Financial management services in Shelby Township, Michigan
34 results found
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CIA Insurance & Risk Management - A Hilb Group Company
● ClosedCIA Insurance & Risk Management - A Hilb Group Company is an insurance agency located at 45600 Village Boulevard in Shelby Township, Michigan, United States. We specialize in providing comprehensive insurance solutions to protect individuals and businesses from financial risks. Our team of experienced professionals is dedicated to helping clients find the right coverage options tailored to their specific needs. With a focus on customer service and personalized attention, we strive to build long-lasting relationships with our clients and provide peace of mind in an uncertain world. Contact us today to learn more about how we can help you protect what matters most.
45600 Village Blvd, Shelby Twp, MI 48315, United States -
Cvetkovski Financial LLC
● ClosedCvetkovski Financial LLC is a reputable finance and insurance agency located at 49136 Van Dyke Avenue in Shelby Township, Michigan, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. From retirement planning to insurance coverage, our institution is dedicated to providing personalized solutions tailored to meet our clients' specific needs. Contact us today to learn more about how Cvetkovski Financial LLC can help secure your financial future.
49136 Van Dyke Ave, Shelby Township, MI 48317, United States -
Lombardo Property Management
● ClosedLombardo Property Management is a trusted and professional property management company located at 13001 23 Mile Road in Shelby Township, Michigan. With years of experience in the industry, we specialize in managing residential and commercial properties with a focus on maximizing returns for property owners while ensuring a high standard of living for tenants. Our team of dedicated professionals is committed to providing top-notch services, including maintenance, leasing, and financial management. Contact Lombardo Property Management today to learn how we can help you with all your property management needs.
13001 23 Mile Rd, Shelby Township, MI 48315, United States -
Provision Financial
● ClosedProvision Financial is a leading financial institution located at 45656 Village Boulevard in Shelby Township, Michigan, United States. Specializing in finance, Provision Financial offers a wide range of services including investment management, retirement planning, estate planning, and more. With a team of experienced professionals, Provision Financial is committed to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you manage your finances effectively.
45656 Village Blvd, Shelby Township, MI 48315, United States -
Davis Capital Management, LLC
● ClosedDavis Capital Management, LLC is a finance and insurance agency located at 51424 Van Dyke Avenue in Shelby Township, Michigan, United States. Founded by Larry, a well-known financial planner in Southeast Michigan, the institution specializes in working with small business owners, post-divorce planning, and individuals transitioning into retirement. Larry has developed wealth management processes such as the PET FORMula™ and is actively involved in the Financial and Estate Planning Council of Macomb County and the Rochester Chamber of Commerce. Jessica, with 10 years of experience in office management in the real estate industry, joined DCM in 2015 and provides excellent client service. The institution focuses on serving successful individuals nearing retirement, utilizing a systematic approach to financial planning. Clients of DCM are described as genuinely nice people, and the institution can be visited at the Shelby Business Center on Van Dyke Avenue. Securities are offered through Sigma Financial Corporation, and investment advisory services are provided through Sigma Planning Corporation. Davis Capital Management is independent of Sigma Financial Corporation or Sigma Planning Corporation.
51424 Van Dyke Ave, Shelby Township, MI 48316, United States -
Capstone Wealth Management
● ClosedCapstone Wealth Management is a leading finance institution located at 6300 22 Mile Road in Shelby Township, Michigan, United States. With a team of experienced financial advisors, Capstone Wealth Management offers a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning services, Capstone Wealth Management has the expertise and resources to meet your needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
6300 22 Mile Rd # 4, Shelby Twp, MI 48317, United States -
Faith Investment Services
● ClosedFaith Investment Services, located at 51863 Schoenherr Road in Shelby Township, Michigan, is a finance institution dedicated to providing education, guidance, and customized strategies to help individuals fulfill God’s purpose in their lives. Whether you are a family, business, church, or ministry, we offer comprehensive services to help you better utilize your financial resources. With our faith-based financial strategies and morally-directed investing, we aim to help you feel more confident in your future, whether you are planning for college expenses or retirement. Our team of professionals can help you create a well-thought-out strategy using a variety of investments and insurance products to address your financial needs and concerns. We believe that everyone should be able to live the retirement they’ve always wanted, and we are here to help you achieve that goal.
51863 Schoenherr Rd STE 101, Shelby Twp, MI 48315, United States -
Mainstay Financial Management
● ClosedMainstay Financial Management is a reputable finance institution located at 48593 Hayes Road in Shelby Township, Michigan, United States. With a team of experienced professionals, Mainstay Financial Management provides a wide range of financial services including investment management, retirement planning, and wealth management. Their personalized approach ensures that each client receives tailored financial solutions to help them achieve their goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Mainstay Financial Management is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
48593 Hayes Rd, Shelby Twp, MI 48315, United States -
Covenant Financial Group
● ClosedCovenant Financial Group is a reputable finance institution located at 45445 Mound Road in Shelby Township, Michigan, United States. As a leading financial services provider, we offer a wide range of financial products and services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert guidance to help our clients make informed decisions about their finances. Whether you are looking for investment advice, retirement planning, or assistance with managing your wealth, Covenant Financial Group is here to help. Contact us today to learn more about how we can assist you with your financial needs.
45445 Mound Rd #103, Shelby Township, MI 48317, United States -
Foguth Financial Group, LLC
● ClosedFoguth Financial Group, LLC is a finance institution located at 45958 Schoenherr Road, Shelby Township, Michigan, United States. Our team is dedicated to helping you plan for your financial future, starting today. As a proud Wealth Management Partner of Michigan Athletics, we understand the importance of having a clear plan for retirement. Our experienced financial team will assess your overall financial situation and create a customized plan for growth. Advisory services are offered through Foguth Wealth Management, LLC, an SEC registered investment advisor. Please note that insurance products are offered by licensed individuals and not through FWM. Our goal is to focus on your finances so you can focus on your future. Contact us today to start building the retirement of your dreams.
45958 Schoenherr Rd, Shelby Twp, MI 48315, United States -
Kim Dwyer - Thrivent Financial
● ClosedKim Dwyer - Thrivent Financial is a finance institution located at 39500 Orchard Hill Place in Novi, Michigan. They offer financial guidance that educates and empowers individuals to achieve their unique goals. Licensed in several states including AZ, FL, IN, KY, MI, MO, OH, and TX, they serve Northeast Michigan from locations in Novi, Northville, Shelby Township, and Monroe. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Visit their website for more information on their services and licensed financial advisors.
39500 Orchard Hill Pl Ste 170, Novi, MI 48375, United States -
Edward Jones - Financial Advisor: Daniel J Howard, AAMS™
● ClosedEdward Jones - Financial Advisor: Daniel J Howard, AAMS™ is a trusted financial institution located at 8152 25 Mile Road in Shelby Township, Michigan, United States. As a knowledgeable and experienced financial advisor, Daniel J Howard, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Daniel J Howard, AAMS™ can provide personalized financial solutions tailored to your individual needs. With a commitment to excellent customer service and a comprehensive approach to financial planning, Edward Jones - Financial Advisor: Daniel J Howard, AAMS™ is the go-to destination for all your financial needs.
8152 25 Mile Rd Suite A, Shelby Twp, MI 48316, United States -
Donadio Financial Services
● OpenDonadio Financial Services is a reputable finance institution located at 47718 Van Dyke Avenue in Shelby Township, Michigan, United States. Our team of experienced financial experts is dedicated to providing top-notch financial services to our clients. Whether you need assistance with financial planning, investment management, or retirement planning, we are here to help. Trust Donadio Financial Services to help you achieve your financial goals and secure your future. Contact us today to schedule a consultation.
47718 Van Dyke Ave, Shelby Township, MI 48317, United States -
Masters Tax & Accounting Services
● OpenMasters Tax & Accounting Services is a reputable institution located at 51262 Oro Road in Shelby Township, Michigan, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial consulting services to individuals and businesses alike. With a commitment to accuracy, efficiency, and personalized attention, we strive to help our clients navigate the complexities of tax laws and financial management with ease. Trust Masters Tax & Accounting Services to handle all of your accounting and finance needs with expertise and professionalism.
51262 Oro Rd, Shelby Township, MI 48315, United States -
Hayes Accounting & Tax Services
● OpenHayes Accounting & Tax Services is a trusted institution located at 12881 Pine Lake Court in Shelby Township, Michigan. Specializing in accounting and finance, our team of professionals is dedicated to providing top-notch services to individuals and businesses in the area. With years of experience and expertise, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you need help with your personal finances or managing your business accounts, Hayes Accounting & Tax Services is here to help you navigate the world of numbers with ease and precision. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.
12881 Pine Lake Ct, Shelby Twp, MI 48315, United States -
Strike Six LLC
● ClosedStrike Six LLC is a health institution located at 50485 Utica Drive in Shelby Township, Michigan. We are dedicated to providing top-quality health services to our community. Our team of experienced professionals is committed to helping our clients achieve their health goals and improve their overall well-being. Whether you are looking to recover from an injury, manage a chronic condition, or simply improve your fitness levels, Strike Six LLC is here to support you every step of the way. Contact us today to learn more about our services and how we can help you on your health journey.
50485 Utica Dr suite 101, Shelby Twp, MI 48315, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a trusted finance and insurance agency located at 14151 Lakeside Boulevard North in Shelby Township, Michigan, United States. With a strong reputation for providing reliable financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their future. Contact us today to learn more about our personalized solutions and expert guidance.
14151 Lakeside Blvd N Ste A, Shelby Township, MI 48315, United States -
Advance America
● ClosedAdvance America is a finance institution located at 47171 Van Dyke Avenue in Shelby Township, Michigan. As a trusted provider of financial services, Advance America offers a variety of options to help individuals manage their money and meet their financial needs. Whether you need a payday loan, installment loan, or title loan, Advance America is dedicated to providing fast and convenient solutions to help you get the cash you need. With friendly and knowledgeable staff members ready to assist you, Advance America is committed to providing excellent customer service and helping you achieve your financial goals.
47171 Van Dyke Ave, Shelby Twp, MI 48317, United States -
Fifth Third Bank & ATM
● ClosedFifth Third Bank & ATM is a trusted financial institution located at 54985 Van Dyke Avenue in Shelby Township, Michigan, United States. Offering a wide range of banking services and convenient ATM access, Fifth Third Bank is committed to providing top-notch financial solutions to meet the needs of its customers. Whether you're looking to open a checking or savings account, apply for a loan, or simply withdraw cash, Fifth Third Bank & ATM is here to help you manage your finances with ease and convenience.
54985 Van Dyke Ave, Shelby Twp, MI 48316, United States -
Fifth Third Bank & ATM
● ClosedFifth Third Bank & ATM is a financial institution located at 13555 23 Mile Road in Shelby Township, Michigan, United States. This establishment offers a wide range of banking services, including personal and business accounts, loans, mortgages, and investment options. With convenient ATM access, customers can easily manage their finances and access cash whenever needed. Fifth Third Bank is committed to providing excellent customer service and helping individuals and businesses achieve their financial goals.
13555 23 Mile Rd, Shelby Twp, MI 48315, United States -
Michigan Schools and Government Credit Union
● ClosedMichigan Schools and Government Credit Union (MSGCU) is a trusted institution located at 40400 Garfield Road in Clinton Township, Michigan, United States. As a leading financial provider, MSGCU offers a range of services including ATMs and various finance options. With guaranteed returns and competitive rates, MSGCU Certificates of Deposit are a secure way to grow your savings faster. Additionally, the institution provides resources and support for the entire home-buying process, including special discounts on tax preparation services with TurboTax and H&R Block.
40400 Garfield Rd, Clinton Twp, MI 48038, United States -
James Tafelski
● OpenJames Tafelski is a reputable finance institution located at 8484 26 Mile Road in Shelby Township, Michigan, United States. With a strong focus on providing top-notch financial services to individuals and businesses, James Tafelski is known for its expertise in financial planning, investment management, and wealth preservation. The institution's team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, estate planning, or investment advice, James Tafelski is committed to providing personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you achieve financial success.
8484 26 Mile Rd, Shelby Twp, MI 48316, United States -
Ascend Retirement Solutions
● OpenAscend Retirement Solutions is a leading finance institution located at 55846 Apple Lane in Shelby Township, Michigan, United States. Specializing in retirement planning and investment management, Ascend Retirement Solutions helps individuals and families create personalized strategies to secure their financial future. With a team of experienced financial advisors, Ascend Retirement Solutions offers a wide range of services to help clients navigate the complex world of retirement planning. Whether you are just starting to save for retirement or looking to maximize your current investments, Ascend Retirement Solutions is dedicated to helping you ascend to a secure and prosperous retirement.
55846 Apple Ln, Shelby Township, MI 48316, United States -
Kim Dwyer - Thrivent
● ClosedKim Dwyer - Thrivent is a finance institution located at 19 Washington Street in Monroe, Michigan, United States. Our financial guidance aims to educate and empower individuals to achieve their unique goals. We are licensed to serve clients in Arizona, Florida, Indiana, Kentucky, Michigan, Missouri, Ohio, and Texas. Our services are available in Northeast Michigan, with locations in Novi, Northville, Shelby Township, and Monroe. We offer advice and guidance through our Financial Planning Framework, which includes a comprehensive review and analysis of a client's financial situation. Clients have the option to further their planning engagement with us through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
19 Washington St, Monroe, MI 48161, United States -
Thomas Reband - Thrivent
● ClosedThomas Reband - Thrivent is a finance institution located at 56676 Portsmouth Drive, Shelby Township, Michigan, United States. Licensing for their services is available through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Clients can consult with licensed financial advisors for personalized financial planning. Visit their website for more information on professional designations and services offered.
56676 Portsmouth Dr, Shelby Twp, MI 48316, United States -
Brian Van Hevel - Thrivent
● ClosedBrian Van Hevel - Thrivent is a finance institution located at 51675 Van Dyke Avenue, Shelby Township, Michigan, United States. They are licensed in multiple states including FL, GA, IL, IN, KY, MA, MI, MN, MO, NC, NE, NY, OH, SC, TX, VA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with further planning services available for a fee. They do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own professionals. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Visit their website for more information on their financial advisors and professional designations.
51675 Van Dyke Ave, Shelby Twp, MI 48316, United States -
Mark Gugel - Thrivent
● ClosedMark Gugel - Thrivent is a finance institution located at 51675 Van Dyke Avenue in Shelby Township, Michigan, United States. They are licensed in multiple states including AZ, FL, GA, IL, IN, MA, MI, MN, OH, SC, TX, VA, and WI. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. They are a registered investment adviser, member of FINRA and SIPC, and a subsidiary of Thrivent. Only individuals who are financial advisors are credentialed to provide investment advisory services. For more information about their financial advisors and professional designations, visit their website or FINRA's Broker Check.
51675 Van Dyke Ave, Shelby Twp, MI 48316, United States -
Tyler Prisby - Thrivent
● ClosedTyler Prisby - Thrivent is a finance institution located at 51675 Van Dyke Avenue, Shelby Township, Michigan, United States. Licensing for insurance products is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are advised to consult their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Licensed agents/producers of Thrivent are also registered representatives of Thrivent Investment Management, Inc. Insurance products, securities, and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. For more information about Thrivent's financial advisors, visit Thrivent.com or FINRA's Broker Check. Visit https://www.thrivent.com/designations for information on professional designations and their requirements.
51675 Van Dyke Ave, Shelby Twp, MI 48316, United States -
James Riske - Thrivent
● ClosedJames Riske - Thrivent is a finance institution located at 48639 Hayes Road in Shelby Township, Michigan, United States. Specializing in providing financial guidance to the Christian community in Southeast Michigan, James Riske - Thrivent is licensed in states including Arizona, California, Illinois, Michigan, and Texas. The institution offers insurance products, securities, and investment advisory services through licensed financial advisors and professionals. Thrivent does not provide legal, accounting, or tax advice, and clients are encouraged to consult their own attorney or tax professional. The institution's Financial Planning Framework includes a review and analysis of a client's financial situation, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent Financial for Lutherans is the marketing name for Thrivent, with insurance products issued by the institution and securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Visit thrivent.com for more information on professional designations and licensing requirements.
48639 Hayes Rd Office #2, Shelby Twp, MI 48315, United States -
Sequoia Trusted Advisors
● OpenSequoia Trusted Advisors is a reputable institution located at 52188 Van Dyke Avenue in Shelby Township, Michigan. Our team of experienced professionals provides expert financial and investment advice to individuals and businesses. We are dedicated to helping our clients achieve their financial goals through personalized strategies and comprehensive planning. With a commitment to integrity and excellence, Sequoia Trusted Advisors is a trusted partner in navigating the complexities of the financial world. Contact us today to learn how we can help you secure your financial future.
52188 Van Dyke Ave, Shelby Township, MI 48316, United States
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