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TOP 30 Financial success tips in Michigan
40 results found
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Thrivent Financial
Thrivent Financial is a finance institution located at 487 Seel Drive in Adrian, Michigan, United States. We believe that everyone deserves a financial plan they can be confident about, and it all starts with the right financial advisor. Our goal is to understand your unique situation and goals so we can help you achieve financial success. Our free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. Whether you're just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate life's challenges and opportunities. We offer charitable planning options and generosity programs to help you give back to your community. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization that provides advice, investments, insurance, banking, and generosity solutions.
Strive Financial
Strive Financial is an insurance agency located at 110 North Michigan Avenue in Howell, Michigan. Since 2005, we have been dedicated to helping individuals, families, and business owners protect their assets, prepare for uncertainty, and plan for retirement. We offer a wide range of personal insurance policies, including auto insurance, umbrella insurance, watercraft insurance, home insurance, motorcycle insurance, condominium insurance, and renters' insurance. For commercial clients, we provide policies such as commercial car insurance, commercial property insurance, bonds, business owner policy insurance, workers' compensation, equipment insurance, cyber liability insurance, commercial package policies, and professional liability insurance. We also offer group policies for long-term care, dental insurance, life insurance, health insurance, and annuities. Our team of experienced agents, including Jake, Hollie, Makena, Rachael, Jeffery Kropodra, and Jeffery Kavanaugh, are dedicated to providing professional consultation and exceptional service to our clients. We strive to make the insurance process simple and smooth for everyone, ensuring that your needs are met and your assets are protected. Contact us today for a quote or to learn more about how we can help you plan for a secure future.
GRT Financial
GRT Financial, located in Southfield, Michigan, is a professional finance institution that specializes in helping clients overcome unsecured debt. Their team of experts provides personalized financial assessments and offers debt solutions that clients qualify for. With a focus on the client's success, GRT Financial works diligently to negotiate with creditors and achieve great results for their clients. They have a proven track record of delivering financial solutions that help clients manage their debt and improve their financial outlook. GRT Financial is committed to providing excellent customer service, always ensuring that clients understand the process and are kept informed every step of the way. If you are struggling with debt, GRT Financial can help you eliminate stress and move towards a brighter financial future.
Costello Financial Planning
Costello Financial Planning is a family-owned fiduciary fee-only financial planning firm located in Bend, OR, and Chicago, IL. Our team consists of a Certified Financial Planner and a Certified Public Accountant with a combined experience of over a decade in the industry. We believe in providing personalized and unbiased financial advice to help our clients protect and grow their wealth. At Costello Financial Planning, we do not sell any products or receive any commissions. Our focus is on creating comprehensive financial plans tailored to each client's individual goals and needs. We believe in a client-focused approach, where our advice, coaching, and services provide a greater benefit than our cost.
Merrill Lynch Financial Advisor John Boukamp IV
Merrill Lynch Financial Advisor John Boukamp IV is a finance institution located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, United States. With a deep understanding of your financial picture, John Boukamp IV can help create a personalized wealth management strategy tailored to your goals. The institution offers access to investment insights from Merrill and banking solutions from Bank of America. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered around your goals and aspirations. With a focus on understanding your priorities and aspirations, John Boukamp IV aims to help you achieve financial success by making informed investment decisions. The institution offers tools to help you keep track of changes in your life and financial goals, ensuring that your financial approach is always up to date. By providing insights, resources, and personalized advice, John Boukamp IV works with you to develop an approach designed to address your specific financial needs. Through ongoing communication and regular reviews, the institution helps you stay on track to achieve what matters most to you. With a focus on your personal goals and aspirations, John Boukamp IV helps you create a financial approach that reflects your unique personality. By working with a dedicated Merrill advisor, you can access personalized investment strategies and comprehensive financial solutions to address your needs and pursue your goals. The institution also offers the latest investment insights, tips, and strategies to help you live your best financial life. John Boukamp IV is registered to do business in multiple states and holds certifications as a Chartered Retirement Planning Counselor™. Investing involves risk, and it is recommended to consult legal and tax advisors before making any financial decisions. The institution offers a broad range of brokerage, investment advisory, and other services to help you achieve your financial goals.
Financial & Investment Management
Financial & Investment Management is a leading finance institution located at 111 Cass Street in Traverse City, Michigan, United States. Our team of experienced professionals specializes in providing comprehensive financial planning, investment management, and wealth preservation services to individuals, families, and businesses. With a focus on personalized strategies tailored to meet each client's unique goals and objectives, we strive to help our clients achieve financial success and security. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our team is dedicated to helping you navigate the complexities of the financial world and make informed decisions that align with your best interests. Contact us today to learn more about how Financial & Investment Management can help you achieve your financial goals.
Phil Harmon - Financial Advisor, Ameriprise Financial Services, LLC
Phil Harmon, a Financial Advisor at Ameriprise Financial Services, LLC, located at 5863 South Warner Avenue, Fremont, Michigan, United States, specializes in providing comprehensive financial planning services. Phil holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on ethical practices and client-centered approach, Phil aims to help individuals and small business owners achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance products, Phil Harmon is dedicated to providing personalized solutions to meet your needs. Contact Phil Harmon today to start your journey towards financial success.
Merrill Lynch Financial Advisor Phillip A Serra
Merrill Lynch Financial Advisor Phillip A. Serra, located at 39001 West 12 Mile Road in Farmington Hills, Michigan, is a finance institution dedicated to helping clients achieve their long-term financial goals. With a personalized approach, Phillip Serra works one-on-one with clients to develop tailored financial strategies that align with their aspirations and priorities. By understanding each client's unique needs and objectives, the institution aims to design and implement plans that help manage investment risk while pursuing financial goals. Phillip Serra and his team believe in a client-centric approach, focusing on understanding what matters most to each individual. By asking thoughtful questions and listening carefully to clients' wealth status and future aspirations, they aim to provide personalized solutions that turn goals into reality. Whether clients are planning for retirement, saving for a home, or preparing to pass on wealth to future generations, Merrill Lynch Financial Advisor Phillip A. Serra offers a comprehensive range of services to help clients manage, grow, and preserve their wealth.
Michigan Financial
Michigan Financial is a reputable finance institution located at 17199 North Laurel Park Drive in Livonia, Michigan. Our experienced team is dedicated to providing top-notch financial services to our clients, including personalized financial planning, investment management, and wealth management. Whether you are looking to grow your assets, plan for retirement, or secure a loan, Michigan Financial is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in managing your finances effectively.
Financial Advisor | Shane Brown, MsF, AAMS
Financial Advisor Shane Brown, MsF, AAMS is a trusted and experienced professional located at 38610 Jefferson Avenue, Harrison Township, Michigan, United States. Specializing in providing personalized financial guidance and investment strategies, Shane Brown helps clients achieve their financial goals and secure their financial future. With a Master of Science in Finance and the Accredited Asset Management Specialist designation, Shane Brown is dedicated to providing expert advice and tailored solutions to individuals, families, and businesses. Whether you are seeking retirement planning, investment management, or wealth preservation services, Financial Advisor Shane Brown is committed to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact Shane Brown today to schedule a consultation and take the first step towards financial success.
The Blue Boutique
The Blue Boutique, located at 136 East Maumee Street in Adrian, Michigan, is a clothing store that offers a unique shopping experience. As a part of Goodwill Industries of Southeastern Michigan, The Blue Boutique not only provides stylish and affordable clothing options, but also gives back to the community through financial contributions and donations. By shopping at The Blue Boutique, customers can help support Goodwill's community-based programs, such as Employability Skills Training and Trial Work Experiences, which help individuals like Aria Martinez find success in the workforce. Additionally, customers can donate gently used items to create opportunities for others in need. Goodwill Industries of Southeastern Michigan is a nonprofit organization that uses commercial strategies to improve human and environmental well-being. Visit The Blue Boutique to shop for a cause and make a difference in your community.
SCORE
SCORE Kalamazoo/Southwest Michigan is a finance institution located at 1126 Gull Road in Kalamazoo, Michigan, United States. We offer free mentoring services to new and established small businesses in the Southwest Michigan area. Our mentors are dedicated to helping you succeed and unlock the secrets to Amazon selling success through our free webinar series. If you are interested in becoming a mentor yourself, we welcome you to join our team. In addition, we are excited to announce the upcoming National Small Business Week Virtual Summit hosted by the U.S. Small Business Administration and SCORE. This event will provide educational webinars, networking opportunities, and professional guidance from SCORE mentors. We believe in supporting small business owners from diverse backgrounds and providing personalized support through our SCORE for All platform.
SCORE
SCORE, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a finance institution dedicated to helping small business owners succeed. Our experienced volunteer mentors are available to assist both current business owners and aspiring entrepreneurs in achieving their goals. Join us for our free webinar series on Amazon selling success, where you can learn valuable tips and strategies from experts in the field. Whether you're a new seller looking to grow your business or an existing seller wanting to boost your sales on Amazon, this webinar series is perfect for you.
SCORE
SCORE is a finance institution located at 938 Burdette Street in Ferndale, Michigan, United States. Our mentors are experienced entrepreneurs, corporate managers, and executives who volunteer their knowledge to help small business professionals in Southeast Michigan. Join our free webinar series to learn the secrets to Amazon selling success, or visit Goldner Walsh Garden & Home, founded in 1953 by Alfred H. Goldner. Celebrate our volunteers this month and consider becoming a SCORE mentor to give back to the community. Don't miss the National Small Business Week Virtual Summit in 2024, hosted by the U.S. Small Business Administration and SCORE. Small business owners in Southeast Michigan are seeking guidance from certified volunteer mentors like you. Interested in becoming a Certified Government Contractor in Michigan? Attend our SBA Government Contracting Webinar for more information. SCORE is funded in part through a Cooperative Agreement with the U.S. Small Business Administration.
Grow
Grow is a finance institution located at 1333 Alger Street Southeast in Grand Rapids, Michigan. Our mission is to help individuals and businesses achieve their financial goals through expert advice and personalized financial solutions. With a team of experienced professionals, we offer a wide range of financial services including investment management, retirement planning, and wealth management. Whether you are looking to grow your savings, plan for the future, or secure a loan, Grow is here to support you every step of the way. Visit us today to learn more about how we can help you thrive financially.
Graduate School
The Graduate School at Houghton, Michigan, United States is a prestigious institution that offers advanced degrees in a variety of fields. With a focus on research, innovation, and academic excellence, the Graduate School provides students with the opportunity to further their education and expertise in their chosen field. The faculty at the Graduate School are highly qualified and dedicated to helping students succeed in their academic pursuits. Located in the beautiful town of Houghton, Michigan, the Graduate School provides a supportive and enriching environment for students to grow and thrive. Whether you are interested in pursuing a master's or doctoral degree, the Graduate School at Houghton, Michigan is the perfect place to continue your education and achieve your academic goals.
Mason County College Access Network
Mason County College Access Network, located at 119 South Rath Avenue in Ludington, Michigan, is dedicated to helping individuals in the community achieve their post-secondary education goals. Led by experienced educators and community leaders such as Wendy Gradwohl Wells, Annie Jacobson, Dr. Jason Jeffrey, and Lynne Russell, the institution focuses on promoting college readiness and supporting student success. With a strong emphasis on the benefits of higher education for both individuals and the community as a whole, Mason CAN works to ensure that all students have access to the tools and resources they need to pursue their academic goals. Through partnerships with schools, scholarship programs, and other organizations, Mason CAN aims to create a culture of college-going and lifelong learning in Mason County. If you are interested in getting involved or receiving assistance from Mason County College Access Network, contact them today or visit the Ludington & Scottville Chamber of Commerce.
Oceana College Access Network
Oceana College Access Network is a non-profit organization located at 388 South Hancock Street in Pentwater, Michigan. Our mission is to provide support and resources for students in Oceana County to access and succeed in higher education. We offer guidance on college applications, financial aid, scholarships, and career planning. Our dedicated team is committed to helping students achieve their academic goals and reach their full potential. Join us in creating a brighter future for the youth of Oceana County.
International Student Services
International Student Services is a dedicated department at a school in Kalamazoo, Michigan, United States, that provides support and resources for international students. From visa assistance to cultural adjustment programs, this institution is committed to helping students from around the world thrive academically and socially during their time in the United States. Whether it's guidance on academic requirements or help with finding housing, International Student Services is there to ensure that all students have a successful and enriching experience while studying abroad.
Wealth & Wisdom Institute
Wealth & Wisdom Institute, located at 2363 West Jefferson Avenue in Trenton, Michigan, is dedicated to helping families secure their financial future with certainty. Unlike traditional planning that often involves assuming risks, our institute focuses on building a solid foundation of financial certainty for our clients. Our expert team at Wealth & Wisdom Institute stays ahead of economic trends and shifts to ensure that your family's financial future is secure. We also provide guidance on marketing strategies to help you plan for your client's future. Choose certainty over risk with Wealth & Wisdom Institute.
Well Done Life & Legacy
Well Done Life & Legacy is a reputable insurance agency located in Traverse City, Michigan. Our dedicated team is committed to helping individuals and families secure their financial future by providing a wide range of insurance products and services. Whether you are looking for life insurance, retirement planning, or estate planning, we are here to guide you every step of the way. At Well Done Life & Legacy, we believe in protecting what matters most to you and ensuring a legacy that will last for generations to come. Visit us at 476 U.S. 31 to learn more about how we can help you achieve your financial goals.
Life Health Invest with Jestine
Life Health Invest with Jestine is a top-tier insurance agency located at 9011 Linwood Street in Detroit, Michigan. Specializing in life and health insurance, our dedicated team of professionals is committed to helping individuals and families secure their financial future and protect their well-being. With a focus on personalized service and tailored insurance solutions, we strive to build long-lasting relationships with our clients. Trust Life Health Invest with Jestine to provide you with the peace of mind and security you deserve.
Ambitious Girl
Ambitious Girl is a trendy clothing store located at 19362 Kelly Road in Harper Woods, Michigan. Our store offers a wide selection of stylish and fashionable clothing for women who are ambitious, confident, and always on the go. From chic dresses and tops to comfortable activewear and accessories, Ambitious Girl has everything you need to look and feel your best. Visit us today and shop our latest collection of must-have pieces that will elevate your wardrobe to the next level.
GreenPath Debt Solutions
GreenPath Debt Solutions is a trusted national nonprofit institution located at 36500 Corporate Drive, Farmington Hills, Michigan, United States. With over 60 years of experience, GreenPath helps individuals regain financial independence by providing options to manage credit card debt, student loans, and homeownership. Their NFCC-certified counselors offer support and tools to help individuals create a plan to address their financial concerns and live a financially healthy life. Whether facing foreclosure, in need of rental counseling, considering a reverse mortgage, or looking to purchase a home, GreenPath's HUD-certified counselors provide trusted support to handle housing challenges. They offer a variety of free resources such as articles, tools, webinars, and classes to guide individuals on their financial journey.
SCORE
SCORE, a finance institution located at 401 East Mitchell Street in Petoskey, Michigan, offers free business advice, training webinars, workshops, and a library of templates and tools to help entrepreneurs succeed. Established in 1988, the Tip of the Mitt SCORE chapter has 25 dedicated volunteers ready to support businesses in scenic Northern Michigan. One of their current offerings is a free webinar series on Amazon selling success, taught by experts directly from Amazon. Additionally, SCORE provides guidance on navigating negotiations, managing stress, and adapting to new business challenges like the Corporate Transparency Act. With a focus on inclusivity and personalized support through their SCORE for All platform, the institution aims to empower diverse entrepreneurs to achieve their goals. Since 1964, SCORE has mentored over 11 million small business owners and is always looking for individuals with varied backgrounds to join their team of mentors and advocates. This institution is funded in part through a Cooperative Agreement with the U.S. Small Business Administration, emphasizing their commitment to supporting small businesses nationwide.
Mike Tummino, Mergers & Acquisitions
Mike Tummino, Mergers & Acquisitions is a reputable institution located at 13495 Crestwood Drive Southeast in Lowell, Michigan, United States. Specializing in mergers and acquisitions, this institution offers expert advice and guidance for individuals and businesses looking to navigate the complex world of buying and selling companies. With a focus on providing top-notch service and personalized attention, Mike Tummino, Mergers & Acquisitions is a trusted partner for those seeking to achieve their financial goals.
Law Offices of Barton Morris
The Law Offices of Barton Morris is a reputable legal institution located at 801 West Big Beaver Road in Troy, Michigan, United States. Specializing in finance and legal services, the firm is led by experienced lawyer Barton Morris who is dedicated to providing top-notch legal representation for clients in need of expert advice and guidance. With a strong focus on financial matters and a commitment to achieving the best possible outcomes for their clients, the Law Offices of Barton Morris is a trusted name in the legal industry.
Goodwill Industries of Southeastern Michigan - Monroe Store
Goodwill Industries of Southeastern Michigan - Monroe Store is a nonprofit organization located at 255 North Telegraph Road in Monroe, Michigan. This store offers a wide range of gently used items for sale, with proceeds going towards supporting community-based programs that help individuals like Aria Martinez find success in the workforce. By making a financial contribution or donating your gently used items, you can make a difference in your community and create opportunities for others. Goodwill Industries of Southeastern Michigan is dedicated to improving human and environmental well-being through its social enterprise model. Visit the Monroe Store today to shop for a cause and support a great organization.
Viperbid Michigan
Viperbid Michigan is a finance institution located at 7903 Venture Avenue Northwest in Sparta, Michigan, United States. Specializing in financial services, Viperbid Michigan offers a range of products and solutions to meet the needs of individuals and businesses alike. With a team of experienced professionals, Viperbid Michigan is dedicated to providing top-notch financial guidance and support to help clients achieve their goals and secure their financial future. Whether you are looking for investment advice, loan options, or financial planning assistance, Viperbid Michigan is here to help.
Fun Advisors
Fun Advisors is a premier institution located at 202 South Union Street in Traverse City, Michigan, United States. Our mission is to help entertainment centers of all kinds build a strong customer base and increase profits by presenting offerings to a more lucrative guest demographic. With years of experience, science, and research, we provide a tested system to successfully restructure your center for a sustainable future. As Customer Advocates, we understand what motivates people to visit entertainment centers and can help you create a clear plan to improve revenue. By utilizing enterprise quality market data and personalized secret shopping of your center and competitors, we can identify your center's best potential customers and provide a competitive analysis to guide your future business decisions.
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