Individual retirement plans in Menominee, Michigan
12 results found
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Katey Lemay - State Farm Insurance Agent
● ClosedKatey Lemay - State Farm Insurance Agent is a local insurance agency located at 909 1st Street in Menominee, Michigan. Situated across from the Marina, between the Lloyd Building and the Serving Spoon, our team is dedicated to connecting with our customers on a personal level. We strive to provide a service that is easily accessible, without the hassle of endless phone menus. Our goal is to ensure that our customers have a clear understanding of their insurance options, so they can protect their family and future effectively. By getting to know our customers, we can offer personalized protection that meets their unique needs. Additionally, we offer a range of financial services to assist our customers in achieving their goals, whether it's saving for retirement or college expenses.
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CoVantage Credit Union
● ClosedCoVantage Credit Union, located at 1011 23rd Avenue in Menominee, Michigan, is a trusted financial institution offering a wide range of banking solutions. From checking and savings accounts to auto loans, credit cards, mortgages, and home equity loans, CoVantage Credit Union provides valuable services to its members. With branches in Wisconsin, Upper Michigan, and Illinois, as well as a mobile app for convenient banking on-the-go, CoVantage Credit Union strives to meet the financial needs of its customers. Operating hours are Monday to Friday from 8:30 a.m. to 5:00 p.m. and Saturday from 8:30 a.m. to Noon. Visit CoVantage Credit Union for secure and reliable financial services tailored to your needs.
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Baron Financial
● ClosedBaron Financial, located at 621 1st Street in Menominee, Michigan, is a finance institution dedicated to providing personalized financial planning services to its clients. The team at Baron Financial is committed to educating their clients and helping them achieve their financial goals. They offer a complimentary portfolio review to analyze your current investments and recommend a tailored investment strategy based on your risk tolerance. In addition to individual financial planning, Baron Financial also offers retirement planning services, including access to 401(k) and SIMPLE IRA plans for businesses. Their goal is to be your employees' dream manager, helping them work towards achieving their personal financial dreams through guided planning.
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H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 1241 10th Avenue in Menominee, Michigan, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of the financial world with ease and confidence. Visit us today to experience our exceptional services and expertise.
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Edward Jones - Financial Advisor: Ethan J Linstad
● ClosedEdward Jones - Financial Advisor: Ethan J Linstad is a reputable financial institution located at 925 U.S. 41 in Menominee, Michigan, United States. As a dedicated financial advisor, Ethan J Linstad provides personalized investment strategies and financial planning 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: Ethan J Linstad is committed to helping individuals and families secure their financial futures.
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Hinterland Advisors - Ameriprise Financial Services, LLC
● ClosedHinterland Advisors - Ameriprise Financial Services, LLC is a finance institution located at 414 1st Street, Menominee, Michigan, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, Hinterland Advisors offers comprehensive financial advice to help clients achieve their unique goals. The institution's team provides exceptional service to all clients, and is dedicated to ensuring that their financial futures are secure. With a focus on ensuring that clients' money outlives them, rather than the other way around, Ameriprise financial advisors work closely with individuals to create personalized financial plans. The institution also offers complimentary initial consultations to provide an overview of financial planning concepts. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and is committed to upholding the highest standards of privacy and security for its clients.
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Edward Jones - Financial Advisor: Ian C Wetzel
● ClosedEdward Jones - Financial Advisor: Ian C Wetzel is a reputable finance institution located at 453 1st Street in Menominee, Michigan, United States. With years of experience and expertise in financial planning, Ian C Wetzel is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or save for a major purchase, Ian C Wetzel will provide personalized advice and guidance to help you make informed decisions. Trust in the professionalism and integrity of this institution to help you navigate the complexities of the financial world and build a solid financial foundation.
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Jordan C Beck - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJordan C Beck is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 414 1st Street in Menominee, Michigan, United States. Jordan holds multiple 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®, 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 Jordan's expertise in areas such as asset management, estate planning, retirement planning, investment management, and more. With a commitment to ethics and ongoing education, Jordan is dedicated to providing comprehensive financial solutions to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Jordan C Beck at Ameriprise Financial Services, LLC for expert financial advice and planning tailored to your unique needs.
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Edward Jones - Financial Advisor: Andy Linstad
● ClosedEdward Jones - Financial Advisor: Andy Linstad is a reputable finance institution located at 925 U.S. 41 in Menominee, Michigan, United States. As a trusted financial advisor, Andy Linstad provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Andy Linstad is dedicated to helping individuals and families secure their financial future.
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Leigh Howell - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLeigh Howell is a Financial Advisor at Ameriprise Financial Services, LLC located at 414 1st Street, Menominee, Michigan, United States. Leigh Howell holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate expertise in asset management, estate planning, retirement planning, investment strategies, and risk management. Leigh Howell 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 professionalism, Leigh Howell is committed to helping clients achieve their financial goals and secure their financial future.
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Christensen Larry N CPA
● ClosedChristensen Larry N CPA is a reputable accounting and finance institution located at 1101 11th Avenue in Menominee, Michigan, United States. With years of experience in the industry, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and audit assistance. Their team of certified public accountants is dedicated to providing high-quality and personalized services to meet the unique needs of each client. Whether you need help with tax filing or financial consulting, Christensen Larry N CPA is the go-to institution for all your accounting and finance needs.
1101 11th Ave #5, Menominee, MI 49858, United StatesAdvertisements -
Superior State Administrators, Inc.
● ClosedSuperior State Administrators, Inc. is a leading accounting and finance institution located at 1101 11th Avenue in Menominee, Michigan, United States. Our team of experienced professionals provides superior financial management services to individuals and businesses, ensuring efficient and effective financial strategies. With a commitment to excellence and integrity, Superior State Administrators, Inc. is dedicated to helping clients achieve their financial goals and secure a stable financial future.
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