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TOP 30 High net worth estate planning in Michigan
231 results found
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Jennifer Remondino, Warner Michigan Trusts and Estates Attorney
Jennifer Remondino, Warner Michigan Trusts and Estates Attorney is a highly respected institution located at 99 East 8th Street in Holland, Michigan, United States. Specializing in trusts and estates law, Jennifer Remondino is dedicated to forming strong personal connections with her clients in order to create strategic and creative approaches to achieve their goals. She takes pride in assisting families with complex scenarios, providing peace of mind regarding issues of death and disability. Jennifer works with clients in both Michigan and Florida, tailoring inheritance plans to fit each family's unique circumstances and preferences. She also offers sophisticated wealth transfer and tax planning for high net worth individuals, as well as practical advice for donors, private foundations, and public charities. Outside of the office, Jennifer enjoys spending time with her family, engaging in activities such as boating on Lake Michigan, snowboarding, playing golf, and coaching her child's soccer team. Trust Jennifer Remondino, Warner Michigan Trusts and Estates Attorney to provide expert guidance and support for all of your estate planning needs.
Estate Planning Solutions PLLC
Estate Planning Solutions PLLC is a trusted law firm located at 414 East Street in Rochester, Michigan, United States. Our team of experienced lawyers specializes in providing comprehensive estate planning services to help individuals and families protect their assets and ensure their wishes are carried out. From drafting wills and trusts to navigating probate and estate administration, we are dedicated to providing personalized solutions tailored to each client's unique needs. Contact us today to schedule a consultation and start planning for your future.
Rutkowski Law Firm Asset Protection & Estate Planning
Rutkowski Law Firm: Asset Protection & Estate Planning is a leading institution in Michigan, specializing in estate planning, asset protection, Medicaid planning, and elder law. Located at 12900 Hall Road, Sterling Heights, Michigan, our firm offers private and convenient virtual meetings as well as in-person consultations to provide peace of mind through thoughtful planning. Our team works closely with clients to ensure their goals are met and concerns are addressed. We believe that estate planning should not be an afterthought, and our personal approach sets us apart. Whether you need a Will, Trust, Asset Protection Plan, or assistance with Medicaid Crisis Planning, we are here to help. Contact us today for a virtual meeting and let us assist you in securing your future and protecting your assets.
Rutkowski Law Firm Asset Protection & Estate Planning
Rutkowski Law Firm Asset Protection & Estate Planning is a leading institution in Michigan, specializing in estate planning, asset protection, Medicaid planning, and elder law. Located at 420 Washington Boulevard in Detroit, Michigan, our firm offers private and convenient virtual meetings as well as in-person consultations to provide peace of mind through thoughtful planning. Our dedicated team works closely with clients to address their goals and concerns, ensuring that their plans and objectives are met. We handle a range of services including financial properties, tax planning, medical and financial decisions, inheritance security, and more. By taking a personal approach and collaborating with financial advisors, accountants, and insurance agents, we strive to meet all of our clients' needs and desires.
Estate of Grace
Estate of Grace is a unique institution located at 994 River Run in St. Joseph, Michigan, United States. As a dual-purpose establishment, Estate of Grace operates as both a real estate agency and a travel agency, offering a range of services to cater to your property and travel needs. Whether you are looking to buy or sell a home, or plan your next vacation, Estate of Grace is dedicated to providing exceptional service and expertise to help you achieve your goals. Visit us today and let us help you find your perfect home or plan the trip of a lifetime.
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.
Financial Partners
Financial Partners is a premier financial institution located at 8880 Commerce Road in Commerce Charter Township, Michigan, United States. As a leading finance company, we offer a wide range of services including banking, investment, and insurance solutions to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial advice to meet the unique needs of each individual or business. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Financial Partners is here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial aspirations.
CSD Advisors, PLLC
CSD Advisors, PLLC is a trusted accounting and finance institution located at 37699 Six Mile Road in Livonia, Michigan, United States. Our team of experienced professionals offers a wide range of financial services to help individuals and businesses manage their finances effectively. From tax preparation to financial planning, we are dedicated to providing personalized solutions to meet our clients' needs. Contact us today to learn more about how CSD Advisors, PLLC can help you achieve your financial goals.
Lolley Financial
Lolley Financial is a reputable finance institution located at 107 South Broad Street in Adrian, Michigan, United States. Specializing in providing a wide range of financial services, Lolley Financial is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, Lolley Financial offers personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Lolley Financial is committed to providing expert guidance and exceptional service. Visit us today to learn more about how we can help you secure a stable financial future.
Brown & Nofzinger PC
Brown & Nofzinger PC is a leading accounting and finance institution located at 4196 West Maple Avenue in Adrian, Michigan, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart from other firms. Whether you are an individual or a business owner, Brown & Nofzinger PC is dedicated to helping you achieve your financial goals.
Corey De Meritt - Financial Advisor, Ameriprise Financial Services, LLC
Corey 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.
Curtis Beagle - Financial Advisor, Ameriprise Financial Services, LLC
Curtis Beagle is a Financial Advisor at Ameriprise Financial Services, LLC located at 118 West Maumee Street in Adrian, Michigan, United States. Curtis holds various 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. Curtis is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and continuing education, Curtis is committed to helping clients make informed decisions to achieve their financial goals.
The Detroit Group - Morgan Stanley
The Detroit Group - Morgan Stanley is a finance institution located at 35055 West 12 Mile Road in Farmington Hills, Michigan, United States. As part of the global financial services firm Morgan Stanley, The Detroit Group offers a wide range of financial services and investment opportunities to clients in the Detroit area. With a team of experienced professionals and a commitment to excellence, The Detroit Group - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future.
Financial Advisory Corporation
Financial Advisory Corporation is a leading finance institution located at 4251 Cascade Road Southeast in Grand Rapids, Michigan. Our team of experienced financial advisors provides personalized guidance and expert advice to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, our dedicated professionals are here to assist you every step of the way. Trust Financial Advisory Corporation for all your financial needs and let us help you secure a brighter financial future.
Fireside Financial Partners
Fireside Financial Partners is a reputable finance and insurance agency located at 352 12th Street in Plainwell, Michigan, United States. With a team of experienced professionals, we provide personalized financial solutions to meet our clients' individual needs and goals. Our services include investment planning, retirement planning, insurance coverage, and much more. At Fireside Financial Partners, we are committed to helping our clients achieve financial security and peace of mind. Contact us today to schedule a consultation and start planning for a secure financial future.
First National Trust & Wealth Management
First National Trust & Wealth Management is a leading finance institution located at 3165 Wright Street in Marquette, Michigan, United States. With a strong focus on trust and wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our institution offers personalized solutions to meet your needs. Trust in First National Trust & Wealth Management to provide you with expert financial guidance and exceptional service.
PNC Private Bank
PNC Private Bank is a prestigious financial institution located at 245 North Rose Street in Kalamazoo, Michigan, United States. As a leading provider of private banking services, PNC Private Bank offers personalized financial solutions tailored to meet the unique needs of high-net-worth individuals and families. With a team of experienced wealth management professionals, PNC Private Bank provides comprehensive financial planning, investment management, and estate planning services to help clients achieve their financial goals. Visit us today to learn more about how PNC Private Bank can help you secure your financial future.
Lipson Neilson
Lipson Neilson is a renowned law firm located at 3910 Telegraph Road, Bloomfield Township, Michigan, United States. Specializing in accounting, finance, and legal services, Lipson Neilson serves a diverse clientele including large and small businesses, financial institutions, and individuals in Michigan. With a team of highly skilled lawyers in Bloomfield Hills, Lipson Neilson offers expertise in estate planning, business law, employment law, real estate law, and domestic and family cases. The firm provides attentive and efficient legal services to ensure that clients' needs are met and their interests are protected.
Sumner & Associates P.C.
Sumner & Associates P.C. is a reputable law firm located at 730 South Rochester Road in Rochester Hills, Michigan. Our experienced lawyers specialize in various areas of law, including family law, estate planning, personal injury, and more. With over 30 years of trial experience, our team is well-equipped to handle high net worth divorce cases, probate matters, and personal injury claims. We understand the specific rules and requirements of the Circuit Court and judges in Rochester Hills and Oakland County, ensuring that our clients receive the best possible legal representation. Whether you need assistance with a divorce, estate planning, or a personal injury case, our dedicated lawyers are here to help. Contact us today at (248) 650-0055 for a free consultation. Serving clients throughout Michigan, including Birmingham, Bloomfield Hills, Troy, and more.
Vincent Law Office, PLLC
Vincent Law Office, PLLC, located at 13854 Lakeside Circle in Sterling Heights, Michigan, is dedicated to helping individuals and families plan for the expected and unexpected. Elizabeth M. Vincent specializes in probate, estate administration, trust administration, and business planning, with a focus on estate planning for high net worth individuals, special needs planning, settlement planning, elder law, and more. Elizabeth's personal experience with a traumatic accident has given her a unique perspective on estate planning and settlement planning. She understands the physical and emotional effects of such events and uses her expertise to provide legal support to individuals in similar situations.
Centennial Wealth Advisory
Centennial Wealth Advisory is a finance institution located at 9475 West Watergate Road in McBain, Michigan, United States. We specialize in helping individuals create well-thought-out strategies to address their financial needs and concerns, particularly when it comes to planning for retirement. Through our Plan to Retire Well process, we analyze your current financial situation and provide recommendations to help you reach your financial goals. Our experienced professionals understand the importance of confidence in your financial future, which is why we offer no-obligation consultations to help you get started on the path towards owning your tomorrows. We are an independent financial services firm that offers retirement strategies using a variety of financial tools tailored to your individual needs and objectives.
TrustFunding.com
TrustFunding.com, located at 12900 Hall Road in Sterling Heights, Michigan, is a trusted institution that specializes in funding trusts for law firms. With over 10 years of experience, TrustFunding.com offers tailored services to meet the specific needs of each law firm and their clients. By partnering with TrustFunding.com, law firms can streamline the trust funding process, strengthen customer relationships, and increase profitability. Schedule a call with Mike today to learn more about how TrustFunding.com can benefit your firm. Whether you need assistance with funding new or old trusts, TrustFunding.com has the expertise and resources to help. Don't hesitate to reach out - your questions are welcome and your information is safe with us. Let TrustFunding.com help you navigate the complex process of funding trusts and provide added value to your clients.
Jeff Wynder - Financial Advisor, Ameriprise Financial Services, LLC
Jeff Wynder is a Financial Advisor at Ameriprise Financial Services, LLC located at 600 Charlevoix Avenue in Petoskey, Michigan, United States. Jeff holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. His expertise includes asset management, retirement planning, estate planning, investment strategies, and insurance products. Jeff is dedicated to helping individuals achieve their financial goals and provides personalized advice based on their unique needs. Whether you are a retiree, small business owner, or high net worth client, Jeff Wynder has the knowledge and experience to assist you in managing your assets and planning for the future. Contact Jeff Wynder today for expert financial advice and guidance.
Stonebridge Capital Advisors
Stonebridge Capital Advisors is a premier finance institution located at 830 East Front Street in Traverse City, Michigan, United States. With a team of experienced financial advisors, Stonebridge Capital Advisors offers personalized investment strategies and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Stonebridge Capital Advisors provides expert guidance and tailored solutions to meet your individual needs. Trust Stonebridge Capital Advisors to navigate the complexities of the financial markets and help you build a secure financial future.
Golden Circle Advisors
Golden Circle Advisors is a finance and real estate agency located at 425 Boardman Avenue, Traverse City, Michigan, United States. Specializing in Business Sales, Mergers & Acquisitions, Business Auctions, and Business Valuations, we work with small to mid-sized privately held businesses in positioning and marketing them for sale. Our comprehensive process involves identifying appropriate acquirers through various marketing methods and utilizing an extensive network, including private equity firms and individual investors. Founded on principles of leadership, integrity, and results, we guide business owners through the process of selling their businesses with confidentiality and expertise. Additionally, we offer consultations for buyers and provide information on franchises for sale. With expertise in financing options, M&A, and business valuations, Golden Circle Advisors is dedicated to helping businesses succeed in their transactions.
Hemming& Wealth Management
Hemming& Wealth Management is a leading finance institution located at 600 East Front Street in Traverse City, Michigan, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Hemming& Wealth Management is committed to providing expert guidance and exceptional service. Contact us today to learn more about how we can help you secure your financial future.
Baird Private Wealth Management
Baird Private Wealth Management is a reputable finance institution located at 85 East 8th Street in Holland, Michigan, United States. With a focus on providing personalized financial solutions for high-net-worth individuals, Baird Private Wealth Management offers a range of services including investment management, financial planning, estate planning, and more. Their team of experienced wealth advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Baird Private Wealth Management today to learn more about how they can help you manage and grow your wealth.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a reputable finance institution located at 800 East Ellis Road in Muskegon, Michigan, United States. Our team of experienced financial advisors is dedicated to providing personalized investment and wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer a wide range of financial solutions tailored to meet the unique needs of each individual client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Morgan Stanley Financial Advisors is here to help you navigate the complex world of finance with confidence. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Jacobs Financial Services LLC
Jacobs Financial Services LLC is a finance institution located at 3061 Macatawa Drive, Grandville, Michigan, United States. They specialize in providing effective retirement strategies for clients, their families, friends, and the community. The team at Jacobs Financial Services builds trust and confidence with each client through personal connections, serving as not only financial retirement strategists but also trusted friends. Clients share stories of celebrations, milestones, and bucket list experiences made possible by the financial peace brought by Jacobs Financial's strategies. The institution prides itself on celebrating with clients as they live out their dreams during their golden years. Jacobs Financial Services is dedicated to providing lasting impacts on clients and the community. They invite individuals to attend public events and schedule meetings with their team to learn more about creating a retirement plan that truly protects what matters most.
Heritage Wealth Management
Heritage Wealth Management is a finance institution located at 4166 56th Street Southwest, Wyoming, Michigan, United States. Specializing in retirement planning for individuals over the age of 50, we provide simple and meaningful financial plans to help our clients navigate their financial future. Whether you are already retired or approaching retirement, our financial planning process will give you clarity and peace of mind. Please note that our services are available to residents of select states only. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
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