Financial life planning in Ann Arbor, Michigan

Frank Sims - Financial Advisor, Ameriprise Financial Services, LLC, located at 4750 Venture Drive in Ann Arbor, Michigan, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on individual goals and personal risk tolerance, Frank Sims provides investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings and progress reviews ensure that strategies are updated as life changes occur. Clients have secure access to their investments and accounts from any device. Background and qualification information for Frank Sims can be found on FINRA's BrokerCheck website. The institution offers a Client Relationship Summary Disclosure to provide transparency to clients. An initial consultation provides an overview of financial planning concepts, with no written analysis or recommendations provided. While Ameriprise Financial cannot guarantee future financial results, they are committed to helping clients navigate their financial journey.

Kevin Darrow is a Financial Advisor at Ameriprise Financial Services, LLC located at 1310 South Main Street, Ann Arbor, Michigan, United States. Kevin 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®. Kevin is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. With expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products, Kevin is committed to helping clients achieve their financial goals. Whether you are looking for advice on fixed-rate and variable annuities, mutual funds, long-term care planning, or exit planning, Kevin Darrow is a trusted and knowledgeable advisor who can guide you through the complexities of financial planning.

Edward Jones - Financial Advisor: Jim Doty is a reputable finance institution located at 6113 Jackson Road in Ann Arbor, Michigan, United States. With a focus on providing personalized financial advice and guidance, Jim Doty is dedicated to 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, Jim Doty offers tailored solutions to meet your individual needs. Trust in Edward Jones - Financial Advisor: Jim Doty for expert financial advice and a commitment to helping you secure a strong financial future.

Retire On Time and Parker Financial Services, LLC is a reputable institution located at 3830 Packard Street, Ann Arbor, Michigan, United States. Specializing in accounting and finance, we offer a personalized approach to meet all of our clients' needs, including investment management, tax planning, estate protection, insurance analysis, and employer retirement plan management. Our team of experts is dedicated to helping clients achieve their wealth management objectives. We provide a range of investment products and services to residents of FL, IN, KS, MI, MN, and OH. Visit our website to watch informative videos and use our calculators. Trust us to provide you with the tools, resources, and expertise needed for financial success.

World Financial Group is a leading financial institution located at 2890 Carpenter Road in Ann Arbor, Michigan. As a finance institution, we offer a wide range of services including financial planning, investment management, insurance, and retirement planning. Our team of experienced financial advisors are dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, World Financial Group is here to provide expert guidance and personalized solutions. Contact us today to schedule a consultation and take the first step towards financial success.

Sarah Murray is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 4750 Venture Drive, Ann Arbor, Michigan, United States. Sarah holds multiple 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 Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With a focus on providing comprehensive financial planning services, Sarah is dedicated to helping individuals and families achieve their financial goals. Contact Sarah Murray for expert advice on investment strategies, retirement planning, estate planning, insurance products, and more.

Murray, McCumons & Associates - Ameriprise Financial Services, LLC is a finance institution located at 4750 Venture Drive, Ann Arbor, Michigan, United States. They offer investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution prioritizes client goals, providing regular reviews and updates as life changes. Clients can access their investments and accounts securely from any device. Ameriprise Financial is recognized as one of the Most Trusted Wealth Managers by Investor’s Business Daily. Financial advisors are registered to do business in certain U.S. states. The institution offers complimentary initial consultations to discuss financial planning concepts. Ameriprise Financial cannot guarantee future financial results. Users of the site agree to abide by the terms of the Ameriprise Financial Website Rules and Regulations. The institution values referrals and strives to help friends and family achieve their financial goals. Privacy and security are a top priority, with online security guarantees and protection against email fraud. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.

TapRoot Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 2800 South State Street, Ann Arbor, Michigan, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution emphasizes multi-generational financial planning, ensuring that the unique financial goals of each family member are met. They provide regular progress reviews and updates to financial strategies as life changes. Clients can access their investments and accounts securely from any device. The institution offers complimentary initial consultations to discuss financial goals and personalized advice. Ameriprise financial advisors are registered in certain U.S. states and clients can find additional information on FINRA's BrokerCheck website. Clients can expect a tailored financial planning experience that empowers them to make informed decisions for their future.

Matthew McCumons is a Financial Advisor at Ameriprise Financial Services, LLC, located at 4750 Venture Drive in Ann Arbor, Michigan, United States. Matthew 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 cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. Matthew is dedicated to providing comprehensive and specialized financial advice to individuals, retirees, small business owners, high net worth clients, and those in need of specialized planning such as divorce or special needs situations. With a focus on ethical practices and ongoing education, Matthew is committed to helping clients achieve their financial goals and secure their financial future.

Tricia Nelson - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2800 South State Street, Ann Arbor, Michigan, United States. Tricia Nelson 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, ChFC®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Tricia is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Tricia Nelson is committed to upholding the highest ethical standards and continuously enhancing her knowledge and skills to better serve her clients.

Drew Fitzmorris - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4750 Venture Drive, Ann Arbor, Michigan, United States. The institution offers a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover a variety of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and more. Drew Fitzmorris is dedicated to providing expert financial advice and services to clients, helping them navigate the complexities of their financial goals and needs.

Nelson, Kellmann & Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 2800 South State Street in Ann Arbor, Michigan, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams for 2023, our team is dedicated to helping clients achieve their financial goals with personalized investment, asset allocation, and portfolio recommendations tailored to individual risk tolerance. We prioritize your goals, whether they involve retirement planning, education savings, or major purchases, and regularly review and adjust your financial strategy as life evolves. With secure online access to track your progress and communicate with us, we strive to keep you informed and in control of your financial future. Schedule a complimentary initial consultation to learn more about how we can assist you. As a member of Ameriprise Financial Services, LLC, we adhere to strict regulations and prioritize client privacy and security. Contact us today to start a conversation about your financial objectives.

Sara Mehraban is a Financial Advisor at Ameriprise Financial Services, LLC, located at 4750 Venture Drive, Ann Arbor, Michigan, United States. Sara Mehraban holds various certifications such as 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 Sara Mehraban's expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. Sara Mehraban is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.

Eric Fox is a Financial Advisor at Ameriprise Financial Services, LLC located at 1310 South Main Street in Ann Arbor, 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®, 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®. Eric is dedicated to providing expert financial advice and planning services to individuals, retirees, small business owners, and high net worth clients. With a strong focus on asset management, estate planning, retirement planning, and investment strategies, Eric is committed to helping clients achieve their financial goals.

Jeffrey Radford is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 4750 Venture Drive in Ann Arbor, Michigan, United States. Jeffrey 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 Jeffrey's expertise in asset management, estate planning, retirement planning, investment strategies, and more. Jeffrey is dedicated to providing comprehensive financial advice and expertise to individuals, retirees, small business owners, and high net worth clients.

Merrill Lynch Financial Advisor Thomas E Durocher is a finance institution located at 777 East Eisenhower Parkway, Ann Arbor, Michigan, United States. Supported by the global resources of Merrill, the group is made up of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, your financial advisor focuses on your family, goals, and priorities, adapting to changes over time. Every relationship begins with a conversation to identify and prioritize your most important goals. Drawing upon research in behavioral finance, Merrill has developed the Investment Personality Assessment to better understand your investing preferences. This assessment helps customize a financial approach tailored to your specific goals and priorities. The Merrill Personal Wealth Analysis™ can help build a personalized plan centered on your goals.

Thrivent Financial is a finance institution located at 217 Ann Arbor Road in Plymouth, Michigan, United States. They specialize in providing financial services such as investment planning, retirement planning, insurance, and wealth management. With a focus on helping individuals and families achieve their financial goals and plan for a secure future, Thrivent Financial is dedicated to providing personalized and comprehensive financial solutions. Their team of experienced professionals are committed to guiding clients through their financial journey and helping them make informed decisions.

Retirement Income Solutions is a financial institution located at 2301 Platt Road in Ann Arbor, Michigan, United States. As a specialized provider of retirement planning services, our team of experts is dedicated to helping individuals create sustainable income streams for their golden years. With a focus on personalized strategies and comprehensive financial solutions, Retirement Income Solutions is committed to helping clients achieve their retirement goals and enjoy a secure financial future. Contact us today to learn more about our services and how we can help you plan for a comfortable retirement.

The Kellogg Institute is a prestigious school located at 209-299 Fletcher Street in Ann Arbor, Michigan. As a leading institution in the United States, Kellogg Institute offers a wide range of academic programs and resources to help students achieve their educational goals. With a strong focus on innovation and excellence, the institute is dedicated to providing a top-tier education to its students. Whether you are looking to further your career or pursue a passion, Kellogg Institute is the perfect place to cultivate your skills and knowledge.

The University of Michigan Credit Union, located at 1149 East Bristol Road in Burton, Michigan, is a finance institution that offers a wide range of products and services to members of the University of Michigan, Eastern Michigan University, Washtenaw Community College, and surrounding communities. With a focus on improving financial wellness, UMCU provides free financial education workshops and supports various nonprofit organizations in areas such as arts, culture, education, and health services. Whether through online banking, mobile app, or in-person at branches in Ann Arbor, Ypsilanti, Dearborn, and Flint, UMCU is dedicated to helping its members achieve better financial health at every stage of life.

Kleinschmidt Agency, Inc. is a reputable health insurance agency located at 305 East Eisenhower Parkway in Ann Arbor, Michigan. With a commitment to providing top-quality insurance coverage for individuals and families, Kleinschmidt Agency, Inc. offers a wide range of health insurance options to meet the diverse needs of its clients. Whether you are looking for individual health insurance, family coverage, or group plans for your business, the knowledgeable team at Kleinschmidt Agency, Inc. is here to help you find the perfect policy for your needs. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.

GH2 Benefits, LLC is a health and insurance agency located at 416W West Huron Street, Ann Arbor, Michigan, United States. Our mission is centered around the principles of Great Hope and Great Humanity - we strive to help you pursue your dreams while treating you with dignity and respect. We offer a wide range of services tailored to every stage of life and set of priorities. Our team will take the time to understand your needs and resources in order to provide you with the most appropriate and efficient financial solutions. With access to a variety of carriers and plans, we can offer you a customized approach at a competitive price.

Concept Insurance is a leading insurance agency located at 4884 South State Road in Ann Arbor, Michigan. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. With a focus on customer service and integrity, we strive to build long-lasting relationships with our clients and help them protect what matters most. Whether you are in need of auto, home, life, or business insurance, Concept Insurance is here to help. Contact us today to learn more about our comprehensive insurance options and how we can assist you in securing your financial future.

Aaron Richards – State Farm Insurance Agent is a trusted insurance agency located in Ann Arbor, Michigan. Specializing in health insurance, they provide personalized coverage options to meet the unique needs of each individual. With a commitment to exceptional customer service and a dedication to finding the best policies for their clients, Aaron Richards – State Farm Insurance Agent is a reliable choice for all your insurance needs. Visit their office at 530 South Maple Road to speak with a knowledgeable agent and secure your peace of mind today.

Isaac Saucedo - State Farm Insurance Agent is a reputable insurance agency located at 7444 Ann Arbor Street, Dexter, Michigan. The agency serves residents all over Michigan, from the Upper Peninsula to downriver. The owner, Isaac Saucedo, has a strong background in actuarial science and is dedicated to helping people manage risk and achieve their financial goals. The team at Isaac Saucedo - State Farm Insurance Agent is committed to providing excellent customer service and personalized care. With over 50 years of combined experience, the team offers free insurance reviews and 24/7 customer support. Whether you need help with auto, home, life, or health insurance, the team at Isaac Saucedo - State Farm Insurance Agent is here to help. Contact them today for all your insurance needs!

Hartman Insurance is a trusted insurance agency located at 111 North Ann Arbor Street in Saline, Michigan. Since 1946, our goal has been to provide superior customer service and financial security for you and your family. We operate under the Golden Rule of treating people right, giving quality service, and building long-lasting client relationships. Whether you need car, home, life, or business insurance in Michigan, we are here to help. Our agency offers competitive premiums and complete coverage for all your insurance needs. We provide a broad line of products to meet the needs of your home, business, and vehicles.

Timothy Roberts & Associates LLC is a reputable accounting, finance, and insurance agency located at 2750 Carpenter Road in Ann Arbor, Michigan, United States. With a team of experienced professionals, we provide top-notch financial services to individuals and businesses in the area. From tax preparation to investment planning, our firm is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your financial needs.

MassMutual is a reputable finance and insurance agency located at 2211 Old Earhart Road in Ann Arbor, Michigan, United States. With a strong commitment to helping individuals and families achieve financial security and peace of mind, MassMutual offers a wide range of insurance products and financial services. Whether you are looking for life insurance, retirement planning, or investment solutions, MassMutual has the expertise and resources to help you reach your financial goals. Visit their office in Ann Arbor today to learn more about their services and how they can assist you in securing your financial future.

John A. Barton Insurance Agency is a reputable institution located at 2030 Packard Street in Ann Arbor, Michigan. As a finance, health, and insurance agency, we specialize in providing personalized insurance solutions to meet the unique needs of our clients. With a team of experienced professionals, we offer a wide range of insurance products and services to protect you and your assets. Whether you are looking for health insurance, life insurance, or coverage for your home and auto, we are here to help. Trust John A. Barton Insurance Agency to provide you with the peace of mind and security you deserve.

Julie Goldsmith - Mutual of Omaha Advisor is an insurance agency located at 40500 Ann Arbor Road in Plymouth, Michigan, United States. Specializing in providing comprehensive business and individual insurance strategies, Julie Goldsmith is dedicated to offering guidance and consistent service to her clients. As a licensed insurance agent and investment professional with Mutual of Omaha Insurance Company, Julie works diligently to ensure her clients have the necessary support in developing, implementing, and maintaining their insurance plans. Clients can trust Julie Goldsmith to provide expert advice and personalized solutions to meet their insurance needs.