Individual financial plans in Caledonia, Michigan
14 results found
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Great Lakes Insurance and Kinzie Financial Services
● ClosedGreat Lakes Insurance and Kinzie Financial Services is a reputable health insurance agency located in Caledonia, Michigan. With a commitment to providing top-notch insurance services, they offer a wide range of health insurance options to meet the unique needs of their clients. Whether you are looking for individual or group coverage, their experienced team is dedicated to helping you find the perfect plan. Visit them at 3205 68th Street Southeast to learn more about their services and how they can assist you in securing the right insurance coverage for your health and financial needs.
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Arbor Financial Credit Union
● ClosedArbor Financial Credit Union, located at 7200 Kalamazoo Avenue Southeast in Caledonia, Michigan, offers a wide range of banking and finance services. With convenient access to over 30,000 surcharge-free ATMs, including a mobile app and digital wallet, Arbor Financial provides options for home loans, mortgages, auto loans, and business loans. Their partnership with Lighthouse Title Group ensures a smooth real estate closing process. Members can take advantage of electronic services such as Mobile & Online Banking, Check Remote Deposit, and TellerPhone 24. With a focus on financial growth and personalized guidance, Arbor Financial Credit Union is dedicated to helping individuals and businesses achieve their financial goals. Joining is simple for Michigan residents, offering high-return savings accounts, low-interest loans, and free checking accounts with online and mobile banking. With a commitment to member satisfaction and financial success, Arbor Financial Credit Union is more than just a bank - it's a trusted partner in your financial journey.
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Caledonia Tax & Accounting, PLLC
● ClosedCaledonia Tax & Accounting, PLLC is a trusted CPA firm located in Caledonia, Michigan, serving clients in the Grand Rapids area. Specializing in accounting and finance services, we cater to individuals and businesses across various industries. Our team is dedicated to providing personalized financial solutions tailored to each client's specific needs. We are committed to delivering timely and accurate results, fostering long-term relationships with our clients, and continuously seeking new ways to add value to their financial goals. At Caledonia Tax & Accounting, your success is our priority.
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ESI Financial
● ClosedESI Financial is a reputable finance institution located at 7115 Kalamazoo Avenue Southeast in Caledonia, Michigan, United States. Specializing in providing expert financial services, ESI Financial offers a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, ESI Financial is dedicated to providing personalized and tailored financial advice to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, ESI Financial is committed to helping you secure a stable financial future. Visit us today to learn more about how we can help you reach your financial goals.
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Bamboo Financial Advisors
● ClosedBamboo Financial Advisors is a trusted finance institution located at 12675 Windy Ridge Drive in Caledonia, Michigan, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. With a focus on transparency, integrity, and client satisfaction, Bamboo Financial Advisors is committed to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards a secure financial future.
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Edward Jones - Financial Advisor: Drew McFadden
● ClosedEdward Jones - Financial Advisor: Drew McFadden is a trusted financial institution located at 9021 North Rodgers Court Southeast in Caledonia, Michigan. As a dedicated financial advisor, Drew McFadden provides personalized and comprehensive financial services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Drew McFadden offers expert advice on investments, retirement planning, insurance, and more. Whether you are planning for the future or looking to grow your wealth, Drew McFadden and his team are committed to providing top-notch financial guidance and support.
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Foremost Financial Services Corporation
● OpenForemost Financial Services Corporation is a leading finance and insurance agency located at 5600 North Kraft Lake Drive in Caledonia, Michigan, United States. With a commitment to providing top-notch financial services and insurance products, our experienced team of professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Foremost Financial Services Corporation is here to provide personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and start securing your financial future.
5600 N Kraft Lake Dr, Caledonia, MI 49316, United StatesAdvertisements -
Stauffer & Wiggers Insurance
● ClosedStauffer & Wiggers Insurance is a reputable insurance agency located at 612 East Main Street Southeast in Caledonia, Michigan. With a commitment to providing personalized and reliable insurance solutions, our experienced team of professionals is dedicated to helping clients protect what matters most. Whether you are in need of auto, home, life, or business insurance, we offer a wide range of coverage options tailored to meet your specific needs. Trust Stauffer & Wiggers Insurance for all your insurance needs in Caledonia and the surrounding areas.
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Blue Bay Capital
● ClosedBlue Bay Capital is a reputable financial institution located at 1685 68th Street Southeast in Caledonia, Michigan, United States. With a focus on providing personalized financial solutions to meet the unique needs of each client, Blue Bay Capital offers a wide range of services including investment management, retirement planning, and wealth preservation. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through innovative strategies and expert guidance. Whether you are looking to grow your wealth or secure your financial future, Blue Bay Capital is committed to delivering exceptional service and results.
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CFG Tax & Accounting, LLC
● ClosedCFG Tax & Accounting, LLC is a reputable accounting and finance institution located in Caledonia, Michigan. With a focus on providing top-notch tax and accounting services, CFG Tax & Accounting, LLC is dedicated to helping individuals and businesses navigate complex financial matters. Their team of experienced professionals is committed to delivering personalized solutions to meet the unique needs of each client. Whether you need assistance with tax preparation, bookkeeping, or financial planning, CFG Tax & Accounting, LLC is here to help. Visit them at Michigan 37, Caledonia, Michigan for expert financial guidance.
9505 Cherry Valley Avenue Southeast, M-37, Caledonia, MI 49316, United StatesAdvertisements -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 9175 Cherry Valley Avenue Southeast in Caledonia, Michigan. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services to help you achieve your financial goals. Visit their office in Caledonia today to learn more about how they can assist you with your accounting and finance needs.
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Aspire Wealth Advisory
● ClosedAspire Wealth Advisory is a finance institution located at 5659 North Kraft Lake Drive in Caledonia, Michigan, United States. Serving clients nationwide, the team at Aspire Wealth provides honest and unbiased financial advice to help individuals achieve their goals and dreams. Managed portfolios are designed to optimize return/risk tradeoffs, reduce taxes, and maintain a diversified asset allocation. The team, consisting of a CFA and CFPs, acts as fiduciaries, always putting the interests of their clients first. In addition to financial planning and investment management, Aspire Wealth gives back to the community by donating a percentage of their revenue to charitable causes and volunteering with organizations such as Kids’ Food Basket and Habitat for Humanity. Clients can expect a personalized approach to financial planning and a commitment to helping them achieve financial security and peace of mind. With a focus on building close, personal relationships, the team at Aspire Wealth strives to simplify the complexities of financial planning and guide clients through every step of their financial journey.
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Anchor Wealth Advisers
● ClosedAnchor Wealth Advisers is a trusted financial institution located at 7115 Kalamazoo Avenue Southeast in Caledonia, Michigan. Our team of experienced advisers is dedicated to helping clients navigate the complexities of wealth management and achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, our personalized approach ensures that your financial plan is tailored to your unique needs. With a commitment to transparency, integrity, and excellence, Anchor Wealth Advisers is your partner in building a secure financial future.
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Tag Accounting & Tax Services
● ClosedTag Accounting & Tax Services is a reputable institution located at 5625 Prairie Creek Drive in Caledonia, Michigan, United States. Specializing in accounting and finance, our team of experienced professionals is dedicated to providing top-notch services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to help you navigate the complexities of the financial world. Trust Tag Accounting & Tax Services to handle all your accounting needs with precision and integrity.
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