TOP 30 Financial planning for education in Michigan
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Arbor Wealth Advisors
● ClosedArbor Wealth Advisors is a finance institution located at 101 West Big Beaver Road in Troy, Michigan, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Arbor Wealth Advisors is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards a secure financial future.
101 W Big Beaver Rd Suite 1400, Troy, MI 48084, United States -
Royal Alliance Associates Inc
● OpenRoyal Alliance Associates Inc is a reputable financial institution located at 345 Diversion Street in Rochester Hills, Michigan. As a trusted provider of financial services, Royal Alliance Associates Inc offers a wide range of investment opportunities and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, they are dedicated to providing personalized and comprehensive financial guidance to individuals and businesses. Whether you are planning for retirement, saving for education expenses, or looking to grow your wealth, Royal Alliance Associates Inc is committed to helping you navigate the complexities of the financial markets and make informed decisions. Contact them today to learn more about their services and how they can help you secure your financial future.
345 Diversion St # 311, Rochester Hills, MI 48307, United States -
Sandra E Lutkenhoff - Morgan Stanley
● OpenSandra E. Lutkenhoff - Morgan Stanley is a finance institution located at 1108 North Main Street in Rochester, Michigan, United States. Our team of experienced professionals is dedicated to providing personalized financial services and investment strategies to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, we are here to help. Contact us today to schedule a consultation and start planning for a secure financial future.
1108 N Main St, Rochester, MI 48307, United States -
Bordelove Foster Wealth Management
● OpenBordelove Foster Wealth Management is a premier financial institution located in Southfield, Michigan. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, our team is here to provide expert guidance and support every step of the way. Visit us at 28411 Northwestern Highway to learn more about how Bordelove Foster Wealth Management can help you secure your financial future.
28411 Northwestern Hwy, Southfield, MI 48034, United States -
Lindsay Sauls - Thrivent
● ClosedLindsay Sauls - Thrivent is a finance institution located at 400 Renaissance Center in Detroit, Michigan, United States. Licensing 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 offer legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
400 Renaissance Center Suite 1010, Detroit, MI 48243, 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 -
Dan Battjes - Raymond James
● OpenDan Battjes - Raymond James is a finance institution located on 15 Kercheval Avenue in Grosse Pointe Farms, Michigan. As a trusted branch of the renowned Raymond James financial services firm, we offer personalized investment strategies and wealth management solutions to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing top-notch financial advice and exceptional customer service. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Dan Battjes - Raymond James is here to help you every step of the way. Visit us today to learn more about how we can assist you in securing your financial future.
15 Kercheval Ave, Grosse Pointe Farms, MI 48236, United States -
Legacy Wealth Management
● OpenLegacy Wealth Management is a premier finance institution located at 718 Notre Dame Street in Grosse Pointe, Michigan. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and build a lasting legacy for future generations. We offer personalized wealth management services tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Legacy Wealth Management is here to provide expert guidance and support every step of the way. Trust us to help you secure a prosperous financial future.
718 Notre Dame St, Grosse Pointe, MI 48230, United States -
Monnencia Riley - Thrivent
● ClosedMonnencia Riley - Thrivent is a finance institution located at 55921 Gratiot Avenue in Chesterfield, Michigan, United States. With a focus on helping individuals achieve financial security and peace of mind, Monnencia Riley - Thrivent offers a range of financial services and products to meet the diverse needs of its clients. Whether you are planning for retirement, saving for a child's education, or looking to invest for the future, the experienced professionals at Monnencia Riley - Thrivent are dedicated to providing personalized solutions and expert guidance to help you reach your financial goals. Visit us today and start building a brighter financial future with Monnencia Riley - Thrivent.
55921 Gratiot Ave, Chesterfield, MI 48051, United States -
Michele Klippstein CRPS® - Morgan Stanley
● OpenMichele Klippstein CRPS® - Morgan Stanley is a leading financial institution located at 130 Kercheval Avenue in Grosse Pointe, Michigan, United States. Specializing in comprehensive wealth management services, they offer personalized investment strategies tailored to each client's unique financial goals. With a team of experienced professionals, Michele Klippstein CRPS® - Morgan Stanley is dedicated to providing top-notch financial advice and guidance to help clients achieve their long-term financial success. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, they are committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
130 Kercheval Ave, Grosse Pointe, MI 48236, United States -
SlickTrade
● ClosedSlickTrade is a reputable finance institution located at 403 West Eleventh Street in Traverse City, Michigan, United States. We specialize in providing top-notch financial services and solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to delivering personalized and reliable services to our clients. Whether you are looking for investment advice, financial planning, or assistance with managing your assets, SlickTrade is here to help. Visit us today to learn more about how we can help you secure your financial future.
403 W Eleventh St, Traverse City, MI 49684, United States -
James Park - TIAA Wealth Management Advisor
● ClosedJames Park - TIAA Wealth Management Advisor is a finance institution located at 777 East Eisenhower Parkway in Ann Arbor, Michigan, United States. As a trusted advisor, James Park provides personalized wealth management services to help clients achieve their financial goals. With a strong focus on building long-term relationships and providing expert financial guidance, James Park is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, James Park is committed to helping you navigate the complexities of the financial world and make informed decisions. Contact James Park - TIAA Wealth Management Advisor today to start building a customized financial plan tailored to your unique needs.
777 E Eisenhower Pkwy Suite 100, Ann Arbor, MI 48108, United States -
Grandville Tax & Accounting
● ClosedGrandville Tax & Accounting is a reputable institution located in Grandville, Michigan, offering a wide range of financial services for individuals and small businesses. Specializing in tax preparation, planning, and electronic filing, the certified and fully insured professionals at Grandville Tax & Accounting can help minimize tax liabilities and maximize cash flow. Owner Jill Schneider, a Certified Tax Coach, has over 10 years of experience in the accounting and tax industry, providing personalized attention to clients and ensuring their financial success. With a strong educational background and expertise in tax preparation, QuickBooks, and payroll services, Jill and her team can assist with bank statement reconciliation, budgeting analysis, retirement planning, and business advisory services.
4120 Chicago Dr SW, Grandville, MI 49418, United States -
Thomas P Cavanaugh MBA
● ClosedThomas P Cavanaugh MBA is a reputable institution offering top-notch education in accounting and finance. Located at 2031 Rambling Road in Kalamazoo, Michigan, this institution provides students with a comprehensive understanding of key financial concepts and practices. With a focus on real-world application and hands-on learning, students at Thomas P Cavanaugh MBA receive the skills and knowledge needed to excel in the competitive field of accounting and finance. The institution prides itself on its experienced faculty, cutting-edge curriculum, and strong industry connections, ensuring that graduates are well-equipped for success in their careers.
2031 Rambling Rd, Kalamazoo, MI 49008, United States -
Yeo & Yeo CPAs & Advisors
● ClosedYeo & Yeo CPAs & Advisors is a renowned institution located at 710 East Milham Avenue in Kalamazoo, Michigan, United States. Specializing in accounting and finance, we have over a century of experience in providing expert services to a wide range of industries, from healthcare and education to construction and small businesses. Our team of experienced professionals is dedicated to helping you achieve your unique goals, whether it's through financial management, technology solutions, or medical billing services. With a holistic approach to wealth management, we take a 360-degree view of your financial situation to help you reach your future goals. Our clients have relied on us for nearly 20 years, praising our accounting and tax services for their farming operations and financial management needs. From consulting to medical billing, our team at Yeo & Yeo is committed to optimizing and elevating your practices.
710 E Milham Ave, Kalamazoo, MI 49002, United States -
Yeo & Yeo CPAs & Advisors
● ClosedYeo & Yeo CPAs & Advisors is a renowned institution located at 1450 Eisenhower Place in Ann Arbor, Michigan, United States. Specializing in accounting and finance, we have over a century of experience in helping clients navigate the complex world of regulations and financial management. From healthcare to construction, education to small businesses, we offer a wide range of services to meet your unique needs. Our team of experts is dedicated to providing personalized solutions and top-notch service, whether it's auditing your financial plans, managing your technology, or optimizing your medical practice. With a focus on building long-lasting partnerships, we are committed to helping our clients thrive and succeed. If you are looking for a trusted partner to support your financial goals, look no further than Yeo & Yeo CPAs & Advisors. Join us in our mission to be your Business Success Partners.
1450 Eisenhower Pl, Ann Arbor, MI 48108, United States -
Schultz & Associates, CPA
● ClosedSchultz & Associates, CPA is a trusted accounting firm located at 6900 North Haggerty Road in Canton, Michigan, United States. Specializing in tax preparation services, small business accounting, financial statement auditing, payroll services, and bookkeeping, we are dedicated to providing comprehensive solutions to meet all of your accounting needs. Our team of expert accountants, payroll specialists, bookkeepers, and enrolled agents are here to assist local businesses and individuals with compassionate and educated customer care. With over 20 years of service in the City of Plymouth, we have been recognized as the 2018 Small Business of the Year by the Plymouth Community Chamber of Commerce for our commitment to the local community. Contact us today at 734-354-2380 to schedule an appointment for your 2023 tax return preparation, starting at $375. Let Schultz & Associates, CPA, PLC help you navigate the complexities of tax preparation and financial planning with our personalized services tailored to meet your needs.
6900 N Haggerty Rd, Canton, MI 48187, United States -
Abramson & Campbell PC
● ClosedAbramson & Campbell PC is a dedicated accounting and finance institution located at 7013 Orchard Lake Road in West Bloomfield Township, Michigan, United States. The professionals at this institution strive to provide the highest quality service to their clients, utilizing technology to enhance productivity and efficiency. With a commitment to convenience and education, Abramson & Campbell PC offers a range of services that can benefit individuals and businesses alike. Whether you are looking for assistance with tax preparation, financial planning, or any other accounting needs, this institution aims to be a valuable resource for all your financial concerns. Visit their website for more information and to explore the services they offer.
7013 Orchard Lake Rd, West Bloomfield Township, MI 48322, United States -
The Accountant's Guild
● OpenThe Accountant's Guild is a prestigious institution located at 32871 Middlebelt Road in Farmington Hills, Michigan, United States. Specializing in accounting and finance, the Guild offers top-notch education and training for aspiring accountants and financial professionals. With a strong emphasis on practical skills and real-world experience, students at The Accountant's Guild are well-equipped to excel in the competitive field of finance. Join us and become a part of our esteemed community of financial experts.
32871 Middlebelt Rd #200, Farmington Hills, MI 48334, United States -
Blazak Tax Service LLC
● ClosedBlazak Tax Service LLC, located at 11 West 14 Mile Road in Clawson, Michigan, is a trusted institution specializing in accounting and finance services. With over 30 years of experience serving downtown Clawson, we offer personalized service at competitive rates compared to national tax preparation chains. Our team stays updated with the latest information, laws, regulations, and techniques in the field through ongoing education and participation in the RTRP from the IRS. Whether you need assistance with tax planning for your business or help with tax IDs and forms, we have the expertise to guide you through the process.
11 W 14 Mile Rd Suite 208A, Clawson, MI 48017, United States -
Heritage Management Agency
● ClosedThe Heritage Management Agency is a reputable institution located at 31201 Chicago Road South in Warren, Michigan, United States. Specializing in accounting, finance, and insurance services, this agency is committed to helping individuals and businesses effectively manage their financial assets and protect their valuable heritage. With a team of experienced professionals, the Heritage Management Agency provides personalized solutions to meet the unique needs of each client. Whether you are looking for assistance with tax planning, investment management, or insurance coverage, this agency is dedicated to helping you achieve your financial goals. Contact the Heritage Management Agency today to learn more about their comprehensive services and how they can help you secure a prosperous future.
31201 Chicago Rd S, Warren, MI 48093, United States -
Funeral Consumers Alliance
● OpenWelcome to Funeral Consumers Alliance of Hancock, Michigan Located at 1023 4th Street in Hancock, Michigan, the Funeral Consumers Alliance is your trusted local nonprofit organization dedicated to empowering individuals and families in making informed decisions about after-death arrangements. Our mission is to provide you with the knowledge and support needed to choose simple, meaningful, and affordable funeral options that align with your values and needs.
1023 4th Street, Hancock, Michigan 49930, United States -
Avis Car Rental
● ClosedWelcome to Avis Car Rental in St. Joseph, Michigan, conveniently located at 4026 Red Arrow Highway. Whether you're a local resident or a visitor exploring the beauty of Michigan, our car rental service offers a wide range of vehicles to meet your travel needs. From intermediate cars to full-size four-door models, we have the perfect ride for your journey. Special Offer: Enjoy one day free of the daily time and mileage charges on rentals of intermediate (group C) through full-size four-door (group E) cars. This offer is valid on a minimum three-day rental and cannot be combined with other promotions. Please note that taxes, fees, and optional items like LDW are extra. Make sure to book in advance and provide the coupon's profile number to avail of this offer. Terms and conditions apply, so check for blackout periods and ensure your rental starts before 12/31/24.
4026 Red Arrow Highway, St. Joseph, Michigan 49085, United States -
Farmers Insurance - Daniel Omodio
● ClosedWelcome to Farmers Insurance - Daniel Omodio, your trusted local insurance agency located at 505 Pleasant Street, St. Joseph, Michigan. With deep roots in Southeast Michigan, Daniel Omodio is proud to serve the community with a commitment to education and hometown hospitality. At the Omodio Agency, we understand the importance of protecting what matters most to you, and we're honored to offer personalized insurance solutions tailored to your unique needs. With over 19 years of experience as a Financial Advisor, Daniel Omodio brings a wealth of knowledge to help you navigate the complexities of insurance. Whether you're looking for commercial, home, auto, life, or recreational insurance, our team is here to provide clear, straightforward advice and cost-effective options. We aim to demystify the insurance process, ensuring you understand your coverage options and feel confident in your decisions.
505 Pleasant Street, St. Joseph, Michigan 49085, United States -
Chemical Bank
● ClosedWelcome to Chemical Bank in Stevensville, Michigan Located at 1711 West John Beers Road, Stevensville, Michigan, Chemical Bank is your trusted partner in banking, finance, and financial planning. We are dedicated to serving those who contribute to the growth, health, and safety of our communities, and we express our gratitude through exclusive benefits and programs designed to meet your needs.
1711 West John Beers Road, Stevensville, Michigan 49127, United States -
Wells Fargo Advisors
● OpenWelcome to Wells Fargo Advisors, your trusted partner in financial planning and investment management, conveniently located at 500 Momany Drive, St. Joseph, Michigan. As a leading financial services firm, we are committed to helping you achieve your financial goals with personalized strategies tailored to your unique needs. Our team of experienced advisors provides a comprehensive range of services, including investment advisory, retirement planning, wealth management, and more. Whether you're planning for retirement, saving for a child's education, or looking to grow your wealth, we are here to guide you every step of the way.
500 Momany Drive, St. Joseph, Michigan 49085, United States -
Shelby State Bank
● ClosedWelcome to Shelby State Bank, your trusted partner in banking and finance located at 388 South Hancock Street, Pentwater, Michigan. Since 1931, we have been dedicated to supporting local businesses, communities, and enhancing the quality of life in the areas we serve. With ten branches, each maintaining a strong sense of community, we offer a personalized banking experience that caters to your unique needs. Our experienced commercial lending team is here to help you achieve your business goals with tailored financial solutions. Whether you're a budding entrepreneur or an established enterprise, we provide the resources and support you need to thrive.
388 South Hancock Street, Pentwater, Michigan 49449, United States
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