TOP 30 Michigan financial goals in Holly, Michigan

29 results found

Strive Financial is an insurance agency located at 110 North Michigan Avenue in Howell, Michigan. Since 2005, we have been dedicated to helping individuals, families, and business owners protect their assets, prepare for uncertainty, and plan for retirement. We offer a wide range of personal insurance policies, including auto insurance, umbrella insurance, watercraft insurance, home insurance, motorcycle insurance, condominium insurance, and renters' insurance. For commercial clients, we provide policies such as commercial car insurance, commercial property insurance, bonds, business owner policy insurance, workers' compensation, equipment insurance, cyber liability insurance, commercial package policies, and professional liability insurance. We also offer group policies for long-term care, dental insurance, life insurance, health insurance, and annuities. Our team of experienced agents, including Jake, Hollie, Makena, Rachael, Jeffery Kropodra, and Jeffery Kavanaugh, are dedicated to providing professional consultation and exceptional service to our clients. We strive to make the insurance process simple and smooth for everyone, ensuring that your needs are met and your assets are protected. Contact us today for a quote or to learn more about how we can help you plan for a secure future.

Dort Financial Credit Union, located at 9050 Holly Road in Grand Blanc, Michigan, is a not-for-profit cooperative institution offering a variety of financial services including ATM access and finance options. Whether you need to borrow money for a big purchase or save for your future, Dort Financial Credit Union is here to help. With competitive rates on loans and high-yield savings accounts, you can trust Dort to help you achieve your financial goals. Since 1951, Dort Financial Credit Union has been dedicated to supporting its members and the community through philanthropic efforts and volunteer work. Customers rave about the friendly and helpful service they receive at Dort Financial Credit Union branches, making it a top choice for all their financial needs. If you require assistance with the website or any services, simply call 800.521.3796 for help. Visit Dort Financial Credit Union today to experience the difference for yourself.

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.

Merrill Lynch Financial Advisor Matthew A. Hollis, located at 3030 Cross Creek Parkway in Auburn Hills, Michigan, is a finance institution led by Senior Vice President Wealth Management Advisor, Matthew A. Hollis. With over 15 years of experience in the financial services industry, Matthew is dedicated to building strong, long-lasting relationships with his clients. He offers personalized financial planning services including portfolio construction, retirement planning, income generation, college funding, and wealth transfer techniques. Matthew holds multiple certifications including the CERTIFIED FINANCIAL PLANNER-CFP®, Certified Private Wealth Advisor-CPWA®, Certified Investment Management Analyst-CIMA®, Chartered Life Underwriter-CLU®, and Chartered Retirement Plans Specialist-CRPS®. He is passionate about reducing volatility in client portfolios and focuses on risk minimization. Matthew believes in the importance of community involvement and volunteers his time with local organizations. At Merrill Lynch Wealth Management, Matthew and his team provide comprehensive financial solutions tailored to each client's unique needs and goals. They prioritize building strong client relationships based on trust and personalized service. Whether you are planning for retirement, saving for a major purchase, or funding a child's education, Matthew works closely with you to create a customized financial approach to help you achieve your financial goals. With access to the global resources of Merrill and banking solutions from Bank of America, Matthew and his team are committed to helping you navigate the complexities of your financial life and pursue your financial aspirations. Contact Merrill Lynch Financial Advisor Matthew A. Hollis today to start planning for your financial future.

Edward Jones - Financial Advisor: Holly W Duthie, AAMS™ is a leading financial institution located at 2330 East Stadium Boulevard in Ann Arbor, Michigan, United States. As a dedicated and experienced financial advisor, Holly W Duthie, AAMS™ specializes in providing personalized financial planning services to help clients achieve their long-term financial goals. Whether you are looking to invest for retirement, save for your children's education, or build wealth for the future, Holly W Duthie, AAMS™ can provide expert guidance and support every step of the way. With a focus on building strong relationships and offering tailored solutions, this institution is committed to helping clients secure their financial futures.

Thomas G Townsend is a financial advisor at Ameriprise Financial Services, LLC located at 9475 Holly Road in Grand Blanc Township, Michigan, United States. Thomas 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 his expertise in asset management, estate planning, retirement planning, investment management, and financial planning for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Thomas is dedicated to providing comprehensive and personalized financial advice to his clients, helping them achieve their financial goals and secure their financial future.

Michele R Morgan - Ameriprise Financial Services, LLC is a finance institution located at 9475 Holly Road, Grand Blanc Township, Michigan, United States. If you are looking for a more confident financial future, consider setting up a complimentary initial consultation with us. During this consultation, we will provide an overview of financial planning concepts. Please note that you will not receive written analysis or recommendations at this time. Our investment products are not insured by the FDIC, NCUA, or any federal agency, and involve risks such as possible loss of principal. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Michele R Morgan is registered to conduct securities business in certain states. We cannot guarantee future financial results, but we are dedicated to helping you achieve your financial goals. Feel free to refer your friends or family members to us, as we appreciate the opportunity to assist them as well. Please visit our website for more information on our corporate entities, rules and regulations, and privacy and security policies. Thank you for considering Michele R Morgan - Ameriprise Financial Services, LLC.

Scott Nicholas - Financial Advisor, Ameriprise Financial Services, LLC, located at 9475 Holly Road, Grand Blanc Township, Michigan, United States, is a finance institution dedicated to helping clients achieve their financial goals. As a financial advisor, Scott Nicholas offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can expect regular meetings to review progress, update strategies as needed, and track their financial journey. For those looking to secure a confident financial future, Scott Nicholas provides complimentary initial consultations to discuss retirement planning, investment strategies, and more. Through Ameriprise Financial Services, LLC, clients have access to a range of investment products and services to help them reach their financial objectives.

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.

Lubna Jones - UBS Financial Services Inc. is a reputable finance institution located at 8235 Holly Road in Grand Blanc, Michigan, United States. With a focus on providing top-notch financial services to clients, Lubna Jones - UBS Financial Services Inc. offers a wide range of investment and wealth management solutions tailored to meet individual needs. The experienced team at this institution is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Lubna Jones - UBS Financial Services Inc. is committed to providing personalized and professional service to help you succeed.

John Farah, CFP - UBS Financial Services Inc. is a reputable finance institution located at 8235 Holly Road in Grand Blanc, Michigan, United States. As a Certified Financial Planner, John Farah and his team at UBS Financial Services Inc. provide expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning, investment management, and wealth preservation, clients can trust in the expertise and professionalism of John Farah and his team. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, John Farah, CFP - UBS Financial Services Inc. is dedicated to helping you secure a strong financial future.

Hackney Jones Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located at 8235 Holly Road in Grand Blanc, Michigan, United States. As a part of UBS Financial Services Inc., they provide comprehensive wealth management services to help clients achieve their financial goals. With a team of experienced professionals, they offer personalized financial planning, investment strategies, and retirement planning to individuals and businesses. Trustworthy and reliable, Hackney Jones Wealth Management Group is dedicated to helping their clients build and protect their wealth for the future.

Jeffrey Farah - UBS Financial Services Inc. is a reputable finance institution located at 8235 Holly Road in Grand Blanc, Michigan, United States. With a focus on providing top-notch financial services, Jeffrey Farah - UBS Financial Services Inc. offers a wide range of investment options and personalized financial planning solutions to help clients achieve their financial goals. The institution is known for its professional and experienced team of financial advisors who are dedicated to providing expert advice and guidance to clients. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Jeffrey Farah - UBS Financial Services Inc. is committed to helping you make informed decisions and build a successful financial strategy.

Farah Wealth Management Group - UBS Financial Services Inc. is a finance institution located at 8235 Holly Road in Grand Blanc, Michigan, United States. With a focus on wealth management, this institution provides a range of financial services to help clients achieve their financial goals. The team at Farah Wealth Management Group is dedicated to providing personalized solutions and expert advice to help clients navigate the complexities of the financial world. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Farah Wealth Management Group is here to help you every step of the way.

Edward Walterhouse - Financial Advisor, Ameriprise Financial Services, LLC, located at 9475 Holly Road, Grand Blanc Township, Michigan, United States, is a reputable finance institution. The Walterhouse Faris Group, recipient of the Ameriprise Client Experience Award in 2023, offers complimentary initial consultations to assist clients in achieving their financial goals. With a focus on individual goals and risk tolerance, they provide investment, asset allocation, and portfolio recommendations. Regular meetings are held to review progress and adapt strategies as life changes. Clients can securely access their investments and track their progress online. Edward Walterhouse is a registered investment adviser with Ameriprise Financial Services, LLC, and offers financial planning concepts during initial consultations. Securities are offered through Ameriprise Financial Services, LLC, ensuring investment products and services are properly registered. Additionally, clients can refer friends or family members to the institution for assistance in achieving their financial goals. Privacy and security are a top priority, with strict adherence to website rules and regulations.

Merrill Lynch Financial Advisor Chris J Liparoto, located at 3030 Cross Creek Parkway in Auburn Hills, Michigan, is part of the Liparoto, Hollis and Gibson Group. This team of wealth management professionals works closely with clients from multiple generations to help them preserve, grow, and manage their wealth. By listening to each client's concerns and goals, the team constructs customized strategies to meet their financial needs. Whether working with families, business owners, retirees, or professionals, the group prioritizes client needs and offers personalized advice that is understandable, implementable, and trackable. The team at Merrill Lynch understands that life and financial goals can change over time. By regularly reviewing each client's goals and providing meaningful advice, they strive to earn the trust and confidence of the families they serve. With access to outstanding research, investment professionals, and internal specialists through Merrill, the Liparoto, Hollis and Gibson Group sets itself apart in the world of wealth management.

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.

The Walterhouse-Faris Group at Ameriprise Financial Services, LLC is located at 9475 Holly Road in Grand Blanc Township, Michigan, United States. As a finance institution, we offer complimentary initial consultations to discuss your financial goals and provide an overview of financial planning concepts. Our financial advisors are registered in certain U.S. states and can provide personalized advice tailored to your needs. We believe in transparency and encourage you to visit FINRA's BrokerCheck website for background and qualification information. Our team is dedicated to helping you achieve your financial goals and navigating the complexities of the market. Whether you are looking to invest in stocks or plan for retirement, we are here to guide you every step of the way.

Jeff Blum - State Farm Insurance Agent is a trusted insurance agency located at 1017 North Bridge Street in Linden, Michigan, United States. With over 14 years of experience in the insurance industry, Jeff Blum and his team are dedicated to helping customers find the right coverage at a great price. They offer a wide range of insurance products including auto, home, life, commercial insurance, and more. At Jeff Blum - State Farm Insurance Agent, appointments can be scheduled in various ways to accommodate customers, whether it's in-person at the office, at home, over the phone, or virtually via Good Neighbor Connect. The team understands the importance of choosing the correct levels of coverage to protect families against life's unexpected events, and they personalize coverage to meet individual needs.

Legacy Consultants Wealth Management is a premier finance institution located at 8313 Holly Road in Grand Blanc, Michigan, United States. Our team of experienced financial advisors and wealth management experts are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we provide personalized and comprehensive financial solutions to meet your needs. Trust Legacy Consultants Wealth Management to guide you towards financial success and prosperity.

The RHL Group is a finance institution located at 115 Battle Alley in Holly, Michigan, United States. With a strong reputation for providing expert financial services and advice, RHL Group is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or assistance with managing your finances, the experienced team at RHL Group is here to help. Contact us today to learn more about how we can support you in reaching your financial objectives.

Michael Doyle - Raymond James is a respected finance institution located at 8245 Holly Road in Grand Blanc, Michigan, United States. With a focus on providing personalized financial services, the team at Michael Doyle - Raymond James is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust the experienced professionals at this institution to provide expert guidance and support. Visit Michael Doyle - Raymond James today to start building a secure financial future.

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.

Waddell & Reed Inc is a leading financial institution located at 8275 Holly Road in Grand Blanc, Michigan, United States. Specializing in providing comprehensive financial planning and investment services, Waddell & Reed Inc is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced financial advisors and a wide range of investment options, clients can trust Waddell & Reed Inc to provide personalized solutions tailored to their specific needs. Whether you are planning for retirement, saving for education, or growing your wealth, Waddell & Reed Inc is committed to helping you secure a stable financial future.

David Kelly - Raymond James is a finance institution located at 8245 Holly Road in Grand Blanc, Michigan, United States. With a commitment to providing personalized financial services, David Kelly - Raymond James offers a range of investment and wealth management solutions tailored to meet the unique needs of each client. Whether you are looking to grow your assets, plan for retirement, or protect your financial future, the experienced team at David Kelly - Raymond James is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Vallie Wealth Management of Raymond James is a trusted financial institution located at 8245 Holly Road in Grand Blanc, Michigan. Specializing in personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, we provide tailored solutions to meet your specific needs. With a commitment to integrity and excellence, Vallie Wealth Management of Raymond James is your partner in financial success. Contact us today to schedule a consultation and take the first step towards a secure financial future.

David Kuzner - Raymond James is a finance institution located at 8245 Holly Road in Grand Blanc, Michigan, United States. With a focus on personalized financial planning and investment services, our experienced team is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we provide expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure a brighter financial future.

Praesidium Wealth Management of Raymond James is a premier finance institution located at 8245 Holly Road in Grand Blanc, Michigan, United States. With a dedication to providing top-quality financial services, our team of experts offers personalized wealth management solutions tailored to meet the individual needs of our clients. From investment planning to retirement strategies, Praesidium Wealth Management is committed to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial aspirations.

Mark Canavesio - Raymond James is a reputable finance institution located at 8245 Holly Road in Grand Blanc, Michigan, United States. With a strong focus on providing top-notch financial services, the team at Mark Canavesio - Raymond James is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust the experienced professionals at this institution to provide personalized solutions tailored to your individual needs. Visit Mark Canavesio - Raymond James today and take the first step towards securing your financial future.