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TOP 30 Financial services for retirees in Farmington, MI
7 results found
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Senior Financial Center
The Senior Financial Center is a finance institution located at 37000 Grand River Avenue in Farmington Hills, Michigan. Our center specializes in providing financial services and advice tailored specifically for seniors. We offer a range of services including retirement planning, investment management, estate planning, and more. Our experienced team of financial advisors is dedicated to helping seniors navigate their financial options and make informed decisions for their future. Visit us today to learn how we can help you secure your financial well-being in your golden years.
Merrill Lynch Financial Advisor Stephen J. Blahunka
Merrill Lynch Financial Advisor Stephen J. Blahunka is a First Vice President, Wealth Management Advisor located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States. With a focus on understanding the needs and goals of investors, Stephen works with executives, physicians, business owners, and retirees to plan for their future and grow their retirement assets. Services include investment portfolio preservation and growth strategies, monthly reviews, quarterly evaluations, and annual planning. Stephen also provides business services such as 401(k) program advice and non-qualified deferred compensation plans for executives. With a background as a Chief Financial Officer and a strong educational foundation, Stephen is dedicated to providing superior customer service and helping clients achieve their financial goals without unnecessary risk. Through Merrill Lynch Wealth Management, Stephen offers personalized financial planning centered on family, goals, and priorities, with a focus on building and documenting a plan tailored to each client's needs. By getting to know clients on a personal level and understanding their investing preferences, Stephen can customize financial approaches to help clients pursue what matters most to them. With access to investment insights from Merrill and banking solutions from Bank of America, clients can work with Stephen to develop an approach designed to address their financial needs. The goal is to help clients manage, grow, and preserve their wealth while planning for the future. Through regular check-ins and adjustments to the financial approach, Stephen aims to help clients stay on track to achieve their goals and adapt to changes in their lives and the financial markets. By offering personalized investment strategies and comprehensive financial solutions, clients can benefit from a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor.
Maher Financial
Maher Financial, located at 30101 Northwestern Highway in Farmington Hills, Michigan, offers professional financial and structured settlement advisory services. With alarming statistics showing that a large percentage of U.S. workers have saved less than $25,000 for retirement, Maher Financial aims to provide guidance and support in planning for a secure financial future. Their services include helping clients understand how much money to save for retirement, as well as assisting retirees who may have left the workforce earlier than planned. It is important to note that the information provided by Maher Financial is for educational purposes only and should not be interpreted as direct investment advice. Clients are encouraged to consult with their own tax and legal advisors for personalized guidance. With a commitment to helping clients achieve their financial goals, Maher Financial is a trusted institution in the finance industry.
Edward Gennrich - Financial Advisor, Ameriprise Financial Services, LLC
Edward Gennrich, a Financial Advisor at Ameriprise Financial Services, LLC, located at 32255 Northwestern Highway in Farmington Hills, Michigan, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Edward Gennrich is well-equipped to provide expert advice on asset management, estate planning, retirement planning, investment opportunities, insurance products, and more. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, Edward Gennrich has the knowledge and expertise to help you achieve your financial goals. Contact him today to schedule a consultation and take the first step towards securing your financial future.
Chance Smeznik - Ameriprise Financial Services, LLC
Chance Smeznik - Ameriprise Financial Services, LLC is a finance institution located at 33493 West 14 Mile Road, Farmington Hills, Michigan, United States. They offer a wide range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover areas such as asset management, estate planning, retirement planning, investment strategies, and more. The institution aims to provide expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement or special circumstances.
Chase C Kallen - Financial Advisor, Ameriprise Financial Services, LLC
Chase C Kallen is a financial advisor at Ameriprise Financial Services, LLC located at 31000 Northwestern Highway, Farmington Hills, Michigan, United States. Chase holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. Chase specializes in providing financial advice and planning for individuals, retirees, small business owners, and high net worth clients. Chase is dedicated to upholding a high standard of ethics and expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Chase is committed to helping clients make informed decisions and achieve their financial goals.
The Phil’s Tax Hacks
The Phil’s Tax Hacks is a finance institution located at 22029 Farmington Road, Farmington, Michigan, United States. As tax season approaches, it's the perfect time to tune into their podcast for valuable tax tips and insights from Phil, a CPA. The podcast covers topics such as avoiding tax pitfalls, practical strategies for retirees against scams and fraud, and the similarities between March Madness and retirement planning. Phil, with over 20 years of experience in financial services, is dedicated to helping clients create sound financial strategies for retirement. His mission is to empower seniors and soon-to-be retirees to take control of their financial future. With a background as a CPA and a Masters in Taxation, Phil is able to create comprehensive financial strategies that maximize income, reduce taxes, and grow assets while minimizing market volatility. The institution is committed to supporting more clients and building long-term relationships. Tune into the podcast to learn more about Phil Putney and AFS Wealth Management, access financial articles and educational videos, and stay updated on market trends and events at the firm. Phil's financial strategies have been featured on various media outlets, showcasing his expertise in providing security and peace of mind through sound financial planning.
List of businesses, places and services in Michigan
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