Insurance guidance in Michigan
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Philip Maass - Thrivent
● OpenPhilip Maass - Thrivent is a finance institution located at 211 West Superior Street in Wayland, Michigan, United States. They are licensed in multiple states including CO, FL, IA, IN, MI, MT, OH, and TX. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can further engage with Thrivent through Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors provide investment advisory services. For more information, visit Thrivent.com or FINRA's Broker Check.
211 W Superior St, Wayland, MI 49348, United States -
Merrill Lynch Financial Advisor Amber Coleman
● OpenMerrill Lynch Financial Advisor Amber Coleman is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and various US territories, clients receive personalized financial guidance to help them achieve their goals. It is important to note that investing involves risk and potential loss, and clients should consult legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services including brokerage, investment advisory, and financial planning. Additionally, insurance and annuity products are offered through Merrill Lynch Life Agency Inc., and trust and fiduciary services are provided by Bank of America Private Bank. Banking products are provided by Bank of America, N.A. Merrill Lynch Financial Advisor Amber Coleman strives to provide clients with information about products and services that may be of interest and useful to them. Please note that Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation, and clients may be redirected to FINRA's BrokerCheck when leaving the Bank of America website.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Shawn Fair - Thrivent
● OpenShawn Fair - Thrivent is a finance institution located at 161 Ottawa Avenue Northwest in Grand Rapids, Michigan, United States. Licensing for services can be obtained through the State Insurance Department's website, as recommended by the National Association of Insurance Commissioners. The institution, under the marketing name Thrivent Financial for Lutherans, offers insurance products, securities, and investment advisory services through its subsidiary Thrivent Investment Management Inc. The financial professionals at Shawn Fair - Thrivent do not provide legal, accounting, or tax advice, but can offer advice and guidance through their Financial Planning Framework. Clients may choose to engage further with Dedicated Planning Services for written recommendations at a fee. Only credentialed financial advisors are authorized to provide investment advisory services at Shawn Fair - Thrivent. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.
161 Ottawa Ave NW Suite 110-M, Grand Rapids, MI 49503, United States -
Edward Jones - Financial Advisor: Drew McFadden
● OpenEdward Jones - Financial Advisor: Drew McFadden is a trusted financial institution located at 9021 North Rodgers Court Southeast in Caledonia, Michigan. As a dedicated financial advisor, Drew McFadden provides personalized and comprehensive financial 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: Drew McFadden offers expert advice on investments, retirement planning, insurance, and more. Whether you are planning for the future or looking to grow your wealth, Drew McFadden and his team are committed to providing top-notch financial guidance and support.
9021 N Rodgers Ct SE B, Caledonia, MI 49316, United States -
Lincoln Financial Services
● OpenLincoln Financial Services is a reputable finance institution located at 9897 Howard City Edmore Road in Lakeview, Michigan, United States. With a strong commitment to providing top-notch financial services to its clients, Lincoln Financial Services offers a wide range of financial products and solutions to meet the diverse needs of individuals and businesses. Whether you are looking for investment advice, retirement planning, insurance solutions, or wealth management services, the dedicated team at Lincoln Financial Services is here to help you achieve your financial goals. Trust in Lincoln Financial Services for expert guidance and personalized financial strategies tailored to your unique circumstances.
9897 Howard City Edmore Rd, Lakeview, MI 48850, United States -
Jared Mysliwiec - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJared Mysliwiec is a Financial Advisor at Ameriprise Financial Services, LLC located at 3351 Eagle Run Drive Northeast, Grand Rapids, Michigan, United States. Jared 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®, 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 Jared's expertise in various aspects of financial planning including asset management, estate planning, retirement planning, investment strategies, and insurance products. Jared is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Jared Mysliwiec at Ameriprise Financial Services for expert financial guidance tailored to your specific needs."
3351 Eagle Run Dr NE ste d, Grand Rapids, MI 49525, United States -
TPS Advisors
● OpenTPS Advisors is a reputable finance and insurance agency located at 4990 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a team of experienced professionals, TPS Advisors provides expert financial advice and insurance solutions to help clients achieve their financial goals and protect their assets. Whether you are looking for investment guidance, retirement planning, or insurance coverage, TPS Advisors is committed to providing personalized service and tailored solutions to meet your needs. Contact TPS Advisors today to start securing your financial future.
4990 Cascade Rd SE Suite 2, Grand Rapids, MI 49546, United States -
Andy Tran - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAndy Tran - Financial Advisor, Ameriprise Financial Services, LLC, located at 4362 Cascade Road Southeast, Grand Rapids, Michigan, United States, is a finance institution that offers a range of services to help clients achieve their financial goals and protect their assets. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in the expertise of Andy Tran and his team. Whether it's insurance solutions for health, life, disability, income, or long-term care, Ameriprise Financial Services, LLC provides tailored coverage options to suit individual needs. By preparing for the unexpected, clients can feel more secure knowing they have a plan in place to protect themselves and their loved ones.
4362 Cascade Rd SE #111, Grand Rapids, MI 49546, United States -
Via Financial Services
● OpenVia Financial Services is a reputable finance institution located at 906 Lakeview Drive in Lake Odessa, Michigan, United States. Our dedicated team of financial experts is committed to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with budgeting, investing, or planning for retirement, our professionals are here to help you navigate the complex world of finance. Trust Via Financial Services to guide you towards a secure financial future.
906 Lakeview Dr, Lake Odessa, MI 48849, United States -
Michael G Constantine - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael G Constantine is a financial advisor at Ameriprise Financial Services, LLC located at 1100 Main Street in St. Joseph, Michigan, United States. With a focus on personalized financial advice, Michael takes the time to understand your goals and helps you prepare for the expected and unexpected things in life. Whether you are saving for college, planning for retirement, or making smart investments, Michael can provide the guidance you need to feel more confident and in control of your financial future. Background and qualification information for Michael G Constantine is available on FINRA's BrokerCheck website. The institution offers a Client Relationship Summary Disclosure to ensure transparency and clarity in all financial dealings.
1100 Main St, St Joseph, MI 49085, United States -
Jim Everett - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJim Everett, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2603 Niles Avenue in St. Joseph, Michigan, offers a range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jim Everett is equipped to provide expert advice on asset management, retirement planning, estate planning, and investment opportunities. Whether you are looking for assistance with portfolio management, insurance products, or retirement income planning, Jim Everett has the knowledge and experience to help you achieve your financial goals. Contact Jim Everett at Ameriprise Financial Services, LLC for personalized financial guidance tailored to your individual needs.
2603 Niles Ave B, St Joseph, MI 49085, United States -
Great Lakes Planning Group
● OpenGreat Lakes Planning Group is a leading finance and insurance agency located at 4465 Red Arrow Highway in Stevensville, Michigan, United States. With a team of experienced professionals, we offer comprehensive financial planning services and insurance solutions to help our clients achieve their financial goals and protect their assets. Whether you are planning for retirement, investing for the future, or seeking insurance coverage, our dedicated team is here to provide personalized guidance and support. Contact us today to learn more about how Great Lakes Planning Group can help you secure your financial future.
4465 Red Arrow Hwy B, Stevensville, MI 49127, United States -
Scott Silcox - Thrivent
● OpenScott Silcox - Thrivent is a finance institution located at 715 Market Street in St. Joseph, Michigan, United States. Licensing information can be obtained through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on professional designations and requirements, visit their website at https://www.thrivent.com/designations.
715 Market St, St Joseph, MI 49085, United States -
Leonard Advisory Group
● OpenLeonard Advisory Group is a finance institution located at 720 State Street in St. Joseph, Michigan, United States. At Leonard Advisory Group, we specialize in helping individuals create retirement strategies that align with their unique goals and needs. Our team will work with you to develop a custom strategy to help you achieve your ideal retirement lifestyle. We offer a Complete Planning Review to analyze your current financial situation and determine your retirement needs. Our goal is to provide you with a personalized strategy that will help you reach your retirement goals. We also offer informational seminars on retirement income strategies and wealth management.
720 State St, St Joseph, MI 49085, United States -
Wendy Mitchell - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWendy Mitchell - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 505 Pleasant Street, St. Joseph, Michigan, United States. Wendy Mitchell 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®, 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®. This extensive list of certifications showcases Wendy Mitchell's expertise in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. The institution offers a wide range of services including asset management, estate planning, investment strategies, retirement planning, and insurance products. Wendy Mitchell is dedicated to upholding a high standard of ethics and professionalism in her practice, ensuring that clients receive expert guidance tailored to their unique financial goals and needs.
505 Pleasant St Ste 200, St Joseph, MI 49085, United States -
Sarah Iwaniuk - Thrivent
● OpenSarah Iwaniuk - Thrivent is a finance institution located at 715 Market Street in St. Joseph, Michigan, United States. Licensing information can be found on the State Insurance Department's website, accessible through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice. Clients are encouraged to consult with their attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of the client's financial situation. Clients can choose to engage further with Thrivent through its Dedicated Planning Services, which offers written recommendations for a fee.
715 Market St, St Joseph, MI 49085, United States -
Matthew Mast - Thrivent
● OpenMatthew Mast - Thrivent is a finance institution located at 715 Market Street in St. Joseph, Michigan, United States. They are licensed in multiple states including CO, FL, IN, KY, MI, MN, MO, NE, OK, SC, and TX. Thrivent offers financial advice and guidance through their Financial Planning Framework, and clients can choose to further their planning engagement with Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and they offer insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Their financial advisors are credentialed to provide investment advisory services, and more information about their advisors can be found on their website or through FINRA's Broker Check. For information on professional designations and requirements, visit their website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional for these matters.
715 Market St, St Joseph, MI 49085, United States -
Edward Jones
● OpenEdward Jones is a well-respected financial institution located in Dowagiac, Michigan, United States. With a focus on personalized service and long-term financial planning, Edward Jones helps individuals and families achieve their financial goals. The experienced advisors at Edward Jones provide expert guidance on investments, retirement planning, insurance, and more. Whether you are saving for the future or planning for retirement, Edward Jones is dedicated to helping you secure your financial future.
Dowagiac, MI 49047, United States -
Edward Jones - Financial Advisor: Gregory A Surber, AAMS™
● OpenEdward Jones - Financial Advisor: Gregory A Surber, AAMS™ is a trusted financial institution located at 2010 South 11th Street in Niles, Michigan, United States. As a certified Accredited Asset Management Specialist, Gregory A Surber offers personalized financial advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides a wide range of financial services including retirement planning, investment management, and insurance solutions. Contact Gregory A Surber today to start planning for a secure financial future.
2010 S 11th St Ste 140, Niles, MI 49120, United States -
Korhorn Financial Group
● OpenKorhorn Financial Group, located at 69950 Michigan 62 in Edwardsburg, Michigan, is a finance institution dedicated to helping individuals achieve their financial dreams through personalized planning. Their team of Certified Financial Planners offers comprehensive financial planning, customized investment management, tax assistance, insurance strategies, and integrated solutions for small businesses. Through their OnePlan™ process, they focus on understanding each client's unique financial situation to provide clarity, confidence, and creative solutions. The Wise Money Show, hosted by Korhorn Financial Group, offers practical financial guidance to empower individuals on their journey to financial success. Securities are offered through Silver Oak Securities, Inc., while advisory services are provided through KFG Wealth Management, LLC dba Korhorn Financial Group.
69950 M-62, Edwardsburg, MI 49112, United States -
Michael Farrance - Thrivent
● OpenMichael Farrance - Thrivent is a finance institution located at 2156 South 11th Street in Kalamazoo, Michigan, United States. Licensed in multiple states including AZ, CA, FL, GA, IL, IN, MI, NC, PA, SC, WA, and WI, Michael Farrance - Thrivent offers expert guidance to help individuals pursue their lifelong dreams while supporting causes they care about. Their team of financial professionals can assist in mapping out a path to a more secure financial future tailored to your goals and values. Appointments are available Monday through Friday by appointment. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through their Financial Planning Framework. Clients may choose to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Visit their team's page for more information and disclosures.
2156 S 11th St, Kalamazoo, MI 49009, United States -
Neal Dunithan - Primerica Regional Leader
● OpenNeal Dunithan - Primerica Regional Leader is a financial institution located at 6376 Quail Run Drive in Kalamazoo, Michigan, United States. As a regional leader within the Primerica organization, Neal Dunithan provides expert financial advice and services to clients in the Kalamazoo area. With a focus on financial planning, investments, and insurance, Neal Dunithan helps individuals and families achieve their financial goals and secure their financial future. With a strong reputation for professionalism and integrity, Neal Dunithan - Primerica Regional Leader is a trusted resource for those seeking financial guidance.
6376 Quail Run Dr A, Kalamazoo, MI 49009, United States -
Ben Whitaker - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBen Whitaker is a Financial Advisor at Ameriprise Financial Services, LLC located at 7130 South Westnedge Avenue, Portage, Michigan, United States. Ben Whitaker holds several 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, and Chartered Life Underwriter Designation®. Ben Whitaker specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. With expertise in asset management, investment strategies, estate planning, retirement planning, insurance products, and more, Ben Whitaker is committed to helping clients achieve their financial goals. Contact Ben Whitaker today for personalized financial advice and guidance.
7130 S Westnedge Ave, Portage, MI 49002, United States -
Honor Investment Services
● OpenHonor 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 -
Hantz Financial Services - Kalamazoo, Michigan
● OpenHantz Financial Services in Kalamazoo, Michigan is a trusted finance and insurance agency located at 4341 South Westnedge Avenue. With a team of experienced professionals, they provide a range of financial services including investment planning, retirement planning, and insurance solutions. Whether you are looking to grow your wealth or protect your assets, Hantz Financial Services is committed to helping you achieve your financial goals. Visit their office in Kalamazoo today for personalized financial guidance and expert advice.
4341 S Westnedge Ave #1102, Kalamazoo, MI 49008, United States -
Mass Mutual Financial Group
● OpenMass Mutual Financial Group is a reputable finance and insurance agency located at 15 Capital Avenue Southwest in Battle Creek, Michigan, United States. With a strong focus on providing financial security and peace of mind to individuals and families, Mass Mutual offers a wide range of services including retirement planning, investment management, and insurance solutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets for the future. Trust Mass Mutual Financial Group to provide expert guidance and personalized solutions to meet your financial needs.
15 Capital Ave SW #225, Battle Creek, MI 49017, United States -
Tammera Nevins - Thrivent
● OpenTammera Nevins - Thrivent is a finance institution located at 161 Ottawa Avenue Northwest, Suite 110-M in Grand Rapids, Michigan. Licensing for insurance products can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are able to provide investment advisory services. For more information about our financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.
161 Ottawa Ave NW Suite 110-M, Grand Rapids, MI 49503, United States -
Chris Smith - Thrivent
● OpenChris Smith - Thrivent is a finance institution located at 161 Ottawa Avenue Northwest in Grand Rapids, Michigan, United States. With a focus on helping individuals make wise financial decisions and plan for their future, Chris Smith - Thrivent offers a range of financial services and products to assist clients in achieving their financial goals. Whether it's retirement planning, investment management, or insurance solutions, the knowledgeable team at Chris Smith - Thrivent is dedicated to providing personalized guidance and support to help clients secure their financial future.
161 Ottawa Ave NW Suite 110-M, Grand Rapids, MI 49503, United States -
Francis W Mossett - Financial Advisor, Ameriprise Financial Services, LLC
● OpenFrancis W Mossett is a financial advisor at Ameriprise Financial Services, LLC located at 11290 Grand River Avenue in Brighton, Michigan, United States. He holds various certifications such as 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®, CFP®, 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 his expertise in areas such as asset management, wealth transfers, estate planning, retirement planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. As a Certified Military Financial Advisor®, Francis is also trained to serve veterans and members of the military. With a comprehensive knowledge of financial planning and a commitment to ethical standards, Francis W Mossett is dedicated to helping individuals navigate complex financial situations and achieve their goals."
11290 Grand River Ave, Brighton, MI 48116, United States -
Leon Carter - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLeon Carter, a financial advisor at Ameriprise Financial Services, LLC, located at 2187 Preserve Circle East in Canton, Michigan, offers complimentary initial consultations to help clients work towards a more confident financial future. While the initial consultation provides an overview of financial planning concepts, it does not include written analysis or recommendations. Investment products are not insured by the FDIC or NCUA, and involve risks such as potential loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Leon Carter is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Clients can expect personalized assistance in achieving their financial goals, with a focus on privacy and security. Referrals are welcomed, and individuals can expect to hear from Leon Carter soon to discuss their financial needs. Let's work together to create a secure financial future.
2187 Preserve Cir E, Canton, MI 48188, United States
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