Financial wellness in Michigan
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Senior Financial Center
● ClosedThe 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.
37000 Grand River Ave Suite 250, Farmington Hills, MI 48335, United States -
Corey De Meritt - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCorey De Meritt is a financial advisor at Ameriprise Financial Services, LLC located at 118 West Maumee Street in Adrian, Michigan, United States. Corey De Meritt holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, 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 demonstrate Corey De Meritt's expertise in various areas of financial planning, asset management, investment strategies, retirement planning, estate planning, and more. Corey De Meritt is dedicated to providing personalized and comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.
118 W Maumee St, Adrian, MI 49221, United States -
OneMain Financial
● ClosedOneMain Financial is a finance institution located at 2151 Ferguson Road in Jackson, Michigan, United States. With a focus on providing personal loans and financial solutions to individuals, OneMain Financial offers a range of services to help customers achieve their financial goals. Whether you need to consolidate debt, cover unexpected expenses, or make a major purchase, OneMain Financial is dedicated to providing personalized and reliable financial assistance. With a commitment to customer service and financial well-being, OneMain Financial is a trusted institution for those seeking financial support in Jackson, Michigan.
2151 Ferguson Rd #102, Jackson, MI 49203, United States -
KorthaseFlinn Insurance & Financial Services
● ClosedKorthaseFlinn Insurance & Financial Services is a well-established institution located at 1098 Bay View Road in Petoskey, Michigan. As Northern Michigan's leading choice for insurance and financial services, KorthaseFlinn has been serving clients since 1926 with a focus on trust and superior personal service. With five offices throughout the region, including Boyne City, East Jordan, Gaylord, and Traverse City, KorthaseFlinn is dedicated to protecting what matters most to over forty thousand clients in the Midwest. As an independent insurance agency, KorthaseFlinn proudly represents a variety of carriers, offering personal insurance, employee benefits, and business insurance solutions. From bodily injury liability and property damage coverage to medical payments and uninsured/underinsured motorist protection, KorthaseFlinn provides comprehensive options to ensure you are fully covered in the event of an accident.
1098 Bay View Rd, Petoskey, MI 49770, United States -
Well Done Life & Legacy
● ClosedWell 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.
476 US-31, Traverse City, MI 49685, United States -
Well Done Collaborative
● ClosedWell Done Collaborative is a reputable finance and insurance agency located at 476 U.S. 31 in Traverse City, Michigan, United States. With a team of dedicated professionals, we strive to provide exceptional financial and insurance services to our clients. Our collaborative approach ensures that each client receives personalized attention and tailored solutions to meet their specific needs. Whether you are looking for investment advice, retirement planning, or insurance coverage, Well Done Collaborative is here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
476 US-31 Suite 2, Traverse City, MI 49685, United States -
Modern Woodmen Fraternal Financial
● ClosedModern Woodmen Fraternal Financial is a finance and insurance agency located at 2700 South Sprinkle Road in Kalamazoo, Michigan, United States. Since 1883, Modern Woodmen of America has been bringing people together, supporting families, and strengthening communities. As a financial representative, you can make a positive impact on your family and community by working with us. We offer a portfolio of high-quality financial products to help meet your current needs and achieve your future dreams. As a member of Modern Woodmen, you have access to fraternal member programs and the opportunity to impact your community. Our dedicated representatives have the knowledge and experience to help you make the right financial decisions. Visit our website to make payments, update your information, access account details, and learn more about our offerings. Join us in being part of something bigger than yourself and make a difference in your community with Modern Woodmen Fraternal Financial.
2700 S Sprinkle Rd, Kalamazoo, MI 49001, United States -
Cobblestone Financial Services
● ClosedCobblestone Financial Services is a finance, health, and insurance agency located at 2701 Cambridge Court in Auburn Hills, Michigan, United States. Our mission is to help individuals, families, and businesses make informed decisions about their financial resources by understanding their needs and goals, and providing efficient strategies. As your dedicated Financial Team, we aim to enhance your financial independence and well-being by offering quality investment and insurance strategies with personalized customer service. Our experienced team provides a wide range of investments, insurance, and financial products through Woodbury Financial Services, Inc. to help our clients meet their individual and business needs.
2701 Cambridge Ct #220, Auburn Hills, MI 48326, United States -
Principal Financial Group
● ClosedPrincipal Financial Group is an insurance agency located on West Maple Road in West Bloomfield Township, Michigan, United States. Discover how insurance can protect what matters most to you and your loved ones. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. Protect your life and wages so your family can keep moving forward no matter what happens. Dedicate part of each paycheck towards big goals like retirement or education with accounts tailored for the long term. Feel confident about investing for the future with Principal Financial Group. Meet your money goals with a local partner and learn about 8 simple steps to adapt your finances as life changes. Address the 5 challenges workers may face in retirement planning with our expert guidance. Research our firm with FINRA's BrokerCheck and take control of your financial future. Please refer to the Form ADV for important information about our services, fees, and conflicts of interest. Remember, all investments have inherent risks. Plan for retirement with our Retirement Wellness Planner and take control of your post-retirement needs. Trust in insurance products issued by Principal National Life Insurance Co and Principal Life Insurance Co. Plan for your future with Principal Financial Group and secure your financial well-being.
34405 West 12 Mile Road #220, Farmington Hills, MI 48331 moved to 5600 contact David Koloff 248.489.1177 to confirm, W Maple Rd ste a-100, West Bloomfield Township, MI 48322, United States -
Prudential | Doug Kliewer | Life Insurance & Financial Services
● OpenPrudential | Doug Kliewer | Life Insurance & Financial Services is a reputable finance and insurance agency located at 500 Northland Drive Northeast in Rockford, Michigan, United States. With a focus on providing top-notch life insurance and financial services, clients can trust in the expertise and experience of Doug Kliewer and his team. Whether you are looking to protect your loved ones with life insurance or plan for your financial future, Prudential is dedicated to helping you achieve your goals. Contact them today to learn more about their services and how they can assist you in securing your financial well-being.
500 Northland Dr NE Suite 300, Rockford, MI 49341, United States -
Demetrike Wells - O’Brien - State Farm Insurance Agent
● ClosedDemetrike Wells-O'Brien - State Farm Insurance Agent is a trusted insurance agency located at 2739 Plymouth Road in Ann Arbor, Michigan. Specializing in a variety of insurance products including car, homeowner's, renter's, condo, business, life, pet, boat, and motorcycle insurance, as well as financial services, this agency is dedicated to providing protection and peace of mind to individuals, families, and small businesses in the Ann Arbor area. Led by Demetrike Wells-O'Brien, a licensed insurance agent with over a decade of experience, the agency is committed to offering exceptional customer service and building strong relationships with their insureds. The team at Demetrike Wells-O'Brien State Farm Agency includes Account Managers Megan Michael, Christopher White, Adam Schroeder, and Jack Schulz, all of whom are passionate about helping clients protect what matters most to them.
2739 Plymouth Rd Ste B, Ann Arbor, MI 48105, United States -
Kae Marie Schorling: Primerica - Financial Services
● OpenKae Marie Schorling: Primerica - Financial Services is a well-established finance and insurance agency located at 28221 Beck Road in Wixom, Michigan, United States. With a commitment to helping individuals and families achieve financial security, they offer a range of services including investment planning, retirement planning, and insurance solutions. Their team of experienced professionals is dedicated to providing personalized guidance and support to help clients reach their financial goals. Whether you are looking to build wealth, protect your assets, or plan for the future, Kae Marie Schorling: Primerica - Financial Services is here to help you every step of the way.
28221 Beck Rd STE A-20, Wixom, MI 48393, United States -
Terese A H Gilmore: Primerica - Financial Services
● OpenTerese A H Gilmore: Primerica - Financial Services is a reputable finance and insurance agency located at 26105 Orchard Lake Road in Farmington Hills, Michigan, United States. With a strong focus on providing comprehensive financial services, this institution offers personalized solutions to help clients achieve their financial goals. Whether it's retirement planning, investments, or insurance coverage, Terese A H Gilmore and her team are dedicated to providing expert advice and guidance to ensure their clients' financial well-being. Visit their office today to learn more about the services they offer and how they can help secure your financial future.
26105 Orchard Lake Rd STE 212-A, Farmington Hills, MI 48334, United States -
Logic Financial Wellness LLC
● ClosedLogic Financial Wellness LLC is a leading accounting and finance institution located at 244 Hemlock Street in Kingsford, Michigan, United States. Our team of experts is dedicated to providing top-notch financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with budgeting, tax planning, investment strategies, or retirement planning, our knowledgeable staff is here to help. Trust Logic Financial Wellness LLC to guide you towards a secure financial future.
244 Hemlock St, Kingsford, MI 49802, United States -
Hope College Financial Aid
● ClosedHope College Financial Aid, located at 100 East 8th Street in Holland, Michigan, is dedicated to making a Hope education affordable for all students. With a focus on providing exceptional service to students and their families, the institution offers over $46 million in financial aid annually. Grounded in a general liberal arts education, Hope College offers specialized study in more than 90 majors, minors, and pre-professional programs. The college boasts flourishing programs in over 90 disciplines, a vibrant Christian mission, and $50 million in new campus construction. With championship athletics and a 94% placement rate within 6 months of graduation, there has never been a better time to consider Hope College.
100 E 8th St Suite 230, Holland, MI 49423, United States -
TreMonte Financial Consultants, LLC
● ClosedTreMonte Financial Consultants, LLC, located at 1014 Sixth Street in Traverse City, Michigan, is a finance institution dedicated to helping individuals take control of their finances and achieve their goals. With a focus on building relationships and understanding each client's unique needs, TFC offers personalized solutions tailored to fit each individual's situation. By breaking down financial jargon and providing clear, actionable advice, TFC empowers clients to make informed decisions about their money and plan for a secure future. At TFC, the focus is on collaboration and partnership, with regular check-ins and updates to ensure clients stay on track towards their financial goals. Whether you're just starting out, growing your family, or navigating the complexities of business ownership, TFC is there to provide guidance and support every step of the way.
1014 Sixth St #101, Traverse City, MI 49684, United States -
Arbor Financial Credit Union
● ClosedArbor Financial Credit Union, located at 3961 32nd Avenue in Hudsonville, Michigan, offers a wide range of financial services including ATM access, banking, and finance options. With their mobile app, digital wallet, and access to over 30,000 surcharge-free ATMs, Arbor Financial provides convenient ways to manage your money. Whether you're looking for a home loan, mortgage, auto loan, or business loan, their friendly team at 12 Michigan branches is ready to assist you. They also offer electronic services such as Mobile & Online Banking, Check Remote Deposit, and TellerPhone 24 for added convenience. Arbor Financial Credit Union is not just a bank, but a trusted partner in helping you achieve your financial goals. They offer high-return savings accounts, low-interest loans, and expert financial advice. Members aged 13-24 can benefit from the Volt Account, which combines savings and checking with special perks to help manage money from a young age. Whether you're looking for a new car, a home mortgage, a credit card, or a Certificate of Deposit, Arbor Financial has options to suit your needs.
3961 32nd Ave, Hudsonville, MI 49426, United States -
Family Financial Credit Union
● ClosedFamily Financial Credit Union is a trusted financial institution located at 1798 Holton Road in Muskegon, Michigan. As a credit union, we prioritize the financial well-being of our members and offer a wide range of services including ATM access and financial planning. Our dedicated team is committed to providing personalized and reliable service to help our members achieve their financial goals. Join us today and experience the benefits of being a part of the Family Financial Credit Union community.
1798 Holton Rd, Muskegon, MI 49445, United States -
Thornapple Financial Center and Money Concepts
● ClosedThornapple Financial Center and Money Concepts is a reputable finance institution located at 9426 Spring Creek Court in Middleville, Michigan, United States. With a strong focus on providing personalized financial solutions, the institution offers a wide range of services including investment planning, wealth management, retirement planning, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Thornapple Financial Center and Money Concepts today for expert financial advice and guidance.
9426 Spring Creek Ct, Middleville, MI 49333, United States -
Principal Financial Group
● ClosedLocated at 3196 Kraft Avenue Southeast in Grand Rapids, Michigan, the Principal Financial Group is a finance and insurance agency dedicated to helping individuals, businesses, and employees secure their financial well-being. As part of the nationwide network of financial professionals affiliated with the Principal Financial Group, their team offers a range of services to provide benefits to clients. They are licensed to offer insurance products, life insurance, annuities, securities, and investment advisory services in the states where they have met qualification requirements. The institution is focused on building a team of passionate and talented financial professionals who are committed to improving the financial well-being of the community. If you are looking for an opportunity to make a difference while maintaining flexibility in your own life, the Principal Financial Group may be the right fit for you. Contact them to learn more about how they can help you protect what matters and advance your financial goals.
3196 Kraft Ave SE STE 101, Grand Rapids, MI 49512, United States -
OneMain Financial
● ClosedOneMain Financial is a finance institution located at 1046 East Napier Avenue in Benton Harbor, Michigan, United States. They offer a range of financial services including personal loans, debt consolidation, and auto loans. With a focus on providing personalized solutions and excellent customer service, OneMain Financial aims to help individuals achieve their financial goals and improve their overall financial well-being. Whether you need to consolidate debt, make a major purchase, or cover unexpected expenses, OneMain Financial is here to help you navigate your financial journey.
1046 E Napier Ave, Benton Harbor, MI 49022, United States -
OneMain Financial
● ClosedOneMain Financial is a finance institution located at 5700 Beckley Road in Battle Creek, Michigan. As a trusted provider of personal loans and financial services, OneMain Financial offers a wide range of solutions to help individuals achieve their financial goals. Whether you need to consolidate debt, make a major purchase, or cover unexpected expenses, OneMain Financial is dedicated to providing personalized assistance and competitive rates. With a focus on customer service and financial education, OneMain Financial is committed to helping individuals improve their financial well-being.
5700 Beckley Rd Ste E-20B, Battle Creek, MI 49015, United States -
Harris Financial Services
● ClosedHarris Financial Services is an independent finance firm located at 1115 North Leroy Street in Fenton, Michigan. Led by Robert D. Harris, MBA, a registered representative of Cambridge Investment Research, Inc., our team offers customized financial planning services to individuals and business owners in Fenton and the surrounding areas. With access to a wide range of investment and insurance products, as well as professional advisory services, we are dedicated to helping you achieve your financial goals. Whether you are planning for retirement, saving for a college education, or purchasing a new home, Harris Financial Services can provide personalized solutions to meet your long-term financial needs. Our experienced professionals focus on goal-oriented, long-term planning to ensure that you reach your objectives. Serving the local communities of Fenton, Linden, Holly, Brighton, Grand Blanc, Howell, and Hartland since 1979, we are committed to providing quality, personalized service to guide you through life's various stages. Contact us today at (810) 629-4900 to learn more about how we can help you plan for life's changing needs.
1115 N Leroy St, Fenton, MI 48430, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a leading financial institution located at 10850 East Traverse Highway in Traverse City, Michigan, United States. Specializing in providing expert financial advice and investment services, Wells Fargo Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced and knowledgeable financial advisors, Wells Fargo Advisors offers personalized solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, investing for the future, or managing your wealth, Wells Fargo Advisors is committed to delivering exceptional service and guidance to help you make informed financial decisions.
10850 E Traverse Hwy Suite 5575, Traverse City, MI 49684, United States -
Black Walnut Wealth Management - Traverse City Financial Advisor
● ClosedBlack Walnut Wealth Management - Traverse City Financial Advisor is a finance institution located at 13919 South West Bay Shore Drive in Traverse City, Michigan, United States. They specialize in reducing taxes, managing investments, and simplifying retirement for individuals, families, and private foundations in Traverse City and throughout Michigan. Their services include coordinating your entire financial picture, including taxes, estate planning, and investment management. They aim to proactively reduce taxes, manage investments, and coordinate your estate to minimize risk and avoid costly financial mistakes. As a fee-only fiduciary financial advisor, they are committed to your financial well-being and understand your concerns such as selling your business, generating consistent income, reducing taxes, managing investments, coordinating your estate, and maximizing retirement benefits. They serve areas in Northern Michigan such as Beulah, Cadillac, Charlevoix, Elk Rapids, Frankfort, Gaylord, Glen Arbor, Leland, Ludington, Manistee, Petoskey, Suttons Bay, Marquette, and Iron Mountain. Please note that their financial advice should not be construed as tax or legal advice. They are also certified by the Certified Financial Planner Board of Standards, Inc. (CFP Board). For more information, you can contact them at 231.421.7711 or visit their website.
13919 S W Bay Shore Dr #106, Traverse City, MI 49684, United States -
Resilient Financial Planning
● ClosedResilient Financial Planning, located at 236 1/2 East Front Street in Traverse City, Michigan, is a finance institution dedicated to providing personalized financial advice and planning services. Unlike other financial advisors who may prioritize selling specific products, Resilient focuses on creating customized financial plans tailored to each client's individual goals and needs. As an independent firm, Resilient is able to offer unbiased advice and explore cutting-edge investment strategies to help clients achieve their financial objectives. With a commitment to providing white-glove service, the team at Resilient is dedicated to being accessible and responsive to clients' needs. Whether you are planning for retirement, managing income, addressing tax concerns, or simply looking to improve your overall financial well-being, Resilient Financial Planning is the partner you can trust to help you navigate the complexities of financial planning with confidence and peace of mind.
236 1/2 E Front St, Traverse City, MI 49684, United States -
Sandin Financial Services LLC
● OpenSandin Financial Services LLC, located at 549 Seminole Road in Norton Shores, Michigan, is a finance institution dedicated to helping individuals prepare for today and tomorrow. Whether you are looking to build wealth, protect your family, or preserve your assets, our personalized service focuses on your specific needs, wants, and long-term goals. With a team of experienced professionals in financial services, we can assist you with your current financial needs as well as plan for the future. We are committed to working with you to address your most pressing financial questions and help you navigate today's economic challenges and opportunities.
549 Seminole Rd ste 100, Norton Shores, MI 49441, United States -
Merrill Lynch Financial Advisor Christine N Steinmetz
● ClosedMerrill Lynch Financial Advisor Christine N Steinmetz is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, clients are guided towards achieving their desired lifestyle. The institution emphasizes the importance of personalized advice and the potential risks involved in investing. Offering a range of brokerage, investment advisory, and financial planning services, Merrill Lynch aims to help clients make informed financial decisions. With affiliations with Bank of America Corporation, Merrill Lynch provides insurance, annuity, and trust services, as well as banking products. The institution also offers various investment, insurance, and annuity products, with a focus on client education and financial well-being.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Chance Coda - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChance Coda - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States. Chance Coda offers a variety of certifications and designations to their advisors, ensuring they are well-equipped to provide expert financial advice to their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, Chance Coda advisors have the knowledge and skills to address a wide range of financial needs. Additionally, with certifications such as the Certified Divorce Financial Analyst and the Certified Estate Planner™, clients can trust that they are working with professionals who specialize in specific financial areas. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Chance Coda - Financial Advisor, Ameriprise Financial Services, LLC has the expertise to help you achieve your financial goals.
333 Bridge St NW UNIT 205, Grand Rapids, MI 49504, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a finance institution located at 2025 East Beltline Avenue Southeast in Grand Rapids, Michigan, United States. As a leading financial services firm, 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 financial advisors, they provide personalized financial planning, investment advice, and asset management solutions to individuals, families, and businesses. Trustworthy and reliable, Wells Fargo Advisors is committed to helping clients make informed decisions and secure their financial future.
2025 E Beltline Ave SE # 501, Grand Rapids, MI 49546, United States
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