleasant Street, St. Joseph, Michigan 49085, United States -
Jason Topp - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Jason Topp - Private Wealth Advisor at Ameriprise Financial Services, LLC, your trusted partner for comprehensive financial planning and wealth management located in the heart of St. Joseph, Michigan. Situated at 2603 Niles Avenue, our firm is dedicated to providing personalized financial advice tailored to meet the unique needs of each client. With a strong commitment to ethical practices and continued professional development, Jason Topp holds multiple prestigious designations, including AAMS™ (Accredited Asset Management Specialist™), ADPA™ (Accredited Domestic Partnership Advisor™), AEP® (Accredited Estate Planner®), AIF® (Accredited Investment Fiduciary®), APMA™ (Accredited Portfolio Management Advisor™), and many more. Each certification represents a deep understanding of complex financial concepts and a dedication to helping clients achieve their financial goals through strategic planning and informed decision-making.
2603 Niles Avenue, St. Joseph, Michigan 49085, United States -
True Blue Financial Benton Harbor
● OpenWelcome to True Blue Financial Benton Harbor, your trusted partner for comprehensive financial planning and investment management. Located at 667 West Main Street, Benton Harbor, Michigan, we proudly serve Southwest Michigan and beyond with independent, client-first financial wisdom. As a Registered Investment Advisor, we are dedicated to helping you navigate the complexities of financial markets, life changes, and unexpected events with confidence. Our seasoned team of financial planners, investment advisors, retirement counselors, and certified accountants work collaboratively to address all your financial needs under one roof. We offer a wide range of services, including asset allocation planning, retirement income strategies, tax planning, insurance needs analysis, and more. Our expertise extends to specialized guidance for employees of AEP, Whirlpool, and Corewell Health, ensuring tailored advice that integrates your employee benefits into your broader financial picture.
667 West Main Street, Benton Harbor, Michigan 49022, United States -
Zoe Wilbur - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Zoe Wilbur - Financial Advisor at Ameriprise Financial Services, LLC, located at 121 East Ludington Avenue in Ludington, Michigan. We are dedicated to providing exceptional financial guidance tailored to your unique needs. Our expertise spans a wide range of financial planning areas, ensuring that we can help you achieve your financial goals with confidence. At our practice, we prioritize ethical standards and comprehensive knowledge in all aspects of financial advising. Zoe Wilbur holds several prestigious certifications that underscore her commitment to professionalism and expertise. These include the AAMS™ (Accredited Asset Management Specialist), ADPA™ (Accredited Domestic Partnership Advisor), AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), and APMA™ (Accredited Portfolio Management Advisor).
121 East Ludington Avenue, Ludington, Michigan 49431, United States -
Insurance Advisors
● OpenInsurance Advisors is a trusted institution located at 8884 Commerce Road in Commerce Charter Township, Michigan. Specializing in health insurance, this agency provides expert advice and guidance on choosing the right insurance plan for your needs. With a team of experienced lawyers on staff, Insurance Advisors also offers legal services related to insurance claims and disputes. Whether you are looking for health coverage or need assistance with insurance-related legal matters, Insurance Advisors is here to help. Visit us today to learn more about our services and how we can assist you in protecting your assets and well-being.
8884 Commerce Rd, Commerce Charter Twp, MI 48382, United States -
Kapnick Insurance Group
● OpenLocated in Adrian, Michigan, the Kapnick Insurance Group is a trusted independent professional advisory firm with over 75 years of experience in providing expert guidance on business insurance, risk solutions, employee benefits, worksite well-being, and personal insurance. With a team of over 180 colleagues, Kapnick offers innovative and creative solutions to a diverse range of clients worldwide. Whether it's navigating complex insurance issues, improving workplace safety, or attracting top talent, Kapnick is dedicated to providing personalized attention and tailored solutions to meet each client's unique needs. With a focus on transparency and exceptional service, Kapnick Insurance Group is committed to earning client loyalty through their expertise and dedication.
333 Industrial Dr, Adrian, MI 49221, United States -
Raymond James
● OpenRaymond James is a finance institution located at 444 South Centennial Road in Coldwater, Michigan, United States. With a focus on providing comprehensive financial services, Raymond James offers a wide range of investment options, wealth management solutions, and financial planning services to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients make informed decisions about their finances. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Raymond James is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
444 S Centennial Rd, Coldwater, MI 49036, United States -
FIREproof Wealth Management llc
● ClosedFIREproof Wealth Management LLC is a comprehensive financial, health, and insurance agency located in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to helping clients achieve financial independence, manage their health and wellness, and protect their assets through customized wealth management strategies. Whether you are planning for retirement, investing for the future, or seeking insurance coverage, we are here to provide expert guidance and personalized solutions. Visit us at 2828 Kraft Avenue Southeast to start building a secure and prosperous future today.
2828 Kraft Ave SE Suite 171, Grand Rapids, MI 49512, United States -
Sarah Thomas - Medicare & Health Insurance Advisor - Clear Strategy Insurance
● OpenSarah Thomas - Medicare & Health Insurance Advisor at Clear Strategy Insurance, located at 1209 East Milham Avenue, Portage, Michigan, is your go-to institution for all your health insurance needs. Our independent positioning allows us to provide you with personalized and unbiased advice on a variety of insurance options, ensuring that your specific needs are met. Our licensed and certified agents are highly trained in the products they offer, including Medicare Supplements, Medicare Part D Prescription Drug Plans, Medicare Advantage (Part C), Individual & Family Health Insurance, Short Term Medical, Dental Vision, Hospital Indemnity, and Life Insurance. We have strong relationships with top-rated insurance companies, giving us access to the best products for you.
1209 E Milham Ave suite A, Portage, MI 49002, United States -
Peabody Insurance Agency
● OpenPeabody Insurance Agency is a reputable insurance agency located at 1190 Torrey Road in Fenton, Michigan, United States. With a commitment to providing personalized and comprehensive insurance solutions, Peabody Insurance Agency serves the local community with a range of insurance products including auto, home, life, and business insurance. Their team of experienced agents are dedicated to helping clients find the best coverage options at competitive rates, ensuring peace of mind and financial protection for individuals and businesses alike. Visit Peabody Insurance Agency today for expert advice and reliable insurance services.
1190 Torrey Rd, Fenton, MI 48430, United States -
Primerica
● OpenPrimerica is an insurance agency located at 28221 Beck Road in Wixom, Michigan, United States. As a leading provider of insurance products and financial services, Primerica is dedicated to helping individuals and families protect their assets and secure their financial futures. With a team of knowledgeable and experienced agents, Primerica offers a wide range of insurance options tailored to meet the unique needs of each client. Whether you are looking for life insurance, auto insurance, or retirement planning services, Primerica is committed to providing personalized solutions to help you achieve your financial goals. Contact Primerica today to learn more about their comprehensive insurance offerings and start planning for a more secure future.
28221 Beck Rd #20, Wixom, MI 48393, United States -
John J. Boyd & Associates, Inc.
● OpenJohn J. Boyd & Associates, Inc. is an independent insurance agency located at 7817 McClellan Street, Utica, Michigan, United States. Since 1981, our focus has been on providing our clients with peace of mind through personalized insurance solutions. We understand that everyone's insurance needs are unique, which is why we work one-on-one with you to find the best possible solutions for your personal, employee, or business insurance needs. Our motto is "good things happen from working together," and we truly believe in the value of collaboration with our clients. As an independent agency, we work for you and offer a variety of high-value, innovative, and customer-oriented insurance products that are easy to understand, access, and use.
7817 McClellan St, Utica, MI 48317, United States
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