Financial services advisor in Houghton, MI
19 results found
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Insight Wealth Solutions - Private Wealth Services Practice
● ClosedInsight Wealth Solutions is a prestigious private wealth services practice located at 1224 Military Road in Houghton, Michigan. As a leading finance institution, we specialize in providing personalized financial planning and investment management services to high-net-worth individuals and families. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets for future generations, Insight Wealth Solutions is here to provide expert guidance and support every step of the way. Visit us today to learn more about how we can help you achieve financial success and peace of mind.
1224 Military Rd, Houghton, MI 49931, United States -
Scott Knaffla - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenScott Knaffla is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 902 Razorback Drive in Houghton, Michigan, United States. Scott holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Scott is committed to upholding a code of ethics and providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need help with portfolio management, risk management, or financial planning for special needs families, Scott Knaffla has the knowledge and experience to guide you towards your financial goals. Contact Scott Knaffla today for expert financial advice and personalized wealth management services.
902 Razorback Dr Suite #7B, Houghton, MI 49931, United States -
Tony Fisher - Financial Advisor, Insight Wealth Solutions, LLC
● OpenTony Fisher - Financial Advisor at Insight Wealth Solutions, LLC is a trusted source for personalized financial planning and investment management services. Located at 1224 Military Road in Houghton, Michigan, United States, Tony Fisher offers expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Tony Fisher provides tailored solutions to meet the unique needs of each individual or family. Whether you are planning for retirement, saving for education, or investing for the future, Tony Fisher is dedicated to helping you make informed decisions and secure your financial future.
1224 Military Rd, Houghton, MI 49931, United States -
Edward Jones - Financial Advisor: John W Nelson, CFP®|CAP®|AAMS™
● ClosedEdward Jones - Financial Advisor: John W Nelson, CFP®|CAP®|AAMS™ is a reputable finance institution located at 901 West Sharon Avenue in Houghton, Michigan, United States. With a team of experienced professionals led by John W Nelson who holds certifications in Certified Financial Planner (CFP®), Chartered Advisor in Philanthropy (CAP®), and Accredited Asset Management Specialist (AAMS™), the institution provides personalized financial services and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones is committed to providing expert guidance and tailored solutions to meet your individual needs. Trust in Edward Jones - Financial Advisor: John W Nelson, CFP®|CAP®|AAMS™ for sound financial advice and a secure financial future.
901 W Sharon Ave, Houghton, MI 49931, United States -
U P Financial
● ClosedU P Financial is a leading finance institution located at 510 Shelden Avenue in Houghton, Michigan, United States. Our dedicated team of financial experts is committed to providing top-notch financial services to our clients. Whether you are looking for assistance with investments, loans, or financial planning, U P Financial is here to help. With a strong reputation for excellence and a focus on customer satisfaction, we strive to help our clients achieve their financial goals. Visit us today to see how we can assist you with all your financial needs.
510 Shelden Ave, Houghton, MI 49931, United States -
Charles Roberts - Ameriprise Financial Services, LLC
● OpenCharles Roberts - Ameriprise Financial Services, LLC is a finance institution located at 1224 Military Road in Houghton, Michigan, United States. Each Ameriprise advisor at this institution has "Top areas of focus" to help clients achieve their financial goals. You can review the backgrounds, credentials, and experience of the advisors to find the best match for your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will then reach out to schedule a complimentary initial consultation to discuss your financial plans.
1224 Military Rd, Houghton, MI 49931, United States -
Flourish Financial Partners - Ameriprise Financial Services, LLC
● OpenFlourish Financial Partners - Ameriprise Financial Services, LLC is a finance institution located at 902 Razorback Drive in Houghton, Michigan, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping you achieve your financial goals. During the initial consultation, we will discuss what is most important to you and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you plan for a secure financial future. Please visit our website for more information on our corporate entities, important disclosures, website rules and regulations, and privacy and security measures. We look forward to assisting you and your loved ones in reaching your financial goals. Contact us today to schedule a meeting. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
902 Razorback Dr Suite #7B, Houghton, MI 49931, United States -
Ted Simonsen - Private Wealth Advisor, Insight Wealth Solutions, LLC
● OpenTed Simonsen is a highly experienced Private Wealth Advisor at Insight Wealth Solutions, LLC, located at 1224 Military Road in Houghton, Michigan. With a focus on personalized financial planning and investment strategies, Ted helps clients achieve their long-term financial goals. His expertise in wealth management and commitment to providing exceptional service make him a trusted advisor in the finance industry. Contact Ted Simonsen at Insight Wealth Solutions for expert guidance on managing your wealth and securing your financial future.
1224 Military Rd, Houghton, MI 49931, United States -
Katy R Vogler - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKaty R. Vogler is a financial advisor at Ameriprise Financial Services, LLC located at 902 Razorback Drive in Houghton, Michigan, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Katy offers a wide range of expertise in asset management, estate planning, retirement planning, and investment strategies. Whether you are a retiree, small business owner, or high net worth individual, Katy can provide tailored financial advice to help you achieve your financial goals. With a commitment to ethical practices and ongoing education, Katy is dedicated to helping her clients make informed decisions and secure their financial future. Contact Katy R. Vogler at Ameriprise Financial Services, LLC for expert financial advice and personalized wealth management services.
902 Razorback Dr Suite #7B, Houghton, MI 49931, United States -
Heath S Johnson - Financial Advisor, Insight Wealth Solutions, LLC
● OpenHeath S Johnson is a Financial Advisor at Insight Wealth Solutions, LLC, located at 1224 Military Road in Houghton, Michigan. With a focus on providing personalized financial advice and guidance, Heath S Johnson helps clients navigate the complexities of managing their wealth. Whether you are planning for retirement, investing for the future, or looking to achieve your financial goals, Heath S Johnson is dedicated to helping you make informed decisions and secure your financial future. Contact Heath S Johnson at Insight Wealth Solutions, LLC today for expert financial advice and personalized wealth management services.
1224 Military Rd, Houghton, MI 49931, United States -
Edward Jones - Financial Advisor: Lori L Born, CRPC™
● ClosedEdward Jones - Financial Advisor: Lori L Born, CRPC™ is a reputable finance institution located at 888 West Houghton Lake Drive in Michigan, United States. With a focus on providing personalized financial advice and services, Lori L Born, CRPC™ is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Lori L Born, CRPC™ offers expert guidance and support every step of the way. Visit us today to learn more about our comprehensive financial planning services.
888 W Houghton Lake Dr, Prudenville, MI 48651, United States -
Frank A Douglass Agency, Inc.
● ClosedThe Frank A Douglass Agency, Inc. is a reputable health insurance agency located at 324 Shelden Avenue in Houghton, Michigan, United States. With years of experience in the industry, they specialize in providing individuals and families with comprehensive health insurance coverage tailored to their specific needs. Whether you are looking for individual health plans or group coverage for your business, their knowledgeable agents are dedicated to helping you find the right policy at the best possible price. Contact the Frank A Douglass Agency, Inc. today to secure your health insurance needs.
324 Shelden Ave, Houghton, MI 49931, United States -
Boehm-Tarrant Associates, Inc.
● ClosedBoehm-Tarrant Associates, Inc. is a reputable health insurance agency located at 4772 West Houghton Lake Drive in Houghton Lake, Michigan. With a strong commitment to providing top-quality insurance services, they specialize in helping individuals and families find the best health coverage options to meet their needs. With a team of experienced professionals, Boehm-Tarrant Associates, Inc. strives to offer personalized assistance and guidance to ensure their clients are well-informed and protected. Whether you are looking for individual, family, or group health insurance plans, this institution is dedicated to helping you navigate the complex world of insurance and find the right policy for you.
4772 W Houghton Lake Dr, Houghton Lake, MI 48629, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 850 West Sharon Avenue in Houghton, Michigan, United States. With a team of experienced professionals, H&R Block provides a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for assistance with your personal finances or a business in need of expert accounting services, H&R Block is dedicated to helping you achieve your financial goals. Visit us today to see how we can help you navigate the complexities of the financial world.
850 W Sharon Ave, Houghton, MI 49931, United States -
Edward Jones
● OpenEdward Jones is a reputable financial institution located at 3087 West Houghton Lake Drive in Houghton Lake, Michigan. As a leading provider of financial services, Edward Jones offers a wide range of investment options and personalized solutions to help individuals achieve their financial goals. With a strong focus on customer service and a commitment to building long-term relationships, Edward Jones is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones can provide the expertise and guidance you need to secure your financial future.
3087 W Houghton Lake Dr # 6, Houghton Lake, MI 48629, United States -
At The Tax Comp
● ClosedAt The Tax Comp is a reputable accounting and finance institution located at 4772 West Houghton Lake Drive in Houghton Lake, Michigan, United States. Our team of experienced professionals provides comprehensive tax preparation, financial planning, and accounting services to individuals and businesses alike. With a commitment to accuracy, efficiency, and personalized service, we strive to help our clients navigate the complexities of the financial world with ease. Whether you need assistance with tax filing, investment strategies, or budgeting, At The Tax Comp is here to help you achieve your financial goals. Contact us today to schedule a consultation.
4772 W Houghton Lake Dr, Houghton Lake, MI 48629, United States -
Superior National Bank
● ClosedSuperior National Bank is a trusted institution located at 1000 West Sharon Avenue in Houghton, Michigan, United States. As a full-service bank and ATM, Superior National Bank offers a range of financial services to help you easily manage your cashflow and save time. With our wealth management expertise, we provide the stability and security you need in today's unpredictable world. Our commitment to personal banking means building strong relationships with our customers and community. We prioritize your peace of mind by offering personal security tips, ID protection, small business advice, and more. Trust Superior National Bank to meet your financial needs and help you achieve your goals.
1000 W Sharon Ave, Houghton, MI 49931, United States -
Superior National Bank
● ClosedSuperior National Bank is a trusted financial institution located at 901 West Sharon Avenue in Houghton, Michigan, United States. Offering a range of services including ATM access, banking, and finance, SNB is dedicated to providing the accounts and tools necessary to easily manage cashflow and save time. With a focus on wealth management and personal banking, SNB prides itself on establishing personal relationships with customers and the community. Trust SNB to provide the steady, stabilizing influence needed in an unpredictable world. Additionally, SNB prioritizes customer peace of mind by offering personal security tips, ID protection, small business advice, and more.
901 W Sharon Ave, Houghton, MI 49931, United States -
Huntington Bank
● ClosedHuntington Bank is a trusted institution located at 2263 West Houghton Lake Drive in Houghton Lake, Michigan, United States. As a full-service bank, we offer a range of financial services including ATM access, checking accounts, and lending products. Our friendly staff is here to assist you during our convenient hours of operation, Monday through Friday from 9:00am to 5:00pm and Saturday from 9:00am to 12:00pm. For your convenience, our ATMs are available 24 hours a day, 7 days a week. You can also open a checking account online to start your banking journey with us. Please note that lending products are subject to credit approval. Additionally, our investment, insurance, and non-deposit trust products are not insured by the FDIC or any federal government agency. We value your feedback and would love to hear about your experience with us. Thank you for choosing Huntington Bank for your financial needs.
2263 W Houghton Lake Dr, Houghton Lake, MI 48629, United States
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