Individual investors in Rochester, Michigan
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Jay Munj - State Farm Insurance Agent
Jay Munj - State Farm Insurance Agent is a reputable insurance agency located at 1461 North Rochester Road in Rochester Hills, Michigan. Jay has been serving the Troy and Rochester Hills communities since 2013, bringing a wealth of knowledge and expertise to his role as a State Farm Agent. With an MBA from the University of St Thomas, Jay has consistently achieved Ambassador Travel status every year, highlighting his dedication and exceptional performance in the industry. Jay's passion lies in building strong relationships with individuals and families, understanding their unique needs, and offering personalized assistance with insurance coverage and financial goals. He is committed to providing high-level service and ensuring that each person he assists feels valued and well taken care of.
Blake Mico: Primerica - Financial Services
Blake Mico: Primerica - Financial Services is a finance and insurance agency located at 1942 Star-Batt Drive in Rochester Hills, Michigan, United States. With a focus on providing financial services to individuals and families, this institution offers a range of products and services to help clients achieve their financial goals. Whether you're looking for insurance coverage, investment opportunities, or retirement planning, Blake Mico: Primerica is dedicated to helping you secure your financial future. With a team of knowledgeable and experienced professionals, you can trust that you're in good hands when you choose this institution for your financial needs.
Josh Christian: Primerica - Financial Services
Josh Christian: Primerica - Financial Services is a renowned finance and insurance agency located at 1942 Star-Batt Drive in Rochester Hills, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Josh Christian: Primerica - Financial Services is dedicated to providing expert guidance and personalized strategies to meet your needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.
Usaquen Farms
Usaquen Farms is a finance institution located at 670 West Snell Road in Rochester, Michigan, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, assistance with loans, or help with financial planning, Usaquen Farms is here to help. With a focus on personalized service and tailored solutions, we strive to help our clients achieve their financial goals. Visit us today to see how we can assist you with your financial needs.
Ascend Mortgage
Ascend Mortgage is a reputable finance institution located at 415 South Main Street in Rochester, Michigan, United States. Specializing in mortgage services, Ascend Mortgage offers a range of options for individuals looking to purchase or refinance their homes. With a team of experienced professionals, Ascend Mortgage provides personalized guidance and support throughout the mortgage process. Whether you are a first-time homebuyer or a seasoned investor, Ascend Mortgage is committed to helping you achieve your financial goals. Contact them today to learn more about their services and how they can assist you with your mortgage needs.
Raymond James
Raymond James is a leading finance institution located at 2530 South Rochester Road in Rochester Hills, Michigan, United States. With a reputation for excellence in financial services, Raymond James offers a wide range of investment and wealth management solutions tailored to meet the individual needs of their clients. Their team of experienced financial advisors provide expert guidance and personalized strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or seeking to grow your wealth, Raymond James is dedicated to helping you secure a successful financial future.
B & T Wealth Management
B & T Wealth Management is a premier financial institution located at 2526 South Rochester Road in Rochester Hills, Michigan. We specialize in providing expert wealth management services to help our clients achieve their financial goals and secure their financial future. Our team of experienced professionals offers personalized financial planning, investment management, and retirement planning services to individuals and families. With a commitment to excellence and integrity, B & T Wealth Management is dedicated to helping our clients build and preserve their wealth for generations to come. Contact us today to learn more about how we can help you reach your financial goals.
Kob Yan
Kob Yan is a reputable finance institution located at 44 North Adams Road in Rochester, Michigan, United States. With a strong reputation for providing top-notch financial services, Kob Yan offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, loan options, or wealth management services, Kob Yan has a team of experienced professionals ready to assist you. Visit Kob Yan today to experience the difference in financial expertise and customer service.
James Clark - Financial Advisor, Ameriprise Financial Services, LLC
James Clark is a Financial Advisor at Ameriprise Financial Services, LLC located at 6915 Rochester Road, Troy, Michigan, United States. 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®. James Clark specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. He is dedicated to upholding the highest ethical standards and staying current with the latest industry trends and practices to best serve his clients' needs. Contact James Clark for expert advice on investment strategies, estate planning, retirement planning, insurance products, and more.
Christopher Reid - Financial Advisor, Ameriprise Financial Services, LLC
Christopher Reid - Financial Advisor at Ameriprise Financial Services, LLC, located at 6915 Rochester Road, Troy, Michigan, United States, offers personalized financial planning services. As a registered financial advisor, Christopher Reid provides tailored financial solutions to clients based on their individual needs and goals. The initial consultation provides an overview of financial planning concepts, although written analysis and recommendations are not provided at this stage. Ameriprise Financial cannot guarantee future financial results, but strives to help clients achieve their financial goals. Users of the website are bound by Ameriprise Financial's rules and regulations, ensuring privacy and security for all clients. Referrals are appreciated, and Ameriprise Financial will reach out to them promptly. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing a secure and reliable financial services experience.
Edward Jones - Financial Advisor: Dan Murfey
Edward Jones - Financial Advisor: Dan Murfey is a reputable finance institution located at 119 Walnut Boulevard in Rochester, Michigan, United States. As a dedicated financial advisor, Dan Murfey provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a strong focus on building lasting relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Dan Murfey is a trusted partner in helping individuals and families secure their financial future.
Sapientia Private Wealth Management
Sapientia Private Wealth Management is a prestigious finance institution located at 101 South Main Street in Rochester, Michigan, United States. Our team of experienced financial advisors provides personalized wealth management services to high-net-worth individuals, families, and businesses. We offer comprehensive financial planning, investment management, and estate planning solutions to help our clients achieve their financial goals and secure their financial future. With a focus on integrity, transparency, and client-centric approach, Sapientia Private Wealth Management is dedicated to providing exceptional service and building long-lasting relationships with our clients.
Edward Jones - Financial Advisor: Ivan Rose, CRPC™
Edward Jones - Financial Advisor: Ivan Rose, CRPC™ is a reputable financial institution located at 1600 Parkdale Road in Rochester, Michigan, United States. Ivan Rose is a Certified Retirement Planning Counselor (CRPC™) who specializes in providing personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, Edward Jones - Financial Advisor: Ivan Rose, CRPC™ is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.
Elizabeth Larson
Elizabeth Larson is a reputable finance institution located at 345 Diversion Street in Rochester, Michigan, United States. With a focus on providing top-notch financial services to individuals and businesses, Elizabeth Larson is known for their expertise in wealth management, investment strategies, and financial planning. Clients can trust in the institution's commitment to helping them achieve their financial goals and secure their financial future.
Royal Alliance Associates Inc
Royal Alliance Associates Inc is a reputable financial institution located at 345 Diversion Street in Rochester Hills, Michigan. As a trusted provider of financial services, Royal Alliance Associates Inc offers a wide range of investment opportunities and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, they are dedicated to providing personalized and comprehensive financial guidance to individuals and businesses. Whether you are planning for retirement, saving for education expenses, or looking to grow your wealth, Royal Alliance Associates Inc is committed to helping you navigate the complexities of the financial markets and make informed decisions. Contact them today to learn more about their services and how they can help you secure your financial future.
Matt Sebastian - Morgan Stanley
Matt Sebastian - Morgan Stanley is a leading finance institution located at 1108 North Main Street in Rochester, Michigan, United States. With a strong reputation for excellence and expertise in the financial industry, Matt Sebastian - Morgan Stanley offers a wide range of financial services to individuals, businesses, and institutions. Whether you are looking for investment advice, wealth management, retirement planning, or estate planning, the team at Matt Sebastian - Morgan Stanley is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
Tidewater Group - Morgan Stanley
Tidewater Group - Morgan Stanley is a renowned finance institution located at 1108 North Main Street in Rochester, Michigan, United States. With a strong reputation for excellence in financial services, Tidewater Group - Morgan Stanley offers a wide range of investment and wealth management solutions to individuals, families, and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Tidewater Group - Morgan Stanley is committed to providing top-notch service and support.
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