Managed accounts in Sterling Heights, Michigan
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BlueOx Credit Union - Sterling Heights
● ClosedBlueOx 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.
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Enders Wealth Management
● ClosedEnders Wealth Management is a leading finance institution located at 38700 Van Dyke Avenue in Sterling Heights, Michigan, United States. With a team of experienced financial advisors, we specialize in providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, our dedicated team is here to provide expert guidance and support every step of the way. Trust Enders Wealth Management to help you secure a brighter financial future.
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Heemer, Klein & Company, PLLC - Sterling Heights
● ClosedHeemer, Klein & Company, PLLC in Sterling Heights, Michigan, is a full-service business and personal tax and accounting firm that serves clients throughout southeastern Michigan. Our expert advisors provide strategic accounting and tax solutions, specializing in new business start-ups, small business accounting, and more. Our team delivers personalized tax services year-round and processes over 2500 personal income tax returns annually. We offer customized solutions for various industries such as franchises, medical practices, real estate, and more. Our experienced staff can guide you through tax management, planning, and preparation decisions to minimize liabilities and maximize cash flow. We also provide services for estate and trust planning, retirement plans, and financial projections to help manage your business plan and spending. Visit our Sterling Heights location within Summit Financial for professional accounting services that result in accurate record-keeping and reliable financial reporting. Contact us today to maximize profitability and capitalize on new opportunities.
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JP Tax and Accounting Services
● OpenJP Tax and Accounting Services is a reputable institution located at 3376 Cherry Creek Lane in Sterling Heights, Michigan. With a team of experienced professionals, they offer a wide range of tax and accounting services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, payroll services, or financial planning, JP Tax and Accounting Services is dedicated to providing personalized and efficient solutions to meet your needs. Their commitment to excellence and customer satisfaction sets them apart as a trusted partner for all your financial needs.
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Honesty Tax & Accounting
● OpenHonesty Tax & Accounting is a reputable institution located at 7007 Metro Parkway in Sterling Heights, Michigan, United States. Specializing in accounting and finance, we offer a range of services to meet your tax and financial needs. Our compliance services cover personal, business, and corporate taxes, as well as knowledgeable local sales tax, VAT, and legally required corporate documentation. In addition to tax services, we also provide bookkeeping services to manage daily transactions, payroll management, planning for growth, and management of payables and receivables. Our team of experienced professionals can offer reporting and advice to support your business's growth and success.
7007 Metro Pkwy #1301, Sterling Heights, MI 48311, United States -
Burke's Accounting & Tax Services
● ClosedBurke's Accounting & Tax Services is a dedicated financial institution located at 36150 Dequindre Road in Sterling Heights, Michigan, United States. Specializing in accounting and tax services, our team of experienced professionals is committed to providing top-notch financial solutions for individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Burke's Accounting & Tax Services is here to help you navigate the complexities of the financial world. Trust us to handle all your accounting and finance needs with precision and expertise. Contact us today to schedule a consultation and take control of your financial future.
36150 Dequindre Rd # 600, Sterling Heights, MI 48310, United States -
Forensic Accounting Corp
● OpenForensic Accounting Corp, located at 33201 Karin Drive in Sterling Heights, Michigan, offers a comprehensive range of forensic accounting services to the legal and insurance communities in the area. Specializing in identifying, preserving, and reporting on digital evidence and electronically stored information, our team of specialists is equipped to handle a variety of complex financial cases. In addition to forensic accounting solutions, our Sterling Heights office also provides litigation support for business disputes, shareholder and partner conflicts, and business income loss matters. With over 15 years of experience in the industry, our professionals bring a unique blend of business and legal expertise to the table, ensuring that attorneys and clients receive top-notch financial and investigative assistance.
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Start My Wellness
● OpenStart My Wellness, located at 1603 East 9 Mile Road in Ferndale, Michigan, offers a wide range of wellness services including therapy, counseling, medication management, psychological testing, and more for individuals of all ages, couples, families, and groups. Our team of certified therapists have deep roots in the community, ensuring that you feel comfortable and confident in their skills. To begin your wellness journey with us, simply schedule an appointment online or give us a call. We will match you with the therapist who best suits your needs based on service type, emotional symptoms, and availability. Our fees are eligible for reimbursement by most health savings accounts, flexible spending accounts, and other arrangements. We also offer transparent and easy online billing. If you have any questions about our services, our team is here to help and will respond promptly. We serve various cities in Michigan including Ferndale, Huntington Woods, Detroit, Royal Oak, Sterling Heights, Troy, Bloomfield, Rochester Hills, Clawson, Warren, and Traverse City. Start your wellness journey with us today at Start My Wellness.
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Walsh / Admin Service Center
● OpenWalsh / Admin Service Center is a school located at 38901 Dodge Park Road in Sterling Heights, Michigan, United States. This institution offers a range of administrative services to support students, faculty, and staff. Whether you need assistance with registration, financial aid, or general inquiries, the knowledgeable staff at Walsh / Admin Service Center is there to help. With a commitment to excellence and a focus on student success, this institution is dedicated to providing top-notch service to the school community.
38901 Dodge Park Rd, Sterling Heights, MI 48312, United States -
Start My Wellness
● OpenStart My Wellness is a doctor and health institution located at 2226 West South Airport Road in Traverse City, Michigan, United States. We offer therapy, counseling, medication management, psychological testing, and other wellness services for children, teens, adults, groups, couples, and families. Our certified therapists have deep roots in the community, providing you with a sense of confidence and comfort during your experience with us. To start your wellness journey with us, you can schedule an appointment online or call 248-514-4955. We will ask questions to match you with the therapist who best meets your needs, taking into account service type, emotional symptoms, and availability. Our fees are eligible for reimbursement by most Health Savings Accounts (HSAs), Medical Savings Accounts (MSAs), Health Flexible Spending Accounts (FSAs), or Health Reimbursement Arrangements (HRAs).
2226 W South Airport Rd Ste A, Traverse City, MI 49684, United StatesAdvertisements -
Coresource
● OpenCoresource is a leading health insurance agency located at 35601 Mound Road in Sterling Heights, Michigan. With a commitment to providing quality healthcare coverage and excellent customer service, Coresource is dedicated to helping individuals and families find the right insurance plans to meet their needs. Whether you are looking for individual coverage, family plans, or group insurance options, Coresource has a wide range of offerings to choose from. Trust Coresource to be your partner in navigating the complex world of health insurance and ensuring you have the coverage you need to stay healthy and protected.
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AmeriPlan
● OpenAmeriPlan is a comprehensive health insurance agency located at 13466 Denver Circle East in Sterling Heights, Michigan. We provide a wide range of health insurance options for individuals and families, as well as affordable discount plans for medical services. Our team of dedicated professionals is committed to helping our clients find the best coverage to meet their needs. Visit us today to learn more about how AmeriPlan can help you protect your health and well-being.
13466 Denver Cir E, Sterling Heights, MI 48312, United States -
Colleen Kerner - State Farm Insurance Agent
● ClosedColleen Kerner - State Farm Insurance Agent is an insurance agency located at 5005 East 14 Mile Road in Sterling Heights, Michigan. The agency, situated 2 blocks west of Mound Rd on the north side of 14 Mile Rd before Ryan Rd, offers a range of insurance services including auto, home, life, and pet insurance. The team at Colleen Kerner - State Farm Insurance Agent includes Dave Kerner, Insurance Account Manager, Troy Conyer, Insurance Account Representative, and Jaime Peterlin, Service Representative. The agency provides valuable information on the dangers of drinking and driving, as well as tips for discussing rental agreements with landlords to avoid any misunderstandings. They prioritize the protection of sensitive personal information and encourage clients to reach out for assistance if needed.
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Lifetime Insurance Services
● ClosedLifetime 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.
43800 Van Dyke Ave STE 1, Sterling Heights, MI 48314, United States -
Genisys Credit Union
● ClosedGenisys 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.
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Vibe Credit Union
● ClosedVibe Credit Union is a trusted financial institution located at 33950 Van Dyke Avenue in Sterling Heights, Michigan. As a credit union, Vibe offers a wide range of financial services to its members, including savings accounts, loans, and investment options. With a focus on providing personalized service and competitive rates, Vibe Credit Union is dedicated to helping its members achieve their financial goals. Whether you're looking to manage your finances or access cash through their ATM services, Vibe Credit Union is here to support you every step of the way.
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Fifth Third Bank & ATM
● ClosedFifth Third Bank & ATM is a trusted financial institution located at 41122 Ryan Road in Sterling Heights, Michigan, United States. Offering a wide range of banking services, including personal and business accounts, loans, mortgages, and investment options, Fifth Third Bank is committed to providing excellent customer service and financial solutions to meet your needs. Whether you're looking to open a new account, apply for a loan, or simply withdraw cash from the ATM, Fifth Third Bank is here to help you manage your finances effectively.
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Alliance Catholic Credit Union
● ClosedAlliance Catholic Credit Union is a trusted financial institution located at 35353 Dodge Park Road in Sterling Heights, Michigan. As a member-owned credit union, we are dedicated to providing personalized banking services and products to our members. With a focus on serving the Catholic community, we offer a range of financial services including savings accounts, loans, mortgages, and more. Our convenient location and ATMs make it easy for members to access their funds and manage their finances. Join us today and experience the difference of banking with Alliance Catholic Credit Union.
35353 Dodge Park Rd, Sterling Heights, MI 48312, United States -
Gulla CPA
● ClosedGulla CPA is a full-service CPA firm located at 4321 Metro Parkway in Sterling Heights, Michigan, United States. Specializing in accounting and finance, we are licensed in multiple states and offer a wide range of services for individuals, business owners, and independent professionals. Our services include tax compliance, tax planning, financial statement preparation, payroll, and bookkeeping. At Gulla CPA, we provide a personalized experience to our clients, helping them gain a clearer view of their tax and financial positions. Our team of Certified Public Accountants has years of experience in tax and business management, bringing a unique set of skills and attributes to each engagement. We pride ourselves on our commitment to ethics, knowledge of the latest software advancements, and detailed approach to our clients' needs.
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La Grasso, Abdo & Silveri, PLLC - (LAS Law Offices)
● ClosedLa Grasso, Abdo & Silveri, PLLC - (LAS Law Offices) is a law firm located at 12900 Hall Road in Sterling Heights, Michigan. Specializing in estate planning, our team of experienced lawyers can help you navigate the complexities of pension and retirement accounts, intrafamily loans, and probate. We understand that death is a sensitive matter that can have legal implications, and we are here to provide you with the guidance and support you need during this difficult time. Contact us today for a free consultation to discuss how we can assist you and your family. Our office is conveniently located at the intersection of Hall Road and Schoenherr Road in Sterling Heights. Trust La Grasso, Abdo & Silveri, PLLC to provide you with the personalized legal services you deserve.
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The Tax Lawman, LLC
● ClosedThe Tax Lawman, LLC is a professional institution specializing in accounting, finance, and legal services related to tax law. Located at 44444 Mound Road in Sterling Heights, Michigan, United States, our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of tax regulations. Whether you need assistance with tax preparation, planning, or resolving tax disputes, The Tax Lawman, LLC is here to provide expert guidance and support. Trust us to handle all your tax-related needs with precision and efficiency.
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Integrated Financial Group
● ClosedIntegrated 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.
44444 Mound Rd #200, Sterling Heights, MI 48314, United StatesAdvertisements -
Hindsight Financial
● OpenHindsight 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.
12900 Hall Rd Ste 405, Sterling Heights, MI 48313, United States -
Asset Preservation Tax & Retirement
● ClosedAsset Preservation Tax & Retirement is a finance institution located at 38600 Van Dyke Avenue in Sterling Heights, Michigan, United States. Specializing in retirement financial planning, our experienced team helps clients navigate through both turbulent and calm economies to grow, protect, and preserve their assets for a secure retirement. Our full-service capabilities include wealth management, estate and tax planning, insurance, Medicare, and Retirement Planning all under one roof. With a focus on personalized financial plans tailored to each client's current lifestyle and future goals, our team of professionals ensures a comprehensive approach to financial security.
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Asset Preservation Tax and Retirement Services
● ClosedAsset 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.
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Heemer, Klein & Company, PLLC - Warren
● ClosedHeemer, Klein & Company, PLLC in Warren, Michigan is a full-service business and personal tax and accounting firm that serves clients throughout southeastern Michigan. Specializing in new business start-ups, small business accounting, and various industries such as franchises, medical practices, real estate, and more, our expert advisors provide strategic accounting and tax solutions. With 4 locations and processing over 2500 personal income tax returns annually, we offer customized solutions to maximize profits for start-ups and small businesses. Our dedicated staff is committed to providing professional services and personalized guidance to help clients minimize liabilities, maximize cash flow, and reach financial goals. From estate and trust planning to benefit and retirement plans, our experts are here to help businesses capitalize on new opportunities and ensure financial security for the future. Contact us at our Warren location on Hoover Road or visit our other locations in Troy, Richmond, and Sterling Heights for expert accounting services that will result in accurate record-keeping and reliable financial reporting.
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Kimberly Crichton Enders, CFP
● ClosedKimberly Crichton Enders, CFP is a reputable finance institution located at 38700 Van Dyke Avenue in Sterling Heights, Michigan, United States. Specializing in financial planning and wealth management, Kimberly Crichton Enders, CFP offers expert advice and personalized solutions to help clients achieve their financial goals. With a Certified Financial Planner designation, clients can trust in the knowledge and expertise provided by the institution. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Kimberly Crichton Enders, CFP is dedicated to helping you secure a successful financial future.
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Pezillo Financial Services
● OpenPezillo Financial Services is a leading financial institution located at 12900 Hall Road in Sterling Heights, Michigan, United States. Specializing in ATM services and finance solutions, Pezillo Financial Services offers a wide range of financial products and services to meet the needs of individuals and businesses alike. With a commitment to excellence and customer satisfaction, Pezillo Financial Services is dedicated to providing reliable and convenient financial solutions to its clients.
12900 Hall Rd, Sterling Heights, MI 48313, United StatesAdvertisements -
Jonathan Munson - Thrivent
● ClosedJonathan Munson - Thrivent is a finance institution located at 14460 Lakeside Circle, Sterling Heights, Michigan, United States. They are licensed in multiple states including AZ, CA, CO, FL, IL, IN, KY, MI, MN, NC, NV, OH, OK, SC, TN, TX, VA, WI, and WY. The institution offers advice and guidance through its Financial Planning Framework, with the option to further engage in planning services for a fee. Thrivent does not provide legal, accounting, or tax advice, so it is recommended to consult with a professional in those fields. Insurance products are issued by Thrivent, and securities and investment advisory services are offered through Thrivent Investment Management Inc. They are a registered investment adviser, member of FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on their financial advisors and professional designations, visit their website or FINRA's Broker Check.
14460 Lakeside Cir Suite 250, Sterling Heights, MI 48313, United States -
Aaron Wilks - Thrivent
● ClosedAaron Wilks - Thrivent is a finance institution located at 14460 Lakeside Circle, Sterling Heights, Michigan, United States. The institution is licensed in multiple states including CA, CO, FL, IN, KY, MA, MI, MO, NC, NY, OH, PA, TN, TX, VA, and WI. Licensing information can be found on the National Association of Insurance Commissioners 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 have the option to further engage with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
14460 Lakeside Cir Suite 250, Sterling Heights, MI 48313, United States
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