TOP 30 Best Insurance financial planning in Sterling Heights, Michigan

Summit 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.

Alisha Alef - State Farm Insurance Agent is a trusted insurance agency located at 45200 Sterritt Street in Utica, Michigan. Founded in 2017 by Alisha Alef, a Michigan State University graduate with 6 years of experience in the insurance industry, the agency is dedicated to serving the community of Macomb County. Alisha and her team are actively involved in local events and organizations, such as the Sterling Heights Regional Chamber of Commerce and the Macomb County Humane Society. At Alisha Alef - State Farm Insurance Agent, customers can find a wide range of insurance products, including auto, home, life, health, business, and pet insurance. The agency also offers financial services and retirement planning to help clients secure their future. With a focus on customer care and community engagement, Alisha Alef and her team strive to provide exceptional service and support to all their clients.

Clint St. Mosley - State Farm Insurance Agent is a trusted insurance agency located at 4311 Metro Parkway in Sterling Heights, Michigan. As a State Farm agent, Clint St. Mosley offers a wide range of insurance products and services to help protect you and your loved ones. Whether you need auto, home, life, or business insurance, Clint St. Mosley is dedicated to providing personalized and reliable coverage to meet your specific needs. With a commitment to excellent customer service and a strong reputation for reliability, Clint St. Mosley - State Farm Insurance Agent is your go-to source for all your insurance needs in Sterling Heights and beyond.

Art Donovan - State Farm Insurance Agent, located at 38825 Ryan Road in Sterling Heights, Michigan, is a trusted insurance agency serving the community. Just one block south of 17 Mile Rd on the west side of Ryan Rd, they offer professional advice and guidance to help customers choose quality insurance products to protect what matters most in their lives. At Art Donovan - State Farm Insurance Agent, they understand the importance of being prepared for life's uncertainties. Whether it's avoiding the dangers of drinking and driving, keeping a clean chimney for safety, or handling a major life crisis, they are here to help. They offer life insurance and annuities through State Farm Life Insurance Company, providing peace of mind for the future.

PD Dandnaik - State Farm Insurance Agent is a reputable insurance agency located at 7725 Vernor Highway in Detroit, Michigan. With over 15 years of experience and an MBA from Michigan State University, PD Dandnaik takes pride in offering top-notch services to customers in Wayne, Oakland, and Macomb counties, as well as throughout southeast Michigan. The agency has three offices in Redford, Detroit, and Sterling Heights, providing a wide range of insurance products and financial services including home, auto, boat, RV, life, and health insurance. PD Dandnaik is dedicated to giving back to the community through mentoring youth, participating in local events, and supporting State Farm's Neighborhood of Good initiative. The agency's team is committed to providing exceptional customer service and building long-lasting relationships with clients. Whether you need help with renters insurance, retirement planning, or college savings, PD Dandnaik - State Farm Insurance Agent is here 24/7 to assist you. Contact them by phone, text, email, or visit their office for personalized assistance.

Russ Vallee - State Farm Insurance Agent is a trusted insurance agency located at 37875 Mound Road in Sterling Heights, Michigan. Since 2013, Russ Vallee has been dedicated to providing excellent service to his customers, earning various prestigious qualifications along the way. With a focus on maximizing the spring season experience for customers, Russ holds designations as a Charter Life Underwriter and Retirement Income Charter Professional from the American College of Financial Services. At Russ Vallee - State Farm Insurance Agent, customers can expect helpful money management tips, budgeting advice for couples, and safety tips for driving on rural roads. The team at this agency prides themselves on building strong relationships with customers and delivering exceptional service consistently.

Chuck Tourangeau - State Farm Insurance Agent is an insurance agency located at 43656 Schoenherr Road in Sterling Heights, Michigan. Specializing in helping clients reduce sewer or drain losses in their basements, the agency offers tips on drainage, backflow reduction, and sump pump installation. Additionally, they provide money-saving wedding tips for those planning their dream wedding on a budget. Customers can also learn about DIY auto maintenance to combat rising repair costs. For inquiries or assistance, individuals can contact the agency at (586) 247-5750. State Farm offers life insurance and annuities, while U.S. Bank National Association provides deposit products. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc. State Farm is not affiliated with Trupanion or American Pet Insurance. State Farm VP Management Corp. offers investment products, and tax or legal advice should be sought from a professional advisor.

PD Dandnaik - State Farm Insurance Agent is an insurance agency located at 35427 Dodge Park Road in Sterling Heights, Michigan. As a State Farm Insurance Agent, they offer a range of insurance products and services to meet the needs of individuals and businesses in the community. With a focus on providing personalized service and comprehensive coverage options, PD Dandnaik is dedicated to helping their clients protect what matters most. Contact them today to learn more about their insurance offerings and how they can help you secure your future.

BlueOx Credit Union in Sterling Heights is a reliable financial institution located at 39900 Van Dyke Avenue in Michigan, United States. As a full-service credit union, BlueOx offers a wide range of financial services including ATMs, banking services, and various finance options. With a commitment to providing exceptional customer service and competitive rates, BlueOx Credit Union is dedicated to helping individuals and families achieve their financial goals. Visit us today to experience the difference of banking with BlueOx.

Adam Smith - State Farm Insurance Agent is an insurance agency located at 4167 East 14 Mile Road, Sterling Heights, Michigan, United States. The agency prides itself on providing personalized service to customers, meeting them where and how they prefer to do business. The team at Adam Smith - State Farm Insurance Agent creates a family-like atmosphere, ensuring that customers feel taken care of and valued. The agency's mission is to offer professional, individualized, and instructional experiences to help customers make informed decisions about their insurance and financial services. With convenient hours, a customer-first attitude, and a commitment to putting customers' needs first, Adam Smith - State Farm Insurance Agent is dedicated to helping customers mitigate risks and plan for the future. The agency also offers information on a variety of topics, including drunk driving, probate, and car purchases. Customers can contact the agency at (586) 979-7050 for assistance.

Lifetime Insurance Services, located at 43800 Van Dyke Avenue, Sterling Heights, Michigan, is a top-rated insurance agency representing more than a dozen insurance carriers. Our dedicated team will shop around to find you the best deal tailored to meet your needs and budget. With a wide range of insurance solutions available, we make the process quick and easy for you. Whether you are looking for business insurance, retirement strategies, or investment advice, our experienced advisors are here to help. During a free initial consultation, we will discuss your goals and challenges to create a customized plan that works for you. We believe in partnering with our clients without mandating an account minimum, so everyone can have the opportunity to invest in their future.

Smart Money Financial Advisors, LLC is a finance and insurance agency located at 12900 Hall Road in Sterling Heights, Michigan, United States. Our institution specializes in helping Baby Boomers retire with more certainty, even in a declining market. We offer a comprehensive guide on the 7 Steps To Retiring With More Certainty, focusing on preventing Sequence of Returns risk from impacting your retirement savings. Our team emphasizes the importance of having a clear vision for retirement, utilizing a variety of investment types, and implementing the 6 essential pillars for a successful retirement. We help clients optimize Social Security and pension benefits, generate income through investments and annuities, and ensure tax-efficiency in their financial plans.

National Insurance Services is a reputable finance institution located at 43120 Utica Road in Sterling Heights, Michigan, United States. With a strong focus on providing top-quality insurance services to individuals and businesses, National Insurance Services is dedicated to helping clients protect their assets and plan for the future. Their team of experienced professionals is committed to delivering personalized and comprehensive insurance solutions tailored to meet the unique needs of each customer. Whether you are looking for auto, home, life, or business insurance, National Insurance Services is your trusted partner in safeguarding what matters most to you.

John Hancock Financial Network, located at 1103 Van Dyke Avenue in Sterling Heights, Michigan, offers financial advisory services with a personal touch. With a history spanning over 160 years, we have built a reputation for honesty, reliability, and unwavering commitment to our customers. We believe that life insurance should be about living longer, healthier, and better lives. Our institution combines the trustworthiness of a longstanding company with cutting-edge innovation to transform the industry. We specialize in helping partners build their life insurance businesses and assisting clients in protecting what matters most. Eligible members of the John Hancock Vitality program now have access to the Galleri test, a multi-cancer early detection test that screens for over 50 types of cancer with a single blood test.

Ciennik Financial Group is a reputable health and insurance agency located at 43455 Schoenherr Road in Sterling Heights, Michigan, United States. With a dedicated team of professionals, Ciennik Financial Group offers a wide range of insurance products and services to meet the needs of individuals and families. Whether you are looking for health insurance, life insurance, or other types of coverage, Ciennik Financial Group is committed to helping you find the right plan for your needs. Visit us today to learn more about how we can help protect you and your loved ones.

Midwest Financial Advisors is a leading finance institution located at 12900 Hall Road in Sterling Heights, Michigan, United States. With a team of experienced financial advisors, we provide expert guidance and personalized solutions to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure a mortgage, our team is dedicated to providing top-notch service and support. Contact us today to schedule a consultation and take the first step towards financial success.

Next Degree Financial, LLC located at 38800 Van Dyke Avenue in Sterling Heights, Michigan, is a finance and insurance agency specializing in financial planning services. As a Certified Financial Planner and Dave Ramsey SmartVestor Pro, our goal is to put you first and help you navigate through the uncertainties of the market, risk management, and retirement planning. We value the relationships we build with our clients and strive to earn your trust by providing personalized financial advice tailored to your specific goals and dreams. Our experienced team will work with you to assess your current financial situation, develop a comprehensive financial plan, and implement strategies to help you reach your objectives. Whether you are looking to generate income in retirement, mitigate taxes, or plan for your future, we are here to guide you every step of the way.

Integrated Financial Group is a trusted institution located at 44444 Mound Road in Sterling Heights, Michigan. We specialize in providing top-notch accounting, finance, and insurance services to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, investment management, or insurance coverage, we are here to provide expert guidance and support. Visit us today to learn more about how Integrated Financial Group can help you secure a stable financial future.

Hindsight Financial, located at 12900 Hall Road in Sterling Heights, Michigan, is a premier finance and insurance agency dedicated to helping individuals achieve their financial goals. Our expert financial advisors offer personalized sessions to assess your current financial situation, identify areas for improvement, and create a tailored roadmap to help you reach your goals. Whether you're planning for retirement, looking to reduce debt, or seeking investment opportunities, our team is here to provide clarity and actionable steps. At Hindsight Financial, we prioritize excellence in every detail to ensure your satisfaction with our top-notch services. Our seasoned experts are your guiding light, delivering expertise that matters and providing unwavering assistance day and night. By taking advantage of our limited time offer, you can gain valuable insights, set clear financial objectives, and secure your financial future for a special rate of $399.

Thrivent Financial is a reputable finance institution located at 14460 Lakeside Circle in Sterling Heights, Michigan, United States. With a strong focus on helping individuals achieve financial security and success, Thrivent Financial offers a wide range of financial services including retirement planning, investment management, insurance, and more. Their team of experienced professionals is dedicated to providing personalized solutions tailored to meet the unique needs and goals of each client. Trust Thrivent Financial to help you navigate the complexities of the financial world and secure a prosperous future.

Edward Jones - Financial Advisor: Samieh M Emiah is a trusted finance institution located at 44777 Hayes Road in Sterling Heights, Michigan. Samieh M Emiah is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for a child's education, or looking to invest wisely, Samieh M Emiah can help create a customized financial plan tailored to your individual needs. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Samieh M Emiah is a reliable partner in your financial journey.

LPL Financial is a leading finance institution located at 12900 Hall Road in Sterling Heights, Michigan, United States. With a strong reputation in the industry, LPL Financial offers a wide range of financial services and solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, LPL Financial has the expertise and resources to assist you. Visit their office today to learn more about how they can help you secure your financial future.

Allstate Personal Financial Representative: James Carson is a trusted finance and insurance agency located at 42770 Van Dyke Avenue in Sterling Heights, Michigan, United States. James Carson is dedicated to providing personalized financial services to help individuals and families achieve their financial goals. Whether you are looking for insurance coverage, retirement planning, or investment advice, James Carson is committed to helping you make informed decisions and secure your financial future. Contact Allstate Personal Financial Representative: James Carson today for expert financial guidance and support.

Caliber Home Loans is a finance institution located at 12900 Hall Road in Sterling Heights, Michigan, United States. They specialize in providing home loans to individuals looking to purchase or refinance their homes. With a focus on personalized service and competitive rates, Caliber Home Loans strives to help their clients achieve their homeownership goals. Their team of experienced professionals is dedicated to guiding customers through the loan process and finding the best financing options to suit their needs. Whether you are a first-time homebuyer or a seasoned homeowner, Caliber Home Loans is committed to providing top-notch service and support every step of the way.

Shell is a multi-functional institution located at 11541 15 Mile Road in Sterling Heights, Michigan, United States. This establishment offers a wide range of services including ATM access, a convenient store for everyday essentials, financial services, delicious food options, a gas station for refueling, and a variety of items available for purchase in the store. Whether you need to grab a quick snack, fill up your gas tank, or take care of your banking needs, Shell has you covered with its convenient location and array of offerings.

THE LOCAL Credit Union is a trusted financial institution located at 39139 Mound Road in Sterling Heights, Michigan. As a member-owned cooperative, we are dedicated to providing personalized financial services to our community. Our experienced team is committed to helping our members achieve their financial goals through a range of products and services including savings accounts, loans, and more. Visit us today to experience the difference of banking with a local credit union.

Genisys Credit Union is a trusted financial institution located at 35790 Van Dyke Avenue in Sterling Heights, Michigan. As a credit union, Genisys offers a wide range of financial services to its members, including savings accounts, checking accounts, loans, and more. With a commitment to personalized service and competitive rates, Genisys Credit Union strives to help its members achieve their financial goals. Whether you're looking to save for the future or need a loan for a major purchase, Genisys Credit Union is here to help you every step of the way.

American Retirement Advisors, Inc. is a finance institution located at 44444 Mound Road, Sterling Heights, Michigan, United States. Our mission is to provide personalized investment strategies for our clients to help them achieve their financial goals. With headquarters in Metamora and three additional locations, we offer financial planning and investment management services throughout Michigan communities on a holistic level. Our team of CPA’s and CFP’s assist with strategic case design, focusing on income and tax efficiency. We help clients intelligently invest their assets to meet short and long-term needs, while improving their overall financial standing. We provide full transparency and utilize investment and insurance solutions for financial independence. Ed Slott, a financial expert in the United States, collaborates with us to provide training in IRAs and retirement distribution planning. Our Color of Money Risk Analysis assesses financial pictures and provides a roadmap to overall risk preferences. Generational Vault is our virtual safety deposit box for storing vital documents. We believe that money represents more than just paper - it embodies time, talents, and commitments, helping to provide the lifestyle you desire in retirement. We are your trusted guide to retirement.

Asset Preservation Tax and Retirement Services is a leading finance institution located at 42370 Van Dyke Avenue in Sterling Heights, Michigan, United States. Specializing in tax planning, asset preservation, and retirement services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized solutions and top-notch customer service, we strive to provide our clients with the tools and strategies they need to secure their financial future. Whether you are looking to minimize your tax liabilities, protect your assets, or plan for a comfortable retirement, Asset Preservation Tax and Retirement Services is here to help. Contact us today to schedule a consultation and start building a solid financial foundation for tomorrow.

Edward Jones is a renowned financial institution located at 37316 Schoenherr Road in Sterling Heights, Michigan, United States. Specializing in personalized investment services, Edward Jones is dedicated to helping individuals and families achieve their financial goals through tailored financial planning and wealth management solutions. With a commitment to customer service and a focus on long-term relationships, Edward Jones is a trusted partner for those seeking expert financial guidance and advice.