Financial planning for individuals in Shelby Township, Michigan
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Michigan Insurance & Financial Services - Shelby Township
Michigan Insurance & Financial Services - Shelby Township is an insurance agency located at 85 Macomb Place in Mount Clemens, Michigan. They have access to multiple insurance carriers to ensure that you get the right coverage for your needs. They are licensed in Michigan, Illinois, Indiana, Ohio, Tennessee, Florida, and Texas. Their services cover a wide range of areas in Macomb County, including Macomb Township, Utica, Washington Township, Fraser, St. Clair Shores, and more. They also serve Oakland County, with locations such as Pontiac, Troy, Royal Oak, and Novi.
Allstate Personal Financial Representative: Jon Brunt
Allstate Personal Financial Representative: Jon Brunt is a trusted finance and insurance agency located at 46520 Van Dyke Avenue in Shelby Township, Michigan, United States. With a focus on personalized financial planning and insurance solutions, Jon Brunt and his team strive to help clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Allstate Personal Financial Representative: Jon Brunt is dedicated to providing professional and reliable services to meet your individual needs.
LifeFocus Planning
LifeFocus Planning is a leading financial planning institution located at 48707 Van Dyke Avenue in Shelby Township, Michigan. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized planning and strategic investment strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, we are here to provide expert guidance and support every step of the way. Visit us today to start planning for a brighter financial future with LifeFocus Planning.
Shield Financial Group
Shield Financial Group is a finance institution located at 53200 Van Dyke Avenue in Shelby Township, Michigan, United States. Our team of experienced financial advisors is dedicated to providing personalized financial solutions to help our clients achieve their goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Shield Financial Group is here to help you every step of the way. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
Concorde Financial Group
Concorde Financial Group is a leading finance institution located at 51847 Van Dyke Avenue in Shelby Township, Michigan, United States. With a strong reputation for providing expert financial services, Concorde Financial Group offers a wide range of financial solutions to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, the experienced team at Concorde Financial Group is dedicated to helping you achieve your financial goals. Visit us today to see how we can help you secure your financial future.
Foguth Financial Group, LLC
Foguth 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.
Kim Dwyer - Thrivent Financial
Kim 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.
Mark Jankauskas - Financial Advisor, Ameriprise Financial Services, LLC
Mark Jankauskas is a Financial Advisor at Ameriprise Financial Services, LLC, located at 52280 Van Dyke Avenue in Shelby Township, Michigan, United States. With a focus on your individual goals and risk tolerance, Mark provides investment, asset allocation, and portfolio recommendations to help you achieve financial success. Regular meetings and progress reviews ensure that your approach is updated as life changes, allowing you to track your progress towards your goals securely from any device. Background and qualification information for Mark Jankauskas can be found on FINRA's BrokerCheck website. Additionally, the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure is available for more information.
Edward Jones - Financial Advisor: Abbey B Bauman
Edward Jones - Financial Advisor: Abbey B Bauman is a trusted financial institution located at 54985 Shelby Road in Shelby Township, Michigan, United States. Specializing in personalized financial planning and investment services, Abbey B Bauman is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, this institution provides expert guidance and tailored solutions to meet each client's individual needs. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Abbey B Bauman at Edward Jones is committed to helping you make informed decisions and navigate the complexities of the financial world with confidence.
Edward Jones - Financial Advisor: Chris Hines, CRPC™
Edward Jones - Financial Advisor: Chris Hines, CRPC™ is a trusted financial institution located at 54985 Shelby Road in Shelby Township, Michigan, United States. As a Certified Retirement Planning Counselor, Chris Hines provides expert financial advice and personalized solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for a child's education, or looking to grow your investments, Chris Hines and the team at Edward Jones are dedicated to helping you secure a stable financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Chris Hines, CRPC™ is committed to providing top-notch financial services tailored to meet your individual needs.
Edward Jones - Financial Advisor: Daniel J Howard, AAMS™
Edward 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.
Edward Jones - Financial Advisor: Kimberly L Arnett, CFP®
Edward Jones - Financial Advisor: Kimberly L Arnett, CFP® is a reputable financial institution located at 50219 Schoenherr Road in Shelby Township, Michigan. As a Certified Financial Planner, Kimberly Arnett provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building strong relationships and providing exceptional customer service, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the long term, Kimberly Arnett and her team are committed to helping you make informed decisions and navigate the complex world of finance.
Filliccia Insurance Agency
Filliccia Insurance Agency is a trusted health insurance agency located at 50551 Van Dyke Avenue in Shelby Township, Michigan. With a commitment to providing personalized and comprehensive insurance solutions, our dedicated team of professionals is here to help you navigate the complex world of health insurance. Whether you are looking for individual coverage or group plans for your business, we have the expertise to find the right policy for your needs. Contact us today to learn more about how Filliccia Insurance Agency can help protect your health and financial well-being.
Michael Meyer at Comparion Insurance Agency
Michael Meyer at Comparion Insurance Agency is a reputable insurance agency located at 13001 23 Mile Road in Shelby Township, Michigan. With years of experience in the insurance industry, Michael Meyer and his team are dedicated to providing personalized insurance solutions to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, they have you covered. Trust Michael Meyer at Comparion Insurance Agency to provide you with top-notch service and competitive rates for all your insurance needs.
Northwestern Mutual
Northwestern 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.
Michigan United Credit Union
Michigan United Credit Union, located at 4770 Dixie Highway in Waterford Township, Michigan, is a financial institution that was established on July 1, 2021 through the merging of four small-asset sized credit unions. These credit unions, including Birmingham Bloomfield Credit Union, Metro North Federal Credit Union, Lakes Community Credit Union, and Unity Credit Union, came together to provide an enhanced experience for their members with a wider range of products and services. Originally founded on November 23, 1931 as Birmingham Teachers Credit Union, the institution was created to serve teachers and employees of the Birmingham School system. Today, Michigan United Credit Union aims to enrich the financial lives of its members and the communities it serves. Membership is open to those who reside, work, worship, or attend school in the state of Michigan.
Genisys Credit Union
Genisys Credit Union is a trusted financial institution located at 49675 Van Dyke Avenue in Shelby Township, Michigan, United States. As a credit union, Genisys offers a wide range of financial services to its members, including savings accounts, checking accounts, loans, and investment options. With a focus on providing personalized service and competitive rates, Genisys Credit Union is committed to helping individuals and families achieve their financial goals. Visit their branch today to learn more about how they can help you with your financial needs.
Credit Union ONE
Credit Union ONE is a Michigan-based financial institution located at 55600 Van Dyke Avenue, Shelby Township. With a focus on providing financial guidance and resources, Credit Union ONE offers a range of services including checking accounts, credit cards, mortgages, competitive rates, online and mobile banking, and more. The institution is federally insured by the National Credit Union Administration and is an Equal Housing Opportunity. Customers can benefit from a 0.50% APR rate discount on certain loans if they have any other loan with Credit Union ONE. In addition to their physical locations in Metro Detroit, such as Ann Arbor, Detroit, and Troy, Credit Union ONE also offers convenient online and mobile banking options. However, please note that Mobile Banking, Online Banking, and 24-Hour Telephone Banking may be intermittently unavailable during scheduled maintenance periods.
Genisys Credit Union
Genisys Credit Union is a trusted financial institution located at 13630 21 Mile Road in Shelby Township, Michigan, United States. As a full-service credit union, Genisys offers a wide range of financial products and services, including savings accounts, checking accounts, loans, mortgages, and insurance. With a commitment to providing personalized service and competitive rates, Genisys Credit Union is dedicated to helping members achieve their financial goals and secure their future. Visit us today to experience the difference of banking with Genisys.
OUR Credit Union
OUR Credit Union is a trusted financial institution located at 54870 Mound Road in Shelby Township, Michigan. As a member-owned cooperative, we prioritize the financial well-being of our community by providing a wide range of banking and financial services. Whether you're looking to save, invest, borrow, or plan for the future, OUR Credit Union is here to help you achieve your financial goals. Join us today and experience the personalized service and competitive rates that set us apart from traditional banks.
Caliber Home Loans, Inc.
Caliber Home Loans, Inc. is a finance institution located at 51315 Mound Road in Shelby Township, Michigan, United States. They specialize in providing home loans to individuals looking to purchase or refinance a home. With a focus on customer service and competitive rates, Caliber Home Loans, Inc. aims to help their clients achieve their homeownership goals. Their experienced team of professionals is dedicated to guiding customers through the loan process and finding the best financial solution for their needs.
Best Interest Law (Family Law & Divorce)
Best Interest Law is a reputable family law and divorce firm located at 48639 Hayes Road in Shelby Township, Michigan. Our team of experienced lawyers is dedicated to providing personalized legal services tailored to meet the individual needs of our clients. Specializing in family law and divorce cases, we strive to ensure the best possible outcomes for our clients by advocating for their best interests and protecting their rights. With a commitment to excellence and a compassionate approach, Best Interest Law is here to guide you through the complexities of the legal system and help you achieve a favorable resolution. Trust us to provide you with the expert legal representation you deserve.
Michigan Barrister Group, PLLC
Michigan Barrister Group, PLLC is a leading law firm located in Shelby Township, Michigan. Our team of highly professional lawyers specialize in protecting your assets and helping you increase your wealth. Whether you need assistance with business organization, tax planning, civil suits, construction liens, or any other legal matter, we are here to help. With a deep understanding of small business challenges, we provide practical advice to help you navigate the complexities of owning a business. From starting a new business to dealing with customer issues, real estate transactions, and employment matters, we offer comprehensive legal support to ensure your success.
Elder Law Solutions
Elder Law Solutions is a legal institution located at 4461 24 Mile Road in Shelby Township, Michigan. Specializing in providing legal services tailored to the unique needs of elderly individuals, their experienced team of lawyers are dedicated to helping seniors navigate complex legal issues such as estate planning, long-term care planning, guardianship, and more. With a focus on compassion and understanding, Elder Law Solutions is committed to providing personalized and comprehensive legal solutions for seniors and their families.
Conrad Maday II - Farm Bureau Insurance
Conrad Maday II - Farm Bureau Insurance is a trusted insurance agency located at 54780 Mound Road in Shelby Township, Michigan. Specializing in providing comprehensive insurance coverage for individuals, families, and businesses, Conrad Maday II offers personalized service and expert guidance to help clients protect what matters most. With a commitment to integrity and excellence, this agency is dedicated to providing peace of mind and financial security to its valued customers. Contact Conrad Maday II - Farm Bureau Insurance today to learn more about their wide range of insurance products and services.
James Tafelski
James 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.
Ascend Retirement Solutions
Ascend 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.
Davis Capital Management, LLC
Davis 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.
Faith Investment Services
Faith 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.
Kim Dwyer - Thrivent
Kim 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.
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