Insurance and investment strategies in Michigan
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Rush, Coda and Associates - Ameriprise Financial Services, LLC
β ClosedRush, Coda and Associates - Ameriprise Financial Services, LLC is a finance institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides complimentary initial consultations to discuss retirement, education, major purchases, and more. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. Clients can expect regular meetings to review and update their financial plans as life changes. The institution also offers resources on their website for privacy, security, and email fraud prevention. Rush, Coda and Associates - Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
333 Bridge St NW UNIT 205, Grand Rapids, MI 49504, United States -
KCFCU Investment Services
β ClosedLocated at 499 Romence Road in Portage, Michigan, KCFCU Investment Services is a finance and insurance agency dedicated to providing smart and objective answers for retirement planning. Headed by Jerry Pawlowicz, who holds an MBA with honors from DePaul University and maintains series 7 and series 66 registrations through LPL Financial, the institution serves the areas of Kalamazoo, Battle Creek, and Marshall. Jerry Pawlowicz and his team offer consultations to help individuals and businesses navigate financial decisions, whether it's planning for retirement, exploring insurance strategies, or charitable giving. With a focus on personalized service and a holistic approach to financial solutions, KCFCU Investment Services aims to provide value and help clients achieve their financial goals.
499 Romence Rd, Portage, MI 49024, United States -
Honor Investment Services
β ClosedHonor Investment Services, located at 2340 East Centre Avenue in Portage, Michigan, is a finance institution dedicated to helping clients create personalized wealth management plans to achieve their financial goals. Our team of professionals offers a wide range of services, products, and strategies to meet your needs. We believe in a teamwork approach that provides a broader perspective and increased benefits to our clients. Our team serves various areas in Michigan, including Allegan, Allendale, Coldwater, Kalamazoo, Paw Paw, Plainwell, Portage, and more. We also cater to clients in Baroda, Benton Harbor, Niles, South Haven, St. Joseph, and other surrounding areas.
2340 E Centre Ave, Portage, MI 49002, United States -
Candice Montie Investment Strategies, LLC
β ClosedCandice Montie Investment Strategies, LLC is a finance institution located at 400 South Adelaide Street, Fenton, Michigan, United States. Specializing in helping individuals create a lifetime income stream in retirement, Candice Montie offers a range of investment strategies tailored to fit your specific situation. In addition to traditional investing, she also provides alternative investment options to ensure a sustainable income in retirement. Visitors to the site can access interesting calculators and watch informative videos. Contact Candice Montie for a complimentary financial review, regardless of your current financial situation. As a registered broker-dealer with Moloney Securities Co., Inc, Securities offered through the institution are not FDIC insured, not bank guaranteed, and may lose value. Candice Montie Investment Strategies, LLC and Moloney Securities Co., Inc are separate entities. For more information, visit the home office in Manchester, MO or contact them by phone at (314) 909-0600.
400 S Adelaide St Ste B, Fenton, MI 48430, United States -
Goodrich, Hull, and Associates - Ameriprise Financial Services, LLC
β OpenGoodrich, Hull, and Associates - Ameriprise Financial Services, LLC is a finance institution located at 32255 Northwestern Highway in Farmington Hills, Michigan, United States. They offer a range of financial services and their advisors are registered to do business in certain U.S. states. Clients can expect personalized advice and guidance on achieving their financial goals. The institution is a member of FINRA and SIPC, ensuring that clients' investments are protected. They also provide a Client Relationship Summary Disclosure and adhere to strict website rules and regulations to ensure privacy and security. Contact Goodrich, Hull, and Associates - Ameriprise Financial Services, LLC to discuss your financial needs and goals.
32255 Northwestern Hwy Ste 200, Farmington Hills, MI 48334, United States -
Mission Point Planning and Retirement
β ClosedMission Point Planning and Retirement is a premier finance and insurance agency located at 3250 West Big Beaver Road in Troy, Michigan, United States. Our dedicated team of financial experts is committed to helping individuals and families plan for a secure and prosperous retirement. We offer a wide range of financial services, including retirement planning, investment management, and insurance solutions. With our personalized approach and innovative strategies, we strive to empower our clients to achieve their financial goals and enjoy a worry-free retirement. Contact us today to schedule a consultation and start planning for your future with Mission Point Planning and Retirement.
3250 W Big Beaver Rd #302, Troy, MI 48084, United States -
Financial Partners
β OpenFinancial 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.
8880 Commerce Rd, Commerce Charter Twp, MI 48382, United States -
Consolidated Financial Corporation
β ClosedConsolidated Financial Corporation is a leading finance institution located at 29905 Middlebelt Road in Farmington Hills, Michigan, United States. With a strong reputation for providing top-notch financial services, Consolidated Financial Corporation offers a wide range of financial solutions to individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or help with financial planning, the experienced team at Consolidated Financial Corporation is dedicated to helping you achieve your financial goals. Trust in Consolidated Financial Corporation for all your financial needs.
29905 Middlebelt Rd, Farmington Hills, MI 48334, United States -
Senior Financial Center
β ClosedThe Senior Financial Center is a finance institution located at 37000 Grand River Avenue in Farmington Hills, Michigan. Our center specializes in providing financial services and advice tailored specifically for seniors. We offer a range of services including retirement planning, investment management, estate planning, and more. Our experienced team of financial advisors is dedicated to helping seniors navigate their financial options and make informed decisions for their future. Visit us today to learn how we can help you secure your financial well-being in your golden years.
37000 Grand River Ave Suite 250, Farmington Hills, MI 48335, United States -
Key Financial Solutions Inc
β ClosedKey Financial Solutions Inc is a leading accounting and finance institution located in the heart of Detroit, Michigan. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we have the expertise to meet your needs. Visit us at 19411 West McNichols Road to see how Key Financial Solutions Inc can help you achieve your financial goals.
19411 W McNichols Rd, Detroit, MI 48219, United States -
Summit Financial Consulting
β ClosedSummit Financial Consulting is a family-owned finance institution located at 43409 Schoenherr Road in Sterling Heights, Michigan. Since 1987, the Wink Family has been providing all-inclusive financial services to individual and corporate clients in Southeast Michigan. With a focus on financial planning, portfolio analysis, and tax reduction, our team is dedicated to helping clients pursue and maintain financial security. As an independent, private investment firm, we prioritize customer service and always act in the best interest of our clients. Our comprehensive planning process ensures that we create a financial plan that considers your current needs and plans for the future in a tax-efficient manner. We offer services such as investment planning, tax planning, health insurance planning, college planning, retirement income planning, and estate planning assistance.
43409 Schoenherr Rd, Sterling Heights, MI 48313, United States -
Maple City Financial LLC
β OpenMaple City Financial LLC is a reputable insurance agency located at 123 North Main Street in Adrian, Michigan. We specialize in providing a range of insurance products and services to meet the needs of individuals and businesses in the community. Our experienced team of professionals is dedicated to helping our clients find the right insurance coverage at competitive rates. Whether you're looking for auto, home, life, or business insurance, Maple City Financial LLC is here to help protect what matters most to you. Contact us today to discuss your insurance needs and receive personalized guidance and support.
123 N Main St, Adrian, MI 49221, United States -
Blissfield Financial Services
β ClosedBlissfield Financial Services is a finance and insurance agency located at 225 West Adrian Street in Blissfield, Michigan, United States. Our mission is to help clients navigate today's investment climate and take advantage of the opportunities it presents. As a part of Cetera Wealth Partners, we offer securities and advisory services through Cetera Advisor Networks LLC. Our team includes Registered Representatives and Investment Adviser Representatives who can provide both brokerage services and investment advisory services. Visit our website for important disclosures and information about our business continuity and order routing. Trust Blissfield Financial Services to help you make informed financial decisions and secure your future.
225 W Adrian St, Blissfield, MI 49228, United States -
Raymond James
β ClosedRaymond James is a finance and insurance agency located at 85 North Broad Street in Hillsdale, Michigan, United States. With a reputation for providing expert financial advice and comprehensive insurance solutions, Raymond James is a trusted institution for individuals and businesses looking to secure their financial future. Their team of knowledgeable professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are in need of investment guidance, retirement planning, or insurance coverage, Raymond James is committed to providing personalized service and tailored solutions to meet your specific needs.
85 N Broad St, Hillsdale, MI 49242, United States -
T. J. Decker & Assoc.
β ClosedT. J. Decker & Assoc. is a reputable insurance agency located at 207 West Main Street in Morenci, Michigan, United States. With a team of experienced professionals, they offer a wide range of insurance products and services to meet the needs of individuals and businesses. Whether you are looking for auto, home, life, or business insurance, T. J. Decker & Assoc. is dedicated to providing personalized solutions to protect what matters most to you. Visit their office today to discuss your insurance needs and receive expert advice on the best coverage options available.
207 W Main St, Morenci, MI 49256, United States -
Lolley Financial
β ClosedLolley 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.
107 S Broad St Suite 2, Adrian, MI 49221, United States -
Chart Advisors, LLC
β ClosedChart Advisors, LLC is a leading accounting, finance, and insurance agency located at 7952 Secor Road in Lambertville, Michigan, United States. Our team of experts is dedicated to providing top-notch financial services and advice to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, Chart Advisors, LLC is the go-to institution for all your financial needs. Contact us today to see how we can help you chart a path to financial success.
7952 Secor Rd, Lambertville, MI 48144, United States -
Equitable Advisors
β OpenEquitable Advisors is a finance institution located at 30665 Northwestern Highway, Farmington Hills, Michigan, United States. We are a strategic and opportunistic group of investors and advisors who specialize in helping entrepreneurs take their businesses to the next level. Our team invests in companies seeking capital for start-up, expansion, and growth, utilizing our own equity as well as that of partners. With a diverse set of business disciplines and real estate expertise, we provide valuable knowledge and support to help grow your business. Visit us at 30665 Northwestern Hwy, #100 Farmington Hills, MI 48334 to learn more about our team of advisors.
30665 Northwestern Hwy #100, Farmington Hills, MI 48334, United States -
Thrivent Financial
β OpenThrivent Financial is a finance institution located at 487 Seel Drive in Adrian, Michigan, United States. We believe that everyone deserves a financial plan they can be confident about, and it all starts with the right financial advisor. Our goal is to understand your unique situation and goals so we can help you achieve financial success. Our free virtual coaching service, Money Canvasβ’, empowers you to build healthier money habits at your own pace. Whether you're just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate life's challenges and opportunities. We offer charitable planning options and generosity programs to help you give back to your community. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization that provides advice, investments, insurance, banking, and generosity solutions.
487 Seel Dr, Adrian, MI 49221, United States -
Financial Advisory Corporation
β ClosedFinancial 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.
4251 Cascade Rd SE, Grand Rapids, MI 49546, United States -
Diversified Financial Services, Inc
β OpenDiversified Financial Services, Inc is a reputable finance institution located at 65905 Van Dyke Avenue in Washington, Michigan, United States. With a focus on providing a wide range of financial services to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you need assistance with investment planning, retirement savings, or wealth management, Diversified Financial Services, Inc is committed to providing personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure your financial future.
65905 Van Dyke Ave, Washington, MI 48095, United States -
Gary Blaesing & Associates
β OpenGary Blaesing & Associates is a reputable dental institution located at 562 West Maple Avenue in Adrian, Michigan. With a team of skilled and experienced dentists, we provide top-quality dental care to our patients. Our services include routine check-ups, cleanings, fillings, crowns, and more. We are committed to helping our patients achieve and maintain optimal oral health. Visit us today for a comfortable and professional dental experience.
562 W Maple Ave #2, Adrian, MI 49221, United States -
Thompson & Co.
β ClosedThompson & Co. is a charming bar and restaurant located at 400 North River Street in Ypsilanti, Michigan. Our cozy establishment offers a warm and inviting atmosphere where guests can enjoy delicious food and drinks in a relaxed setting. Whether you're looking for a casual meal with friends or a night out on the town, Thompson & Co. has something for everyone. Come visit us and experience our exceptional hospitality and mouthwatering menu options.
400 N River St, Ypsilanti, MI 48198, United States -
Michigan Planners, Inc
β ClosedMichigan Planners, Inc. is a health and insurance agency located at 1615 Ludington Street in Escanaba, Michigan. We specialize in providing life-long health solutions for individuals, small and large businesses, and Medicare-aged individuals in the Upper Peninsula and Wisconsin areas. Our services include access to affordable and comprehensive healthcare coverage, investment guidance for retirement readiness, and assistance with Medicare advantage programs. With over 60 years of experience and a team of around 50 employees, we pride ourselves on offering outstanding customer service and personalized benefit experiences. Our goal is to help businesses find the best insurance plans for the best prices, leaving no compliance concern untouched. Whether you are a historic employer with established group insurance plans or a newly formed business seeking additional resources, Michigan Planners can help. Our dedicated team, led by Mary, who brings over 20 years of H.R. and Employee Benefits management experience, is here to assist with all your benefit needs. We offer a range of insurance services including group, individual, Medicare, and retirement insurance, saving you time, energy, and headaches in building and maintaining benefits for your employees. Visit us at Michigan Planners, Inc. for all your insurance needs in Michigan.
1615 Ludington St, Escanaba, MI 49829, United States -
Mills Financial
β ClosedMills Financial, located at 905 Ashmun Street in Sault Ste. Marie, Michigan, is a comprehensive finance, health, and insurance agency dedicated to providing insurance and financial strategies with a personal and professional touch. With over 100 years of combined experience in health insurance and financial planning, Mills Financial is committed to helping clients make smart decisions in health and investments. As a family-run business, Mills Financial is passionate about preparing families for their financial futures. They offer a range of services to help clients of all ages and stages of life achieve their financial goals and protect their retirement income. Whether you are planning for retirement or looking to grow your wealth, Mills Financial can create strategies tailored to your needs.
905 Ashmun St, Sault Ste. Marie, MI 49783, United States -
Mills Financial
β ClosedMills Financial, located at 335 Silver Street in Boyne City, Michigan, is a finance, health, and insurance agency that offers insurance and financial strategies with a personal and professional touch. With over 100 years of combined experience in health insurance and financial planning, Mills Financial is dedicated to helping clients make smart decisions in health and investments. As a family-run business, Mills Financial is passionate about preparing families for a secure financial future. They offer a range of services to help clients of all ages and stages of life achieve their financial goals and protect their retirement income. Whether you are planning for retirement or looking to grow your wealth, Mills Financial can help create strategies tailored to your needs.
335 Silver St, Boyne City, MI 49712, United States -
Cathleen Wheeler, Bankers Life Agent
β ClosedCathleen Wheeler, Bankers Life Agent is an insurance agency located at 1760 Forest Ridge Drive in Traverse City, Michigan, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to find the best coverage for their needs. Medicare Advantage is an all-in-one alternative to Original Medicare, offering similar coverage with the option for prescription drug coverage. Our plans include an annual maximum out-of-pocket limit, with some plans available for as low as $0 per month. With the rising costs of healthcare and increasing life expectancy, long-term care planning is essential. Our agents are here to help you start planning for the future and have important discussions with your loved ones. Contact us today to begin planning your next steps.
1760 Forest Ridge Dr Ste B, Traverse City, MI 49686, United States -
Northwestern Mutual
β OpenNorthwestern Mutual is a reputable finance and insurance agency located at 12 Washington Avenue in Grand Haven, Michigan, United States. With a strong reputation for providing financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their futures. Their team of experienced professionals offers personalized advice and customized solutions to meet the unique needs of each client. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual is committed to providing top-notch service and guidance to help you reach your financial objectives.
12 Washington Ave #200, Grand Haven, MI 49417, United States -
Millennium Capital Management
β ClosedMillennium Capital Management is a comprehensive financial, health, and insurance agency located at 200 Viridian Drive in Muskegon, Michigan, United States. Our team of experienced professionals is dedicated to providing personalized and strategic solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, health insurance options, or risk management strategies, Millennium Capital Management is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
200 Viridian Dr Suite 226, Muskegon, MI 49440, United States -
Schaner Financial
β ClosedSchaner Financial is a comprehensive financial, health, and insurance agency located at 3484 Chicago Drive in Hudsonville, Michigan, United States. Our experienced team of professionals is dedicated to providing personalized solutions to help individuals and families achieve their financial goals and protect their health and assets. Whether you are looking for retirement planning, investment strategies, health insurance, or coverage for your home and vehicles, Schaner Financial is here to help. Contact us today to schedule a consultation and start securing your financial future.
3484 Chicago Dr Suite B, Hudsonville, MI 49426, United States
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List of local businesses, places and services in Michigan
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