Financial planning and advice in Ludington, MI
21 results found
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Spindler Financial Services
● ClosedSpindler Financial Services is a reputable insurance agency located at 413 Ludington Street in Escanaba, Michigan. With a strong commitment to providing personalized financial solutions, Spindler Financial Services offers a wide range of insurance products to meet the unique 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 the best possible price. Contact Spindler Financial Services today to discuss your insurance needs and secure your financial future.
413 Ludington St, Escanaba, MI 49829, United States -
Dale Parker: Primerica - Financial Services
● OpenDale Parker: Primerica - Financial Services is a reputable finance and insurance agency located at 337 North Jebavy Drive in Ludington, Michigan, United States. With a focus on providing expert financial advice and high-quality insurance products, Dale Parker and his team strive to help individuals and families achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Dale Parker: Primerica - Financial Services is dedicated to providing personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you build a strong financial foundation.
337 N Jebavy Dr STE A, Ludington, MI 49431, United States -
Black Walnut Wealth Management - Traverse City Financial Advisor
● ClosedBlack Walnut Wealth Management - Traverse City Financial Advisor is a finance institution located at 13919 South West Bay Shore Drive in Traverse City, Michigan, United States. They specialize in reducing taxes, managing investments, and simplifying retirement for individuals, families, and private foundations in Traverse City and throughout Michigan. Their services include coordinating your entire financial picture, including taxes, estate planning, and investment management. They aim to proactively reduce taxes, manage investments, and coordinate your estate to minimize risk and avoid costly financial mistakes. As a fee-only fiduciary financial advisor, they are committed to your financial well-being and understand your concerns such as selling your business, generating consistent income, reducing taxes, managing investments, coordinating your estate, and maximizing retirement benefits. They serve areas in Northern Michigan such as Beulah, Cadillac, Charlevoix, Elk Rapids, Frankfort, Gaylord, Glen Arbor, Leland, Ludington, Manistee, Petoskey, Suttons Bay, Marquette, and Iron Mountain. Please note that their financial advice should not be construed as tax or legal advice. They are also certified by the Certified Financial Planner Board of Standards, Inc. (CFP Board). For more information, you can contact them at 231.421.7711 or visit their website.
13919 S W Bay Shore Dr #106, Traverse City, MI 49684, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 812 Ludington Street in Escanaba, Michigan, United States. They offer a wide range of financial services including investment advice, retirement planning, wealth management, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping their clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth or plan for retirement, Raymond James Financial Services is committed to providing personalized and comprehensive financial solutions to meet your needs.
812 Ludington St, Escanaba, MI 49829, United States -
Hinterland Advisors - Ameriprise Financial Services, LLC
● ClosedHinterland Advisors - Ameriprise Financial Services, LLC is a finance institution located at 209 Ludington Street in Escanaba, Michigan, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping you achieve your financial goals. During the initial consultation, we will discuss what is most important to you and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to providing personalized and professional financial advice. Please visit our website or FINRA’s BrokerCheck website for additional details. Our services are governed by Ameriprise Financial Website Rules and Regulations, and we prioritize privacy and security for our clients. Contact us to refer your friends or family members to help them achieve their financial goals. Thank you for considering Hinterland Advisors - Ameriprise Financial Services, LLC.
209 Ludington St, Escanaba, MI 49829, United States -
Edward Jones - Financial Advisor: Jacquelyn Trask-Rahn, CFP®|CEPA®|AAMS™
● ClosedEdward Jones - Financial Advisor: Jacquelyn Trask-Rahn, CFP®|CEPA®|AAMS™ is a renowned finance institution located at 1200 Ludington Street in Escanaba, Michigan, United States. With a team led by the highly qualified and experienced financial advisor Jacquelyn Trask-Rahn, who holds certifications as a Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Accredited Asset Management Specialist (AAMS™), the institution offers expert financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or need assistance with wealth management, Edward Jones is dedicated to providing personalized solutions tailored to your unique needs. Visit us today to secure your financial future with confidence.
1200 Ludington St, Escanaba, MI 49829, United States -
Edward Jones - Financial Advisor: Joe Powers, AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Joe Powers, AAMS™|CRPC™ is a reputable finance institution located at 801 Ludington Street in Escanaba, Michigan, United States. Joe Powers, a skilled and experienced financial advisor with designations of AAMS™ and CRPC™, offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones - Financial Advisor: Joe Powers, AAMS™|CRPC™ is committed to helping individuals and families secure their financial future.
801 Ludington St, Escanaba, MI 49829, United States -
Thrivent Financial-Lutherans
● ClosedThrivent Financial-Lutherans is a finance institution located at 1612 Ludington Street, Escanaba, Michigan, United States. We believe that everyone deserves a financial plan they can be confident about, which is why we start by understanding your unique situation and goals. Our financial advisors can help match you with resources based on your top financial concerns and work with you to identify strategies and solutions to help you achieve your goals. Our free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you take on the challenges and opportunities life gives you. We are passionate about giving back and offer generosity programs and charitable planning options to help you live generously.
1612 Ludington St, Escanaba, MI 49829, United States -
Phil Harmon - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPhil Harmon - Financial Advisor, Ameriprise Financial Services, LLC, located at 121 East Ludington Avenue in Ludington, Michigan, is a finance institution offering a wide range of specialized certifications and designations to its advisors. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant® (ChFC®), Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Advisors at Phil Harmon are trained to provide expert financial advice and planning tailored to the unique needs of their clients, including veterans and military personnel.
121 E Ludington Ave, Ludington, MI 49431, United States -
Edward Jones - Financial Advisor: Brian L Madl, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Brian L Madl, CFP®|AAMS™ is a reputable financial institution located at 202 South James Street in Ludington, Michigan, United States. Brian L Madl, a Certified Financial Planner and Accredited Asset Management Specialist, provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Brian L Madl and his team are dedicated to helping you make informed decisions and navigate the complexities of the financial world. Contact them today to schedule a consultation and take the first step towards financial security.
202 S James St, Ludington, MI 49431, United States -
Edward Jones - Financial Advisor: Tanya Lesinski, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Tanya Lesinski, CFP®|AAMS™ is a trusted financial institution located at 3851 U.S. 10 in Ludington, Michigan. Specializing in personalized financial planning and investment strategies, Tanya Lesinski, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional service, Edward Jones is dedicated to helping individuals and families secure their financial futures.
3851 US-10 Suite 3851, Ludington, MI 49431, United States -
Trey Schuiteman - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Trey Schuiteman - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 121 East Ludington Avenue, Ludington, Michigan. Our mission is to help you navigate your financial journey with confidence. We offer personalized financial advice tailored to your unique needs and goals. During our initial consultation, we will explore key financial planning concepts to guide your financial decision-making process. Please note that this session will not include written analysis or recommendations. At Ameriprise, while we strive to provide the best guidance, future financial results cannot be guaranteed.
121 East Ludington Avenue, Ludington, Michigan 49431, United States -
Zoe Wilbur - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Zoe Wilbur - Financial Advisor at Ameriprise Financial Services, LLC, located at 121 East Ludington Avenue in Ludington, Michigan. We are dedicated to providing exceptional financial guidance tailored to your unique needs. Our expertise spans a wide range of financial planning areas, ensuring that we can help you achieve your financial goals with confidence. At our practice, we prioritize ethical standards and comprehensive knowledge in all aspects of financial advising. Zoe Wilbur holds several prestigious certifications that underscore her commitment to professionalism and expertise. These include the AAMS™ (Accredited Asset Management Specialist), ADPA™ (Accredited Domestic Partnership Advisor), AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), and APMA™ (Accredited Portfolio Management Advisor).
121 East Ludington Avenue, Ludington, Michigan 49431, United States -
Mason County College Access Network
● OpenMason County College Access Network, located at 119 South Rath Avenue in Ludington, Michigan, is dedicated to helping individuals in the community achieve their post-secondary education goals. Led by experienced educators and community leaders such as Wendy Gradwohl Wells, Annie Jacobson, Dr. Jason Jeffrey, and Lynne Russell, the institution focuses on promoting college readiness and supporting student success. With a strong emphasis on the benefits of higher education for both individuals and the community as a whole, Mason CAN works to ensure that all students have access to the tools and resources they need to pursue their academic goals. Through partnerships with schools, scholarship programs, and other organizations, Mason CAN aims to create a culture of college-going and lifelong learning in Mason County. If you are interested in getting involved or receiving assistance from Mason County College Access Network, contact them today or visit the Ludington & Scottville Chamber of Commerce.
119 S Rath Ave, Ludington, MI 49431, United States -
Brian Pahnke - Thrivent
● ClosedBrian Pahnke - Thrivent is a finance institution located at 1612 Ludington Street in Escanaba, Michigan, United States. Licensed in multiple states including AZ, FL, IL, MI, MS, NC, PA, SC, TX, WA, and WI, the institution offers guidance to help individuals pursue their lifelong dreams while supporting causes they care about. With industry expertise, they help clients map out a path to a more secure financial future. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through its Financial Planning Framework. Clients can further their planning engagement through Dedicated Planning Services 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. Only credentialed financial advisors provide investment advisory services. For more information, visit Thrivent's website or FINRA's Broker Check.
1612 Ludington St, Escanaba, MI 49829, United States -
Heyse & Associates, Inc.
● ClosedHeyse & Associates, Inc. is a reputable accounting and finance institution located at 409 West Ludington Avenue in Ludington, Michigan, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for personal financial advice or a business in need of accounting services, Heyse & Associates, Inc. is dedicated to providing top-notch solutions tailored to meet your specific needs. Contact them today to schedule a consultation and see how they can help you achieve your financial goals.
409 W Ludington Ave #205, Ludington, MI 49431, United States -
Money Concepts
● OpenMoney Concepts is a reputable financial institution located in Ludington, Michigan, United States. Specializing in accounting and finance services, Money Concepts offers expert advice and guidance to help individuals and businesses manage their money effectively. With a team of experienced professionals, Money Concepts is committed to providing personalized solutions tailored to meet the unique financial needs of each client. Whether you are looking for assistance with tax planning, investment strategies, or retirement planning, Money Concepts is dedicated to helping you achieve your financial goals.
Ludington, MI 49431, United States -
Wyatt Eisenberger - Thrivent
● ClosedWyatt Eisenberger - Thrivent is a finance institution located at 1612 Ludington Street, Escanaba, Michigan, United States. Licensing for their services is available through the State Insurance Department's website, as well as through the National Association of Insurance Commissioners website. 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, which 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 subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about their financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.
1612 Ludington St, Escanaba, MI 49829, United States -
Paulson & Johnson, CPAs
● OpenPaulson & Johnson, CPAs is a reputable accounting and finance institution located at 1214 Ludington Street in Escanaba, Michigan, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust Paulson & Johnson, CPAs for professional and reliable financial advice to help them achieve their financial goals.
1214 Ludington St, Escanaba, MI 49829, United States -
Anderson Tackman & Co Plc: Pascoe Kevin C CPA
● ClosedAnderson Tackman & Co Plc: Pascoe Kevin C CPA is a reputable accounting and finance institution located at 901 Ludington Street in Escanaba, Michigan, United States. With a team of experienced professionals led by CPA Kevin C Pascoe, the institution offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Anderson Tackman & Co Plc for accurate and reliable financial advice to help them achieve their financial goals.
901 Ludington St, Escanaba, MI 49829, United States -
Grand Valley Co-Op
● ClosedWelcome to Grand Valley Co-Op, your trusted financial partner located in the heart of Ludington, Michigan. Situated at 266 North Jebavy Drive, our cooperative is dedicated to providing exceptional financial services tailored to meet the diverse needs of our community. At Grand Valley Co-Op, we pride ourselves on fostering a collaborative and supportive environment where our members can achieve their financial goals with confidence. Our comprehensive range of services includes personal and business banking solutions, competitive loan options, and financial planning advice designed to help you navigate every stage of your financial journey. As a member-owned cooperative, we are committed to offering personalized service and innovative financial products that reflect the unique needs of our community.
266 North Jebavy Drive, Ludington, Michigan 49431, United States
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