Financial services for investors in Michigan
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Golden Circle Advisors
● ClosedGolden Circle Advisors is a finance and real estate agency located at 425 Boardman Avenue, Traverse City, Michigan, United States. Specializing in Business Sales, Mergers & Acquisitions, Business Auctions, and Business Valuations, we work with small to mid-sized privately held businesses in positioning and marketing them for sale. Our comprehensive process involves identifying appropriate acquirers through various marketing methods and utilizing an extensive network, including private equity firms and individual investors. Founded on principles of leadership, integrity, and results, we guide business owners through the process of selling their businesses with confidentiality and expertise. Additionally, we offer consultations for buyers and provide information on franchises for sale. With expertise in financing options, M&A, and business valuations, Golden Circle Advisors is dedicated to helping businesses succeed in their transactions.
425 Boardman Ave suite c, Traverse City, MI 49684, United States -
Adamy Valuation
● ClosedAdamy Valuation, located at 50 Louis Street Northwest in Grand Rapids, Michigan, is a trusted institution in the field of finance. With over three decades of experience, Adamy Valuation provides expert and independent business valuation services to executives, business owners, attorneys, and fiduciaries across the country. Top attorneys, CPAs, executives, and corporate fiduciaries rely on Adamy Valuation for their high standards and expertise. In a time where traditional business models are evolving, Adamy Valuation stays ahead of the curve by embracing technology disruption and talent shortages. Jake Helwick, a key figure at Adamy Valuation, offers valuable insights on business transfers and maximizing gift tax exemptions in a video presentation. The institution also provides guidance on planning for potential economic downturns, ensuring clients are prepared for any financial challenges that may arise.
50 Louis St NW #405, Grand Rapids, MI 49503, United States -
Oppenheimer & Co. Inc.
● ClosedOppenheimer & Co. Inc. is a well-established finance institution located at 555 West Crosstown Parkway in Kalamazoo, Michigan, United States. With a history dating back to 1911, our office has a long-standing presence in the Kalamazoo area. We offer a wide range of financial products and services, including professional money management, investment banking, retirement services, and estate planning. Our Financial Professionals leverage the resources of the Oppenheimer global brand to provide clients with sophisticated asset management strategies tailored to their individual needs. We are dedicated to offering independent, objective advice to help investors achieve their financial goals. With a focus on maintaining a strong, conservatively managed balance sheet and robust internal controls, we strive to protect our clients' assets.
555 W Crosstown Pkwy, Kalamazoo, MI 49008, United States -
Oppenheimer & Co. Inc.
● ClosedOppenheimer & Co. Inc. is a finance institution located at 9475 Holly Road, Grand Blanc Township, Michigan, United States. Our Grand Blanc office is situated in one of the fastest growing areas of southern Genesee County, with convenient access to I-75. Our branch consists of a small group of Financial Professionals, supported by experienced sales assistants, dedicated to providing reliable service to our clients. We offer a wide range of financial products and services, including professional money management, corporate & executive services, retirement services, financial planning, insurance and annuity products, estate planning, and trust services. At Oppenheimer, we utilize an open architecture technology platform to provide independent, objective advice tailored to the unique needs of each investor. With a rich history dating back to 1881, we are committed to helping our clients achieve their financial goals. Our institution is financially sound, with a strong, conservatively managed balance sheet, disciplined risk management, and robust internal controls to protect our clients' assets. In the unlikely event of insolvency, there are multiple layers of protection in place to safeguard our customers' holdings.
9475 Holly Rd Suite #203, Grand Blanc Twp, MI 48439, United States -
Brian Borawski CPA, PC
● ClosedBrian Borawski CPA, PC is an accounting and finance institution located at 349 Lake Forest Drive in Waterford Township, Michigan, United States. With close to twenty years of experience in tax work, Brian Borawski founded his own practice in 2007 after working for various companies including KPMG and Delphi. He holds both a B.A. and M.B.A. in Accounting from Michigan State University, with a specialization in tax. Brian's clients include a diverse range of industries, with a focus on real estate investors. He is dedicated to providing personalized and expert financial services to his clients.
349 Lake Forest Dr, Waterford Twp, MI 48327, United States -
Howard L. Margolis, AIF CTFA
● ClosedHoward L. Margolis, AIF CTFA is a finance institution located at 28411 Northwestern Highway in Southfield, Michigan, United States. As Senior Vice President/Investments, Howard looks forward to discussing your financial goals with you. Stifel, the company that Howard is affiliated with, is a growing wealth management firm founded in 1890. With over 2,300 financial advisors in the Private Client Group, Stifel is ranked as the seventh largest full-service investment firm in the nation. They provide timely investor insights through publications like Sight|Lines and Market Pulse, as well as monthly market updates through the Investment Strategy Brief hosted by Stifel's Chief Investment Officer, Michael O’Keeffe. If you are looking for financial advice and market insights, Howard L. Margolis, AIF CTFA is the institution to contact.
28411 Northwestern Hwy #1000, Southfield, MI 48034, United States -
CFOx
● OpenCFOx is a finance institution located at 612 East 4th Street, Royal Oak, Michigan, United States. Trusted by private equity investors and founders nationwide, CFOx is a critical asset and extension of accounting teams, providing thorough and detailed analysis to save time and money. The team at CFOx goes beyond bookkeeping, offering financial partnership and assistance in cleanup, reconciliation, and financial questions during mergers and transactions. As a trusted partner for early stage startups, CFOx helps establish sound financial infrastructure and processes. Specializing in financial due diligence, financial modeling, and forecasting, CFOx provides invaluable insights for strategic planning and execution. The recent hiring of Walker Freeman, CPA, further strengthens CFOx's Transaction Services group. With a focus on professionalizing financials, CFOx helps businesses spot potential issues before they become real problems. Whether it's sell-side due diligence services for environmental management companies or forecasting for sports agencies, CFOx consistently delivers quality and timely financial services.
612 E 4th St, Royal Oak, MI 48067, United States -
Oppenheimer & Co. Inc.
● ClosedOppenheimer & Co. Inc. is a renowned finance institution located at 63 Kercheval Avenue in Grosse Pointe Farms, Michigan, United States. Situated near the financial district, our office has a rich history of providing clients with top-notch service and access to advanced asset management strategies. Our experienced Financial Professionals offer a wide range of financial products and services, including professional money management, retirement services, financial planning, insurance products, and estate planning. For qualified investors, we also offer options in alternative investments, hedge funds, and private equity. With a legacy dating back over a century, Oppenheimer is known for its innovative work in asset management and equity research. We are committed to helping our clients achieve their financial goals through expert advice and insight. As a financially sound institution, we prioritize risk management and internal controls to protect our clients' assets. Please note that our website's terms, privacy, and security policies may not apply to third-party sites. Oppenheimer & Co. Inc. is dedicated to providing exceptional service and support to our clients.
63 Kercheval Ave Suite #300, Grosse Pointe Farms, MI 48236, United States -
ClearView Investments
● ClosedClearView Investments is a leading finance institution located at 1360 Baldwin Street in Georgetown Township, Michigan, United States. With a strong reputation for providing top-notch investment services, ClearView Investments offers a wide range of financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, ClearView Investments has the expertise and resources to guide you every step of the way. Trust ClearView Investments to provide clear, transparent, and personalized investment strategies tailored to your unique needs.
1360 Baldwin St, Jenison, MI 49428, United States -
BeManaged
● ClosedBeManaged is a financial institution located at 4280 Cascade Road Southeast in Grand Rapids, Michigan. Founded in 2006, our mission is to provide high-level investment management and advice to individuals and employers at a fair value. As an independent fee-only advisor, we adhere to the highest fiduciary standard of care, ensuring that our clients' best interests are always the top priority. At BeManaged, we believe that every client is unique and deserves a customized financial plan tailored to their specific needs and goals. Our team of experienced advisors is dedicated to helping investors create and execute a comprehensive financial strategy without the conflicts of interest that can arise from sales products.
4280 Cascade Rd SE, Grand Rapids, MI 49546, United States -
Cornerstone Wealth Partners - Steve Vanderwey, William Wiarda
● OpenCornerstone Wealth Partners, led by Steve Vanderwey and William Wiarda, is a finance institution located in Grand Rapids, Michigan. As a coaching company, their mission is to help families understand the true value of their money, allowing them to invest wisely and with purpose. Through their Pathway system, they guide clients in navigating financial decisions and strategies. Their team is known for being fun, effective, and dedicated to providing top-notch investor services. With a commitment to sound academic investing, Cornerstone Wealth Partners aims to help clients achieve their financial goals while staying true to their greater purpose in life. Advisory services are offered through Cornerstone Wealth Partners, a registered investment adviser, ensuring that clients receive expert guidance in managing their finances.
1600 E Beltline Ave NE Ste 114, Grand Rapids, MI 49525, United States -
Stifel | Kyle Travis
● OpenStifel | Kyle Travis is located at 5181 Cascade Road Southeast in Grand Rapids, Michigan, United States. As a finance institution, we are dedicated to helping our clients achieve their financial goals. With a history dating back to 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of the number of financial advisors. Our Private Client Group consists of over 2,300 financial advisors, making Stifel the seventh largest full-service investment firm in terms of financial advisors. We offer timely investor insights through publications like Sight|Lines, Market Pulse, and the Investment Strategy Brief, providing valuable market updates and educational resources.
5181 Cascade Rd SE, Grand Rapids, MI 49546, United States -
Asset Management Group
● ClosedAsset Management Group is a leading finance institution located at 20501 Hoover Street in Detroit, Michigan, United States. Specializing in asset management services, our team of experienced professionals is dedicated to helping clients effectively manage their investments and maximize their financial portfolios. With a focus on personalized solutions and strategic planning, we strive to provide our clients with the tools and expertise needed to achieve their financial goals. Whether you are an individual investor or a corporate entity, Asset Management Group is committed to delivering exceptional service and results. Contact us today to learn more about how we can help you secure your financial future.
20501 Hoover St, Detroit, MI 48205, United States -
M.G. Bookkeeping
● OpenM.G. Bookkeeping is a trusted accounting and finance institution located at 6988 McKean Road in Ypsilanti Charter Township, Michigan, United States. With a team of experienced professionals, we provide top-notch bookkeeping services to help businesses manage their financial records effectively. Whether you need assistance with payroll, taxes, or general accounting, our dedicated staff is here to support your financial needs. Trust M.G. Bookkeeping for reliable and efficient financial solutions.
6988 McKean Rd, Ypsilanti Charter Twp, MI 48197, United States -
Detroit Investment Fund
● ClosedDetroit Investment Fund is a premier financial services firm located in the heart of Detroit at 600 Renaissance Center, Suite 1710. Specializing in a wide array of investment opportunities, the Detroit Investment Fund is dedicated to fostering economic growth and financial stability within the local community and beyond. Our team of seasoned financial experts offers personalized investment strategies, portfolio management, and financial advisory services tailored to meet the unique needs of each client. Whether you're an individual investor, a small business, or a large corporation, we provide the tools and insights necessary to achieve your financial goals. At Detroit Investment Fund, we are committed to excellence, integrity, and delivering results that drive success for our clients and the Detroit community.
600 Renaissance Center # 1710, Detroit, MI 48243, United States -
Ally Bank
● ClosedAlly Bank, located at 200 Renaissance Center in Detroit, MI, is a prominent player in the banking and finance sector, renowned for its commitment to providing exceptional digital financial services. As a subsidiary of Ally Financial Inc. (NYSE: ALLY), Ally Bank offers a comprehensive range of deposit and mortgage products, ensuring a seamless and straightforward experience for its customers. With a focus on transparency, the bank promises no hidden fees and competitive rates, making it a preferred choice for individuals seeking a simple mortgage process. Ally Bank also excels in investment services, offering self-directed trading accounts that come with professional insights and stock research tools. This allows clients to make informed decisions and strategically grow their wealth. The bank is a Member FDIC and an Equal Housing Lender, ensuring that all credit products and mortgage services adhere to regulatory standards and are subject to approval, with terms and conditions that may change over time.
200 Renaissance Center, Detroit, MI 48243, United States -
Coinhub Bitcoin ATM Teller
● OpenWelcome to Coinhub Bitcoin ATM Teller, your go-to destination for fast, secure, and convenient cryptocurrency transactions in Ironwood, Michigan. Located at 802 East Cloverland Drive, we offer an effortless way to purchase Bitcoin and over 25 other cryptocurrencies, including Ethereum and Dogecoin, using cash or your debit/credit card. At Coinhub, we prioritize ease of use and accessibility, with Bitcoin ATMs designed to facilitate quick transactions. You can buy Bitcoin instantly with cash, and our machines support purchases up to $25,000 daily. For transactions up to $2,000, simply use your phone number. For larger amounts, follow our straightforward ID verification process.
802 East Cloverland Drive, Ironwood, Michigan 49938, United States -
Coinstar Kiosk - Bitcoin ATM
● ClosedWelcome to the Coinstar Kiosk - Bitcoin ATM, conveniently located at 1480 East Cloverland Drive within Super One Foods in Ironwood, Michigan. Our kiosk offers a seamless and secure way to buy and sell Bitcoin, catering to both seasoned investors and newcomers to the world of cryptocurrency. As a trusted name in financial services, we are dedicated to providing an easy-to-use platform that integrates the latest in ATM technology for your convenience. Whether you’re looking to expand your digital currency portfolio or make your first Bitcoin transaction, our ATM is designed to make the process straightforward and efficient. Our user-friendly interface and top-notch security measures ensure a smooth experience, allowing you to manage your digital assets with confidence.
1480 East Cloverland Drive Super One Foods, Ironwood, Michigan 49938, United States -
Buy Bitcoin
● OpenWelcome to Buy Bitcoin - Your Gateway to Easy and Secure Bitcoin Transactions Located at 10299 Red Arrow Highway, Bridgman, Michigan, Buy Bitcoin is your local destination for seamless cryptocurrency transactions. We are committed to making Bitcoin purchases accessible, convenient, and secure for everyone, regardless of their banking status.
10299 Red Arrow Highway, Bridgman, Michigan 49106, United States -
Coinhub Bitcoin ATM Teller
● OpenWelcome to Coinhub Bitcoin ATM Teller, your trusted partner for fast and secure cryptocurrency transactions. Conveniently located at 3681 West Shawnee Road, Bridgman, Michigan 49106, our Coinhub Bitcoin ATM provides a seamless experience for purchasing Bitcoin and other cryptocurrencies. At Coinhub, we understand the importance of efficiency and security when dealing with digital currencies. Our Bitcoin ATMs allow you to buy up to $25,000 worth of Bitcoin daily using cash, with transactions completed in under two minutes. For smaller purchases up to $2,000, simply use your phone number; for larger transactions, follow easy ID verification steps directly at the machine.
3681 West Shawnee Road, Bridgman, Michigan 49106, United States -
ATM Machine at Lincoln Town Center
● OpenATM Machine at Lincoln Town Center Welcome to ATM Machine at Lincoln Town Center, your reliable financial partner located at 4074 Red Arrow Highway, St. Joseph, Michigan 49085, United States. Whether you're an individual looking to withdraw cash or a business owner interested in exploring the ATM industry, we have services tailored just for you.
4074 Red Arrow Highway, St. Joseph, Michigan 49085, United States -
CDReload Instant Bitcoin
● OpenWelcome to CDReload Instant Bitcoin, your local gateway to the world of cryptocurrency, conveniently located at 2506 Niles Avenue, St. Joseph, Michigan 49085. We specialize in making Bitcoin transactions simple, fast, and accessible for everyone, whether you're a first-time buyer or a seasoned investor. Your Easy Bitcoin Solution
2506 Niles Avenue, St. Joseph, Michigan 49085, United States -
ATM Machine at State Street
● OpenWelcome to the "ATM Machine at State Street," your one-stop destination for all things related to ATMs and finance in St. Joseph, Michigan. Conveniently located at 120 State Street, our business is dedicated to providing top-notch ATM services and insightful guidance for those interested in the ATM industry. Whether you're a business owner looking to reduce credit card fees or an entrepreneur eager to explore the lucrative world of ATM ownership, we have the resources and expertise to help you succeed. Our services include providing new and refurbished ATM machines, comprehensive ATM processing, and valuable insights into creating a passive income stream through ATMs.
120 State Street, St. Joseph, Michigan 49085, United States -
LibertyX Bitcoin ATM
● ClosedWelcome to LibertyX Bitcoin ATM, conveniently located at 1140 Pipestone Road inside Kartar Foods (Harbor Meat Market) in Benton Harbor, Michigan. As a trusted leader in the cryptocurrency space, we offer a seamless and secure way for you to buy Bitcoin instantly. Whether you're a seasoned investor or new to the world of digital currency, our user-friendly ATM makes transactions quick and easy. Simply visit our location, follow the straightforward instructions on the screen, and start your Bitcoin journey today. We are committed to providing a reliable and efficient service to meet all your cryptocurrency needs. Visit us at LibertyX Bitcoin ATM and experience the future of finance.
1140 Pipestone Road Kartar Foods ( harbor meat market), Benton Harbor, Michigan 49022, United States
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