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TOP 30 Financial planning tips in Michigan
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H&R Block
H&R Block in Hillsdale, Michigan is a trusted institution specializing in accounting and finance services. Located at 203 West Carleton Road, H&R Block offers expert tax preparation, financial planning, and consulting services to individuals and businesses in the area. With a team of experienced professionals, clients can expect personalized and reliable assistance with their financial needs. Whether you need help with tax filing or financial advice, H&R Block is dedicated to providing top-notch services to help you achieve your financial goals.
Hudson Tax Prep
Hudson Tax Prep is a professional accounting, finance, and insurance agency located at 316 West Main Street in Hudson, Michigan, United States. Our experienced team of experts is dedicated to providing top-notch tax preparation services, financial consulting, and insurance solutions to individuals and businesses alike. With a focus on accuracy, efficiency, and personalized service, Hudson Tax Prep is committed to helping our clients achieve their financial goals and maximize their returns. Contact us today to schedule a consultation and see how we can assist you with all of your accounting, finance, and insurance needs.
County National Bank
County National Bank is a trusted financial institution located in Hillsdale, Michigan. As a full-service bank, we offer a wide range of financial services to meet the needs of individuals, businesses, and communities in the area. Our dedicated team of professionals is committed to providing personalized banking solutions and exceptional customer service. Whether you're looking for a simple checking account or need help with more complex financial matters, County National Bank is here to help. Visit us at 1 South Howell Street to experience the difference of banking with us.
Grow
Grow is a finance institution located at 1333 Alger Street Southeast in Grand Rapids, Michigan. Our mission is to help individuals and businesses achieve their financial goals through expert advice and personalized financial solutions. With a team of experienced professionals, we offer a wide range of financial services including investment management, retirement planning, and wealth management. Whether you are looking to grow your savings, plan for the future, or secure a loan, Grow is here to support you every step of the way. Visit us today to learn more about how we can help you thrive financially.
Foreign Fortune
Foreign Fortune is a vibrant and eclectic restaurant located in the heart of Detroit, Michigan. Our menu offers a delightful fusion of international flavors, showcasing dishes from around the world. Whether you're craving spicy Thai curry, savory Italian pasta, or traditional American BBQ, Foreign Fortune has something to satisfy every palate. Our cozy and inviting atmosphere is the perfect setting for a casual lunch with friends or a romantic dinner for two. Come experience a taste of the world at Foreign Fortune.
Wexford County MSU Extension
Wexford County MSU Extension is a community-focused institution located at 9600 East 13th Street in Cadillac, Michigan. As an extension of Michigan State University, we provide research-based information and educational programs to the residents of Wexford County. Our mission is to improve the lives of individuals, families, and communities through our diverse range of services, including agriculture, nutrition, youth development, and more. Visit us to learn, grow, and connect with our knowledgeable staff and resources.
Mason County College Access Network
Mason County College Access Network, located at 119 South Rath Avenue in Ludington, Michigan, is dedicated to helping individuals in the community achieve their post-secondary education goals. Led by experienced educators and community leaders such as Wendy Gradwohl Wells, Annie Jacobson, Dr. Jason Jeffrey, and Lynne Russell, the institution focuses on promoting college readiness and supporting student success. With a strong emphasis on the benefits of higher education for both individuals and the community as a whole, Mason CAN works to ensure that all students have access to the tools and resources they need to pursue their academic goals. Through partnerships with schools, scholarship programs, and other organizations, Mason CAN aims to create a culture of college-going and lifelong learning in Mason County. If you are interested in getting involved or receiving assistance from Mason County College Access Network, contact them today or visit the Ludington & Scottville Chamber of Commerce.
Oceana College Access Network
Oceana College Access Network is a non-profit organization located at 388 South Hancock Street in Pentwater, Michigan. Our mission is to provide support and resources for students in Oceana County to access and succeed in higher education. We offer guidance on college applications, financial aid, scholarships, and career planning. Our dedicated team is committed to helping students achieve their academic goals and reach their full potential. Join us in creating a brighter future for the youth of Oceana County.
Wealth & Wisdom Institute
Wealth & Wisdom Institute, located at 2363 West Jefferson Avenue in Trenton, Michigan, is dedicated to helping families secure their financial future with certainty. Unlike traditional planning that often involves assuming risks, our institute focuses on building a solid foundation of financial certainty for our clients. Our expert team at Wealth & Wisdom Institute stays ahead of economic trends and shifts to ensure that your family's financial future is secure. We also provide guidance on marketing strategies to help you plan for your client's future. Choose certainty over risk with Wealth & Wisdom Institute.
Sue Schoenith - State Farm Insurance Agent
Sue Schoenith - State Farm Insurance Agent is a trusted insurance agency located at 844 South Main Street, Cheboygan, Michigan, United States. With over four decades of experience living in Cheboygan, Sue Schoenith is proud to serve the community and assist with insurance and financial service needs. The office has been recognized as the preferred choice by the people for several years, showcasing a commitment to exceptional service and top-notch products. Whether you need assistance with insurance or financial services, Sue Schoenith is dedicated to helping you. Additionally, the office provides valuable information on topics such as auto maintenance, moving tips, and preparing for a babysitter. For any inquiries or assistance, please contact Sue Schoenith - State Farm Insurance Agent at (231) 627-2858.
Mark Riedy - State Farm Insurance Agent
Mark Riedy - State Farm Insurance Agent is a reputable insurance agency located at 4494 Michigan 88 in Bellaire, Michigan, United States. Mark Riedy is a Crystal Excellence Qualifier, Legion of Honor Qualifier, Ambassador for Life & National Convention Qualifier, with a background in Construction Management from Michigan State University and 7 years of experience as a Claims Adjuster. He has been with State Farm for almost 36 years and opened his agency in 1987. Serving Antrim County and the surrounding area, the agency offers a wide range of insurance policies including Home, Auto, Life, and Health. Mark and his team prioritize building lifelong relationships with their customers, both in person and virtually, to ensure their needs are properly covered. They are committed to providing top-notch service and expertise in all areas of insurance. With a focus on protecting you and your loved ones through life's twists and turns, the agency also provides valuable tips on rural road driving, auto-deer collisions, tax deductions, and more. The team includes Shellbie, a Bellaire resident with a passion for 4wheeling and traveling, and Dan, an Elk Rapids resident who enjoys equestrian and local high school sporting events with his family of 5. For assistance with insurance needs, customers can contact the agency at (231) 533-8688. Mark Riedy - State Farm Insurance Agent is dedicated to helping you navigate the complexities of insurance and financial planning, offering a range of products and services to meet your individual needs.
Hudson Wealth Management
Hudson Wealth Management is a finance, health, and insurance agency located at 3180 Racquet Club Drive in Traverse City, Michigan, United States. Our team specializes in creating clear retirement plans tailored to your specific needs, so you can focus on enjoying your retirement to the fullest. Whether you prefer in-person meetings, phone consultations, or home visits, we make it convenient for you to stay on track with your financial goals. Our experienced advisors will assess your risk tolerance, optimize your portfolio, and work with tax and legal professionals to ensure a smooth transition into retirement. With retired educators on staff, we offer valuable insights into life after your career. Attend our workshops and events in Northern Michigan for in-depth knowledge and practical tips for your retirement plan. Say goodbye to mixed feelings and hello to mixed drinks, as we guide you towards a worry-free retirement. Start your journey towards financial security today with a personalized review from Hudson Wealth Management.
Tim Collins - State Farm Insurance Agent
Tim Collins - State Farm Insurance Agent is a trusted insurance agency located at 4001 U.S. 31 in Traverse City, Michigan, United States. We provide a range of insurance services to help protect you and your family from the unexpected. From auto insurance to home insurance, we have you covered. At Tim Collins - State Farm Insurance Agent, we understand the importance of safe driving practices and offer valuable tips to help you avoid the dangers of drinking and driving. We also provide resources for parents looking to educate their teenagers about responsible driving habits.
Well Done Life & Legacy
Well Done Life & Legacy is a reputable insurance agency located in Traverse City, Michigan. Our dedicated team is committed to helping individuals and families secure their financial future by providing a wide range of insurance products and services. Whether you are looking for life insurance, retirement planning, or estate planning, we are here to guide you every step of the way. At Well Done Life & Legacy, we believe in protecting what matters most to you and ensuring a legacy that will last for generations to come. Visit us at 476 U.S. 31 to learn more about how we can help you achieve your financial goals.
Zeke Alejos - State Farm Insurance Agent
Zeke Alejos - State Farm Insurance Agent is an insurance agency located at 244 James Street in Holland, Michigan, United States. Situated next to AutoZone between Butternut and 136th, our office provides great value on auto insurance, home insurance, life insurance, and more. We offer guidance on private mortgage insurance (PMI) basics, tips for starting a small business, and DIY auto maintenance to combat rising repair costs. Our services also include life insurance and financial planning to help you prepare for the future. Serving customers in Holland and surrounding Ottawa/Allegan County, we strive to provide excellent customer service. For inquiries or assistance, please call (616) 796-8781. Please note that neither State Farm nor its agents provide tax or legal advice, so it is recommended to consult a professional for personalized guidance.
Nathan Smith - State Farm Insurance Agent
Nathan Smith - State Farm Insurance Agent is a reputable insurance agency located at 4160 Lake Michigan Drive Northwest in Grand Rapids, Michigan. Specializing in providing personalized insurance coverage and financial services, Nathan Smith and his team are dedicated to helping clients protect what matters most to them. With a focus on building strong relationships and providing exceptional customer service, this agency is committed to helping individuals and families navigate the complexities of insurance and make informed decisions about their coverage. Whether you are looking for auto, home, life, or business insurance, Nathan Smith - State Farm Insurance Agent is here to help you find the right coverage to meet your needs.
Red Arrow Insurance
Red Arrow Insurance is a reputable insurance agency located at 2907 Division Street in St. Joseph, Michigan, United States. Our dedicated team of insurance professionals provides personalized coverage options for individuals and businesses, ensuring peace of mind and financial security. With a commitment to exceptional customer service and a wide range of insurance products, Red Arrow Insurance is your trusted partner in protecting what matters most. Contact us today to discuss your insurance needs and receive a customized quote.
C.L. Van Deventer Insurance Agency of Sturgis
C.L. Van Deventer Insurance Agency of Sturgis, located at 123 West Chicago Road in Sturgis, Michigan, is a trusted finance and insurance agency with over a century of experience. Specializing in Auto/Car Insurance, Homeowners Insurance, Business/Commercial Insurance, Life Insurance, and Workers’ Compensation Insurance, the agency provides high-quality services to Sturgis and surrounding communities. Every staff member at the Van Deventer Agency is extensively trained in all aspects of the insurance business to better serve their valued customers. With a focus on financial literacy, the agency helps small business owners succeed by providing essential knowledge and guidance.
C.L. Van Deventer Insurance Agency Of Battle Creek
C.L. Van Deventer Insurance Agency of Battle Creek, located at 100 Helmer Road North in Battle Creek, Michigan, specializes in providing top-quality insurance services including Auto/Car Insurance, Homeowners Insurance, Business/Commercial Insurance, Life Insurance, and Workers’ Compensation Insurance. With over 105 years of experience serving the community, every staff member is highly trained in all aspects of the insurance business to ensure excellent service for valued customers. In honor of Financial Literacy Month, the agency emphasizes the importance of financial literacy for small business owners, offering tips on budgeting basics and financial management. They also provide insurance tips for those considering home remodels, emphasizing the impact of renovations on insurance coverage.
Matt Gorham - State Farm Insurance Agent
Matt Gorham - State Farm Insurance Agent is a reputable health and insurance agency located at 7055 Tower Road in Battle Creek, Michigan, United States. Situated off of Beadle Lake, near the Moonraker, this institution specializes in providing various insurance services to the community. With a strong focus on auto insurance coverage, the team at Matt Gorham - State Farm Insurance Agent is dedicated to helping customers navigate the complexities of insurance policies. As a second-generation State Farm Insurance agent, Matt Gorham understands the importance of proper coverage and servicing the community of Calhoun County, MI. With a background in coaching and a passion for excellence, Matt and his team are committed to helping individuals and families protect what matters most. From car insurance to life insurance, the institution offers a wide range of insurance products to meet the diverse needs of their clients.
Mark Rzepka - State Farm Insurance Agent
Mark Rzepka - State Farm Insurance Agent is a full-service insurance agency located at 500 North Pontiac Trail in Walled Lake, Michigan. With over 15 years of experience in the insurance industry, we are dedicated to providing personalized guidance and recommendations to protect what matters most to you - your family, your business, and your future. Our services include auto, home, life, and business insurance products. Located across the street from St William Catholic Church, we are deeply rooted in the community and committed to helping you safeguard your dreams and aspirations. We offer personal and hands-on assistance, always ready to listen, educate, and advocate on your behalf.
James Fedewa - State Farm Insurance Agent
James Fedewa - State Farm Insurance Agent is a reputable health and insurance agency located at 24409 Eureka Road, Taylor, Michigan. Owned by James Fedewa, the agency offers a range of insurance products including auto, home, renters, condo, life, health, and business insurance. They also provide free insurance quotes and financial service reviews to help clients make informed decisions. With a focus on educating the community about the importance of insurance, the agency strives to help individuals protect their families and achieve their dreams. The team at James Fedewa - State Farm Insurance Agent has over 30 years of combined experience and is dedicated to providing excellent customer service. Whether you need assistance with emergency management plans, rural road driving tips, or acts of kindness for first responders, the agency is there to help. Contact them today for all your insurance needs in Michigan.
Kimberly Morris - State Farm Insurance Agent
Kimberly Morris - State Farm Insurance Agent is a reputable institution located at 6441 Inkster Road in Bloomfield Hills, Michigan. Specializing in health and insurance services, the agency offers a wide range of options including Car Insurance, Homeowners Insurance, Renter’s Insurance, Life Insurance, Business Insurance, Property Insurance, Health Insurance, and Financial Services. With a focus on serving the Oakland County area, Kimberly Morris and her team are dedicated to providing outstanding service and protecting what matters most to their customers. Having been in the insurance industry since 1977, Kimberly Morris brings 11 years of Leadership Experience to her role as a State Farm Insurance Agent. Her agency has received several awards over the years, including State Farm Ambassador Travel, State Farm Silver Scroll Award, and Senior Vice President's Club. Kimberly is actively involved in the local community, serving on the Athletic Advisory Council and participating in the Chamber of Commerce.
Reem Haidar - State Farm Insurance Agent
Reem Haidar - State Farm Insurance Agent is an insurance agency located at 3159 South Telegraph Road, Dearborn, Michigan, United States. They specialize in helping people manage everyday risks, recover from the unexpected, and achieve their dreams. With nearly 30 years of combined experience, their team is licensed, knowledgeable, and dedicated to providing insurance and financial solutions tailored to your needs. They offer a wide range of insurance options including auto, renters, home, motorcycle, RV, business, life, health insurance, and more. They proudly serve various areas in Michigan and speak English, Arabic, and French. The institution emphasizes the importance of safe driving practices and offers tips on saving for big goals and managing auto repair costs. They prioritize protecting your personal information and are committed to providing excellent customer service. Additionally, they offer information on investment options, life insurance, annuities, and pet insurance products. State Farm VP Management Corp. and U.S. Bank National Association are separate entities that provide banking and insurance products. It is important to consult a tax or legal advisor for personalized advice.
Julie Tourangeau - State Farm Insurance Agent
Julie Tourangeau - State Farm Insurance Agent is a renowned institution located at 1826 East Auburn Road in Rochester Hills, Michigan. Julie Tourangeau, a bestselling author and second-generation State Farm Agent, has a strong background in the insurance industry. She is dedicated to helping families protect themselves through life insurance and planning for the future. Julie's office is situated in the heart of the downtown Brooklands area, serving the community with a local touch. The team at Julie Tourangeau - State Farm Insurance Agent is committed to providing exceptional customer service, offering a range of insurance options including life, health, pet, auto, home, and business insurance. Their mission is to bring peace through protection to the community, managing everyday risks and helping people achieve their dreams.
Life Health Invest with Jestine
Life Health Invest with Jestine is a top-tier insurance agency located at 9011 Linwood Street in Detroit, Michigan. Specializing in life and health insurance, our dedicated team of professionals is committed to helping individuals and families secure their financial future and protect their well-being. With a focus on personalized service and tailored insurance solutions, we strive to build long-lasting relationships with our clients. Trust Life Health Invest with Jestine to provide you with the peace of mind and security you deserve.
IRA Brokerage Inc
IRA Brokerage Inc is a reputable health and insurance agency located at 34119 West 12 Mile Road in Farmington Hills, Michigan, United States. The dedicated team at IRA Brokerage, led by owner Pat Jackson, has been providing exceptional services for many years. From life and disability insurance to long term care illustrations, the staff, including Matt Dymond, Matt Jackson, Patti Maisonville, and Charlotte Fasick, work tirelessly to meet the needs of their clients. With a focus on personalized solutions, the team at IRA Brokerage ensures that the right companies are selected based on the client's individual circumstances. Their expertise in underwriting, obtaining necessary forms, and providing timely quotes sets them apart in the industry. Clients appreciate the professionalism, efficiency, and reliability of IRA Brokerage, making them a trusted partner for insurance needs. Whether you are a long-time client or new to their services, IRA Brokerage is a valuable resource for all your insurance needs.
Project Health Insurance
Project Health Insurance is a leading health insurance agency located at 777 Woodward Avenue in Detroit, Michigan. We specialize in providing comprehensive health insurance coverage to individuals and families, ensuring they have access to quality healthcare services when they need it most. Our team of experienced agents is dedicated to helping clients find the right insurance plan that fits their specific needs and budget. With a commitment to excellence and customer satisfaction, Project Health Insurance is your trusted partner in navigating the complex world of healthcare insurance. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.
Steve Barkley - State Farm Insurance Agent
Steve Barkley - State Farm Insurance Agent is an insurance agency located at 35737 Harper Avenue in Clinton Township, Michigan, United States. Steve Barkley, the insurance agent, is known for his dedication to providing excellent service to the community. With a background in education and sports coaching, Steve brings a unique perspective to the insurance industry. Whether you are in need of auto, home, life, or health insurance, Steve and his team are here to help you protect what matters most. They are committed to helping you achieve your life goals by ensuring your financial and insurance health is in good shape. Give them a call if you are in Clinton Township or the surrounding areas and let them take care of your insurance needs. From car registration requirements to retirement planning tips, they have you covered. Remember to always prioritize your well-being and avoid the dangers of drinking and driving. Trust Steve Barkley - State Farm Insurance Agent to provide you with the protection and peace of mind you deserve.
Bill Gengle - State Farm Insurance Agent
Bill Gengle - State Farm Insurance Agent is located at 1301 Bridge Street in Charlevoix, Michigan, United States. As an insurance agency, we provide a range of services to help protect you and your assets. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the coverage that best fits your needs. Driving on rural roads may seem peaceful, but it comes with its own set of risks, including sharing the road with farm vehicles. We offer tips to help you stay safe while driving in the countryside. Additionally, with the increasing prevalence of data breaches, we provide information on how you can protect yourself and prevent hacking.
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