Financial success in Shelby Township, MI
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Mark Jankauskas - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMark Jankauskas is a Financial Advisor at Ameriprise Financial Services, LLC, located at 52280 Van Dyke Avenue in Shelby Township, Michigan, United States. With a focus on your individual goals and risk tolerance, Mark provides investment, asset allocation, and portfolio recommendations to help you achieve financial success. Regular meetings and progress reviews ensure that your approach is updated as life changes, allowing you to track your progress towards your goals securely from any device. Background and qualification information for Mark Jankauskas can be found on FINRA's BrokerCheck website. Additionally, the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure is available for more information.
52280 Van Dyke Ave, Shelby Twp, MI 48316, United States -
Michigan Schools and Government Credit Union
● ClosedMichigan Schools and Government Credit Union, located at 34700 23 Mile Road in New Baltimore, Michigan, is a trusted institution offering a range of financial services including ATM access and various finance options. With guaranteed returns and competitive rates, their Certificates of Deposit provide a risk-free way to grow your savings quickly. Additionally, they offer resources and personalized guidance to help you navigate the home-buying process and find the right mortgage. Members can take advantage of special discounts on tax preparation services with TurboTax and H&R Block, as well as low fixed credit card rates and no fee balance transfers. The institution is committed to helping members achieve their financial goals, with a focus on community and personalized service. With multiple branch locations, including a new office in Shelby Township, Michigan Schools and Government Credit Union is dedicated to serving its members and ensuring their financial success.
34700 23 Mile Rd, New Baltimore, MI 48047, United States -
James Tafelski
● OpenJames Tafelski is a reputable finance institution located at 8484 26 Mile Road in Shelby Township, Michigan, United States. With a strong focus on providing top-notch financial services to individuals and businesses, James Tafelski is known for its expertise in financial planning, investment management, and wealth preservation. The institution's team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, estate planning, or investment advice, James Tafelski is committed to providing personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you achieve financial success.
8484 26 Mile Rd, Shelby Twp, MI 48316, United States -
Davis Capital Management, LLC
● ClosedDavis Capital Management, LLC is a finance and insurance agency located at 51424 Van Dyke Avenue in Shelby Township, Michigan, United States. Founded by Larry, a well-known financial planner in Southeast Michigan, the institution specializes in working with small business owners, post-divorce planning, and individuals transitioning into retirement. Larry has developed wealth management processes such as the PET FORMula™ and is actively involved in the Financial and Estate Planning Council of Macomb County and the Rochester Chamber of Commerce. Jessica, with 10 years of experience in office management in the real estate industry, joined DCM in 2015 and provides excellent client service. The institution focuses on serving successful individuals nearing retirement, utilizing a systematic approach to financial planning. Clients of DCM are described as genuinely nice people, and the institution can be visited at the Shelby Business Center on Van Dyke Avenue. Securities are offered through Sigma Financial Corporation, and investment advisory services are provided through Sigma Planning Corporation. Davis Capital Management is independent of Sigma Financial Corporation or Sigma Planning Corporation.
51424 Van Dyke Ave, Shelby Township, MI 48316, United States -
Block Advisors
● ClosedBlock Advisors is a trusted accounting and finance institution located at 48576 Van Dyke Avenue in Shelby Township, Michigan, United States. Our team of experienced professionals provides personalized financial services to individuals and businesses, helping them navigate complex tax laws and maximize their financial success. Whether you need assistance with tax preparation, retirement planning, or investment strategies, Block Advisors is here to help you achieve your financial goals. Visit us today to experience our exceptional service and expertise.
48576 Van Dyke Ave, Shelby Twp, MI 48317, United States -
United Tax Service, INC
● ClosedUnited Tax Service, INC is a reputable accounting and finance institution located at 48377 Van Dyke Avenue in Shelby Township, Michigan, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. From tax preparation to financial planning, United Tax Service, INC is dedicated to helping their clients achieve their financial goals. Trustworthy and reliable, they are committed to providing top-notch services to ensure their clients' financial success.
48377 Van Dyke Ave, Shelby Township, MI 48317, United States -
Sequoia Trusted Advisors
● OpenSequoia Trusted Advisors is a reputable institution located at 52188 Van Dyke Avenue in Shelby Township, Michigan. Our team of experienced professionals provides expert financial and investment advice to individuals and businesses. We are dedicated to helping our clients achieve their financial goals through personalized strategies and comprehensive planning. With a commitment to integrity and excellence, Sequoia Trusted Advisors is a trusted partner in navigating the complexities of the financial world. Contact us today to learn how we can help you secure your financial future.
52188 Van Dyke Ave, Shelby Township, MI 48316, United States
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