Individual financial plans in Shelby Township, Michigan
64 results found
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Cvetkovski Financial LLC
● OpenCvetkovski Financial LLC is a reputable finance and insurance agency located at 49136 Van Dyke Avenue in Shelby Township, Michigan, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. From retirement planning to insurance coverage, our institution is dedicated to providing personalized solutions tailored to meet our clients' specific needs. Contact us today to learn more about how Cvetkovski Financial LLC can help secure your financial future.
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Michigan Insurance & Financial Services - Shelby Township
● OpenMichigan Insurance & Financial Services - Shelby Township is an insurance agency located at 85 Macomb Place in Mount Clemens, Michigan. They have access to multiple insurance carriers to ensure that you get the right coverage for your needs. They are licensed in Michigan, Illinois, Indiana, Ohio, Tennessee, Florida, and Texas. Their services cover a wide range of areas in Macomb County, including Macomb Township, Utica, Washington Township, Fraser, St. Clair Shores, and more. They also serve Oakland County, with locations such as Pontiac, Troy, Royal Oak, and Novi.
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Allstate Personal Financial Representative: Jon Brunt
● OpenAllstate Personal Financial Representative: Jon Brunt is a trusted finance and insurance agency located at 46520 Van Dyke Avenue in Shelby Township, Michigan, United States. With a focus on personalized financial planning and insurance solutions, Jon Brunt and his team strive to help clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Allstate Personal Financial Representative: Jon Brunt is dedicated to providing professional and reliable services to meet your individual needs.
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LifeFocus Planning
● OpenLifeFocus Planning is a leading financial planning institution located at 48707 Van Dyke Avenue in Shelby Township, Michigan. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized planning and strategic investment strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, we are here to provide expert guidance and support every step of the way. Visit us today to start planning for a brighter financial future with LifeFocus Planning.
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Shelby & Thorpe, PLC
● OpenShelby & Thorpe, PLC is a professional accounting and finance institution located at 1042 North Milford Road in Milford Charter Township, Michigan, United States. Our firm believes in professionalism, responsiveness, and commitment to our clients. We are located in downtown Milford but service clients all over the Detroit metro area and beyond. Jill, Paige, and Julie are experienced CPAs who are dedicated to providing personalized and prompt service to our clients. Whether you need help with small business accounting, tax planning, or personal and business taxes, our team is here to assist you. We offer various ways to work with our clients, including in-person meetings, mail, email, office dropbox, or virtually through our secure client portal.
1042 N Milford Rd suite 201, Milford Charter Twp, MI 48381, United States -
Shield Financial Group
● OpenShield Financial Group is a finance institution located at 53200 Van Dyke Avenue in Shelby Township, Michigan, United States. Our team of experienced financial advisors is dedicated to providing personalized financial solutions to help our clients achieve their goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Shield Financial Group is here to help you every step of the way. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
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KAIZEN FINANCIAL GROUP, LLC
● ClosedKaizen Financial Group, LLC is a finance institution located at 47702 Van Dyke Avenue, Shelby Township, Michigan, United States. Our mission is to help you strengthen your financial foundation so you can pursue your retirement goals. Schedule a meeting with us to discover what your ideal retirement looks like. Through our O.W.N. Your Retirement Process, we will assess your current financial situation and determine your retirement needs. You will receive a custom strategy designed to help you reach your unique retirement goals. Kaizen Financial Group, LLC is a full service retirement planning company serving Shelby Township, Michigan and surrounding communities.
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Concorde Financial Group
● OpenConcorde Financial Group is a leading finance institution located at 51847 Van Dyke Avenue in Shelby Township, Michigan, United States. With a strong reputation for providing expert financial services, Concorde Financial Group offers a wide range of financial solutions to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, the experienced team at Concorde Financial Group is dedicated to helping you achieve your financial goals. Visit us today to see how we can help you secure your financial future.
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Foguth Financial Group, LLC
● OpenFoguth Financial Group, LLC is a finance institution located at 45958 Schoenherr Road, Shelby Township, Michigan, United States. Our team is dedicated to helping you plan for your financial future, starting today. As a proud Wealth Management Partner of Michigan Athletics, we understand the importance of having a clear plan for retirement. Our experienced financial team will assess your overall financial situation and create a customized plan for growth. Advisory services are offered through Foguth Wealth Management, LLC, an SEC registered investment advisor. Please note that insurance products are offered by licensed individuals and not through FWM. Our goal is to focus on your finances so you can focus on your future. Contact us today to start building the retirement of your dreams.
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Kim Dwyer - Thrivent Financial
● OpenKim Dwyer - Thrivent Financial is a finance institution located at 39500 Orchard Hill Place in Novi, Michigan. They offer financial guidance that educates and empowers individuals to achieve their unique goals. Licensed in several states including AZ, FL, IN, KY, MI, MO, OH, and TX, they serve Northeast Michigan from locations in Novi, Northville, Shelby Township, and Monroe. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Visit their website for more information on their services and licensed financial advisors.
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Mark Jankauskas - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMark Jankauskas is a Financial Advisor at Ameriprise Financial Services, LLC, located at 52280 Van Dyke Avenue in Shelby Township, Michigan, United States. With a focus on your individual goals and risk tolerance, Mark provides investment, asset allocation, and portfolio recommendations to help you achieve financial success. Regular meetings and progress reviews ensure that your approach is updated as life changes, allowing you to track your progress towards your goals securely from any device. Background and qualification information for Mark Jankauskas can be found on FINRA's BrokerCheck website. Additionally, the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure is available for more information.
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Edward Jones - Financial Advisor: Abbey B Bauman
● OpenEdward Jones - Financial Advisor: Abbey B Bauman is a trusted financial institution located at 54985 Shelby Road in Shelby Township, Michigan, United States. Specializing in personalized financial planning and investment services, Abbey B Bauman is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, this institution provides expert guidance and tailored solutions to meet each client's individual needs. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Abbey B Bauman at Edward Jones is committed to helping you make informed decisions and navigate the complexities of the financial world with confidence.
54985 Shelby Rd, Shelby Twp, MI 48316, United States -
Edward Jones - Financial Advisor: Chris Hines, CRPC™
● OpenEdward Jones - Financial Advisor: Chris Hines, CRPC™ is a trusted financial institution located at 54985 Shelby Road in Shelby Township, Michigan, United States. As a Certified Retirement Planning Counselor, Chris Hines provides expert financial advice and personalized solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for a child's education, or looking to grow your investments, Chris Hines and the team at Edward Jones are dedicated to helping you secure a stable financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Chris Hines, CRPC™ is committed to providing top-notch financial services tailored to meet your individual needs.
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Edward Jones - Financial Advisor: Daniel J Howard, AAMS™
● OpenEdward Jones - Financial Advisor: Daniel J Howard, AAMS™ is a trusted financial institution located at 8152 25 Mile Road in Shelby Township, Michigan, United States. As a knowledgeable and experienced financial advisor, Daniel J Howard, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Daniel J Howard, AAMS™ can provide personalized financial solutions tailored to your individual needs. With a commitment to excellent customer service and a comprehensive approach to financial planning, Edward Jones - Financial Advisor: Daniel J Howard, AAMS™ is the go-to destination for all your financial needs.
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Edward Jones - Financial Advisor: Kimberly L Arnett, CFP®
● OpenEdward Jones - Financial Advisor: Kimberly L Arnett, CFP® is a reputable financial institution located at 50219 Schoenherr Road in Shelby Township, Michigan. As a Certified Financial Planner, Kimberly Arnett provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building strong relationships and providing exceptional customer service, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the long term, Kimberly Arnett and her team are committed to helping you make informed decisions and navigate the complex world of finance.
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Shelby, Dobb, Sager & Thorpe PLC
● OpenShelby, Dobb, Sager & Thorpe PLC is an accounting and finance institution located at 1042 North Milford Road in Milford Charter Township, Michigan, United States. Our firm believes in professionalism, responsiveness, and commitment to our clients. We are situated in downtown Milford and serve clients not only in the Detroit metro area but also throughout the country. Our services can be accessed through in-person meetings, mail, email, office dropbox, or virtually via our secure client portal. Jill, who has been a CPA since 1995, specializes in small business accounting, tax planning, and personal and business taxes. Paige, a CPA since 2019, offers personalized and prompt service in individual tax and small business accounting. Julie, a CPA since 1987 and an alumni of Michigan State University, provides business and individual tax and accounting services with a deep professional commitment to our clients' needs.
1042 N Milford Rd suite 201, Milford Charter Twp, MI 48381, United StatesAdvertisements -
Filliccia Insurance Agency
● OpenFilliccia Insurance Agency is a trusted health insurance agency located at 50551 Van Dyke Avenue in Shelby Township, Michigan. With a commitment to providing personalized and comprehensive insurance solutions, our dedicated team of professionals is here to help you navigate the complex world of health insurance. Whether you are looking for individual coverage or group plans for your business, we have the expertise to find the right policy for your needs. Contact us today to learn more about how Filliccia Insurance Agency can help protect your health and financial well-being.
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CIA Insurance & Risk Management - A Hilb Group Company
● OpenCIA Insurance & Risk Management - A Hilb Group Company is an insurance agency located at 45600 Village Boulevard in Shelby Township, Michigan, United States. We specialize in providing comprehensive insurance solutions to protect individuals and businesses from financial risks. Our team of experienced professionals is dedicated to helping clients find the right coverage options tailored to their specific needs. With a focus on customer service and personalized attention, we strive to build long-lasting relationships with our clients and provide peace of mind in an uncertain world. Contact us today to learn more about how we can help you protect what matters most.
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Michael Meyer at Comparion Insurance Agency
● OpenMichael Meyer at Comparion Insurance Agency is a reputable insurance agency located at 13001 23 Mile Road in Shelby Township, Michigan. With years of experience in the insurance industry, Michael Meyer and his team are dedicated to providing personalized insurance solutions to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, they have you covered. Trust Michael Meyer at Comparion Insurance Agency to provide you with top-notch service and competitive rates for all your insurance needs.
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Farm Bureau Insurance
● OpenFarm Bureau Insurance is a trusted insurance agency located at 54780 Mound Road in Shelby Township, Michigan. With a strong presence in the community, they provide a wide range of insurance products and services to meet the needs of individuals and families. From auto and home insurance to life and health insurance, Farm Bureau Insurance is committed to protecting what matters most to their clients. With a team of knowledgeable agents and a dedication to excellent customer service, they strive to provide peace of mind and financial security to their policyholders. Visit their office today to learn more about their insurance options and how they can help you protect your assets.
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Green Valley Insurance Agency
● OpenGreen Valley Insurance Agency is a trusted insurance provider located at 50258 Van Dyke Avenue in Shelby Township, Michigan. Our dedicated team of professionals is committed to helping our clients find the best insurance coverage to protect their assets and loved ones. With a wide range of insurance products and personalized service, we strive to provide peace of mind and financial security to our customers. Contact us today to learn more about how we can help you with your insurance needs.
50258 Van Dyke Ave C, Shelby Twp, MI 48317, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a trusted finance and insurance agency located at 14151 Lakeside Boulevard North in Shelby Township, Michigan, United States. With a strong reputation for providing reliable financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their future. Contact us today to learn more about our personalized solutions and expert guidance.
14151 Lakeside Blvd N Ste A, Shelby Township, MI 48315, United StatesAdvertisements -
Michigan United Credit Union
● OpenMichigan United Credit Union, located at 4770 Dixie Highway in Waterford Township, Michigan, is a financial institution that was established on July 1, 2021 through the merging of four small-asset sized credit unions. These credit unions, including Birmingham Bloomfield Credit Union, Metro North Federal Credit Union, Lakes Community Credit Union, and Unity Credit Union, came together to provide an enhanced experience for their members with a wider range of products and services. Originally founded on November 23, 1931 as Birmingham Teachers Credit Union, the institution was created to serve teachers and employees of the Birmingham School system. Today, Michigan United Credit Union aims to enrich the financial lives of its members and the communities it serves. Membership is open to those who reside, work, worship, or attend school in the state of Michigan.
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Genisys Credit Union
● OpenGenisys Credit Union is a trusted financial institution located at 49675 Van Dyke Avenue in Shelby Township, Michigan, United States. As a credit union, Genisys offers a wide range of financial services to its members, including savings accounts, checking accounts, loans, and investment options. With a focus on providing personalized service and competitive rates, Genisys Credit Union is committed to helping individuals and families achieve their financial goals. Visit their branch today to learn more about how they can help you with your financial needs.
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Credit Union ONE
● OpenCredit Union ONE is a Michigan-based financial institution located at 55600 Van Dyke Avenue, Shelby Township. With a focus on providing financial guidance and resources, Credit Union ONE offers a range of services including checking accounts, credit cards, mortgages, competitive rates, online and mobile banking, and more. The institution is federally insured by the National Credit Union Administration and is an Equal Housing Opportunity. Customers can benefit from a 0.50% APR rate discount on certain loans if they have any other loan with Credit Union ONE. In addition to their physical locations in Metro Detroit, such as Ann Arbor, Detroit, and Troy, Credit Union ONE also offers convenient online and mobile banking options. However, please note that Mobile Banking, Online Banking, and 24-Hour Telephone Banking may be intermittently unavailable during scheduled maintenance periods.
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Genisys Credit Union
● OpenGenisys Credit Union is a trusted financial institution located at 13630 21 Mile Road in Shelby Township, Michigan, United States. As a full-service credit union, Genisys offers a wide range of financial products and services, including savings accounts, checking accounts, loans, mortgages, and insurance. With a commitment to providing personalized service and competitive rates, Genisys Credit Union is dedicated to helping members achieve their financial goals and secure their future. Visit us today to experience the difference of banking with Genisys.
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OUR Credit Union
● OpenOUR Credit Union is a trusted financial institution located at 54870 Mound Road in Shelby Township, Michigan. As a member-owned cooperative, we prioritize the financial well-being of our community by providing a wide range of banking and financial services. Whether you're looking to save, invest, borrow, or plan for the future, OUR Credit Union is here to help you achieve your financial goals. Join us today and experience the personalized service and competitive rates that set us apart from traditional banks.
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Fifth Third Bank & ATM
● OpenFifth Third Bank & ATM is a financial institution located at 13555 23 Mile Road in Shelby Township, Michigan, United States. This establishment offers a wide range of banking services, including personal and business accounts, loans, mortgages, and investment options. With convenient ATM access, customers can easily manage their finances and access cash whenever needed. Fifth Third Bank is committed to providing excellent customer service and helping individuals and businesses achieve their financial goals.
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Caliber Home Loans, Inc.
● OpenCaliber Home Loans, Inc. is a finance institution located at 51315 Mound Road in Shelby Township, Michigan, United States. They specialize in providing home loans to individuals looking to purchase or refinance a home. With a focus on customer service and competitive rates, Caliber Home Loans, Inc. aims to help their clients achieve their homeownership goals. Their experienced team of professionals is dedicated to guiding customers through the loan process and finding the best financial solution for their needs.
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Best Interest Law (Family Law & Divorce)
● OpenBest Interest Law is a reputable family law and divorce firm located at 48639 Hayes Road in Shelby Township, Michigan. Our team of experienced lawyers is dedicated to providing personalized legal services tailored to meet the individual needs of our clients. Specializing in family law and divorce cases, we strive to ensure the best possible outcomes for our clients by advocating for their best interests and protecting their rights. With a commitment to excellence and a compassionate approach, Best Interest Law is here to guide you through the complexities of the legal system and help you achieve a favorable resolution. Trust us to provide you with the expert legal representation you deserve.
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