Financial planning for trusts in Monroe, Michigan

Riverside Insurance & Financial Services is a trusted insurance agency located at 424 East Monroe Street in Dundee, Michigan. We specialize in providing a wide range of insurance products and financial services to meet the needs of our clients. Our experienced team is dedicated to helping individuals and businesses protect their assets and plan for the future. Whether you are looking for auto, home, life, or business insurance, we are here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor James Harding is a reputable finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, the District of Columbia, and several US territories, clients are provided with personalized financial advice to help them achieve their desired lifestyles. It is important to note that investing involves risks, and there is always a potential for loss when investing in securities. Merrill Lynch offers a wide range of financial services, including brokerage, investment advisory, and financial planning. Additionally, insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust and fiduciary services are provided by Bank of America Private Bank. The institution does not provide legal, tax, or accounting advice, so clients are encouraged to consult with their own advisors before making financial decisions. Merrill Lynch is a registered broker-dealer and investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks. The institution aims to provide clients with information about products and services that may be of interest to them, utilizing relationship-based ads and online behavioral advertising. Please note that Merrill Lynch is not affiliated with FINRA's BrokerCheck website, and clients should review separate terms and privacy policies when leaving Bank of America's website.

Merrill Lynch Financial Advisor Timothy J Long, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a finance institution dedicated to helping clients achieve their financial goals. The team of talented and experienced financial advisors at this institution is committed to building strong relationships with clients through trust and personalized service. Recognized by Forbes and Barron's for exemplary client service, the advisors at Merrill Lynch are supported by the global resources of Merrill to provide valuable insights and ideas to help clients pursue their financial objectives. Whether you are a business owner looking to grow your wealth or an individual planning for the future, Merrill Lynch Financial Advisor Timothy J Long and his team can help you develop a customized financial plan tailored to your needs. With access to the investment insights of Merrill and banking solutions from Bank of America, they can work with you to address your financial goals and provide guidance on important financial decisions.

Merrill Lynch Financial Advisor Joel Andrew Barrett is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, the institution aims to help clients achieve their desired lifestyles. Investing comes with risks, and it's important to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a wide range of services, including brokerage, investment advisory, and financial planning. The institution is affiliated with Bank of America Corporation and provides insurance, annuity, trust, and fiduciary services. Various certification marks and trademarks are used under permission from respective organizations. The institution strives to provide information on products and services that may be of interest to clients. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are conducted by banking affiliates of Bank of America Corporation. Securities, advisory, and investment banking activities are performed by investment banking affiliates of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks. Securities, strategic advisory, and investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation. Bank of America N.A. and DSP Merrill Lynch Limited are subsidiaries of Bank of America Corporation operating in India, offering various banking and financial services.

Merrill Lynch Financial Advisor Rua Hekhuis is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. Rua is dedicated to building strong relationships with clients and providing personalized guidance tailored to their unique goals and circumstances. With a background in private consulting and a focus on goals-based planning, Rua leverages the resources of Merrill and Bank of America to help clients achieve their evolving financial goals. Committed to personalized service, Rua lives in Spring Lake with her husband and two dogs and is actively involved in supporting homeless animals through the Humane Society of West Michigan. As a Senior Portfolio Advisor, Rua can manage investment strategies on a discretionary basis, offering clients access to a range of portfolios and investment solutions. Through Merrill Personal Wealth Analysis™, Rua helps clients develop personalized financial plans centered on their goals. With a team of experienced professionals and the global resources of Merrill, Rua is dedicated to building strong client relationships based on trust and personalized service. By understanding each client's unique needs and aspirations, Rua creates customized financial approaches designed to help clients pursue their goals and manage investment risk. Whether clients are planning for retirement, education expenses, or wealth transfer, Rua works closely with them to develop strategies that align with their priorities. By staying informed about changes in clients' lives and the financial markets, Rua ensures that their financial approaches remain aligned with their goals. Through ongoing discussions and adjustments, Rua helps clients stay on track to achieve what matters most to them. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Rua is equipped to provide clients with comprehensive financial solutions and personalized investment strategies. With a focus on understanding clients' personalities and priorities, Rua offers tailored advice to help clients navigate market fluctuations and life changes. By working closely with clients and drawing on the resources of Merrill and Bank of America, Rua helps clients live their best financial lives and achieve their goals.

Seegert & Seegert Financial is a trusted finance institution located at 3554 South Custer Road in Monroe, Michigan. With a focus on providing personalized financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, our experienced professionals are here to guide you every step of the way. Visit us today to see how Seegert & Seegert Financial can help you secure your financial future.

99 Monroe Wealth Group, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in finance, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. We prioritize what matters most to you, whether it's planning for retirement, education, or a significant purchase like a second home. Our team documents your goals, regularly reviews your progress, and adjusts your approach as needed to help you achieve financial success. You can easily access your investments and accounts from any device, track your progress towards your goals, and securely share information with us. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial objectives. Our Ameriprise financial advisors are registered to do business in specific U.S. states, so please refer to our personal website or FINRA's BrokerCheck website for more details. We look forward to meeting with you to discuss your financial priorities and provide an overview of financial planning concepts. Keep in mind that Ameriprise Financial cannot guarantee future financial results. Thank you for considering us as a trusted resource for your financial needs.

Merrill Lynch Financial Advisor James D Veldheer, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, is a finance institution dedicated to helping clients achieve their long-term financial goals. Whether you are an individual or an institution, our team offers personalized financial strategies tailored to your specific needs. With a focus on investment research, portfolio allocation, and tax policy, we provide expert guidance to help you manage, grow, and preserve your wealth. By listening to your aspirations and priorities, we develop a customized approach to address your financial needs, whether you are planning for retirement, saving for a major purchase, or transferring wealth to future generations. Our team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Let us help you achieve your financial goals and secure your financial future.

Merrill Lynch Financial Advisor Michael Gruszynski, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, offers personalized financial strategies to help clients pursue their long-term goals. The institution caters to both institutional clients and affluent individuals and families, providing investment research, portfolio allocation, and tax policy consultation. With access to the resources of Merrill and Bank of America, the team works one-on-one with clients to develop tailored approaches to address their financial needs. The advisors at Merrill Lynch have received recognition from industry publications for their exemplary client service. The team is committed to building strong client relationships based on trust and personalized service. By understanding the goals and priorities of each client, Merrill Lynch Financial Advisor Michael Gruszynski aims to create a financial approach that reflects the client's personality and helps them achieve their goals.

Merrill Lynch Financial Advisor John M Nowak is a reputable finance institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. With a focus on providing expert financial advice and guidance, clients can trust in the expertise of John M Nowak and his team to help them navigate the complexities of the financial world. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, Merrill Lynch Financial Advisor John M Nowak is here to help you achieve your goals.

Merrill Lynch Financial Advisor Amber Coleman is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and various US territories, clients receive personalized financial guidance to help them achieve their goals. It is important to note that investing involves risk and potential loss, and clients should consult legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services including brokerage, investment advisory, and financial planning. Additionally, insurance and annuity products are offered through Merrill Lynch Life Agency Inc., and trust and fiduciary services are provided by Bank of America Private Bank. Banking products are provided by Bank of America, N.A. Merrill Lynch Financial Advisor Amber Coleman strives to provide clients with information about products and services that may be of interest and useful to them. Please note that Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation, and clients may be redirected to FINRA's BrokerCheck when leaving the Bank of America website.

Merrill Lynch Financial Advisor Scott D Bernecker, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, offers personalized financial strategies tailored to help clients pursue their long-term goals. With a dual focus on institutional clients and affluent individuals and families, the team at Merrill Lynch combines expertise in investment research, portfolio allocation, and tax policy to provide comprehensive wealth management services. By working closely with clients to understand their aspirations and priorities, the team develops customized financial plans designed to manage, grow, and preserve wealth for the future. Recognized for exemplary client service, the advisors at Merrill Lynch have received accolades from industry publications such as Barron's and Financial Times. With access to the global resources of Merrill Lynch and Bank of America, the team is committed to building strong client relationships based on trust and personalized service. Whether planning for retirement, education expenses, or estate planning, Merrill Lynch Financial Advisor Scott D Bernecker offers a holistic approach to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Bradley C Berger is a reputable finance institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. With a focus on providing expert financial advice and services, clients can trust in the expertise and professionalism of Bradley C Berger and his team. Whether you are looking for investment guidance, retirement planning, or wealth management, Merrill Lynch Financial Advisor Bradley C Berger is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Scott S. Eccker, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, is part of the Eccker Bujdos Andrews Group of Merrill Lynch Wealth Management. Scott has been with Merrill since 1980, bringing extensive experience and a commitment to building strong client relationships based on trust and personalized service. Recognized as a member of the Forbes "Best-in-State Wealth Management Teams" in 2023 and 2024, Scott focuses on providing financial strategies, retirement income planning services, and liability management for a diverse client base including attorneys, physicians, business executives, and entrepreneurs. As a specially qualified Portfolio Manager, Scott can manage personalized investment strategies to help clients pursue their objectives. At Merrill Lynch Wealth Management, Scott and his team prioritize understanding each client's unique goals and financial situation, developing personalized financial strategies, and providing ongoing support to help clients stay on track. With a focus on collaboration and personalized service, Scott and his team are dedicated to helping clients achieve their financial goals and build a customized investment approach.

Merrill Lynch Financial Advisor Brett A Howell is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, we are dedicated to helping clients achieve the lives they desire. Our advisors offer a wide range of services, including brokerage, investment advisory, financial planning, insurance, and annuities. Please note that investing involves risk, and there is always the potential of losing money. We do not provide legal, tax, or accounting advice, so we recommend consulting your own advisors before making financial decisions. Merrill Lynch is a registered broker-dealer and investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware. Banking products are offered by Bank of America, N.A. and its affiliates. Our goal is to provide you with information about products and services that may be of interest to you. Please keep in mind that you are leaving Bank of America's website if you are redirected to FINRA's BrokerCheck. Thank you for considering Merrill Lynch Financial Advisor Brett A Howell for your financial needs.

Merrill Lynch Financial Advisor Jeffrey Towner is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, they are dedicated to helping clients achieve their financial goals. It is important to note that investing involves risk, and Merrill Lynch does not provide legal, tax, or accounting advice. They offer a range of services including brokerage, investment advisory, insurance, annuity products, trust and fiduciary services, and banking products. Merrill Lynch is a subsidiary of Bank of America Corporation and is committed to providing clients with information about products and services that may be of interest. Please consult with legal and tax advisors before making any financial decisions.

Edward Jones - Financial Advisor: Monica M Wagner, CFP®|AAMS™ is a reputable financial institution located at 214 East Elm Avenue in Monroe, Michigan, United States. Specializing in personalized financial planning and investment strategies, Monica M Wagner is a Certified Financial Planner and Accredited Asset Management Specialist who is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect expert advice and tailored solutions to meet their individual needs. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Monica M Wagner, CFP®|AAMS™ is committed to helping you secure a solid financial future.

Edward Jones - Financial Advisor: Fred G Swank Jr is a trusted financial institution located at 1214 South Telegraph Road in Monroe, Michigan. As a dedicated financial advisor, Fred G Swank Jr provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, clients can feel confident in their financial decisions. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Fred G Swank Jr is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Monroe Income Tax & Accounting is a reputable accounting and finance institution located at 5071 North Dixie Highway in Michigan, United States. Our team of experienced professionals provides a wide range of services including income tax preparation, bookkeeping, financial planning, and more. With a commitment to accuracy and personalized service, we strive to help individuals and businesses navigate the complexities of their financial obligations. Trust Monroe Income Tax & Accounting to handle all your accounting and financial needs with expertise and professionalism.

Monro & Lennon CPA is a reputable accounting and finance institution located at 27600 Northwestern Highway in Southfield, 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. Their commitment to excellence and personalized approach sets them apart, making them a trusted partner for individuals and businesses alike. Contact Monro & Lennon CPA for all your accounting and financial needs.

MED-1 Occupational Health Services is a premier institution located at 1140 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in occupational healthcare, our dedicated team of doctors and health professionals prioritize the health and well-being of your employees. Since 1984, we have been providing custom-tailored services and programs to help local companies reduce workers' compensation costs. Our clinic managers ensure efficient communication between you, your employees, and our providers for the most effective return-to-work solutions. With a web-based reporting system offering 24/7 access to employee reports, results, and authorizations through a secure HIPAA compliant portal, we strive to keep you informed and supported at all times.

Tom Donovan - State Farm Insurance Agent is an insurance agency located at 8177 Secor Road in Lambertville, Michigan. With 11 years of State Farm experience, Tom Donovan is a graduate of the University of Toledo College of Business and an active member of the Bedford Business Association. Offering free quotes on auto, home, renters, and life insurance, Tom Donovan prides himself on providing good neighbor customer service. Servicing Monroe, Lenawee, Lucas, and Washtenaw counties, Tom Donovan is a Club Qualifier and is dedicated to helping college students avoid common financial pitfalls. Additionally, the institution offers tips on organizing your home to make it safer and more efficient, as well as DIY auto maintenance to combat rising repair costs. For inquiries, please call (734) 568-6017. Please note that State Farm offers pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company, but is a separate entity from these providers. State Farm does not provide tax or legal advice, so it is recommended to consult a professional for personalized guidance.

Ben Torres - State Farm Insurance Agent is a second-generation agent located at 5900 East Dunbar Road in Monroe, Michigan. As a member of the Chamber of Commerce, NAIFA, and a Legion of Honor qualifier, Ben Torres offers a range of insurance services including auto, home, life, and small business insurance. With a focus on helping individuals manage everyday risks and achieve their dreams, Ben and his team also provide financial services to clients in Monroe, Washtenaw County, and all of Michigan. Virtual appointments are available for added convenience. Additionally, the institution offers valuable information on budgeting methods, money-saving tips, and the importance of avoiding drunk driving. For more information on how Ben Torres - State Farm Insurance Agent can assist with your insurance needs, visit their website or contact them directly at (734) 457-5877. Please note that sensitive personal information should not be shared for security purposes.

Farmers Insurance - Anthony Fischer is a trusted insurance agency located at 8 East Front Street in Monroe, Michigan, United States. As your local Farmers® agent, Anthony Fischer is dedicated to helping customers like you find the insurance coverage that best fits your needs. Whether you are starting a career, growing your family, or protecting your business, Anthony can answer your questions and provide personalized guidance. With over 80 years of experience, Farmers Insurance offers a range of insurance products, including auto, home, life, renters, business, and recreational insurance. By bundling policies, you can save money and ensure comprehensive coverage for all your assets. Schedule an appointment with Anthony Fischer today to discuss your insurance needs and build a solid financial plan for the future. For added protection, consider a Personal Umbrella insurance policy to safeguard your assets and future earnings. Contact Anthony Fischer at Farmers Insurance - Anthony Fischer for expert advice and reliable coverage options.

Ann Arbor Elder Law, PLLC is a legal institution located in Ann Arbor, Michigan, specializing in Medicaid Planning, Long-Term Care Planning, and Estate Planning services. Serving clients in Washtenaw County, as well as Western Wayne, Lenawee, Livingston, and Monroe Counties, the firm aims to help families navigate the complexities of paying for long-term care, which can be a significant financial burden. With an understanding of the challenges families face as loved ones age, the firm provides personalized attention and expertise to create plans that anticipate and address potential difficulties. Whether a family member is already in a nursing home or may require long-term care in the future, Ann Arbor Elder Law, PLLC offers solutions to preserve assets, support spouses, and plan for the future. With a focus on achieving the best possible outcomes for clients and their families, the firm's technical proficiency and experience make them a trusted resource for elder law services.

CAPTRUST is a finance institution located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Our advisors offer investment advisory services to corporate retirement plan fiduciaries and wealth management services to high-net-worth individuals, business owners, and families. We support employer organizations through various services such as fiduciary partnerships, plan design optimization, and financial wellness programs. Our team provides market insights, financial planning strategies, and valuable information for all clients. Join us for upcoming webinars on industry insights, fiduciary liability, retirement readiness, and more. Learn about retirement plan fees, industry trends, and fiduciary training through our informative webinar recordings. Trust CAPTRUST for expert financial guidance and support.

Prometis Partners is a leading finance institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. We specialize in providing expert financial services and strategic advice to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Prometis Partners is here to help you every step of the way. Trust us to be your partner in financial success.

Benjamin F. Edwards is a finance institution located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. The institution offers a range of financial services and is staffed by a team of experienced professionals including Todd Brandstadt, CFP®, CIMA®, Jay Farquharson, Dave Hansen, Chris Hebel, Sheri Postema, Al Gortmaker, Kona Dominick, Paula Farrow, Megan Adams, Jalonn Gates-Utter, and more. The institution is committed to providing personalized financial advice and investment strategies to help clients reach their unique goals. With a focus on trust, integrity, and mutual respect, the team at Benjamin F. Edwards works closely with clients to develop customized financial plans tailored to their individual needs. Whether you are looking for retirement planning, investment advice, or asset management services, Benjamin F. Edwards is dedicated to helping you achieve financial success.

Northwestern Mutual is a trusted finance and insurance agency located at 15555 South Telegraph Road in Monroe, Michigan, United States. With a strong reputation for providing reliable financial services and insurance products, Northwestern Mutual is dedicated to helping individuals and families plan for a secure financial future. Their team of experienced professionals offers personalized guidance and expert advice to help clients achieve their financial goals and protect what matters most. Visit Northwestern Mutual today to learn more about their comprehensive range of financial and insurance services.

Block Advisors is a trusted institution specializing in accounting and finance services located at 820 South Monroe Street in Monroe, Michigan, United States. Our team of experienced professionals is dedicated to providing personalized financial guidance and tax preparation services to individuals and businesses. Whether you need help with tax planning, bookkeeping, or financial consulting, Block Advisors is here to help you navigate the complexities of the financial world with ease and confidence. Contact us today to schedule a consultation and start building a solid financial foundation for your future.