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TOP 30 Insurance and retirement services in Grand Blanc, MI
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Search for local businesses, places and services near you
Harris Financial Services
Harris Financial Services is an independent finance firm located at 1115 North Leroy Street in Fenton, Michigan. Led by Robert D. Harris, MBA, a registered representative of Cambridge Investment Research, Inc., our team offers customized financial planning services to individuals and business owners in Fenton and the surrounding areas. With access to a wide range of investment and insurance products, as well as professional advisory services, we are dedicated to helping you achieve your financial goals. Whether you are planning for retirement, saving for a college education, or purchasing a new home, Harris Financial Services can provide personalized solutions to meet your long-term financial needs. Our experienced professionals focus on goal-oriented, long-term planning to ensure that you reach your objectives. Serving the local communities of Fenton, Linden, Holly, Brighton, Grand Blanc, Howell, and Hartland since 1979, we are committed to providing quality, personalized service to guide you through life's various stages. Contact us today at (810) 629-4900 to learn more about how we can help you plan for life's changing needs.
Michael Lee: Primerica - Financial Services
Michael Lee: Primerica - Financial Services is a reputable finance and insurance agency located at 8445 South Saginaw Street in Grand Blanc, Michigan, United States. With a focus on providing comprehensive financial services, Michael Lee and his team strive to help clients achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, or retirement planning, Primerica offers personalized solutions to meet your individual needs. Trust in Michael Lee and his expertise to guide you towards financial success and peace of mind.
James Walker - Financial Advisor, Ameriprise Financial Services, LLC
James Walker is a financial advisor at Ameriprise Financial Services, LLC, located at 9475 Holly Road in Grand Blanc Township, Michigan, United States. With a background and qualifications available on FINRA's BrokerCheck website, James Walker offers expert financial advice to help clients navigate the complexities of the market. As a client of Ameriprise Financial Services, LLC, you can expect personalized support and guidance to help you achieve your financial goals. Whether you are looking to invest in stocks or plan for retirement, James Walker can provide valuable insights to help you make informed decisions.
Ted Himelhoch - Financial Advisor, Ameriprise Financial Services, LLC
Ted Himelhoch is a financial advisor at Ameriprise Financial Services, LLC located at 9475 Holly Road in Grand Blanc Township, 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 Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Ted is dedicated to providing expert financial advice and planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and comprehensive knowledge in asset management, investment strategies, retirement planning, estate planning, insurance products, and more, Ted Himelhoch is committed to helping clients achieve their financial goals.
Merrill Lynch Financial Advisor Kelly Anne Crystal
Merrill Lynch Financial Advisor Kelly Anne Crystal is a finance institution located in Grand Blanc, Michigan, United States. Kelly Crystal, a graduate of Michigan State University and Walsh College, has been a Financial Advisor at Merrill since 2009. With a background in Treasury and Finance in the automotive industry, Kelly is dedicated to understanding her clients' lifelong goals to provide advice on wealth management, retirement planning, legacy/family planning, small business strategies, foundations, and life insurance needs. Kelly's commitment to outstanding service and educating her clients on their investments, combined with her involvement in the community, sets her apart. She is a member of various organizations including the American Red Cross, Community Foundation Women and Girls Fund, Grand Blanc Rotary Club, and more. Kelly holds the CERTIFIED FINANCIAL PLANNER™ certification and offers personalized financial planning to help clients achieve their goals.
Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. is a finance institution located at 9475 Holly Road, Grand Blanc Township, Michigan, United States. Our Grand Blanc office is situated in one of the fastest growing areas of southern Genesee County, with convenient access to I-75. Our branch consists of a small group of Financial Professionals, supported by experienced sales assistants, dedicated to providing reliable service to our clients. We offer a wide range of financial products and services, including professional money management, corporate & executive services, retirement services, financial planning, insurance and annuity products, estate planning, and trust services. At Oppenheimer, we utilize an open architecture technology platform to provide independent, objective advice tailored to the unique needs of each investor. With a rich history dating back to 1881, we are committed to helping our clients achieve their financial goals. Our institution is financially sound, with a strong, conservatively managed balance sheet, disciplined risk management, and robust internal controls to protect our clients' assets. In the unlikely event of insolvency, there are multiple layers of protection in place to safeguard our customers' holdings.
List of local businesses, places and services in Michigan
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