Financial management in Rochester, MI
83 results found
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Julie Tourangeau - State Farm Insurance Agent
● ClosedJulie Tourangeau - State Farm Insurance Agent is a renowned institution located at 1826 East Auburn Road in Rochester Hills, Michigan. Julie Tourangeau, a bestselling author and second-generation State Farm Agent, has a strong background in the insurance industry. She is dedicated to helping families protect themselves through life insurance and planning for the future. Julie's office is situated in the heart of the downtown Brooklands area, serving the community with a local touch. The team at Julie Tourangeau - State Farm Insurance Agent is committed to providing exceptional customer service, offering a range of insurance options including life, health, pet, auto, home, and business insurance. Their mission is to bring peace through protection to the community, managing everyday risks and helping people achieve their dreams.
1826 E Auburn Rd, Rochester Hills, MI 48307, United States -
Scott Ockerman - State Farm Insurance Agent
● ClosedScott Ockerman - State Farm Insurance Agent is an insurance agency located at 403 South Broadway Street in Orion Township, Michigan, United States. Situated across the street from Wendy's on M-24/Broadway, just north of McDonald's, this institution was founded in 2001 by Scott Ockerman, a Michigan State University School of Business graduate. Scott's mission is to bring joy to people's lives and serve the community through insurance services. The agency offers auto insurance, life insurance, home insurance, renters insurance, and financial services to customers in Michigan, including Lake Orion, Oxford, Auburn Hills, Pontiac, Rochester, Clarkston, Ortonville, Metamora, and Dryden. Scott and his team focus on providing excellent customer service and spreading joy to all their clients. With a dedicated team of professionals, including Jeff, Christy, Kathy, and Bret, Scott Ockerman - State Farm Insurance Agent is committed to helping customers manage the risks of everyday life. In addition to insurance services, the agency also offers information on preventing power surges, senior living options, and the dangers of drunk driving. For all your insurance needs in Michigan, Scott Ockerman - State Farm Insurance Agent is here to help you with a smile and a touch of joy.
403 S Broadway St, Lake Orion, MI 48362, United States -
Jay Munj - State Farm Insurance Agent
● ClosedJay Munj - State Farm Insurance Agent is a reputable insurance agency located at 1461 North Rochester Road in Rochester Hills, Michigan. Jay has been serving the Troy and Rochester Hills communities since 2013, bringing a wealth of knowledge and expertise to his role as a State Farm Agent. With an MBA from the University of St Thomas, Jay has consistently achieved Ambassador Travel status every year, highlighting his dedication and exceptional performance in the industry. Jay's passion lies in building strong relationships with individuals and families, understanding their unique needs, and offering personalized assistance with insurance coverage and financial goals. He is committed to providing high-level service and ensuring that each person he assists feels valued and well taken care of.
1461 N Rochester Rd, Rochester Hills, MI 48307, United States -
Eric Schlicht - State Farm Insurance Agent
● ClosedEric Schlicht - State Farm Insurance Agent is located at 100 East 3rd Street in Rochester, Michigan, United States. This insurance agency offers a range of services to help customers manage the risks of everyday life, recover from the unexpected, and realize their dreams. The team at Eric Schlicht is dedicated to providing guidance on passenger safety for young drivers, heat safety tips for the summer, and DIY auto maintenance to combat rising repair costs. Customers can also receive assistance with insurance and financial services needs. Additionally, the institution offers information on pet insurance products, investment options, and credit card services. For more information or assistance, customers can contact Eric Schlicht - State Farm Insurance Agent at (248) 651-1124.
100 E 3rd St, Rochester, MI 48307, United States -
Lighthouse Solutions, LLC
● ClosedLighthouse Solutions, LLC is a leading health institution located at 1460 Walton Boulevard in Rochester Hills, Michigan, United States. We specialize in providing innovative and personalized healthcare solutions to our clients. Our team of experienced professionals is dedicated to helping individuals achieve optimal health and wellness. Visit us today and let us be your guiding light towards a healthier and happier life.
1460 Walton Blvd., Rochester Hills, MI 48309, United States -
Genisys Credit Union
● ClosedGenisys Credit Union is a trusted financial institution located at 1611 South Rochester Road in Rochester Hills, Michigan, United States. As a credit union, Genisys offers a wide range of financial services including savings accounts, checking accounts, loans, credit cards, and more. With a commitment to providing excellent customer service and competitive rates, Genisys Credit Union is dedicated to helping its members achieve their financial goals. Whether you're looking to save for the future, borrow money for a major purchase, or simply manage your day-to-day finances, Genisys Credit Union is here to support you every step of the way.
1611 S Rochester Rd, Rochester Hills, MI 48307, United States -
Stifel
● OpenStifel is a well-established finance institution located at 321 East 2nd Street in Rochester, Michigan, United States. With a solid reputation for providing top-notch financial services, Stifel offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you're looking to grow your portfolio, plan for retirement, or secure your financial future, Stifel's team of experienced professionals is dedicated to providing personalized guidance and expert advice every step of the way. Visit Stifel today to see how they can help you reach your financial aspirations.
321 E 2nd St, Rochester, MI 48307, United States -
Lascoe & Horn
● OpenLascoe & Horn is a prestigious institution located at 103 South Street in Rochester, Michigan. With a reputation for excellence and a commitment to providing top-notch services, Lascoe & Horn is a trusted name in the community. Offering a wide range of financial services, including investment planning, wealth management, and retirement planning, the institution is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a focus on personalized service, Lascoe & Horn is the go-to destination for individuals looking to secure their financial future. Visit us today to see how we can help you reach your financial goals.
103 South St, Rochester, MI 48307, United States -
Raymond James
● OpenRaymond James is a leading finance institution located at 2530 South Rochester Road in Rochester Hills, Michigan, United States. With a reputation for excellence in financial services, Raymond James offers a wide range of investment and wealth management solutions tailored to meet the individual needs of their clients. Their team of experienced financial advisors provide expert guidance and personalized strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or seeking to grow your wealth, Raymond James is dedicated to helping you secure a successful financial future.
2530 S Rochester Rd, Rochester Hills, MI 48307, United States -
Stoney Creek Advisors, LLC
● ClosedStoney Creek Advisors, LLC is a finance institution located at 445 South Livernois Road in Rochester Hills, Michigan, United States. Our team of experienced financial advisors provides personalized investment and wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Stoney Creek Advisors is here to help you navigate the complexities of the financial markets and make informed decisions. Contact us today to schedule a consultation and start building a brighter financial future.
445 S Livernois Rd #105, Rochester Hills, MI 48307, United States -
DDR Wealth Advisors
● ClosedDDR Wealth Advisors is a leading finance institution located at 1460 Walton Boulevard in Rochester Hills, Michigan, United States. Our team of expert advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships and providing exceptional service, we offer a range of financial services including investment management, retirement planning, estate planning, and more. Trust DDR Wealth Advisors to provide you with the guidance and expertise you need to secure your financial future.
1460 Walton Blvd. #65, Rochester Hills, MI 48309, United States -
Kob Yan
● OpenKob Yan is a reputable finance institution located at 44 North Adams Road in Rochester, Michigan, United States. With a strong reputation for providing top-notch financial services, Kob Yan offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, loan options, or wealth management services, Kob Yan has a team of experienced professionals ready to assist you. Visit Kob Yan today to experience the difference in financial expertise and customer service.
44 N Adams Rd, Rochester, MI 48309, United States -
Kenneth Schenden - Raymond James
● OpenKenneth Schenden - Raymond James is a reputable finance institution located at 251 Diversion Street in Rochester, Michigan, United States. With a focus on providing top-notch financial services, they offer expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, the experienced professionals at Kenneth Schenden - Raymond James are dedicated to helping you make informed decisions and secure your financial future.
251 Diversion St Ste 400, Rochester, MI 48307, United States -
Steven Desmet - Raymond James
● OpenSteven Desmet - Raymond James is a finance institution located at 251 Diversion Street in Rochester, Michigan, United States. As part of the Raymond James financial services network, our team offers personalized investment advice and comprehensive wealth management solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we are dedicated to providing top-notch financial planning and investment services tailored to each individual's unique needs. Contact us today to learn more about how we can help you secure your financial future.
251 Diversion St, Rochester, MI 48307, United States -
Wood & Associates
● OpenWood & Associates is a leading financial consulting firm located at 800 West University Drive in Rochester, Michigan. With a team of experienced professionals, we provide a wide range of services including investment management, retirement planning, tax strategies, and estate planning. Our goal is to help our clients achieve their financial goals and secure their future. Contact us today to schedule a consultation and see how we can help you build a solid financial foundation.
800 W University Dr, Rochester, MI 48307, United States -
The Bluewater Group - Morgan Stanley
● OpenThe Bluewater Group - Morgan Stanley is a finance institution located at 1108 North Main Street in Rochester, Michigan, United States. As a part of the renowned Morgan Stanley brand, The Bluewater Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized financial solutions to help clients achieve their financial goals and secure their future. Visit The Bluewater Group - Morgan Stanley today to explore their comprehensive financial services and expertise.
1108 N Main St, Rochester, MI 48307, United States -
Trinitas Planning Group
● ClosedTrinitas Planning Group is a finance institution located at 1235 North Main Street in Rochester, Michigan, United States. Our team of experienced financial professionals is dedicated to helping individuals and businesses achieve their financial goals through comprehensive planning and strategic investment management. Whether you are looking to save for retirement, grow your wealth, or plan for the future, Trinitas Planning Group is here to provide personalized and expert financial guidance. Contact us today to schedule a consultation and take the first step towards a secure financial future.
1235 N Main St Suite 150, Rochester, MI 48307, United States -
Timothy Bogert
● ClosedTimothy Bogert is a reputable finance institution located at 345 Diversion Street in Rochester, Michigan, United States. Specializing in a wide range of financial services, Timothy Bogert is dedicated to providing expert guidance and support to individuals and businesses in managing their finances effectively. With a team of experienced professionals, Timothy Bogert is committed to helping clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, or wealth management, Timothy Bogert is the trusted partner you can rely on for all your financial needs.
345 Diversion St, Rochester, MI 48307, United States -
Craig W. Bastuba, AIF - At Aspen, LLC
● ClosedCraig W. Bastuba, AIF - At Aspen, LLC is a reputable finance institution located at 903 North Main Street in Rochester, Michigan, United States. With a focus on providing expert financial advice and services, the institution is led by Craig W. Bastuba, who holds the Accredited Investment Fiduciary (AIF) designation. Clients can expect personalized financial solutions tailored to their specific needs and goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Craig W. Bastuba, AIF - At Aspen, LLC is dedicated to helping you achieve financial success.
903 N Main St, Rochester, MI 48307, United States -
Barclay Planning Group, LLC
● ClosedBarclay Planning Group, LLC is a finance institution located at 345 Diversion Street in Rochester, Michigan, United States. With over 20 years of experience, they specialize in customized plan design and approach to meet specific needs and goals of plan sponsors. They offer retirement plan management and compliance solutions, including day-to-day plan operations, oversight of IRS and DOL regulations, and tailored plan provisions. Detailed reporting, 5500 preparation, participant assistance, and correction program solutions are also provided. Barclay Planning Group partners with advisors to offer assistance with plan design, vendor selection, client meetings, and more. They also offer services through their sister company, Croskey Lanni, which specializes in servicing various industries. Since 1995, Barclay Planning Group has been providing pension administration services, plan design, record keeping, plan termination, and consulting on retirement-related issues.
345 Diversion St #400, Rochester, MI 48307, United States -
Primerica J Christian & Associates
● ClosedPrimerica J Christian & Associates is a finance institution located at 2642 Crooks Road in Rochester Hills, Michigan, United States. With a focus on providing financial services and guidance to individuals and families, Primerica J Christian & Associates offers a range of products and solutions to help clients achieve their financial goals. Whether it's planning for retirement, investing for the future, or managing debt, their team of experienced professionals are dedicated to helping clients make informed decisions and secure their financial future. Visit Primerica J Christian & Associates today to learn more about how they can help you achieve financial success.
2642 Crooks Rd, Rochester Hills, MI 48309, United States -
Oak CPAs PLLC
● ClosedOak CPAs PLLC is a trusted business advisor and partner in your growth, located at 800 West University Drive in Rochester, Michigan, United States. Our team of thoroughly vetted bookkeepers offer multi-industry experience, strong communication skills, QuickBooks™️ expertise, and accounting prowess. As a CPA firm, we provide traditional tax compliance, accounting, and financial statement preparation services. Our services offer a chance to review your finances and work with you and your Bookkeeper to ensure efficient practices and accurate results. We help streamline the bill payment process, maintain a strict audit trail, manage vendor inquiries, and structure timely billing for services. Our team can provide guidance on building reasonable projections of future earnings and spending, helping you develop a budget that makes sense for your industry.
800 W University Dr Suite B, Rochester, MI 48307, United States -
NP & Associates
● OpenNP & Associates is a reputable accounting and finance institution located at 3345 Auburn Road in Rochester Hills, Michigan. With a dedicated team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the United States. From tax preparation and planning to investment management and financial consulting, NP & Associates is committed to helping their clients achieve their financial goals. With a focus on personalized service and attention to detail, they strive to provide the highest level of expertise and professionalism in the industry.
3345 Auburn Rd #107, Rochester Hills, MI 48309, United States -
Cardinal Tax Advisors
● OpenCardinal Tax Advisors is a finance institution located at 511 Olde Towne Road in Rochester, Michigan, United States. We specialize in helping businesses navigate their unique property tax needs. Our team understands that every business is different, which is why we are dedicated to providing personalized solutions tailored to your specific concerns. If you are looking for expert guidance and support with your property tax issues, look no further than Cardinal Tax Advisors. Contact us today to learn more about how we can assist you in managing your property tax responsibilities.
511 Olde Towne Rd, Rochester, MI 48308, United States -
Uldedaj Accounting, Tax & Business Services
● OpenUldedaj Accounting, Tax & Business Services is a reputable institution located at 349 Birch Hill Drive in Rochester, Michigan, United States. Specializing in accounting and finance, our team of professionals offers a wide range of services to help individuals and businesses manage their financial affairs effectively. With years of experience and expertise in the field, we are committed to providing top-notch solutions tailored to meet the specific needs of our clients. Whether you need assistance with tax preparation, bookkeeping, or business consulting, Uldedaj Accounting, Tax & Business Services is here to help you achieve your financial goals. Contact us today to learn more about how we can support your financial success.
Appointments only, 349 Birch Hill Dr, Rochester, MI 48306, United States -
OLV Investment Group
● ClosedOLV Investment Group is a finance institution located at 38705 West Seven Mile Road in Livonia, Michigan, United States. We are your planning, investing, and wealth management partners, dedicated to investing, increasing, and impacting our world for the better while keeping our clients' individual needs at the forefront of everything we do. Our experienced team takes the time to understand your personal values and financial goals, offering a range of investment options to help build your financial future. With a commitment to personalized service and a focus on individualized financial planning, we strive to create a successful partnership with each of our clients. Guided by faith, wisdom, and integrity, we aim to become a top financial management firm, leaving a legacy of love in our communities and beyond. Visit us at our various locations in Flint, Livonia, Rochester, Saginaw, and Frisco to learn more about how we can help you achieve your financial goals. Please note that investing involves risk, and the information provided on our website is for informational purposes only and should not be considered as financial advice.
38705 W Seven Mile Rd #155, Livonia, MI 48152, United States -
Stoff & Co
● OpenStoff & Co is a reputable finance institution located at 1212 Greenleaf Drive in Rochester Hills, Michigan. With a strong focus on providing top-notch financial services to individuals and businesses, Stoff & Co prides itself on delivering tailored solutions to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Stoff & Co is dedicated to helping you achieve your financial goals. Visit their office today to learn more about how they can help you secure your financial future.
1212 Greenleaf Dr, Rochester Hills, MI 48309, United States -
Jaclyn Mullica
● OpenJaclyn Mullica is a reputable finance institution located at 2580 South Rochester Road in Rochester Hills, Michigan, United States. With a strong focus on providing top-notch financial services, Jaclyn Mullica is committed to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the experienced professionals at Jaclyn Mullica are dedicated to providing personalized solutions tailored to your specific needs. Trust Jaclyn Mullica for all your financial needs and experience the difference of working with a trusted and reliable institution.
2580 S Rochester Rd, Rochester Hills, MI 48307, United States -
Oppenheimer & Co Inc
● OpenOppenheimer & Co Inc is a reputable financial institution located at 202 Walnut Boulevard in Rochester, Michigan, United States. Specializing in financial services, Oppenheimer & Co Inc offers a range of investment opportunities and financial solutions to meet the needs of its clients. With a strong reputation for providing expert advice and personalized service, this institution is a trusted partner for individuals and businesses looking to grow and manage their wealth. Whether you are looking to invest, save, or plan for the future, Oppenheimer & Co Inc is dedicated to helping you achieve your financial goals.
202 Walnut Blvd # A, Rochester, MI 48307, United States -
Elizabeth Larson
● OpenElizabeth Larson is a reputable finance institution located at 345 Diversion Street in Rochester, Michigan, United States. With a focus on providing top-notch financial services to individuals and businesses, Elizabeth Larson is known for their expertise in wealth management, investment strategies, and financial planning. Clients can trust in the institution's commitment to helping them achieve their financial goals and secure their financial future.
345 Diversion St Suite 110, Rochester, MI 48307, United States
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