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TOP 30 Financial wellness in Southfield, MI
22 results found
Search for local businesses, places and services near you
Wallace Financial
Wallace Financial is a reputable finance institution located at 26641 Southfield Road in Southfield, Michigan, United States. Our dedicated team of financial experts provides a wide range of services including investment management, retirement planning, and wealth management. With a focus on personalized solutions and excellent customer service, we strive to help our clients achieve their financial goals and secure their financial future. Visit us today to see how Wallace Financial can help you reach your financial objectives.
Zeidman's Jewelry & Loan, Southfield
Zeidman's Jewelry & Loan in Southfield is a reputable institution that offers a unique combination of finance and jewelry services. Located at 24810 Evergreen Road in Southfield, Michigan, this store provides a wide range of high-quality jewelry items for purchase as well as loan services for those in need of quick financial assistance. With a team of experienced professionals, Zeidman's Jewelry & Loan is committed to providing excellent customer service and ensuring a positive experience for all clients. Whether you are looking to buy a stunning piece of jewelry or secure a loan, Zeidman's Jewelry & Loan is a trusted destination in Southfield.
Kenneth Vernon - Financial Advisor, Ameriprise Financial Services, LLC
Kenneth Vernon, a financial advisor at Ameriprise Financial Services, LLC, located at 2000 Town Center in Southfield, Michigan, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Kenneth provides investment recommendations and portfolio strategies tailored to each client's needs. Regular meetings and progress reviews ensure that strategies are adjusted as life changes occur. Clients have access to their investments and accounts at any time, from any device, for added convenience and security. Kenneth Vernon is registered in states where securities business is conducted and offers complimentary initial consultations to discuss financial planning concepts. While Ameriprise Financial cannot guarantee future results, clients can trust in the expertise and professionalism of Kenneth Vernon and the services provided by Ameriprise Financial Services, LLC.
Adam Pashak - Associate Financial Advisor, Ameriprise Financial Services, LLC
Adam Pashak is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 20700 Civic Center Drive in Southfield, Michigan, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. As a Certified Financial Planner™ (CFP®) and Chartered Financial Analyst® (CFA), Adam is committed to providing excellent financial advice to his clients. Additionally, he is trained in behavioral finance and has expertise in fixed-rate and variable annuities, as well as specializations in areas such as divorce financial analysis and exit planning. Adam is dedicated to helping his clients achieve their financial goals and navigate complex financial situations with confidence.
Nephrology Hypertension Clinic
Nephrology Hypertension Clinic, located at 16407 Southfield Road, Allen Park, Michigan, is a specialized health institution focusing on kidney and hypertension issues. With a strong emphasis on patient safety during the COVID-19 pandemic, the clinic has implemented strict visitor policies and screening procedures to ensure the well-being of all patients and staff. One visitor per patient is allowed under specific circumstances, and everyone entering the facility is required to wear a mask and undergo screening. The clinic also offers free educational health seminars and telemedicine options for patient convenience. Accepting a variety of insurance plans and offering financial payment plans, the clinic prioritizes the long-term health of its patients. With a dedicated staff of physicians and a commitment to following public health guidelines, Nephrology Hypertension Clinic is a trusted resource for kidney and hypertension care. Contact the office to register for the patient portal and access convenient online services.
Aetna
Aetna is a well-known health insurance agency located at 28588 Northwestern Highway in Southfield, Michigan, United States. With a reputation for providing comprehensive health coverage and excellent customer service, Aetna is committed to helping individuals and families access the care they need to stay healthy and well. Whether you are looking for individual or group health insurance plans, Aetna offers a range of options to suit your needs. Contact Aetna today to learn more about their services and how they can help you protect your health and financial well-being.
PHP Agency Michigan
PHP Agency Michigan is an insurance agency located at 21700 Northwestern Highway Service Road in Southfield, Michigan. Our dedicated team of professionals is committed to helping individuals and families protect their financial future through various insurance products. Whether you are looking for life insurance, health insurance, or retirement planning services, we are here to provide you with personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure your financial well-being.
Pacific Life
Pacific Life, located at 25300 Telegraph Road in Southfield, Michigan, is an insurance agency with over 150 years of expertise in retirement and life insurance solutions. With a focus on strength, stability, and commitment to protecting generations of families, Pacific Life provides the confidence needed to enjoy a life well-lived and ensure a secure tomorrow. The institution is dedicated to creating a meaningful future for stakeholders through its corporate social responsibility efforts. From innovative integrations with Employee Navigator to hiring a Head of Distribution for Workforce Benefits Business, Pacific Life offers life insurance and retirement solutions to help individuals reach their financial goals. With a deep commitment to providing the income needed when it matters most, Pacific Life ensures that its policyholders are prepared for whatever the future may hold. Please note that insurance products are issued by Pacific Life Insurance Company in all states except New York, where they are issued by Pacific Life & Annuity Company. Each insurance company is solely responsible for the financial obligations accruing under the products it issues. Visit Pacific Life's Home Office in Newport Beach, CA for more information.
Option Insurance Group, LLC
Option Insurance Group, LLC is a reputable health insurance agency located at 24300 Southfield Road in Southfield, Michigan. Our dedicated team of professionals are committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for individual health coverage or a group insurance plan for your business, we are here to help. With years of experience in the industry, we offer expert advice and guidance to ensure you have the right coverage at the best possible price. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.
Northwestern Mutual Life Insurance Company - Matthew Megally
Northwestern Mutual Life Insurance Company - Matthew Megally, located at 4000 Town Center, Southfield, Michigan, United States, is a reputable insurance agency offering permanent policies with guaranteed death benefits and cash value growth. They provide long-term coverage that is customizable to your needs and budget, with the option to invest your policy's cash value in the market. The institution helps with everyday tasks, income replacement due to sickness or injury, professionally managed investments, and creating investment strategies for future financial needs. They offer insurance for employees, executives, and business owners, as well as solutions for small businesses. With a diverse and welcoming workplace, they have been recognized as an industry leader for over 175 years. Their mission is to make the world a better place through responsible investing, community engagement, and charitable giving. With a workforce that reflects the communities they serve, they are dedicated to helping families thrive. Get personalized solutions for your financial needs and goals, with resources and tools to help you plan for the future. Join Northwestern Mutual Life Insurance Company - Matthew Megally to protect your family and secure your financial future.
Michigan Consumer Credit Lawyers
Michigan Consumer Credit Lawyers is a reputable institution located at 22142 West Nine Mile Road in Southfield, Michigan. Specializing in finance and legal services, their team of experienced lawyers is dedicated to assisting clients with consumer credit issues. Whether you are facing debt collection harassment, credit reporting errors, or unfair lending practices, Michigan Consumer Credit Lawyers is here to help. With a commitment to providing personalized and effective legal representation, they strive to protect the rights and financial well-being of their clients. Contact them today to schedule a consultation and learn how they can assist you with your consumer credit concerns.
CAPTRUST
CAPTRUST, located at 3000 Town Center in Southfield, Michigan, is a finance institution that offers comprehensive investment advisory services to fiduciaries of corporate retirement plans, as well as endowments and foundations of nonprofit organizations in Detroit, Southfield, Ann Arbor, and surrounding areas. Operating Monday through Thursday from 8:00 am to 5:00 pm and Friday from 8:00 am to 4:00 pm, CAPTRUST advisors provide services such as committee education, donor development, OCIO services, performance reporting, and investment management to nonprofit clients. With expertise in 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, and financial wellness programs, CAPTRUST supports thousands of employer organizations in achieving their financial goals. Partner with local experts at CAPTRUST to make informed decisions tailored to your unique needs. Stay informed with best practices, market insights, financial planning strategies, and upcoming webinars on various topics such as fiduciary liability, industry insights for hospitals and healthcare systems, and navigating volatility for nonprofits. Connect with CAPTRUST today to explore alternatives and seek help in managing your organization's finances effectively.
MRPR CPAs & Advisors
MRPR CPAs & Advisors is a well-established accounting and finance institution located at 28411 Northwestern Highway in Southfield, Michigan, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Whether you are an individual looking for personal financial advice or a business in need of accounting solutions, MRPR CPAs & Advisors is dedicated to providing top-notch service and expertise to help you achieve your financial goals.
Howard L. Margolis, AIF CTFA
Howard 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.
Queen Tax & Accounting Solutions
Queen Tax & Accounting Solutions is a leading institution located at 26677 West 12 Mile Road, Southfield, Michigan, United States. Specializing in accounting and finance, we are dedicated to empowering your financial future with optimized tax solutions. Our team of certified tax preparers and customer support specialists utilize advanced technology to provide unparalleled tax preparation and planning services. Our virtual platform is designed for today's entrepreneur, offering accessibility, security, and comprehensive services. From basic tax filing to premium packages including audit assistance, we tailor our services to meet your unique needs and maximize deductions and credits. With ongoing advisory services, we ensure your finances are optimized throughout the year, not just at tax time.
P M Corporate Finance LLC
P M Corporate Finance LLC, located at 26300 Northwestern Highway in Southfield, Michigan, is a trusted finance institution with experienced professionals who provide tailored merger and acquisition services. With a track record of proven results, PMCF offers highly creative M&A advisory services globally to companies in the Americas, Europe, and Asia. Since its establishment, PMCF has successfully completed over 300 financial advisory engagements for clients across various business sectors, including individual and family-owned businesses, large public companies, and private equity firms. The institution's dedicated industry teams bring valuable insight to every transaction, ensuring that each deal is approached with deep industry knowledge and expertise.
CIG Capital Advisors
CIG Capital Advisors, located at 1 Towne Square in Southfield, Michigan, offers complete wealth management and business advisory solutions to protect and steward your assets. With a client-focused culture and proven processes, CIG Capital Advisors continuously improves to meet the changing needs of their clients. This holistic finance institution helps clients make informed decisions to protect and grow their personal wealth, as well as improve business or medical practice performance. Securities are offered through CIG Securities, Inc., with investment advisory services available through CIG Asset Management, Inc. Insurance services are provided by CIG Risk Management, Inc., all of which are wholly owned subsidiaries of CIG Capital Advisors, Inc. For more information, please visit their website and review the Terms of Use and Disclosures.
Major CPA Tax & Accounting Services
Major CPA Tax & Accounting Services is a renowned institution located at 17515 West Nine Mile Road in Southfield, Michigan, United States. Specializing in accounting and finance, we are dedicated to providing personalized solutions and professionalism for all your tax and accounting needs. Our team of experts has over a decade of experience in tax preparation, planning, and resolutions services. We pride ourselves on our competency and trustworthiness, ensuring that your financial needs are met with the highest level of service.
Silverman Kaplan & Sakwa CPA's PC
Silverman Kaplan & Sakwa CPA's PC is a well-established accounting and finance institution located in Southfield, Michigan. With a team of highly skilled certified public accountants, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their office is conveniently located at 29200 Northwestern Highway, making it easily accessible for clients in the surrounding area. With a reputation for excellence and professionalism, Silverman Kaplan & Sakwa CPA's PC is a trusted resource for individuals and businesses seeking expert financial guidance.
Steven J Plotnik Associates PC
Steven J Plotnik Associates PC is a well-established accounting and finance institution located in Lathrup Village, Michigan. With a commitment to providing top-notch financial services, our team of experienced professionals is dedicated to helping clients navigate the complexities of taxes, investments, and financial planning. Whether you are a small business owner or an individual looking to secure your financial future, our firm offers personalized solutions to meet your unique needs. Visit us at 27313 Southfield Road to learn more about how we can assist you in achieving your financial goals.
Gerald Duthie & Co. LLP
Gerald Duthie & Co. LLP is a professional accounting and finance institution located at 2000 Town Center in Southfield, Michigan. Specializing in forensic accounting, bookkeeping, tax planning, business advisory, tax preparation services, and more, we are dedicated to building strong relationships with our clients and helping them achieve success. Our team of Chartered Professional Accountants provides individualized attention and expertise to meet each client's unique needs. Stay informed with our latest news and blogs, and access our services remotely throughout North America. Serving clients in Windsor, Toronto, The Greater Toronto Area, and beyond, we are committed to your financial well-being.
Tax Level Service
Tax Level Service is a professional accounting and finance institution located at 15565 Northland Drive in Southfield, Michigan, United States. Our dedicated team of experts is committed to providing top-notch tax services to individuals and businesses alike. With years of experience in tax preparation, planning, and consulting, we strive to help our clients navigate the complexities of the tax system and maximize their financial well-being. Trust Tax Level Service for all your accounting and finance needs.
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