Financial planning for individuals in Washington, MI
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Roberts Financial Services
● ClosedRoberts Financial Services is a trusted finance institution located at 989 West Washington Street in Marquette, Michigan. With a strong reputation for providing personalized financial solutions, Roberts Financial Services offers a wide range of services including investment management, retirement planning, wealth preservation, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Roberts Financial Services today to experience top-notch financial services tailored to meet your individual needs.
989 W Washington St # 101, Marquette, MI 49855, United States -
Rutkowski Law Firm Asset Protection & Estate Planning
● OpenRutkowski Law Firm Asset Protection & Estate Planning is a leading institution in Michigan, specializing in estate planning, asset protection, Medicaid planning, and elder law. Located at 420 Washington Boulevard in Detroit, Michigan, our firm offers private and convenient virtual meetings as well as in-person consultations to provide peace of mind through thoughtful planning. Our dedicated team works closely with clients to address their goals and concerns, ensuring that their plans and objectives are met. We handle a range of services including financial properties, tax planning, medical and financial decisions, inheritance security, and more. By taking a personal approach and collaborating with financial advisors, accountants, and insurance agents, we strive to meet all of our clients' needs and desires.
420 Washington Blvd STE 301, Detroit, MI 48226, United States -
First Financial Group USA, Inc.
● ClosedFirst Financial Group USA, Inc. is a reputable finance institution located at 60005 Campground Road in Washington, Michigan. As a leading player in the financial services industry, we offer a wide range of financial solutions to meet the diverse needs of our clients. Our experienced team of professionals is dedicated to providing top-notch financial services and personalized advice to help individuals and businesses achieve their financial goals. Whether you are looking for investment opportunities, insurance products, or retirement planning services, First Financial Group USA, Inc. has the expertise and resources to assist you every step of the way. Contact us today to learn more about how we can help you secure your financial future.
60005 Campground Rd #200, Washington, MI 48094, United States -
Brian Coleman - Financial Advisor, IncredibleWealth, a financial advisory practice of Ameriprise Financial Services, LLC
● ClosedBrian Coleman - Financial Advisor at IncredibleWealth, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 1140 West Washington Street, Marquette, Michigan, United States. As a finance institution, Brian Coleman offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track financial goals. Clients have secure access to their investments and accounts from any device. To schedule a complimentary initial consultation or learn more about financial planning concepts, clients can contact Brian Coleman. Ameriprise Financial Services, LLC, provides personalized advice to help clients reach their financial goals in the short and long term. With over 125 years of experience, Ameriprise Financial Advisors build trusting relationships with clients to set them up for financial success. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Brian Coleman is registered to conduct securities business in certain states. Disclaimer: Ameriprise Financial cannot guarantee future financial results. For more information, visit the Ameriprise Financial Website.
1140 W Washington St, Marquette, MI 49855, United States -
Edward Jones - Financial Advisor: Scott W Pedersen
● ClosedEdward Jones - Financial Advisor: Scott W Pedersen is a reputable financial institution located at 777 Washington Avenue in Holland, Michigan, United States. Specializing in providing personalized financial planning and investment services, Scott W Pedersen and his team are 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, Edward Jones - Financial Advisor: Scott W Pedersen is committed to providing top-notch financial advice and guidance to individuals, families, and businesses in the Holland area.
777 Washington Ave Ste 30, Holland, MI 49423, United States -
Edward Jones - Financial Advisor: Doug Boock
● ClosedEdward Jones - Financial Advisor: Doug Boock is a trusted financial institution located at 3083 Washington Avenue Southwest in Grandville, Michigan. As a dedicated financial advisor, Doug Boock provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Doug Boock is committed to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind. Contact Doug Boock today to schedule a consultation and start planning for a secure financial future.
3083 Washington Ave SW # C, Grandville, MI 49418, United States -
Oliver Financial Planning, LLC
● OpenOliver Financial Planning, LLC is a leading finance institution located at 202 East Washington Street in Ann Arbor, Michigan, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized and comprehensive financial planning services. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.
202 E Washington St #303, Ann Arbor, MI 48104, United States -
Edward Jones - Financial Advisor: Andrew Hunter, CFP®
● ClosedEdward Jones - Financial Advisor: Andrew Hunter, CFP® is a leading financial institution located at 21 North Washington Street in Michigan, United States. As a Certified Financial Planner, Andrew Hunter offers expert advice and personalized financial solutions to help clients achieve their long-term financial goals. With a focus on building strong, lasting relationships, Edward Jones provides comprehensive financial planning services to individuals, families, and businesses. Contact Andrew Hunter today to start planning for a secure financial future.
21 N Washington St, Oxford, MI 48371, United States -
Edward Jones - Financial Advisor: Michael Awwad
● OpenEdward Jones - Financial Advisor: Michael Awwad is a well-established finance institution located at 58047 Van Dyke Avenue in Washington, Michigan, United States. Michael Awwad is a trusted and experienced financial advisor who offers personalized investment strategies and financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Michael Awwad can provide expert guidance and support. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Michael Awwad is dedicated to helping individuals and families secure their financial future.
58047 Van Dyke Ave Suite 201, Washington, MI 48094, United States -
Edward Jones - Financial Advisor: Lisa A Imbrunnone, AAMS™
● ClosedEdward Jones - Financial Advisor: Lisa A Imbrunnone, AAMS™ is a reputable financial institution located at 59231 Van Dyke Avenue in Washington, Michigan, United States. Specializing in personalized financial planning and investment strategies, Lisa A Imbrunnone, AAMS™ 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, clients can expect expert guidance and tailored solutions to meet their individual needs. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Lisa A Imbrunnone, AAMS™ is committed to providing top-notch financial advice and exceptional service.
59231 Van Dyke Ave, Washington Township, MI 48094, United States -
Edward Jones - Financial Advisor: John C Downey
● ClosedEdward Jones - Financial Advisor: John C Downey is a reputable finance institution located at 58047 Van Dyke Avenue in Washington, Michigan, United States. With a focus on personalized financial planning and investment strategies, John C Downey offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, John C Downey is dedicated to providing tailored solutions to meet your individual needs. Trust in Edward Jones - Financial Advisor: John C Downey for sound financial advice and reliable service.
58047 Van Dyke Ave Suite 201, Washington Township, MI 48094, United States -
Edward Jones - Financial Advisor: Scott A Allen
● ClosedEdward Jones - Financial Advisor: Scott A Allen is a reputable finance institution located at 67775 Van Dyke Road in Michigan, United States. As a trusted financial advisor, Scott A Allen offers personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones - Financial Advisor: Scott A Allen is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and ease. Contact them today to start planning for a secure financial future.
67775 Van Dyke Rd, Washington Township, MI 48095, United States -
Edward Jones - Financial Advisor: Ashlyn N Klaski, CFP®
● ClosedEdward Jones - Financial Advisor: Ashlyn N Klaski, CFP® is a trusted financial institution located at 50979 Washington Street in New Baltimore, Michigan. As a Certified Financial Planner, Ashlyn N Klaski offers 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 navigate the complexities of investing and financial planning. Whether you are saving for retirement, planning for your child's education, or looking to grow your wealth, Ashlyn N Klaski and the team at Edward Jones are dedicated to helping you secure a stable financial future.
50979 Washington St, New Baltimore, MI 48047, United States -
Mommaerts Mahaney Financial
● ClosedMommaerts Mahaney Financial is a reputable finance institution located at 989 West Washington Street in Marquette, Michigan, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to invest, plan for retirement, or manage your assets, we are here to provide the support and expertise you need. Trust Mommaerts Mahaney Financial for all your financial needs.
989 W Washington St # 101, Marquette, MI 49855, United States -
KMG Financial Services
● ClosedKMG Financial Services, located at 41 Washington Avenue in Grand Haven, Michigan, is a trusted institution specializing in accounting and finance. With years of experience, our team assists clients in preparing for the unknown while achieving their financial goals. We offer a range of services including personal and business tax preparation, bookkeeping, and payroll services tailored to individual needs. Bookkeeping and accounting are essential for any business, and our dedicated team will work closely with you to understand your business and provide recommendations to save you time and money. At KMG, we are dedicated to providing personalized solutions for both personal and business needs. Visit us at Harbourfront Place Building 41 Washington Ave STE 280B in Grand Haven, MI to learn more about how we can help you achieve financial success.
41 Washington Ave #280b, Grand Haven, MI 49417, United States -
Bankers Life
● ClosedBankers Life, located at 333 South Stephenson Avenue in Iron Mountain, Michigan, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the rising cost of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with loved ones about planning for the future.
333 S Stephenson Ave, Iron Mountain, MI 49801, United States -
Bankers Life
● ClosedBankers Life, located at 1760 Forest Ridge Drive in Traverse City, Michigan, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the need for long-term care, it's important to be prepared and have discussions with loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. Our award-winning training programs are designed to set you up for success and provide a career path that meets your individual aspirations. Join us at Bankers Life to achieve more and help your community achieve a financially secure retirement.
1760 Forest Ridge Dr Ste B, Traverse City, MI 49686, United States -
Bankers Life
● ClosedBankers Life is a finance, health, and insurance agency located at 685 Michigan 32 in Gaylord, Michigan, United States. Our agents offer a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, and partner carriers such as Aetna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage. With the rising cost of healthcare, planning for long-term care is crucial. Join our team as an agent, manager, or investment professional and help your community achieve a financially secure retirement. Our training programs are award-winning, providing you with the tools for success and a flexible schedule. Start planning for your future with Bankers Life today!
685 M-32 #300, Gaylord, MI 49735, United States -
Oakes Agency Inc
● ClosedOakes Agency Inc is a trusted health insurance agency located at 234 Washington Avenue in Grand Haven, Michigan, United States. With a commitment to providing top-quality insurance solutions, Oakes Agency Inc offers a wide range of health insurance options to meet the unique needs of individuals and families. Their team of experienced agents are dedicated to helping clients find the right coverage at the best possible rates. Whether you are looking for individual health insurance, group health plans, or Medicare supplements, Oakes Agency Inc is here to help you navigate the complex world of insurance. Contact them today to learn more about their services and how they can help protect your health and financial well-being.
234 Washington Ave, Grand Haven, MI 49417, United States -
Nate Bowers Farmers Insurance
● ClosedNate Bowers Farmers Insurance is a trusted insurance agency located at 1103 Washington Avenue in Holland, Michigan, United States. As a local Farmers® agent, we specialize in helping customers find the best insurance coverage tailored to their individual needs. Whether you are looking for auto, home, renters, business insurance, or more, we have the knowledge and experience to guide you through the process and ensure you understand your options. Our agency offers comprehensive coverage options, competitive rates, and discounts to help you save money on your insurance premiums. We also provide personalized service to help you create a financial plan that meets your goals and protects your assets and future earnings.
1103 Washington Ave ste 24, Holland, MI 49423, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 12 Washington Avenue in Grand Haven, Michigan, United States. With a strong reputation for providing financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their futures. Their team of experienced professionals offers personalized advice and customized solutions to meet the unique needs of each client. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual is committed to providing top-notch service and guidance to help you reach your financial objectives.
12 Washington Ave #200, Grand Haven, MI 49417, United States -
Bankers Life
● ClosedBankers Life, located at 3350 Eagle Park Drive Northeast in Grand Rapids, Michigan, is a comprehensive finance, health, and insurance agency. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Humana, UnitedHealthcare®, and Wellcare. When it comes to Medicare, our agents can help you compare Advantage plans to find the best coverage for your needs. With the increasing need for long-term care as people live longer and health care costs rise, it's crucial to be prepared and have discussions with loved ones about the future.
3350 Eagle Park Dr NE #104, Grand Rapids, MI 49525, United States -
Theodore Vanderende, Bankers Life Agent
● ClosedTheodore Vanderende, Bankers Life Agent is an insurance agency located at 3350 Eagle Park Drive Northeast in Grand Rapids, Michigan. As a Unit Field Trainer and Insurance Sales Representative, Theodore Vanderende offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of the specialties of Theodore Vanderende is helping clients compare Medicare Advantage plans to find the right coverage for their needs. Medicare Advantage Plans offer all-in-one alternatives to Original Medicare Parts A and B, with the option of adding prescription drug coverage. Some plans even have premiums as low as $0 per month, making them an affordable option for many individuals.
3350 Eagle Park Dr NE #104, Grand Rapids, MI 49525, United States -
Bankers Life
● ClosedBankers Life, located at 13602 Merriman Road in Livonia, Michigan, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising cost of healthcare and the need for long-term care becoming more prevalent, it's important to be prepared and have discussions with loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. If you are interested in helping your community achieve a financially secure retirement, our award-winning training programs and career paths can help you succeed. Join us at Bankers Life for unlimited earning potential, a flexible schedule, and team-building opportunities in your local branch office. Come achieve more with Bankers Life!
13602 Merriman Rd, Livonia, MI 48150, United States -
Bankers Life
● ClosedBankers Life, located at 6770 Dixie Highway in City of the Village of Clarkston, Michigan, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the need for long-term care, it's important to be prepared and have discussions with loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. Our award-winning training programs are designed to set you up for success and provide a career path that meets your individual aspirations. Join us at Bankers Life and help your community achieve a financially secure retirement while enjoying unlimited earning potential, a flexible schedule, and team-building in your local branch office. Start planning your next steps with Bankers Life today!
6770 Dixie Hwy #306, City of the Village of Clarkston, MI 48346, United States -
Mitchell Payment, Bankers Life Agent
● OpenMitchell Payment, Bankers Life Agent is an insurance agency located at 13602 Merriman Road in Livonia, Michigan, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, and partner carriers such as Aetna, Humana, UnitedHealthcare, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the rising cost of healthcare, planning for long-term care is essential. Our team can help you prepare for the future and have important conversations with your loved ones. Bankers Life is currently recruiting agents, managers, and investment professionals who are passionate about helping their community achieve a financially secure retirement. Our training programs are award-winning and designed to set you up for success in a flexible and rewarding career. Join us at Bankers Life and achieve your goals while making a positive impact in your local branch office.
13602 Merriman Rd, Livonia, MI 48150, United States -
Michigan Planners Insurance
● ClosedMichigan Planners Insurance is a trusted finance, health, and insurance agency located at 59259 Van Dyke Avenue in Washington, Michigan. With a dedication to providing top-notch insurance solutions for individuals and businesses, Michigan Planners Insurance offers a wide range of coverage options tailored to meet the unique needs of each client. Their team of experienced agents are committed to helping customers find the right insurance plans at affordable rates. Whether you are looking for health insurance, life insurance, auto insurance, or business insurance, Michigan Planners Insurance is here to help you protect what matters most. Contact them today to learn more about their services and how they can assist you in securing your financial future.
59259 Van Dyke Ave, Washington, MI 48094, United States -
Bankers Life
● ClosedBankers Life, located at 44250 Garfield Road in Clinton Township, Michigan, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. With the rising costs of healthcare and the increasing importance of long-term care planning, our experts are here to guide you through the process and help you make informed decisions for your future.
44250 Garfield Rd Ste 220, Clinton Twp, MI 48038, United States -
Paul Harley, Bankers Life Agent
● ClosedPaul Harley, Bankers Life Agent is an insurance agency located at 333 South Stephenson Avenue in Iron Mountain, Michigan. Our team of agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping individuals navigate their Medicare options, including Medicare Advantage (Part C) plans. As the need for long-term care becomes more common, it is crucial to have a plan in place. Let us help you start planning for the future and ensure you and your loved ones are prepared for whatever may come. Contact us today to learn more about how we can assist you in securing your financial future.
333 S Stephenson Ave, Iron Mountain, MI 49801, United States -
Trevor Kolle, Bankers Life Agent
● ClosedTrevor Kolle, Bankers Life Agent is an insurance agency located at 1760 Forest Ridge Drive in Traverse City, Michigan, United States. Our agents offer a wide range of insurance options, including core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare Parts A and B, offering similar coverage with the option of prescription drug coverage (Part D). These plans include an annual maximum out-of-pocket limit, and some even have premiums as low as $0 per month.
1760 Forest Ridge Dr Ste B, Traverse City, MI 49686, United States
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