Financial institution reviews in Michigan

Summit Financial Consulting is a family-owned finance institution located at 43409 Schoenherr Road in Sterling Heights, Michigan. Since 1987, the Wink Family has been providing all-inclusive financial services to individual and corporate clients in Southeast Michigan. With a focus on financial planning, portfolio analysis, and tax reduction, our team is dedicated to helping clients pursue and maintain financial security. As an independent, private investment firm, we prioritize customer service and always act in the best interest of our clients. Our comprehensive planning process ensures that we create a financial plan that considers your current needs and plans for the future in a tax-efficient manner. We offer services such as investment planning, tax planning, health insurance planning, college planning, retirement income planning, and estate planning assistance.

LPL Financial is a finance institution located at 7433 Jackman Road in Temperance, Michigan, United States. They provide a wide range of financial services including investment planning, retirement planning, and wealth management. With a team of experienced financial advisors, LPL Financial helps clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, LPL Financial offers personalized solutions to meet your needs.

Thrivent Financial is a finance institution located at 487 Seel Drive in Adrian, Michigan, United States. We believe that everyone deserves a financial plan they can be confident about, and it all starts with the right financial advisor. Our goal is to understand your unique situation and goals so we can help you achieve financial success. Our free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. Whether you're just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate life's challenges and opportunities. We offer charitable planning options and generosity programs to help you give back to your community. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization that provides advice, investments, insurance, banking, and generosity solutions.

Edward Jones - Financial Advisor: David M Abalos, AAMS™ is a reputable financial institution located at 3419 West Sterns Road in Lambertville, Michigan, United States. As a certified Accredited Asset Management Specialist, David M Abalos provides expert financial advice and personalized investment strategies 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 providing top-notch financial services to individuals and families in the community. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: David M Abalos, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

The Michigan Institute-Real Estate is a leading institution located at 17177 North Laurel Park Drive in Livonia, Michigan, United States. Our institute offers a wide range of courses and training programs for individuals looking to excel in the real estate industry. At our institution, students can learn how to build a team of agents, manage their own office, and sell residential and commercial properties. They can also learn to write loans, evaluate financial conditions, and work nationally. Our courses cover topics such as determining property values, state appraisal requirements, ethics, competency, property defects, inspection reports, and environmental considerations.

The Michigan Institute of Real Estate, located at 24655 Southfield Road in Southfield, Michigan, is a leading real estate school offering a wide range of courses and training programs. Established in 1985, we have been the leaders in real estate, broker, mortgage, builder, and appraisal training for over 35 years. Our institution offers the opportunity to build a team of agents, manage your own office, and sell residential and commercial properties. Students can also learn to write loans, evaluate financial conditions, work nationally, and determine property values. Our curriculum includes courses on state appraisal requirements, ethics, competency, property defects, inspection reports, and environmental considerations. We also offer specialized programs such as Real Estate Jumpstart, Real Estate Review, and Investment/House Flipping. Additionally, we provide Lead Paint Certified EPA Certified Course and RRP Refresher Course. At the Michigan Institute of Real Estate, we are dedicated to providing our students with the knowledge and education they need to succeed in the real estate industry.

Brick Financial Group is a reputable finance institution located in Rockford, Michigan, United States. With a focus on providing comprehensive financial services to individuals and businesses, Brick Financial Group offers expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or estate planning services, the experienced team at Brick Financial Group is dedicated to providing top-notch financial guidance and support. Trust Brick Financial Group to help you navigate the complex world of finance with confidence and peace of mind.

Arbor Financial Credit Union, located at 811 West Michigan Avenue in Three Rivers, Michigan, offers a wide range of financial services including banking, ATM access, and loans. With their mobile app and digital wallet, you can easily manage your money and access over 30,000 surcharge-free ATMs. Whether you're looking for a home loan, auto loan, or business loan, Arbor Financial has options to suit your needs. Their friendly team at 12 Michigan branches is ready to help you with all your financial needs, including checking and savings accounts, mortgages, and more. Plus, as a member, you have access to discounts and expert financial advice. With convenient drive-thru hours and electronic services like online banking and mobile banking, managing your finances has never been easier. Join Arbor Financial Credit Union today and start working towards your financial goals with their support and solutions.

Arbor Financial Credit Union, located at 8910 Portage Road in Portage, Michigan, is a trusted institution offering a range of financial services including banking, ATM access, and home loans. With a commitment to providing convenient access to your money, Arbor Financial offers a mobile app, digital wallet, and access to over 30,000 surcharge-free ATMs. Whether you're looking for a mortgage, auto loan, or business loan, our friendly team at 12 Michigan branches is here to help. We also offer electronic services like Mobile & Online Banking, Check Remote Deposit, and TellerPhone 24 for added convenience. As a member of Arbor Financial Credit Union, you can take advantage of high-return savings accounts, low-interest loans, and expert financial advice. Our Volt Account is specially designed for members aged 13-24, offering savings and checking with special perks to help you manage your money from a young age. From auto loans to mortgages, credit cards, and Certificate of Deposit options, Arbor Financial Credit Union is dedicated to helping you achieve your financial goals and grow your assets responsibly. Visit us today to explore our range of banking products and services and experience the personalized attention and support of our team. Federally insured by the NCUA, Arbor Financial Credit Union is committed to providing services to families and businesses throughout Michigan.

First Commerce Financial, LLC is a finance institution located at 57340 Goodison, New Hudson, Michigan, United States. With NMLS #137512, we offer transparent mortgage solutions with the lowest rates and fees. Our co-founders, Kirk Chivas and Ken Turkington, have over 50 years of mortgage experience and have helped thousands of borrowers achieve their dream homes since 1997. Whether you are a first-time buyer or a seasoned real estate investor, we make the process easy for you. Before making an offer on a property, it is important to get your pre-approval letter ready. We will ask you about your income, assets, credit history, and employment, and perform a soft credit inquiry to assess your credit scores and debt obligations. Once you start the application process, we will verify the information provided with specific documentation, such as tax returns, bank statements, and pay stubs. Our Underwriting Department may request additional information in some cases.

Dort Financial Credit Union, located on Fenton Road in Fenton, Michigan, is a trusted institution offering ATM and finance services. As a not-for-profit cooperative, we provide competitive rates for loans and high-yield savings options. Our friendly staff members are dedicated to helping you with your financial needs, whether it's buying a car, purchasing a home, or saving for the future. Since our establishment in 1951, we have been actively involved in giving back to our communities through philanthropic efforts and volunteering. Customers praise our excellent service and helpful staff members, making every visit a pleasant experience. For assistance with our website or services, please contact us at 800.521.3796. Visit Dort Financial Credit Union today for all your financial needs.

Dort Financial Credit Union, located at 9050 Holly Road in Grand Blanc, Michigan, is a not-for-profit cooperative institution offering a variety of financial services including ATM access and finance options. Whether you need to borrow money for a big purchase or save for your future, Dort Financial Credit Union is here to help. With competitive rates on loans and high-yield savings accounts, you can trust Dort to help you achieve your financial goals. Since 1951, Dort Financial Credit Union has been dedicated to supporting its members and the community through philanthropic efforts and volunteer work. Customers rave about the friendly and helpful service they receive at Dort Financial Credit Union branches, making it a top choice for all their financial needs. If you require assistance with the website or any services, simply call 800.521.3796 for help. Visit Dort Financial Credit Union today to experience the difference for yourself.

OneMain Financial is a reputable financial institution located at 4205 Miller Road in Flint, Michigan, United States. Specializing in personal loans, OneMain Financial offers a variety of financial solutions to help individuals achieve their goals and manage their finances effectively. With a focus on customer service and financial expertise, OneMain Financial is committed to providing personalized assistance and support to all clients. Whether you need assistance with debt consolidation, unexpected expenses, or other financial needs, OneMain Financial is dedicated to helping you reach your financial goals.

Nick Mastropietro: Steadfast Mortgage powered by Barrett Financial Group, LLC is a reputable finance institution located at 14536 Gulley Street in Taylor, Michigan, United States. With a focus on providing steadfast and reliable mortgage services, our team is dedicated to helping clients navigate the complex world of home financing. Whether you are a first-time homebuyer or looking to refinance, our experienced professionals are here to guide you through the process and find the best solutions for your individual needs. Trust Nick Mastropietro: Steadfast Mortgage to help you achieve your homeownership goals.

TIAA Financial Services is a comprehensive financial institution located at 418 North Main Street in Royal Oak, Michigan, United States. Specializing in banking, finance, and insurance services, TIAA offers a range of products and solutions to help individuals and businesses achieve their financial goals. With a commitment to customer service and financial expertise, TIAA is a trusted partner for all your financial needs.

FreeStar Financial Credit Union is a trusted financial institution located at 47011 Sugarbush Road in Chesterfield, Michigan. As a credit union, we focus on providing personalized financial services to our members. With convenient ATM access, banking services, and financial solutions, we are dedicated to helping individuals and families achieve their financial goals. Visit us today to experience the difference of banking with FreeStar Financial Credit Union.

Christian Financial Credit Union is a trusted financial institution located at 27454 Gratiot Avenue in Roseville, Michigan, United States. As a credit union, we offer a wide range of financial services including banking, ATM access, and finance options to our members. Our mission is to provide personalized and reliable financial solutions to help our members achieve their financial goals. Visit us today to experience the difference of banking with Christian Financial Credit Union.

Due Diligence Tax and Financial Services is a reputable institution located at 2320 Lake Avenue in North Muskegon, Michigan. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch services to individuals and businesses alike. With a focus on thorough research and analysis, we ensure that our clients receive the highest level of accuracy and professionalism when it comes to their tax and financial needs. Trust Due Diligence Tax and Financial Services to help you navigate the complexities of the financial world with ease and confidence.

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.

Jacobs Financial Services LLC is a finance institution located at 800 East Ellis Road in Norton Shores, Michigan, United States. The institution specializes in retirement planning and helping clients create personalized financial roadmaps to achieve their retirement goals. The team of qualified financial advisors, led by President and CEO Tom Jacobs, has over 25 years of experience in the insurance and financial industry. Tom Jacobs believes in straightforward and direct communication when working with clients to develop retirement income strategies. The institution recommends reviewing financial roadmaps annually to make any necessary adjustments. Clients in West Michigan and surrounding areas can schedule a meeting with one of the advisors to start working on their retirement roadmap.

Merrill Lynch Financial Advisor James Harding is a reputable finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, the District of Columbia, and several US territories, clients are provided with personalized financial advice to help them achieve their desired lifestyles. It is important to note that investing involves risks, and there is always a potential for loss when investing in securities. Merrill Lynch offers a wide range of financial services, including brokerage, investment advisory, and financial planning. Additionally, insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust and fiduciary services are provided by Bank of America Private Bank. The institution does not provide legal, tax, or accounting advice, so clients are encouraged to consult with their own advisors before making financial decisions. Merrill Lynch is a registered broker-dealer and investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks. The institution aims to provide clients with information about products and services that may be of interest to them, utilizing relationship-based ads and online behavioral advertising. Please note that Merrill Lynch is not affiliated with FINRA's BrokerCheck website, and clients should review separate terms and privacy policies when leaving Bank of America's website.

Merrill Lynch Financial Advisor Rachel Mraz is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation. With accolades such as Forbes "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors", the advisors at Merrill Lynch are dedicated to providing exemplary client service. Rachel Mraz, a registered advisor in multiple states, including Michigan, offers personalized investment strategies and comprehensive financial solutions tailored to individual needs and priorities. Whether you are planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Wealth Management Advisors like Rachel Mraz are here to help you achieve your financial goals. With a focus on understanding your unique needs and priorities, Rachel Mraz aims to create a personalized financial plan that can adapt to changes in your life and the market. By staying connected and regularly reviewing your goals, Rachel Mraz can help you stay on track to achieve what matters most to you. Partner with Merrill Lynch Financial Advisor Rachel Mraz to work towards your financial goals and live your best financial life.

HS&C Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 240 Northland Drive Northeast, Rockford, Michigan, United States. They have been recognized as one of the Forbes Best-In-State Wealth Management Teams for 2024. The team at HS&C Wealth Management prioritizes helping clients focus on their long-term financial goals, whether it be retirement, education, or major purchases like a second home. They provide investment recommendations based on individual goals and risk tolerance, regularly review progress, and adjust strategies as life changes. Clients can access their investments and accounts securely from any device and track their progress towards their goals. Those interested can schedule a complimentary initial consultation to learn more about how HS&C Wealth Management can help them achieve their financial objectives. Ameriprise financial advisors are registered to do business in certain U.S. states and clients can find additional details on their personal websites or FINRA's BrokerCheck website. The institution emphasizes privacy and security and is a member of FINRA and SIPC.

Merrill Lynch Financial Advisor Brad A Collar is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. Brad Collar has been a Wealth Management Advisor in the Grand Rapids Merrill office since 1990, focusing on total wealth management tailored to each client's risk tolerance, time horizon, liquidity needs, and investment goals. Brad works closely with clients to understand their specific situations, establish objectives, develop strategies, recommend advice, and review progress towards reaching financial goals. Clients can expect personalized advice and access to specialized investment services. With a defined process and access to Merrill specialists, Brad helps clients manage their financial lives and pursue their goals through personalized wealth management strategies. The institution offers Merrill Personal Wealth Analysis™ to build personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service, providing access to investment insights and banking solutions. By focusing on what matters most to clients - family, goals, and priorities - the institution helps clients pursue financial goals and manage investment risk. With a deep understanding of each client's financial picture, Brad can create flexible strategies to navigate changing market conditions and provide access to Merrill's investment insights and Bank of America's banking solutions. The institution believes in a personalized approach that helps clients manage, grow, and preserve their wealth, while considering long-term impacts. Through conversations, financial planning, and regular reviews, Merrill Lynch Financial Advisor Brad A Collar helps clients navigate life changes and stay on track to achieve their financial goals.

Simpson Financial Consulting, located at 2676 Chateau Court in Ann Arbor, Michigan, is a reputable institution specializing in accounting and finance services. With years of experience, our dedicated team ensures accuracy and efficiency in all financial matters. We pride ourselves on our commitment to providing personalized attention to each client, going above and beyond to solve any problems that may arise. Our consultants are experts in tax preparation, with a passion for their work and a dedication to excellence. At Simpson Financial Consulting, your satisfaction is our top priority. Come experience why we are a successful and growing company, dedicated to meeting all of your financial needs.

Great Lakes Financial Services Group is a leading finance institution located in Brighton, Michigan. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. Visit us at 10484 Citation Drive to learn more about how we can assist you in achieving your financial goals.

The Voyage Wealth Advisory Group at Ameriprise Financial Services, LLC is a top-rated finance institution located at 4750 Venture Drive in Ann Arbor, Michigan. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized financial planning services tailored to your individual goals and risk tolerance. Our team will work with you to develop a comprehensive investment strategy, regularly review your progress, and adjust as needed to help you achieve your financial objectives. With secure online access to your accounts, you can easily track your progress towards your goals at any time. Schedule a complimentary initial consultation to learn more about how we can help you reach your financial goals. Please note that Ameriprise financial advisors are registered to do business only in certain U.S. states. Visit our website for more information and important disclosures.

Merrill Lynch Financial Advisor Jeffrey L Dykstra is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors assisting clients across all 50 states, the District of Columbia, and various US territories, they help individuals achieve the lives they desire. Investing involves risks, and it's essential to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a wide range of brokerage, investment advisory, and other services. They provide insurance, annuity products, trust, and fiduciary services, as well as banking products. The institution is dedicated to providing information about products and services that may be of interest to clients. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation. Overall, Merrill Lynch Financial Advisor Jeffrey L Dykstra aims to help clients achieve their financial goals and provide a range of services to support their needs.

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.

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.