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TOP 30 Financial planning and analysis in Plymouth, MI
5 results found
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Telos Financial
Telos Financial is an independent financial planning office located in Plymouth, Michigan, dedicated to providing strategies in the best interest of their clients. As a fiduciary financial advisor, Telos puts their clients' interests first and continually seeks out the best solutions for their financial needs. They hold recognized industry designations, including the CERTIFIED FINANCIAL PLANNER™ designation (CFP®) and Chartered Life Underwriter® (CLU®). Telos Financial works with clients in the Ann Arbor and Detroit areas, as well as remotely through web conferencing software. Their goal is to help individuals and families achieve a better life by improving their financial future. Financial advisor Dennis LaVoy, CFP®, CLU®, is committed to providing holistic financial planning services to clients across the country.
MBC Investment Consulting
MBC Investment Consulting, located at 784 South Main Street in Plymouth, Michigan, is a finance institution specializing in retirement plan consulting for corporations, non-profits, and municipalities in the Midwest. We provide services to help plan sponsors save time, reduce fiduciary liability, and promote an independent prudent process. Our comprehensive analysis of investment offerings and plan design ensures ongoing excellence in retirement plan solutions at both a plan and participant level. We focus on institutional investment consulting for 401k/profit sharing, non-qualified deferred compensation plans, 403b plans, defined benefit plans, and more. Our mission is to create successful retirement plan experiences for employers and employees by improving fiduciary oversight and implementing advisor-driven fiduciary processes. We offer extensive protection for plan sponsor fiduciaries and help business owners and key employees navigate the complexities of retirement planning in an ever-changing market. At MBC Investment Consulting, we are committed to providing the highest level of service and expertise to our clients.
Jeremiah Merkau - Thrivent
Jeremiah Merkau - Thrivent, located at 9450 South Main Street in Plymouth, Michigan, is a finance institution that offers a range of financial products and services. Licensing for insurance products is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional for assistance in those areas. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may also choose to engage in Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Cody Borke - Thrivent
Cody Borke - Thrivent is a finance institution located at 9450 South Main Street, Plymouth, Michigan, United States. Licensing can be obtained 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 offer legal, accounting, or tax advice, so it is recommended to consult with an 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 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 subsidiary of Thrivent. Financial advisors and professionals who are appropriately appointed and licensed provide insurance products, securities, and investment advisory services. Only financial advisors are credentialed to provide investment advisory services. For more information about professional designations and requirements, visit Thrivent.com/designations.
Jay Kempf - Thrivent
Jay Kempf - Thrivent is a finance institution located at 9450 South Main Street in Plymouth, Michigan, United States. Specializing in providing financial guidance to clients at various stages of life, from Retirement and Small-Business Planning to Investment Management and Tax-Saving Strategies. As a resident of the Plymouth community, Jay Kempf is dedicated to serving the financial needs of individuals in the area and surrounding regions. Licensing is available through the State Insurance Department's website, as Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients can benefit from Thrivent's Financial Planning Framework, which includes a review and analysis of their financial situation. Additionally, Dedicated Planning Services are offered for those seeking further planning engagement for a fee.
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