Financial plan development in Michigan

Blissfield Financial Services is a finance and insurance agency located at 225 West Adrian Street in Blissfield, Michigan, United States. Our mission is to help clients navigate today's investment climate and take advantage of the opportunities it presents. As a part of Cetera Wealth Partners, we offer securities and advisory services through Cetera Advisor Networks LLC. Our team includes Registered Representatives and Investment Adviser Representatives who can provide both brokerage services and investment advisory services. Visit our website for important disclosures and information about our business continuity and order routing. Trust Blissfield Financial Services to help you make informed financial decisions and secure your future.

Edward Jones - Financial Advisor: Matthew Patillo, CFP® is a trusted financial institution located at 3220 West Carleton Road in Hillsdale, Michigan, United States. Matthew Patillo, a Certified Financial Planner, provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Matthew and his team at Edward Jones are dedicated to helping clients secure their financial future. Whether you are planning for retirement, saving for your children's education, or investing for the future, Edward Jones - Financial Advisor: Matthew Patillo, CFP® is committed to providing you with the guidance and support you need to make informed financial decisions.

The Financial Advisor Training Institute, located at 3707 West Maple Road, Bloomfield Hills, Michigan, is a 501(c)3 public charity offering a unique 14-week online Financial Advisor program. This program guarantees job placement upon completion of coursework and certification, making it the only online Financial Advisor training program in the United States. With a focus on providing industry insights and essential skills, graduates of the program are equipped to succeed in various Financial Advisor career paths, including investments, insurance, and planning. The certification curriculum is designed to help students pass the necessary exams to become a Financial Advisor, and the program can be completed in as little as 14 weeks. With expert educators and a flexible online schedule, students can connect and network with classmates while gaining cutting-edge talents, techniques, and tools needed to succeed in the industry.

Entrepreneur Development Institute is a premier institution located at 17515 West Nine Mile Road in Southfield, Michigan, United States. Our institute is dedicated to providing aspiring entrepreneurs with the knowledge, skills, and resources needed to succeed in the competitive business world. Our experienced faculty members offer a wide range of courses and workshops that cover various aspects of entrepreneurship, including business planning, marketing strategies, financial management, and more. Whether you are just starting out or looking to take your existing business to the next level, Entrepreneur Development Institute is the perfect place to help you achieve your goals. Join us today and turn your entrepreneurial dreams into reality!

Fireside Insurance Planning is an insurance agency located at 352 12th Street in Plainwell, Michigan, United States. With over 25 years of experience in the industry, we specialize in helping clients grow and protect their assets for a secure financial future. Our approach is personalized and focused on understanding your unique needs and financial goals. We do not sell products, but instead offer tailored solutions based on your individual situation. Our goal is to build a long-term partnership with our clients to ensure their assets are protected and their legacies secure. Contact us today for a consultation and start planning for a brighter tomorrow.

TDA Insurance & Financial Agency LLC is a reputable insurance agency located at 246 Liberty Street in Walled Lake, Michigan, United States. With a strong focus on providing personalized and comprehensive insurance solutions, TDA Insurance & Financial Agency LLC offers a wide range of insurance products to meet the diverse needs of their clients. Whether you are looking for auto, home, life, or business insurance, their team of experienced professionals is dedicated to helping you find the right coverage at competitive rates. Trust TDA Insurance & Financial Agency LLC to protect what matters most to you.

Fireside Financial Partners is a reputable finance and insurance agency located at 352 12th Street in Plainwell, Michigan, United States. With a team of experienced professionals, we provide personalized financial solutions to meet our clients' individual needs and goals. Our services include investment planning, retirement planning, insurance coverage, and much more. At Fireside Financial Partners, we are committed to helping our clients achieve financial security and peace of mind. Contact us today to schedule a consultation and start planning for a secure financial future.

College Planning Advisors, LLC is a premier college planning institution located at 200 Viridian Drive in Muskegon, Michigan, United States. Our team of experienced advisors is dedicated to helping students and their families navigate the complex process of college admissions and financial planning. We offer personalized guidance and support to ensure that each student finds the right fit for their academic and career goals. Whether you need assistance with college selection, financial aid, or application essays, College Planning Advisors, LLC is here to help you every step of the way. Contact us today to start planning for your future success.

Schoolcraft College's Business Development Center, located at 18600 Haggerty Road in Livonia, Michigan, is a hub for aspiring entrepreneurs and small business owners looking to take their ventures to the next level. With a wide range of resources, workshops, and networking opportunities, the center serves as a valuable resource for individuals looking to start or grow a business. Whether you need help with developing a business plan, securing financing, or marketing your products or services, the Business Development Center is there to support you every step of the way. Join a community of like-minded individuals and turn your business dreams into reality at Schoolcraft College's Business Development Center.

Parros College Planning LLC is a premier college planning institution located at 1310 South Main Street in Ann Arbor, Michigan, United States. We offer comprehensive services to help students and families navigate the college admissions process, including test preparation, financial aid assistance, scholarship guidance, and personalized counseling. Our team of experienced professionals is dedicated to helping students achieve their academic and career goals. Contact us today to learn more about how we can help you plan for a successful future in higher education.

Northern Homes Community Development is a non-profit organization dedicated to improving the quality of life for residents in Boyne City, Michigan. Located at 1048 East Main Street, our institution offers a variety of programs and services aimed at promoting affordable housing, economic development, and community engagement. From providing financial assistance for home repairs to organizing neighborhood clean-up initiatives, Northern Homes Community Development is committed to creating a safe and thriving community for all. Visit us today to learn more about how you can get involved and make a difference in our community.

DFCU Financial is a leading financial institution located at 400 Town Center Drive in Dearborn, Michigan. As a trusted provider of banking services, DFCU Financial offers a wide range of financial products and services to meet the needs of its customers. From convenient ATMs to personalized financial solutions, DFCU Financial is committed to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference that DFCU Financial can make in your financial future.

Northern Shores Community Development is a finance institution located at 1131 West Conway Road in Harbor Springs, Michigan, United States. Our mission is to support and empower the local community through various financial services and programs. Whether you are looking to start a small business, purchase a home, or improve your financial literacy, our team of experts is here to help you every step of the way. Come visit us today and see how we can help you achieve your financial goals and strengthen the Northern Shores community.

The Michigan Small Business Development Center (SBDC) is a resource center located at 240 West Walwood in Kalamazoo, Michigan. The SBDC provides expert guidance and support to entrepreneurs and small business owners looking to start, grow, or sustain their businesses. Through one-on-one consultations, workshops, and training programs, the SBDC offers assistance with business planning, financing, marketing, and other key aspects of running a successful small business. Whether you are just starting out or looking to take your business to the next level, the Michigan SBDC is here to help you achieve your goals.

QT Business Solutions is a finance institution located in Southfield, Michigan, offering a range of services including grant writing, business plan writing, microloans, and more. With a focus on helping businesses secure funding and grow their operations, QT Business Solutions provides expert guidance and support to clients looking to achieve their financial goals. Located at 24681 Northwestern Highway, this institution is dedicated to providing top-notch financial services to businesses in the United States.

Merrill Lynch Financial Advisor Roxanne M Hunter is a trusted finance institution located at 333 West Grandview Parkway in Traverse City, Michigan, United States. With years of experience and expertise in the financial industry, Roxanne M Hunter provides personalized financial advice and solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or create a comprehensive financial strategy, Merrill Lynch Financial Advisor Roxanne M Hunter is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Samuel P Holmes, located at 333 West Grandview Parkway, Traverse City, Michigan, is a finance institution dedicated to helping clients manage their wealth through personalized wealth management strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, Samuel P Holmes can assist in creating a flexible financial strategy tailored to your goals and priorities. By participating in the community and volunteering with local organizations, Samuel P Holmes embodies the Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. With a focus on understanding your personal values and financial objectives, Samuel P Holmes works to create a financial approach that reflects your unique needs. By staying informed about changes in your life and financial markets, Samuel P Holmes aims to help you achieve your financial goals and navigate any challenges that may arise. Whether you are planning for retirement, saving for a major purchase, or passing wealth to future generations, Samuel P Holmes is dedicated to helping you pursue what matters most to you. Contact Merrill Lynch Financial Advisor Samuel P Holmes to start building a personalized financial plan designed to help you achieve your goals.

Retirement Financial Group, LLC is a finance institution located at 616 South Beacon Boulevard in Grand Haven, Michigan, United States. Our team of experienced financial advisors specializes in helping individuals plan for a secure and comfortable retirement. Whether you are just starting to save for retirement or looking to maximize your existing investments, we are here to provide personalized guidance and support. Contact us today to schedule a consultation and take the first step towards a financially stable future.

Utility Financial Solutions, LLC is a finance institution located at 185 Sun Meadow Court in Holland, Michigan, United States. Our team specializes in providing financial solutions tailored to the unique needs of utility companies. We offer a range of services, including budget planning, investment strategies, and risk management. With our expertise and dedication to client satisfaction, we are committed to helping utility companies achieve their financial goals and succeed in a competitive market. Contact us today to learn more about how we can assist your business.

Cross State Financial Group, LLC is a reputable finance institution located at 13140 Sikkema Drive in Grand Haven, Michigan, United States. With a strong focus on providing tailored financial solutions to individuals and businesses, Cross State Financial Group, LLC offers a wide range of services including investment management, retirement planning, and wealth management. 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 or plan for retirement, Cross State Financial Group, LLC is committed to providing personalized and reliable financial advice.

Strategic Financial Group is a leading finance institution located at 16964 Robbins Road in Grand Haven, Michigan, United States. With a team of experienced financial professionals, we provide strategic financial planning and investment services to help individuals and businesses achieve their financial goals. From retirement planning to investment management, our comprehensive services are tailored to meet the unique needs of each client. Contact us today to learn more about how Strategic Financial Group can help you secure a more financially stable future.

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.

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

Merrill Lynch Financial Advisor Gregory G. DeVoursney, located at 380 West Western Avenue in Muskegon, Michigan, is a Vice President and Senior Financial Advisor with over 25 years of experience in the financial services industry. Greg holds a BBA from the University of Notre Dame and specializes in developing customized investment portfolios for retirees, professionals, business owners, and high net worth individuals seeking financial independence. Greg's approach is centered on building strong client relationships based on trust and personalized service. He believes in creating a personalized plan tailored to each client's goals and priorities, whether it's saving for retirement, funding a child's education, or planning for future generations. With access to the global resources of Merrill, Greg's team is dedicated to helping clients achieve their financial goals.

Pathway Financial Design, LLC is a finance institution located at 833 East 16th Street in Holland, Michigan, United States. We specialize in providing personalized financial planning and investment management services to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to creating customized financial strategies that align with our clients' unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Pathway Financial Design, LLC is here to guide you on the path to financial success.

Custer Financial Advisors is a leading finance institution located at 1848 Baldwin Street in Georgetown Township, Michigan, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial futures. Whether you are looking to invest, plan for retirement, or manage your wealth, we provide personalized solutions and expert guidance to help you make informed financial decisions. Trust Custer Financial Advisors to provide you with the expertise and support you need to navigate the complex world of finance.

The Masters Financial Group is a reputable finance institution located at 11253 Tallmadge Woods Drive in Grand Rapids, Michigan, United States. With a dedicated team of financial experts, we provide a wide range of services including financial planning, investment management, retirement planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you reach your financial goals.

Fiduciary Financial Advisors is a reputable finance institution located at 124 Fulton Street East in Grand Rapids, Michigan, United States. As a fiduciary, we are committed to providing unbiased and trustworthy financial advice to our clients. Our team of experienced advisors works closely with individuals and businesses to develop personalized financial plans that align with their goals and values. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Fiduciary Financial Advisors is here to help you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Calder Financial Group is a leading finance institution located at 1331 Lake Drive Southeast in Grand Rapids, Michigan, United States. With a team of experienced financial advisors, Calder Financial Group specializes in providing personalized financial planning and investment management services to individuals, families, and businesses. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Calder Financial Group is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Merrill Lynch Financial Advisor Timothy J Long, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a finance institution dedicated to helping clients achieve their financial goals. The team of talented and experienced financial advisors at this institution is committed to building strong relationships with clients through trust and personalized service. Recognized by Forbes and Barron's for exemplary client service, the advisors at Merrill Lynch are supported by the global resources of Merrill to provide valuable insights and ideas to help clients pursue their financial objectives. Whether you are a business owner looking to grow your wealth or an individual planning for the future, Merrill Lynch Financial Advisor Timothy J Long and his team can help you develop a customized financial plan tailored to your needs. With access to the investment insights of Merrill and banking solutions from Bank of America, they can work with you to address your financial goals and provide guidance on important financial decisions.