Financial regulatory in Michigan
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Summit Financial Consulting
Summit Financial Consulting is a family-owned finance institution located at 43409 Schoenherr Road in Sterling Heights, Michigan. Since 1987, the Wink Family has been providing all-inclusive financial services to individual and corporate clients in Southeast Michigan. With a focus on financial planning, portfolio analysis, and tax reduction, our team is dedicated to helping clients pursue and maintain financial security. As an independent, private investment firm, we prioritize customer service and always act in the best interest of our clients. Our comprehensive planning process ensures that we create a financial plan that considers your current needs and plans for the future in a tax-efficient manner. We offer services such as investment planning, tax planning, health insurance planning, college planning, retirement income planning, and estate planning assistance.
Financial Advisor Training Institute
The Financial Advisor Training Institute, located at 3707 West Maple Road, Bloomfield Hills, Michigan, is a 501(c)3 public charity offering a unique 14-week online Financial Advisor program. This program guarantees job placement upon completion of coursework and certification, making it the only online Financial Advisor training program in the United States. With a focus on providing industry insights and essential skills, graduates of the program are equipped to succeed in various Financial Advisor career paths, including investments, insurance, and planning. The certification curriculum is designed to help students pass the necessary exams to become a Financial Advisor, and the program can be completed in as little as 14 weeks. With expert educators and a flexible online schedule, students can connect and network with classmates while gaining cutting-edge talents, techniques, and tools needed to succeed in the industry.
Utility Financial Solutions, LLC
Utility Financial Solutions, LLC is a finance institution located at 185 Sun Meadow Court in Holland, Michigan, United States. Our team specializes in providing financial solutions tailored to the unique needs of utility companies. We offer a range of services, including budget planning, investment strategies, and risk management. With our expertise and dedication to client satisfaction, we are committed to helping utility companies achieve their financial goals and succeed in a competitive market. Contact us today to learn more about how we can assist your business.
Penniman Wealth & Institutional Consulting - UBS Financial Services Inc.
Penniman Wealth & Institutional Consulting - UBS Financial Services Inc. is a reputable finance institution located at 730 Penniman Avenue in Plymouth, Michigan, United States. Specializing in wealth management and institutional consulting services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are an individual looking to grow your personal wealth or a business in need of strategic financial planning, we offer personalized solutions tailored to your specific needs. With a focus on integrity, expertise, and exceptional customer service, Penniman Wealth & Institutional Consulting is committed to providing top-notch financial guidance to our valued clients.
Clear Horizon Wealth Advisors , Ameriprise Financial Services, Inc.
Clear Horizon Wealth Advisors, Ameriprise Financial Services, Inc. is a leading finance and insurance agency located at 12455 Dix Toledo Road, Southgate, Michigan, United States. Recognized as the overall winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023, Ameriprise offers personalized financial planning services tailored to individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, their experienced advisors provide investment recommendations and portfolio analysis to help clients achieve their financial objectives. Clients can conveniently access their investments and track progress towards goals from any device, while receiving regular updates and adjustments as life changes. Schedule a complimentary initial consultation to learn more about how Ameriprise can assist in reaching financial goals. Please note that Ameriprise financial advisors are registered to do business in certain U.S. states, and additional information can be found on the advisor's personal website or FINRA’s BrokerCheck website. Trust Ameriprise Financial Services, LLC to provide expert guidance and support in achieving financial success.
Thomas Financial Group Llc Royal Alliance Associates Inc
Thomas Financial Group LLC Royal Alliance Associates Inc is a finance institution located at 901 Tower Drive in Troy, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Thomas Financial Group LLC Royal Alliance Associates Inc has the expertise to assist you every step of the way. Trust in their proven track record of success and dedication to client satisfaction.
Hampton Wealth Management - Ameriprise Financial Services, LLC
Hampton Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 726 Notre Dame Street, Grosse Pointe, Michigan, United States. They offer 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 goals. Clients have secure access to their investments and accounts from any device. The institution provides a complimentary initial consultation to discuss financial goals and strategies. Ameriprise financial advisors are registered in certain U.S. states and clients can check their personal website or FINRA's BrokerCheck for details. Risk tolerance is a key factor in determining investment strategies, as it affects the types of investments and diversification in a portfolio. Ameriprise Financial Services, LLC cannot guarantee future financial results. Clients agree to the terms of the institution's website rules and regulations. Referrals are appreciated, and the institution will reach out to them soon. Privacy and security are a top priority, with online security guarantees and information about email fraud available.
Billie Paveglio - Financial Advisor, Ameriprise Financial Services, LLC
Billie Paveglio, a financial advisor at Ameriprise Financial Services, LLC, is located at 2400 U.S. 41 in Marquette, Michigan. Born and raised in the U.P, Billie enjoys outdoor activities like hiking, biking, and camping. If you're not already a client of Ameriprise, you can take the next step towards a more confident financial future by scheduling a complimentary initial consultation with Billie. During this consultation, you'll receive an overview of financial planning concepts. Please note that you will not receive written analysis or recommendations at this time. Investment products are not insured by the FDIC, NCUA, or any federal agency, and involve risks such as possible loss of principal. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Billie Paveglio is registered to conduct securities business in certain states - please refer to FINRA's BrokerCheck website for more information. Ameriprise Financial cannot guarantee future financial results. Your referrals are appreciated, and Billie will reach out to them soon. Feel free to inform them in advance. For more information on corporate entities, website rules, privacy, and security, visit the Ameriprise Financial website.
Flourish Financial Partners - Ameriprise Financial Services, LLC
Flourish Financial Partners - Ameriprise Financial Services, LLC is a finance institution located at 1901 West Ridge Street in Marquette, Michigan, United States. As a recipient of the Ameriprise Client Experience Award, we are dedicated to providing an exceptional experience for our clients. Our team of Ameriprise financial advisors are committed to helping individuals achieve their financial goals and navigate the complexities of the market. We offer complimentary initial consultations to discuss your specific needs and goals. Please visit FINRA's BrokerCheck website for background and qualification information. Contact us today to see how we can help you flourish financially.
Steven Meyers - Associate Financial Advisor, Ameriprise Financial Services, LLC
Steven Meyers is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 6435 28th Avenue in Hudsonville, Michigan, United States. With a focus on your individual goals and personal risk tolerance, Steven provides investment, asset allocation, and portfolio recommendations to help you achieve your financial objectives, whether it's saving for retirement, education, or a major purchase. Regular meetings are held to review progress, update strategies as life changes, and track your journey towards financial success. By accessing your investments and accounts from any device, you can stay informed and make informed decisions securely. For those interested in learning more about how Steven can assist with their financial planning, a complimentary initial consultation can be scheduled. Steven is registered with FINRA and SIPC, and can only conduct securities business with residents of states where he is properly registered. The initial consultation provides an overview of financial planning concepts, with no written analysis or recommendations provided.
Summit Financial Planning, Jeffrey Hansen, CFP
Summit Financial Planning, led by Jeffrey Hansen, CFP, is a comprehensive financial services institution located at 100 Lucy Road in Howell, Michigan, United States. With a focus on providing all-inclusive financial services for clients in Southeast Michigan, the Wink Family has been assisting individual and corporate clients since 1987. As a family-owned business, Summit Financial Planning takes pride in their fiduciary responsibility to their clients, ensuring they always feel at home and well taken care of. With a strong emphasis on creating a comprehensive financial plan that considers current needs and plans for the future in a tax-efficient manner, Summit Financial Planning offers services such as financial planning, portfolio analysis, tax reduction, estate planning, and retirement income planning. The institution operates as a "One Stop Shop" with four business units onsite to cater to all aspects of their clients' financial needs.
Walterhouse-Faris Group - Ameriprise Financial Services, LLC
The Walterhouse-Faris Group at Ameriprise Financial Services, LLC is located at 9475 Holly Road in Grand Blanc Township, Michigan, United States. As a finance institution, we offer complimentary initial consultations to discuss your financial goals and provide an overview of financial planning concepts. Our financial advisors are registered in certain U.S. states and can provide personalized advice tailored to your needs. We believe in transparency and encourage you to visit FINRA's BrokerCheck website for background and qualification information. Our team is dedicated to helping you achieve your financial goals and navigating the complexities of the market. Whether you are looking to invest in stocks or plan for retirement, we are here to guide you every step of the way.
i.d. SPOT
i.d. SPOT is a trendy and stylish store located at 1816 South Stephenson Avenue in Iron Mountain, Michigan. This unique institution offers a curated selection of fashion-forward clothing, accessories, and home decor items. Whether you're looking for the perfect outfit for a special occasion or wanting to update your home decor, i.d. SPOT has something for everyone. With a focus on quality and style, this store is a must-visit destination for fashionistas and trendsetters in the Iron Mountain area.
Encoursa, LLC
Encoursa, LLC is a leading institution located at 3424 Chicago Drive, Hudsonville, Michigan, United States. We offer a wide range of courses and workshops to help professionals enhance their skills, develop their mindset, and discover industry-leading solutions. Our courses cover topics such as wearing multiple hats as a CFO or Controller, performing agreed-upon procedures and other SSAE engagements, transforming financial operations in consumer manufacturing, and unlocking financial stability through the 13-week cash flow forecast. We also provide insights on mastering ERP implementation, crafting custom financial reports in NetSuite, understanding the impact of ESG related matters on financial statements and audits, and enforcing budget management best practices. Our courses also cover regulatory ethics, thinking like an auditor when preparing financial statements, and much more. Join us at Encoursa, LLC to take your career to the next level.
College of Business
The College of Business at 119 South Street in Big Rapids, Michigan, United States is a prestigious university dedicated to providing high-quality education in the field of business. With a focus on practical skills and real-world experience, students at this institution receive top-notch training to prepare them for successful careers in the business world. The College of Business offers a wide range of programs and resources to support student growth and development, including access to industry professionals, internships, and networking opportunities. Join us at the College of Business and take the first step towards a rewarding and fulfilling career in the dynamic world of business.
Institute of Michigan Real Estate Careers
The Institute of Michigan Real Estate Careers is a comprehensive institution located at 8289 Talladay Road in Michigan, United States. We offer a range of programs and services for individuals looking to build successful careers in finance, general contracting, law, and real estate agency. Our experienced faculty and industry experts provide top-notch education and training to help students excel in their chosen field. Whether you are looking to start a new career or advance in your current profession, the Institute of Michigan Real Estate Careers is here to support you every step of the way. Join us and unlock your potential for success in the dynamic world of real estate and related industries.
Mortgage School of Michigan
The Mortgage School of Michigan, located at 24655 Southfield Road in Southfield, Michigan, is dedicated to providing education and training for individuals looking to become licensed mortgage loan originators in the state. Our department closely monitors insurance market practices and enforces DIFS Prohibition Orders for Consumer Finance and Credit Unions. We offer State-chartered Bank and State-chartered Savings Bank forms for those seeking licensure. Under the Mortgage Loan Originator Licensing Act 75 of 2009, individuals must complete 8 hours of continuing education in order to renew their license. Failure to do so may result in late penalties. Our institution values diversity and welcomes individuals from all backgrounds and cultures to join our team. If you are interested in a rewarding position helping Michiganders, apply today!
Kaplan Professional Insurance & Securities School
Kaplan Professional Insurance & Securities School is a renowned institution located at 2855 Coolidge Highway in Troy, Michigan, United States. We specialize in providing comprehensive education and training programs for individuals looking to excel in the insurance and securities industry. Our experienced instructors and cutting-edge curriculum ensure that our students receive the highest quality education and are well-prepared for success in their careers. Whether you are looking to start a new career or advance in your current one, Kaplan Professional Insurance & Securities School is the perfect place to achieve your goals.
US Brokers Institute
The US Brokers Institute is a prestigious finance institution located at 13690 Carmella Lane in Holland, Michigan. Our institute is dedicated to providing top-notch education and training to individuals looking to excel in the field of finance. With expert instructors and a comprehensive curriculum, students can expect to gain valuable knowledge and skills that will help them succeed in the competitive world of finance. Whether you are looking to start a career in finance or advance your current skills, the US Brokers Institute is the perfect place to achieve your goals. Contact us today to learn more about our programs and how we can help you reach your full potential in the finance industry.
Midwifery Business Consultation
Midwifery Business Consultation is a leading institution located at 332 South Lincoln Avenue in Lakeview, Michigan, United States. Specializing in health services, our team of experts provide comprehensive consulting services tailored specifically for midwifery businesses. Whether you are looking to start a new practice, expand your services, or improve operational efficiency, our experienced consultants are here to help. With a focus on personalized solutions and industry best practices, Midwifery Business Consultation is dedicated to helping your business thrive in the ever-evolving healthcare landscape. Contact us today to schedule a consultation and take your midwifery business to the next level.
West Michigan Chapter of the American Payroll Association
The West Michigan Chapter of the American Payroll Association is a professional organization dedicated to providing education, networking, and support to payroll professionals in the West Michigan area. Located at 2500 76th Street Southwest in Byron Center, Michigan, the chapter offers a variety of resources and events to help members stay up-to-date on the latest developments in payroll and compliance regulations. Whether you are new to the field or a seasoned professional, the West Michigan Chapter of the American Payroll Association is a valuable resource for anyone working in payroll.
Do Diligence Services
Do Diligence Services is a reputable institution located at 2618 Michigan Street Northeast in Grand Rapids, Michigan. Our team of experienced professionals provides thorough and diligent services to meet the needs of our clients. Whether you require financial analysis, background checks, or due diligence investigations, we are committed to delivering accurate and reliable results. Trust Do Diligence Services for all your investigative needs.
Center for Technology & Training (CTT)
The Center for Technology & Training (CTT) is a finance institution located at 1400 Townsend Drive in Houghton, Michigan, United States. CTT is dedicated to providing cutting-edge technology solutions and training programs to help individuals and organizations navigate the complex world of finance. With a team of experienced professionals and state-of-the-art resources, CTT is committed to empowering its clients with the knowledge and tools they need to succeed in the ever-evolving financial landscape.
Vantagepointe Risk Management
Vantagepointe Risk Management is a reputable insurance agency located at 3333 Evergreen Drive Northeast in Grand Rapids, Michigan, United States. Our dedicated team of professionals is committed to providing personalized risk management solutions tailored to meet the unique needs of our clients. With a focus on customer service and industry expertise, we strive to offer comprehensive insurance coverage and peace of mind. Contact us today to learn more about how Vantagepointe Risk Management can help protect you and your assets.
EB Compliance Strategies
EB Compliance Strategies is a reputable institution located in Plainfield charter Township, Michigan, United States. Specializing in accounting, finance, health, and insurance agency services, they provide expert guidance and support to individuals and businesses alike. With a commitment to compliance and excellence, EB Compliance Strategies is dedicated to helping clients navigate the complexities of their financial and insurance needs. Visit them at 2961 Gold Dust Street Northeast for personalized and reliable assistance.
Horton Group
The Horton Group is an insurance agency located at 200 North Main Street in Three Rivers, Michigan, United States. We specialize in helping businesses understand their risks and liability, and work with them to build the right insurance coverage policy. Our goal is to lower the true cost of risk and provide comprehensive, cost-effective, and innovative solutions to protect businesses from complex challenges. With a focus on specialization, we understand the greatest risks and opportunities facing different industries. In the ever-changing healthcare industry, we guide businesses towards the best choices for their employees and members. We apply insight and experience to drive more value and deliver better outcomes from benefit programs.
LMIA
LMIA is a finance institution located at 5865 Venture Park Drive in Kalamazoo, Michigan. We specialize in providing financial services to individuals and businesses in the United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and navigate the complexities of the financial world. Whether you need assistance with investments, loans, or financial planning, LMIA is here to help. Visit us today to learn more about how we can assist you with your financial needs.
Hathaway Agency Inc
Hathaway Agency Inc is a reputable finance and insurance agency located at 110 West Chicago Street in Bronson, Michigan, United States. With a strong commitment to providing top-notch financial services and insurance solutions, Hathaway Agency Inc has been serving the community for years. Their team of experienced professionals is dedicated to helping clients secure their financial future and protect what matters most. Whether you are looking for insurance coverage or financial planning advice, Hathaway Agency Inc is the go-to institution for all your finance and insurance needs.
Consolidated Agencies Inc
Consolidated Agencies Inc is a versatile institution located at 33261 Woodward Avenue in Birmingham, Michigan, United States. Specializing in finance, health, and insurance services, they provide a wide range of solutions to meet the diverse needs of their clients. With a team of experienced professionals, Consolidated Agencies Inc is dedicated to helping individuals and businesses navigate the complexities of the financial and insurance industries. Whether you are looking for investment advice, health insurance options, or risk management solutions, this institution is committed to providing top-notch service and expertise to ensure your peace of mind.
Mc Carthy Insurance Group Inc
Mc Carthy Insurance Group Inc is a reputable insurance agency located in Sturgis, Michigan, United States. With a strong commitment to providing personalized and comprehensive insurance solutions, they offer a wide range of insurance products tailored to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, Mc Carthy Insurance Group Inc has the expertise and resources to help you find the right coverage at the best possible rates. Their team of experienced agents is dedicated to delivering top-notch customer service and ensuring that you have peace of mind knowing that you are properly protected. Visit Mc Carthy Insurance Group Inc today and let them help you safeguard what matters most.
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