Health plan advisor in Ann Arbor, Michigan
22 results found
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Sulaiman Afzal - Aflac Benefits Advisor
● ClosedSulaiman Afzal - Aflac Benefits Advisor is a reputable finance, health, and insurance agency located at 1601 Briarwood Circle in Ann Arbor, Michigan, United States. Our experienced team of advisors is dedicated to helping individuals and businesses navigate the complexities of insurance and financial planning. We specialize in providing Aflac benefits to our clients, ensuring they have access to quality healthcare coverage and financial protection. Contact us today to learn more about how we can assist you in securing your future.
1601 Briarwood Cir #400, Ann Arbor, MI 48108, United States -
Julie Goldsmith - Mutual of Omaha Advisor
● OpenJulie Goldsmith - Mutual of Omaha Advisor is an insurance agency located at 40500 Ann Arbor Road in Plymouth, Michigan, United States. Specializing in providing comprehensive business and individual insurance strategies, Julie Goldsmith is dedicated to offering guidance and consistent service to her clients. As a licensed insurance agent and investment professional with Mutual of Omaha Insurance Company, Julie works diligently to ensure her clients have the necessary support in developing, implementing, and maintaining their insurance plans. Clients can trust Julie Goldsmith to provide expert advice and personalized solutions to meet their insurance needs.
40500 Ann Arbor Rd Ste 106ll, Plymouth, MI 48170, United States -
ArborFi Advisors
● ClosedArborFi Advisors is a finance institution located at 2395 South Huron Parkway in Ann Arbor, Michigan, United States. As a Registered Investment Advisor, ArborFi Advisors offers advisory services to clients where the institution and its representatives are properly licensed or exempt from licensure. This website is intended for informational purposes only, as investing involves risk and potential loss of capital. ArborFi Advisors does not provide advice without a client service agreement in place, and past performance is not indicative of future returns.
2395 S Huron Pkwy #101, Ann Arbor, MI 48104, United States -
Costello Financial Planning
● ClosedCostello 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.
103 E Liberty St #202A, Ann Arbor, MI 48104, United States -
James I Downing - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJames I Downing is a financial advisor at Ameriprise Financial Services, LLC located at 3260 East Morgan Road in Ann Arbor, Michigan. He holds various 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 Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and more. James is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact James I Downing for expert financial advice and guidance tailored to your specific needs and goals.
3260 E Morgan Rd, Ann Arbor, MI 48108, United States -
Merrill Lynch Financial Advisor Sara E Wohl
● ClosedMerrill Lynch Financial Advisor Sara E Wohl, located at 777 East Eisenhower Parkway in Ann Arbor, Michigan, is a finance institution dedicated to helping clients pursue their personal planning strategies. The team at Merrill Lynch strives to assist clients in funding their children's education, planning for retirement income, managing potential health care costs, and transferring wealth to the next generation. With a focus on simplicity and transparency, the institution offers personalized financial strategies that take into account each client's unique perspective and priorities. By providing access to the investment insights of Merrill and the banking convenience of Bank of America, Merrill Lynch Financial Advisor Sara E Wohl helps clients plan for their financial future and adjust their approach as needed. The institution's commitment to exemplary client service has been recognized by Forbes in various categories, highlighting the dedication of their advisors to building strong client relationships based on trust and personalized service. Whether it's developing a personalized financial plan, discussing changes in life and financial goals, or providing the latest investment insights, Merrill Lynch Financial Advisor Sara E Wohl is committed to putting clients first and helping them achieve their financial goals.
777 E Eisenhower Pkwy Suite 900, Ann Arbor, MI 48108, United States -
Edward Jones - Financial Advisor: Ryan D May, AAMS™
● ClosedEdward Jones - Financial Advisor: Ryan D May, AAMS™ is a reputable finance institution located at 3055 Plymouth Road in Ann Arbor, Michigan, United States. As a trusted financial advisor, Ryan D May, AAMS™ provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Ryan D May, AAMS™ is committed to helping individuals and families secure their financial futures.
3055 Plymouth Rd Suite 201, Ann Arbor, MI 48105, United States -
Sara Mehraban - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSara Mehraban is a Financial Advisor at Ameriprise Financial Services, LLC, located at 4750 Venture Drive, Ann Arbor, Michigan, United States. Sara Mehraban 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 Sara Mehraban's expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. Sara Mehraban is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.
4750 Venture Dr Ste 150, Ann Arbor, MI 48108, United States -
Edward Jones - Financial Advisor: Brian T Dover, CFP®
● ClosedEdward Jones - Financial Advisor: Brian T Dover, CFP® is a reputable financial institution located at 801 West Ann Arbor Trail in Plymouth, Michigan, United States. As a Certified Financial Planner, Brian T Dover offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones is dedicated to providing top-notch financial services tailored to your individual needs. Trust Brian T Dover and the team at Edward Jones to guide you towards a secure financial future.
801 W Ann Arbor Trail Suite 229, Plymouth, MI 48170, United States -
Timothy Roberts & Associates LLC
● ClosedTimothy Roberts & Associates LLC is a reputable accounting, finance, and insurance agency located at 2750 Carpenter Road in Ann Arbor, Michigan, United States. With a team of experienced professionals, we provide top-notch financial services to individuals and businesses in the area. From tax preparation to investment planning, our firm is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your financial needs.
2750 Carpenter Rd Suite 7, Ann Arbor, MI 48108, United States -
Dempsey Benefits
● ClosedDempsey Benefits is a reputable health insurance agency located at 3688 West Liberty Road in Ann Arbor, Michigan, United States. With a strong commitment to providing top-notch insurance solutions, Dempsey Benefits specializes in offering comprehensive health insurance options to individuals and families. Their team of experienced professionals is dedicated to helping clients find the best coverage that fits their needs and budget. Trust Dempsey Benefits to guide you through the complex world of health insurance and ensure you have the protection you need.
3688 W Liberty Rd, Ann Arbor, MI 48103, United States -
MassMutual
● ClosedMassMutual is a reputable finance and insurance agency located at 2211 Old Earhart Road in Ann Arbor, Michigan, United States. With a strong commitment to helping individuals and families achieve financial security and peace of mind, MassMutual offers a wide range of insurance products and financial services. Whether you are looking for life insurance, retirement planning, or investment solutions, MassMutual has the expertise and resources to help you reach your financial goals. Visit their office in Ann Arbor today to learn more about their services and how they can assist you in securing your financial future.
2211 Old Earhart Rd, Ann Arbor, MI 48105, United States -
AAA Insurance - Peter Baker Insurance Agency,
● ClosedAAA Insurance - Peter Baker Insurance Agency is a trusted insurance agency located at 297 North Zeeb Road, Ann Arbor, Michigan. With a focus on providing personalized and reliable insurance solutions, our team of experienced agents is dedicated to helping clients find the coverage that meets their individual needs. Whether you are looking for auto, home, life, or business insurance, we are committed to providing exceptional service and competitive rates. Contact us today to discuss your insurance needs and let us help you protect what matters most.
297 N Zeeb Rd, Ann Arbor, MI 48103, United States -
Lisa Rich - State Farm Insurance Agent
● ClosedLisa Rich - State Farm Insurance Agent is an insurance agency located at 4072 Packard St, Ann Arbor, Michigan, United States, just east of Carpenter Rd next to Marco's pizza. Our agency offers various insurance services, including auto, life and health, home, renters, and business insurance. We prioritize making a difference in the lives of the people we serve and our community. In honor of National Nutrition Month, ensure a well-rounded approach to protecting your loved ones with a healthy check-up on your life insurance. Don't forget to regularly review your home insurance coverage and avoid common estate planning mistakes. For any questions or assistance, please call (734) 780-7888. Securities distributed by State Farm VP Management Corp. Life Insurance and annuities are issued by State Farm Life Insurance Company. Deposit products offered by U.S. Bank National Association. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company. Rocket Mortgage, LLC is a separate entity offering mortgage services. For investment advice, tax, or legal concerns, please consult a professional advisor.
4072 Packard St Ste A, Ann Arbor, MI 48108, United States -
Daniel Blausey Jr, Bankers Life Agent
● ClosedDaniel Blausey Jr, Bankers Life Agent is an insurance agency located at 2411 Oak Valley Drive, Ann Arbor, Michigan, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to find the right coverage for their needs. Medicare Advantage Plans offer similar coverage to Original Medicare, with the added benefit of prescription drug coverage and an annual maximum out-of-pocket limit. With the rising costs of healthcare, planning for long-term care is essential. Our team can help you start planning for the future and have important discussions with your loved ones. Contact us today to take the next steps towards securing your financial future.
2411 Oak Valley Dr Ste 500, Ann Arbor, MI 48103, United States -
Simpson Financial Consulting
● ClosedSimpson Financial Consulting, located at 2676 Chateau Court in Ann Arbor, Michigan, is a reputable institution specializing in accounting and finance services. With years of experience, our dedicated team ensures accuracy and efficiency in all financial matters. We pride ourselves on our commitment to providing personalized attention to each client, going above and beyond to solve any problems that may arise. Our consultants are experts in tax preparation, with a passion for their work and a dedication to excellence. At Simpson Financial Consulting, your satisfaction is our top priority. Come experience why we are a successful and growing company, dedicated to meeting all of your financial needs.
2676 Chateau Ct, Ann Arbor, MI 48103, United States -
A New Path Financial Services
● ClosedA New Path Financial Services is a finance institution located at 3003 Washtenaw Avenue in Ann Arbor, Michigan, United States. We specialize in providing personalized financial services to help our clients navigate their financial journey with confidence and peace of mind. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through comprehensive financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, protect your assets, or plan for the future, A New Path Financial Services is here to guide you every step of the way.
3003 Washtenaw Ave, Ann Arbor, MI 48104, United States -
Edelman Financial Engines
● ClosedEdelman Financial Engines is a leading financial institution located at 2950 South State Street in Ann Arbor, Michigan, United States. Specializing in finance, they offer a wide range of services including financial planning, investment management, retirement planning, and more. With a team of experienced professionals, Edelman Financial Engines is dedicated to helping clients achieve their financial goals and secure their financial future. Contact them today to learn more about how they can assist you with your financial needs.
2950 S State St Suite 250, Ann Arbor, MI 48104, United States -
First Financial Strategies, Inc.
● ClosedFirst Financial Strategies, Inc. is a leading finance institution located at 676 West Ann Arbor Trail in Plymouth, Michigan. With a dedicated team of financial experts, we provide a wide range of services including investment planning, retirement planning, insurance, and wealth management. Our goal is to help our clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, First Financial Strategies, Inc. is here to help you every step of the way. Contact us today to schedule a consultation and start building a solid financial plan for your future.
676 W Ann Arbor Trail, Plymouth, MI 48170, United States -
World Financial Group
● ClosedWorld Financial Group is a leading financial institution located at 2890 Carpenter Road in Ann Arbor, Michigan. As a finance institution, we offer a wide range of services including financial planning, investment management, insurance, and retirement planning. Our team of experienced financial advisors are dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, World Financial Group is here to provide expert guidance and personalized solutions. Contact us today to schedule a consultation and take the first step towards financial success.
2890 Carpenter Rd #700A, Ann Arbor, MI 48108, United States -
Parros Financial Group, LLC
● ClosedParros Financial Group, LLC, located at 1310 South Main Street in Ann Arbor, Michigan, is a comprehensive financial institution that specializes in finance, health, and university services. Timothy Parros, the founder, takes a personalized approach to financial planning, designing tailored plans to fit each client's individual needs. The institution offers services such as asset management, wealth management, investment strategies, college funding, retirement planning, estate planning, social security advice, insurance and protection, and university retirement plans. The team at Parros Financial Group is dedicated to providing professional guidance and innovative strategies to help clients achieve their financial goals. Securities are offered through Osaic Wealth, Inc. and investment advisory services are offered through Parros Financial Group LLC. With a focus on individualized care and attention, Parros Financial Group is committed to helping clients secure their financial future and enjoy a comfortable retirement.
1310 S Main St #13, Ann Arbor, MI 48104, United States -
Mark Sislo
● ClosedMark Sislo is a reputable institution located at 801 West Ann Arbor Trail in Plymouth, Michigan, United States. Specializing in finance and health services, Mark Sislo offers a wide range of financial planning and health management solutions to individuals and businesses. With a team of experienced professionals, Mark Sislo is dedicated to providing top-notch services tailored to meet the unique needs of each client. Whether you are looking for financial advice or seeking to improve your overall health and wellness, Mark Sislo is the go-to institution for reliable and personalized assistance.
801 W Ann Arbor Trail Suite 229, Plymouth, MI 48170, United States
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