TOP 10 Financial life planning in Ann Arbor, Michigan

Concordia University Ann Arbor is a school located at 4090 Geddes Road in Ann Arbor, Michigan, United States. As a university, we offer personalized options for prospective students to visit our campus, including Visit Days and overnight stays. In Fall 2019, the average financial aid award for first-time, full-time freshmen was $19,114, excluding loans. We strive to create a welcoming environment for all visitors and hope that after visiting, you will be inspired to return as a CUAA student.

Ann Arbor Insurance Associates, LLC is a reputable health insurance agency located at 1793 West Stadium Boulevard in Ann Arbor, Michigan. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for individual health insurance coverage or group plans for your business, we have the knowledge and expertise to help you find the right policy. Trust Ann Arbor Insurance Associates, LLC to protect your health and financial well-being.

Bankers Life, located at 2411 Oak Valley Drive in Ann Arbor, Michigan, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. As the need for long-term care becomes increasingly important, we are here to help you plan for the future and have important discussions with your loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional positions, offering award-winning training programs and opportunities for unlimited earning potential and career growth. Join us at Bankers Life and achieve more in your community.

Aflac Ann Arbor, located at 1601 Briarwood Circle in Ann Arbor, Michigan, United States, offers insurance that provides cash benefits to help cover expenses that major medical insurance may not. Whether you need assistance with emergency treatment, critical illnesses, cancer, or other medical expenses, Aflac can help ease the financial burden. With no networks or deductibles to worry about, Aflac provides peace of mind and support during difficult times. The institution also offers coverage for dental and vision care. Please note that benefits and coverage options may vary based on the plan selected, and certain limitations and exclusions may apply. Aflac is underwritten by American Family Life Assurance Company of Columbus, except in New York where coverage is underwritten by American Family Life Assurance Company of New York. For more information or to schedule a call, visit Aflac Ann Arbor today.

Brianna Seymour, Bankers Life Agent and Bankers Life Securities Financial Representative in Ann Arbor, Michigan, offers a wide range of insurance options from Bankers Life and other reputable companies. Specializing in Medicare Advantage plans, Brianna can help you find the right coverage for your needs. As the need for long-term care planning becomes increasingly important, Brianna is here to guide you through the process and help you prepare for the future. Visit Brianna Seymour's office at 2411 Oak Valley Drive in Ann Arbor to start planning your next steps towards financial security and peace of mind.

Ann Arbor Annuity Exchange Inc is a reputable insurance agency located at 45 Research Drive in Ann Arbor, Michigan. As a trusted provider of annuity products, our experienced team is dedicated to helping clients secure their financial futures through personalized solutions tailored to their specific needs. With a commitment to transparency, integrity, and superior customer service, we strive to build long-lasting relationships with our clients and guide them towards achieving their financial goals. Contact us today to learn more about our services and how we can assist you in planning for a secure retirement.

Lawrence Bauer, Bankers Life Agent is a reputable insurance agency located at 2309 Shelby Avenue in Ann Arbor, Michigan. As a trusted Bankers Life Agent, we specialize in providing comprehensive insurance solutions to meet the unique needs of our clients. Our team of experienced agents is dedicated to helping individuals and families protect their financial future through a range of insurance products and services. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Lawrence Bauer, Bankers Life Agent is here to help you navigate the complexities of insurance and find the right coverage for your specific needs. Contact us today to schedule a consultation and let us help you secure peace of mind for the future.

Northwestern Mutual Life Insurance, located at 124 East Washington Street, Ann Arbor, Michigan, is a trusted finance and insurance agency dedicated to helping you protect the life you've worked hard to build. Their policies are tailored to your unique situation and goals, providing a safety net for the unexpected or serving as the foundation of a smart financial plan. With a variety of life insurance options to choose from, including whole life, universal life, and variable universal life, Northwestern Mutual ensures that you have the coverage you need to secure your family's financial future. Their exclusive underwriting process allows for quick approval, so you can have peace of mind knowing you're protected.

Christopher Wilson, Bankers Life Agent is an insurance agency located at 2309 Shelby Avenue in Ann Arbor, Michigan. As a trusted representative of Bankers Life, Christopher Wilson provides personalized insurance solutions to help individuals and families plan for their future and protect their assets. With a focus on customer service and a commitment to finding the right coverage for each client, Christopher Wilson, Bankers Life Agent is dedicated to helping clients navigate the complexities of insurance and make informed decisions. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Christopher Wilson is here to help you secure your financial future.

Jennifer Kania, Bankers Life Agent is an insurance agency located at 2411 Oak Valley Drive in Ann Arbor, Michigan. Specializing in providing financial security and peace of mind to individuals and families, Jennifer Kania offers a range of insurance products from Bankers Life. With a focus on personalized service and tailored solutions, clients can trust in Jennifer's expertise and dedication to helping them protect what matters most. Contact Jennifer Kania, Bankers Life Agent today to discuss your insurance needs and start planning for a secure future.

Daniel Blausey Jr, Bankers Life Agent is an insurance agency located at 2411 Oak Valley Drive, Ann Arbor, Michigan, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to find the right coverage for their needs. Medicare Advantage Plans offer similar coverage to Original Medicare, with the added benefit of prescription drug coverage and an annual maximum out-of-pocket limit. With the rising costs of healthcare, planning for long-term care is essential. Our team can help you start planning for the future and have important discussions with your loved ones. Contact us today to take the next steps towards securing your financial future.

Nicole Blaze, Bankers Life Agent is an insurance agency located at 2309 Shelby Avenue in Ann Arbor, Michigan. As a trusted representative of Bankers Life, Nicole Blaze offers a range of insurance products and services to help individuals and families protect their financial future. With a commitment to personalized service and expert advice, Nicole Blaze is dedicated to helping clients find the right insurance solutions to meet their needs. Visit us today to learn more about our offerings and how we can help you secure peace of mind for the future.

TIAA Financial Services is a renowned institution located at 777 East Eisenhower Parkway, Ann Arbor, Michigan, United States. As a leading bank, finance, and insurance agency, TIAA offers a wide range of financial services to meet the needs of individuals and businesses. With a strong reputation for reliability and customer service, TIAA is dedicated to helping clients achieve their financial goals and secure their future. Visit TIAA Financial Services today to experience top-notch financial solutions tailored to your specific needs.

Horizon Advisers in Ann Arbor is a leading institution offering a wide range of financial services including accounting, finance, insurance, and legal assistance. Located at 24 Frank Lloyd Wright Drive in Ann Arbor, Michigan, this institution is dedicated to providing expert advice and guidance to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Horizon Advisers is committed to providing personalized solutions tailored to meet the unique needs of each client. Whether you need help with tax planning, investment management, insurance coverage, or legal matters, Horizon Advisers is here to help you navigate the complexities of the financial world with confidence and ease.

Rutkowski Law Firm Asset Protection & Estate Planning is a leading institution located at 312 East Street in Rochester, Michigan, United States. Specializing in estate planning, asset protection, Medicaid planning, and elder law, our firm offers private and convenient virtual meetings as well as in-person consultations to serve families in achieving their goals and addressing their concerns. With a focus on providing peace of mind through thoughtful planning, our team works closely with clients to ensure their plans and objectives are met. Our mission is to help families avoid worry or suffering by assisting with financial properties, tax planning, medical and financial decisions, inheritance security, and more. We take a personal approach to estate planning, working collaboratively with financial advisors, accountants, and insurance agents to meet the needs and desires of our clients.

LVZ Financial Planning is a finance institution located at 240 South River Avenue in Holland, Michigan, United States. We offer hyper-personalized expertise at the crossroads of life and finance, seamlessly integrating into your personal and professional matters. Our team of financial professionals specializes in tax and estate planning, cash flow management, insurance, investments, and retirement planning, crafting tailored solutions for each client. Founded in 1960, we have grown from selling mutual funds to managing multi-million-dollar portfolios and creating bespoke financial strategies for our clients. With over a century of combined experience in the markets, our team approach to planning ensures active solutions, direct market access, and a dedicated team at your service as your boutique investment manager.

Hantz Financial Services in Ann Arbor, Michigan is a reputable finance and insurance agency located at 2400 Green Road. With a commitment to providing personalized financial solutions and comprehensive insurance coverage, Hantz Financial Services is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Serving the community of Ann Arbor and beyond, the experienced team at Hantz Financial Services offers expert advice and tailored services to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or secure insurance coverage, Hantz Financial Services is here to help you navigate the complexities of the financial world with confidence and peace of mind.

The Ann Arbor Group - Thrivent Financial is a reputable financial institution located at 3300 Washtenaw Avenue in Ann Arbor, Michigan, United States. Specializing in finance, they offer a wide range of services to help individuals and families achieve their financial goals. Their team of experienced professionals are dedicated to providing personalized financial solutions tailored to each client's unique needs. Whether you are looking to plan for retirement, invest for the future, or protect your assets, the Ann Arbor Group - Thrivent Financial is committed to helping you secure a stable financial future.

Select Financial Services Group, Inc. is a reputable finance institution located at 455 East Eisenhower Parkway in Ann Arbor, Michigan, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Select Financial Services Group, Inc. offers a wide range of financial solutions such as investment management, retirement planning, estate planning, and insurance services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Select Financial Services Group, Inc. is committed to providing personalized and comprehensive financial solutions to meet your unique needs.

A New Path Financial Services is a finance institution located at 3003 Washtenaw Avenue in Ann Arbor, Michigan, United States. We specialize in providing personalized financial services to help our clients navigate their financial journey with confidence and peace of mind. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through comprehensive financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, protect your assets, or plan for the future, A New Path Financial Services is here to guide you every step of the way.

Clarity Financial Advisors - Ameriprise Financial Services, LLC is a trusted finance institution located at 1310 South Main Street in Ann Arbor, Michigan, United States. Recognized as one of Forbes Best-in-State Wealth Advisors for 2023, our team of experienced professionals is dedicated to helping successful individuals achieve their personal and financial goals through a personalized comprehensive financial planning process. With a focus on building strong client relationships and providing quality service, we guide our clients through life's changes to secure their financial future. Our Ameriprise Financial Advisors offer personalized advice tailored to each client's unique needs, with a commitment to helping them reach both short-term and long-term financial goals. With over 125 years of history, we understand the importance of a trusted advisor-client relationship in setting clients up for financial success. Start your financial planning journey with us today and discover how personalized advice can help you achieve your financial goals.

Merrill Lynch Financial Advisor Christopher Bergen, located at 777 East Eisenhower Parkway, Ann Arbor, Michigan, United States, offers personalized wealth management strategies tailored to your unique financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Christopher Bergen can help you create a flexible financial strategy in today's changing market conditions. By participating in the community and volunteering with local organizations, Christopher Bergen embodies the deep-seated Merrill tradition of serving the community. The Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on your aspirations. Through thoughtful conversations and understanding your investment preferences, Christopher Bergen aims to design a financial approach that aligns with your life priorities and helps you pursue your goals. By regularly reviewing your financial approach and making adjustments as needed, Christopher Bergen ensures that you stay on track towards achieving what matters most to you. As a Certified Financial Planner, Christopher Bergen is dedicated to helping you navigate the complexities of your financial life and create a customized investment approach. With a focus on building a one-on-one relationship with you, Christopher Bergen is committed to providing personalized investment strategies and comprehensive financial solutions to help you live your best financial life.

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.

Merrill Lynch Financial Advisor Sara E Wohl, located at 777 East Eisenhower Parkway in Ann Arbor, Michigan, is a finance institution dedicated to helping clients pursue their personal planning strategies. The team at Merrill Lynch strives to assist clients in funding their children's education, planning for retirement income, managing potential health care costs, and transferring wealth to the next generation. With a focus on simplicity and transparency, the institution offers personalized financial strategies that take into account each client's unique perspective and priorities. By providing access to the investment insights of Merrill and the banking convenience of Bank of America, Merrill Lynch Financial Advisor Sara E Wohl helps clients plan for their financial future and adjust their approach as needed. The institution's commitment to exemplary client service has been recognized by Forbes in various categories, highlighting the dedication of their advisors to building strong client relationships based on trust and personalized service. Whether it's developing a personalized financial plan, discussing changes in life and financial goals, or providing the latest investment insights, Merrill Lynch Financial Advisor Sara E Wohl is committed to putting clients first and helping them achieve their financial goals.

Raymond James Financial Services, Inc. is a reputable finance institution located at 676 West Ann Arbor Trail in Plymouth, Michigan, United States. With a focus on providing comprehensive financial services to individuals and businesses, Raymond James is dedicated to helping clients achieve their financial goals. The institution offers a wide range of investment options, retirement planning services, and wealth management solutions tailored to meet the unique needs of each client. With a team of experienced financial advisors, Raymond James is committed to providing personalized, professional guidance to help clients navigate the complexities of the financial world.

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.

Welcome to Harvest Partners Financial, a finance institution located at 7331 Park Avenue in Allen Park, Michigan, United States. Our team is dedicated to helping our clients prepare for their future through comprehensive financial planning and professional investment management. We offer personalized service and use a team approach to ensure that our clients receive the best possible guidance. On our website, you can find interesting calculators and videos to help you better understand your financial options. If you're interested in learning more about how we can help you build your best life, please schedule a FREE, no obligation, one hour consultation with us. We look forward to meeting you in Ann Arbor, Allen Park, Auburn Hills, Monroe, or Wixom. Don't forget to check the background of our investment professional for added peace of mind.

Ryan E Anderson is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1310 South Main Street, Ann Arbor, Michigan, United States. Ryan holds several prestigious 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 Ryan's expertise in various aspects of finance, including wealth management, retirement planning, estate planning, and investment management. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Ryan can provide personalized financial advice tailored to your specific needs. Contact Ryan E Anderson today for comprehensive financial planning services.

Chad Nyitray - Financial Advisor, located at 2950 South State Street in Ann Arbor, Michigan, offers personalized financial services through Ameriprise Financial Services, LLC. With a focus on your individual goals, risk tolerance, and life changes, Chad provides investment recommendations and portfolio analysis to help you achieve your financial aspirations. Schedule a complimentary initial consultation to discuss retirement planning, education funding, major purchases, and more. Stay connected to your investments and accounts from any device, track your progress, and receive updates on market trends. As a registered advisor, Chad Nyitray can only conduct securities business in certain states - refer to FINRA's BrokerCheck website for more information. Let Chad help your friends and family members reach their financial goals as well. Contact Chad Nyitray today to start planning for a secure financial future.

Stephanie Reynolds is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 2800 South State Street in Ann Arbor, Michigan, United States. As a finance institution, Stephanie specializes in helping clients achieve their financial goals through personalized financial planning strategies. Each Ameriprise advisor, including Stephanie, has their own "Top areas of focus" to cater to the specific needs of their clients. By reviewing her background, credentials, and experience, clients can determine if Stephanie's approach aligns best with their financial goals. To get started, clients can fill out the "Request consultation" form on the website to connect with Stephanie for a complimentary initial consultation. Stephanie will then reach out to schedule a meeting to discuss and create a customized financial plan tailored to the client's needs.