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TOP 30 Financial planning seminars in Michigan
18 results found
A convenient service for searching for businesses, places and services
Dotson Financial
Dotson Financial, located at 3133 Van Horn Road in Trenton, Michigan, is a finance institution dedicated to helping retirees protect their hard-earned savings and secure their financial future. Led by licensed Insurance Agent and Series 65 Agent, Pete Dotson, with over 15 years of experience in the insurance industry, Dotson Financial offers a clear and simple approach to retirement planning. The team at Dotson Financial takes the time to educate clients on their options, offering complimentary educational seminars throughout the year. These events provide valuable information on retirement strategies without any obligation to purchase products. The institution focuses on providing a clear path to safety, simplicity, and a reasonable rate of return in retirement, helping clients build a solid foundation for their future.
Merrill Lynch Financial Advisor Phillip A Serra
Merrill Lynch Financial Advisor Phillip A. Serra, located at 39001 West 12 Mile Road in Farmington Hills, Michigan, is a finance institution dedicated to helping clients achieve their long-term financial goals. With a personalized approach, Phillip Serra works one-on-one with clients to develop tailored financial strategies that align with their aspirations and priorities. By understanding each client's unique needs and objectives, the institution aims to design and implement plans that help manage investment risk while pursuing financial goals. Phillip Serra and his team believe in a client-centric approach, focusing on understanding what matters most to each individual. By asking thoughtful questions and listening carefully to clients' wealth status and future aspirations, they aim to provide personalized solutions that turn goals into reality. Whether clients are planning for retirement, saving for a home, or preparing to pass on wealth to future generations, Merrill Lynch Financial Advisor Phillip A. Serra offers a comprehensive range of services to help clients manage, grow, and preserve their wealth.
Mueller Retirement Planning
Mueller Retirement Planning, located at 26261 Evergreen Road in Southfield, Michigan, is a finance institution dedicated to helping clients achieve their retirement goals and dreams. By scheduling a meeting with our team, you can share your vision for retirement, and we will create a customized plan to turn those dreams into actionable steps. Shawn, our passionate retirement planning expert, is committed to providing targeted financial plans that align with each client's individual goals. With regular monitoring, we ensure your plan stays on track throughout your retirement. Access strategies and materials at no cost, and attend informational seminars to learn more about retirement income strategies and wealth management. Our independence allows us to offer a wide array of products and services to meet your specific financial needs, no matter where you are in your retirement journey. Contact us today to take control of your financial future and enjoy life on your terms.
Nephrology Hypertension Clinic PC
Nephrology Hypertension Clinic PC is a doctor's office located at 5715 North Venoy Road in Westland, Michigan, United States. We specialize in the treatment of kidney and hypertension issues. Due to the current COVID-19 pandemic, we have implemented a strict visitor policy to ensure the safety of our patients and staff. Only one visitor per patient is allowed under specific circumstances, and all visitors must wear a mask while in the facility. We also offer free educational health seminars hosted by Oakwood Kidney Institute, which can be found on their website. To prevent the spread of COVID-19, we practice social distancing, require appointments for entry, screen all individuals, and thoroughly sanitize our facility.
Nephrology Hypertension Clinic PC
Nephrology Hypertension Clinic PC is a medical institution located at 14752 Northline Road, Southgate, Michigan, United States. We specialize in the treatment of kidney and hypertension issues. Our clinic has implemented strict visitor policies and COVID-19 screening measures to ensure the safety of our patients and staff. Only one visitor per patient is allowed under certain circumstances, and all individuals entering the facility must wear a mask and undergo screening. We also offer free educational health seminars hosted by Oakwood Kidney Institute. To prevent the spread of COVID-19, we practice social distancing, require scheduled appointments, and have enhanced sanitation measures in place. Our dedicated staff is available for video conferences or phone consultations. We accept most insurance plans and offer financial payment options for cash-paying patients. Contact us to register for our Patient Portal for convenient online services. Your health and well-being are our top priorities, and we are committed to providing quality care and support during these challenging times.
Nephrology Hypertension Clinic
Nephrology Hypertension Clinic, located at 16407 Southfield Road, Allen Park, Michigan, is a specialized health institution focusing on kidney and hypertension issues. With a strong emphasis on patient safety during the COVID-19 pandemic, the clinic has implemented strict visitor policies and screening procedures to ensure the well-being of all patients and staff. One visitor per patient is allowed under specific circumstances, and everyone entering the facility is required to wear a mask and undergo screening. The clinic also offers free educational health seminars and telemedicine options for patient convenience. Accepting a variety of insurance plans and offering financial payment plans, the clinic prioritizes the long-term health of its patients. With a dedicated staff of physicians and a commitment to following public health guidelines, Nephrology Hypertension Clinic is a trusted resource for kidney and hypertension care. Contact the office to register for the patient portal and access convenient online services.
Primerica
Primerica is an insurance agency located at 28221 Beck Road in Wixom, Michigan, United States. As a leading provider of insurance products and financial services, Primerica is dedicated to helping individuals and families protect their assets and secure their financial futures. With a team of knowledgeable and experienced agents, Primerica offers a wide range of insurance options tailored to meet the unique needs of each client. Whether you are looking for life insurance, auto insurance, or retirement planning services, Primerica is committed to providing personalized solutions to help you achieve your financial goals. Contact Primerica today to learn more about their comprehensive insurance offerings and start planning for a more secure future.
Daniel Schnaar
Daniel Schnaar is a reputable medical institution located at 25500 Meadowbrook Road in Novi, Michigan. Specializing in providing top-notch healthcare services, the institution is led by a team of experienced doctors and health professionals dedicated to improving the well-being of their patients. With a focus on personalized care and cutting-edge medical treatments, Daniel Schnaar is committed to delivering high-quality healthcare in a comfortable and welcoming environment. Whether you are in need of routine check-ups, specialized treatments, or expert medical advice, you can trust Daniel Schnaar to provide exceptional care for all your health needs.
Timmer Accounting and Tax Service LLC
Timmer Accounting and Tax Service LLC is a reputable accounting and finance institution located at 14726 Riley Street in Holland, Michigan, United States. Our dedicated team is committed to helping and guiding our clients towards financial success. We offer a range of services including IRS representation, tax planning, and payroll preparation for both businesses and individuals. Our firm also provides remote access to log into company books to help maintain records efficiently. Our accountants are Enrolled Agents (EA), federally licensed tax practitioners who represent taxpayers for collections, audits, and appeals before the IRS. With continuous certifications and seminars, we stay up-to-date on the latest laws, regulations, and techniques in the industry to provide our clients with expert advice and support.
Langendorf & Associates, Certified Public Accountant
Langendorf & Associates, Certified Public Accountant is a trusted institution located at 301 East Ann Street in Sault Ste. Marie, Michigan, United States. Specializing in accounting and finance, we are your go-to source for Federal and State tax refunds, as well as all necessary tax forms. Whether you need assistance with tax planning for your personal finances or business objectives, our team of experts is dedicated to helping you achieve your goals. We understand the importance of accurate financial records and will work diligently to ensure your company's success.
Thatcher Wealth Management
Thatcher Wealth Management is a finance institution located at 4843 Cascade Road Southeast, Grand Rapids, Michigan, United States. They specialize in designing sound retirement strategies that can impact generations to come. By learning about your priorities and current financial situation, they help determine how much money you need to live comfortably in retirement. They will then assist you in implementing a strategy aligned with your goals and keeping you on track for a secure future. Thatcher Wealth Management offers informational seminars on retirement income strategies and wealth management at various locations. They also provide guides on the impact of inflation on retirement planning. Their services include insurance products and investment advisory practices through AE Wealth Management, LLC. It's important to note that investing involves risk and individuals should seek professional advice before making financial decisions.
Imber Wealth Advisors, Inc.
Imber Wealth Advisors, Inc. is a finance institution located at 955 West Eisenhower Circle in Ann Arbor, Michigan, United States. They offer fee-based financial planning and investment advisory services through their affiliate company, Imber Financial Group, LLC. Additionally, they provide insurance products and services to help clients reach their retirement goals. At Imber Wealth Advisors, Inc., their mission is to help good people make great decisions so they can enjoy an amazing retirement. They strive to positively impact the lives of their team, clients, and surrounding communities by always doing the right thing and showing people they care.
Custom Wealth Solutions
Custom Wealth Solutions is a finance institution located at 41081 Ann Arbor Road in Plymouth, Michigan, United States. The institution offers valuable insights and expertise on the latest tax law changes, helping individuals navigate their financial future with confidence. Their Retirement Blueprint process provides a personalized path to financial success, considering all aspects of your financial status to meet your goals. Attend informational seminars or webinars to learn more about retirement income strategies and wealth management. Schedule a meeting with their team to create a customized financial strategy tailored to your needs and objectives. Custom Wealth Solutions is an independent financial services firm offering investment and insurance products to help individuals achieve their financial goals. Contact them today to start planning for a secure financial future.
ELE Wealth Management
ELE Wealth Management is a finance and insurance agency located at 18700 West 10 Mile Road in Southfield, Michigan, United States. Our team of skilled professionals is dedicated to helping you reach your financial goals, whether it be wealth preservation, retirement planning, investing, insurance planning, estate planning, or advice. We offer expert knowledge and service in retirement and income planning, specializing in Company Retirement Programs, IRA Rollovers, Investment Options for Retirement Plans, Estate Planning, Insurance Planning, Income Planning, Mortgage Services, and Tax Preparation. President Ellis Liddell, with thirty years of experience in the financial arena, leads our team in providing educational seminars and workshops for various companies, organizations, churches, and civic groups. We are committed to helping you achieve your retirement, estate planning, and financial goals through our free seminars and webinars.
Orfin & Associates
Orfin & Associates is a finance institution located at 363 West Big Beaver Road, Troy, Michigan, United States. With a focus on helping individuals plan for their retirement future, we offer expert financial planning services to protect your hard-earned savings. Our experienced team provides direct and honest advice to help you feel confident about reaching your financial goals. We offer options for securing your income, attending educational seminars, and personalized one-on-one meetings to ensure your assets and goals are protected. As a fiduciary financial planner, our founder Dan Orfin is dedicated to acting in your best interest, building lasting relationships with clients since 1999. Our wealth management services guide you towards a safe and secure retirement, balancing protection and potential growth for your investments. With a commitment to keeping your money safe, obtaining reasonable returns, and simplifying your financial strategy, Orfin & Associates is here to help you achieve your long-term financial success.
Shawn Fair - Thrivent
Shawn Fair - Thrivent is a finance institution located at 161 Ottawa Avenue Northwest in Grand Rapids, Michigan, United States. Licensing for services can be obtained through the State Insurance Department's website, as recommended by the National Association of Insurance Commissioners. The institution, under the marketing name Thrivent Financial for Lutherans, offers insurance products, securities, and investment advisory services through its subsidiary Thrivent Investment Management Inc. The financial professionals at Shawn Fair - Thrivent do not provide legal, accounting, or tax advice, but can offer advice and guidance through their Financial Planning Framework. Clients may choose to engage further with Dedicated Planning Services for written recommendations at a fee. Only credentialed financial advisors are authorized to provide investment advisory services at Shawn Fair - Thrivent. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.
Leonard Advisory Group
Leonard Advisory Group is a finance institution located at 720 State Street in St. Joseph, Michigan, United States. At Leonard Advisory Group, we specialize in helping individuals create retirement strategies that align with their unique goals and needs. Our team will work with you to develop a custom strategy to help you achieve your ideal retirement lifestyle. We offer a Complete Planning Review to analyze your current financial situation and determine your retirement needs. Our goal is to provide you with a personalized strategy that will help you reach your retirement goals. We also offer informational seminars on retirement income strategies and wealth management.
Jones Retirement Advisors
Jones Retirement Advisors is a finance institution located at 230 North 2nd Street in Brighton, Michigan, United States. We understand that your journey through life is like scaling a financial mountain, and we are here to help you confidently reach the summit of retirement. Our unique C.L.I.M.B. Process allows us to examine your current financial situation, determine your retirement needs, and create a custom strategy to help you reach your unique retirement goals. At Jones Retirement Advisors, we provide the gear and guidance you need to confidently navigate the entire retirement journey. From conserving and growing assets to generating lifetime income, insuring your health, minimizing taxes, and building a legacy, we are here to help you enjoy the greatest adventure of your life.
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List of businesses, places and services in Michigan
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