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TOP 30 Financial services for individuals in Birmingham, MI
40 results found
A convenient service for searching for businesses, places and services
Andrea Birmingham, Bankers Life Agent
Andrea Birmingham, Bankers Life Agent is an insurance agency located at 13602 Merriman Road in Livonia, Michigan, United States. As a trusted representative of Bankers Life, Andrea Birmingham provides a range of insurance products and services to help individuals and families protect their financial future. With a commitment to personalized service and expert guidance, Andrea Birmingham assists clients in finding the right insurance solutions to meet their needs. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Andrea Birmingham is dedicated to helping you secure peace of mind for the future. Contact Andrea Birmingham, Bankers Life Agent today to learn more about their insurance offerings and how they can help you plan for a secure tomorrow.
Eschels Financial Group
Eschels Financial Group is a reputable insurance agency located at 555 South Old Woodward Avenue in Birmingham, Michigan, United States. With a strong focus on providing personalized financial solutions, our team of experienced professionals is dedicated to helping clients protect and grow their assets. Whether you are looking for insurance coverage for your home, auto, or business, Eschels Financial Group offers a wide range of products and services to meet your individual needs. Trust us to provide you with the peace of mind and security you deserve.
Mario Lepore II, CRPS - UBS Financial Services Inc.
Mario Lepore II, CRPS - UBS Financial Services Inc. is a renowned financial institution located at 325 North Old Woodward Avenue in Birmingham, Michigan, United States. Specializing in finance, they offer a wide range of services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized financial advice and guidance to individuals and businesses. Whether you are looking to invest, plan for retirement, or manage your wealth, Mario Lepore II, CRPS - UBS Financial Services Inc. is dedicated to helping you secure a stable financial future.
The Lepore Group - UBS Financial Services Inc.
The Lepore Group - UBS Financial Services Inc. is a leading finance institution located at 325 North Old Woodward Avenue in Birmingham, Michigan, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, The Lepore Group offers tailored solutions to meet your individual needs. Trust in their expertise and commitment to excellence for all your financial needs.
F. Troy Barnhart - UBS Financial Services Inc.
F. Troy Barnhart - UBS Financial Services Inc. is a prestigious finance institution located at 325 North Old Woodward Avenue in Birmingham, Michigan, United States. With a strong reputation for providing top-notch financial services, they offer a range of investment and wealth management solutions tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment advice, or estate planning services, F. Troy Barnhart - UBS Financial Services Inc. is committed to providing you with expert guidance and personalized solutions.
Trudeau Wealth Management - UBS Financial Services Inc.
Trudeau Wealth Management - UBS Financial Services Inc. is a leading finance institution located at 325 North Old Woodward Avenue in Birmingham, Michigan, United States. Specializing in wealth management services, they offer personalized financial planning and investment strategies to help individuals and families achieve their financial goals. With a team of experienced professionals, Trudeau Wealth Management provides expert advice and guidance to clients looking to grow and protect their assets. Whether you are planning for retirement, saving for education, or building a diversified investment portfolio, Trudeau Wealth Management - UBS Financial Services Inc. is committed to helping you secure a stable financial future.
Crimmins Group - UBS Financial Services Inc.
The Crimmins Group - UBS Financial Services Inc. is a finance institution located at 325 North Old Woodward Avenue in Birmingham, Michigan, United States. With a focus on providing comprehensive financial services, the institution serves a diverse range of clients, offering personalized investment strategies and wealth management solutions. The team at Crimmins Group is dedicated to helping individuals and businesses achieve their financial goals through expert advice, innovative solutions, and a commitment to excellence. Whether you are planning for retirement, investing for the future, or managing your assets, the professionals at Crimmins Group - UBS Financial Services Inc. are here to guide you every step of the way.
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.
Guardian Life Insurance Co-America
Guardian Life Insurance Co-America is a reputable insurance agency located at 555 South Old Woodward Avenue in Birmingham, Michigan, United States. With a focus on providing comprehensive life insurance coverage and financial protection for individuals and families, Guardian Life Insurance Co-America is committed to helping clients secure their future and achieve peace of mind. Their experienced team of agents offers personalized service and expert advice to help clients choose the right insurance products tailored to their specific needs. Trust Guardian Life Insurance Co-America to be your reliable partner in safeguarding your loved ones and assets.
American Income Life Zeidner Cowan & Associates
American Income Life Zeidner Cowan & Associates is a reputable insurance agency located at 106 South Old Woodward Avenue in Birmingham, Michigan. With a focus on providing top-notch insurance products and services, the agency is committed to helping individuals and families secure their financial futures. Whether you are looking for life insurance, supplemental health coverage, or retirement planning services, the knowledgeable team at American Income Life Zeidner Cowan & Associates is here to assist you every step of the way. Contact them today to learn more about their offerings and how they can help protect you and your loved ones.
David Basch - State Farm Insurance Agent
David Basch - State Farm Insurance Agent is a reputable insurance agency located at 2555 Crooks Road in Troy, Michigan. Specializing in auto, homeowners, and life insurance, our team is dedicated to providing free quotes to individuals throughout the State of Michigan. Whether you reside in Troy, Birmingham, Clawson, Bloomfield Hills, Madison Heights, or Detroit, we are here to assist you with finding the right insurance coverage for your specific needs. With over 20 years of experience in the insurance industry, David Basch has been serving as an agent in Troy since 2004. Our office is committed to offering personalized service and ensuring that our clients have the appropriate liability limits and insurance products for their stage of life. We offer in-office appointments, phone appointments, and virtual meetings for your convenience.
Michigan United Credit Union
Michigan United Credit Union, located at 4770 Dixie Highway in Waterford Township, Michigan, is a financial institution that was established on July 1, 2021 through the merging of four small-asset sized credit unions. These credit unions, including Birmingham Bloomfield Credit Union, Metro North Federal Credit Union, Lakes Community Credit Union, and Unity Credit Union, came together to provide an enhanced experience for their members with a wider range of products and services. Originally founded on November 23, 1931 as Birmingham Teachers Credit Union, the institution was created to serve teachers and employees of the Birmingham School system. Today, Michigan United Credit Union aims to enrich the financial lives of its members and the communities it serves. Membership is open to those who reside, work, worship, or attend school in the state of Michigan.
Mutual of Omaha Mortgage
Mutual of Omaha Mortgage is a reputable finance institution located at 401 South Old Woodward Avenue in Birmingham, Michigan, United States. With a strong focus on providing personalized mortgage solutions to meet the individual needs of their clients, Mutual of Omaha Mortgage is known for their exceptional customer service and expertise in the industry. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Mutual of Omaha Mortgage offers a wide range of loan options to help you achieve your financial goals. Visit their office today to speak with a knowledgeable loan officer and find the perfect mortgage solution for you.
Michigan United Credit Union
Michigan United Credit Union, located at 576 East Lincoln Street in Birmingham, Michigan, is a financial institution offering a wide range of products and services. Established on July 1, 2021 through the merging of four small-asset sized credit unions, Michigan United Credit Union aims to provide top-notch experiences for its members. Originally founded in 1931 to serve teachers and employees of the Birmingham School system, the credit union has since expanded its membership eligibility to include residents, workers, worshipers, and students in the state of Michigan. With branches in Birmingham, Holly, Lake Orion, Shelby, St. Clair Shores, Warren, and Waterford, Michigan United Credit Union encourages individuals to join by opening a "share" account with a minimum deposit of $5. By maintaining this account, members can enjoy a variety of benefits and access services at over 75 credit unions with over 150 locations throughout Michigan and Northern Indiana through Xtend. Additionally, members can order checks online through Harland Clarke and find Shared Branches near them using the Co-op Shared Branch Locator and Xtend shared branch locator.
BestRate Mortgage
BestRate Mortgage is a leading finance institution located at 33687 Woodward Avenue in Birmingham, Michigan, United States. We specialize in providing our clients with the best mortgage rates available, helping them secure the financing they need for their dream home. Our team of experienced professionals is dedicated to finding the most competitive rates and terms for each individual's unique financial situation. Whether you are a first-time homebuyer or looking to refinance, BestRate Mortgage is here to help you every step of the way. Contact us today to learn more about our services and how we can assist you in achieving your homeownership goals.
Williams, Williams, Rattner & Plunkett, P.C.
Williams, Williams, Rattner & Plunkett, P.C. is a prestigious accounting, finance, and law firm located at 380 North Old Woodward Avenue in Birmingham, Michigan, United States. With a team of experienced professionals, they provide expert financial and legal services to clients in the area. Their comprehensive approach and dedication to excellence make them a trusted partner for individuals and businesses seeking top-notch financial and legal advice.
Calderone Advisory Group, LLC
Calderone Advisory Group, LLC is a finance institution located at 550 West Merrill Street in Birmingham, Michigan, United States. Specializing in financial advisory services, Calderone Advisory Group offers expert guidance and personalized strategies to help clients navigate the complexities of the financial world. With a team of experienced professionals, the institution is dedicated to providing top-notch financial solutions tailored to meet the individual needs and goals of each client. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Calderone Advisory Group is here to help you achieve financial success.
The Brice Group - Morgan Stanley
The Brice Group at Morgan Stanley is a leading financial institution located at 34901 Woodward Avenue in Birmingham, Michigan, United States. Specializing in wealth management, investment banking, and advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to excellence and a focus on personalized service, The Brice Group at Morgan Stanley is a trusted partner for individuals, families, and businesses seeking expert financial guidance.
Wells Fargo Advisors
Wells Fargo Advisors is a leading financial institution located at 255 East Brown Street in Birmingham, Michigan, United States. As a trusted name in finance, Wells Fargo Advisors offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Wells Fargo Advisors is dedicated to helping individuals and businesses make informed decisions about their finances. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Wells Fargo Advisors can provide the expertise and guidance you need to succeed.
The KSG Group - Morgan Stanley
The KSG Group - Morgan Stanley is a renowned finance institution located at 34901 Woodward Avenue in Birmingham, Michigan, United States. With a strong reputation for excellence in financial services, they offer a wide range of investment and wealth management solutions to their clients. Their team of experienced professionals are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or wealth management services, The KSG Group - Morgan Stanley is committed to providing top-notch financial guidance to their clients.
Florian Partners
Florian Partners is a renowned finance institution located at 725 Adams Road in Birmingham, Michigan, United States. With a strong reputation for providing expert financial services, Florian Partners offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you require investment advice, wealth management, or assistance with financial planning, Florian Partners is dedicated to helping you achieve your financial goals. Their team of experienced professionals is committed to providing personalized service and tailored solutions to help clients navigate the complexities of the financial world. Trust Florian Partners to provide reliable, transparent, and innovative financial services to help you secure a prosperous future.
Philip Ohman - Raymond James
Philip Ohman - Raymond James is a reputable finance institution located at 325 North Old Woodward Avenue in Birmingham, Michigan, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment options and financial planning solutions tailored to meet the unique needs of their clients. The team at Philip Ohman - Raymond James is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Philip Ohman - Raymond James is committed to providing expert guidance and personalized service to help you make informed financial decisions.
JL Wealth Partners
JL Wealth Partners is a finance institution located at 135 North Old Woodward Avenue in Birmingham, Michigan, United States. We specialize in meeting the dynamic needs of each client at every stage of wealth, providing tailored solutions and elevated levels of service. Our team empowers decision-making with expert guidance, offering seamless financial management for families and futures. We convene our network to deliver a full suite of financial solutions, ensuring stability for today and future generations. We offer bespoke investment strategies aligned with your financial objectives, providing access to a sophisticated platform of traditional and alternative investments. Our comprehensive services cater to trusts of all kinds, offering fiduciary oversight, account management, and assistance with distributions and bill-pay services.
Gunder Wealth Management, LLC
Gunder Wealth Management, LLC is a finance institution located at 932 Davis Avenue, Birmingham, Michigan, United States. They pride themselves on being a Guided Advocate, Strategic Partner, and Trusted Advisor for successful and ambitious individuals and families looking to create a financial plan. GWM is a fee-only financial planning firm that leverages technology to provide efficient and high-quality service to clients regardless of their location. They focus on building relationships, solutions, and outcomes, rather than individual products and complex benchmarks. The institution is committed to giving objective advice and acting in the best interest of their clients at all times. GWM offers investment advisory services in multiple states and is dedicated to sustainable development and transformative change without sacrificing performance. They provide information on their website for educational purposes and do not offer investment, tax, accounting, or legal advice. GWM does not guarantee the accuracy of information on external websites linked from their site. They disclaim all warranties and liabilities related to the use of information on their website, and clients use the information at their own risk. GWM does not provide compensation for testimonials or endorsements in their advertisements.
The Cole / Burger Group - Morgan Stanley
The Cole / Burger Group - Morgan Stanley is a renowned finance institution located at 34901 Woodward Avenue in Birmingham, Michigan, United States. With a strong reputation for excellence in financial services, the institution offers a wide range of investment and wealth management solutions to individuals, families, and businesses. Their team of experienced professionals provides personalized advice and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, The Cole / Burger Group - Morgan Stanley is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Valentine Koch - Raymond James
Valentine Koch - Raymond James is a premier finance institution located at 325 North Old Woodward Avenue in Birmingham, Michigan, United States. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our experienced professionals are here to guide you every step of the way. Trust Valentine Koch - Raymond James to provide personalized financial solutions tailored to your individual needs.
Anthony Gerard
Anthony Gerard is a finance institution located at 795 East Maple Road in Birmingham, Michigan, United States. With a focus on providing expert financial services to individuals and businesses, Anthony Gerard offers a range of financial solutions to help clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Anthony Gerard is dedicated to providing personalized and professional service to meet your needs. Trust Anthony Gerard to help you navigate the complexities of the financial world and secure your financial future.
Schechter Wealth
Schechter Wealth is a leading finance and insurance agency located at 111 East Merrill Street in Birmingham, Michigan, United States. With a focus on providing personalized wealth management solutions for high net worth individuals and families, Schechter Wealth offers a wide range of financial services including investment management, estate planning, insurance, and tax strategies. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Visit Schechter Wealth today to learn more about how they can help you build and protect your wealth.
Baird Private Wealth Management
Baird Private Wealth Management is a leading finance institution located at 300 Park Street in Birmingham, Michigan, United States. With a focus on providing personalized wealth management services, Baird offers a comprehensive range of financial solutions to help individuals and families achieve their financial goals. Their team of experienced advisors work closely with clients to develop customized investment strategies tailored to their unique needs and objectives. Whether you are planning for retirement, managing your investments, or looking to build and preserve your wealth, Baird Private Wealth Management is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Ron Carpenter - Raymond James
Ron Carpenter - Raymond James is a reputable finance institution located at 325 North Old Woodward Avenue in Birmingham, Michigan. With a strong presence in the United States, this institution offers a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or wealth management solutions, Ron Carpenter - Raymond James has a team of experienced professionals ready to assist you. Their commitment to excellence and personalized service sets them apart in the finance industry. Visit their office in Birmingham to learn more about how they can help you achieve your financial goals.
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