Non profit financial planning in Michigan
254 results found
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Edward Jones - Financial Advisor: Andy Linstad
Edward Jones - Financial Advisor: Andy Linstad is a reputable finance institution located at 925 U.S. 41 in Menominee, Michigan, United States. As a trusted financial advisor, Andy Linstad provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Andy Linstad is dedicated to helping individuals and families secure their financial future.
Taylor Legal PC: Nonprofit and Estate Planning Specialist
Taylor Legal PC is a specialized law firm located in Ann Arbor, Michigan, that focuses on providing expert legal services in the areas of nonprofit and estate planning. With a team of knowledgeable attorneys, Taylor Legal PC is dedicated to helping clients navigate the complex legal processes involved in establishing and managing nonprofit organizations, as well as creating comprehensive estate plans to protect their assets and provide for their loved ones. Conveniently located at 455 East Eisenhower Parkway, Taylor Legal PC is committed to providing personalized and professional legal assistance to individuals and organizations in the Ann Arbor area and beyond.
AE Tax & Financial Services
At AE Tax & Financial Services, we are dedicated to providing professional and comprehensive financial services for individuals, small businesses, and non-profit organizations. With more than 20 years of experience in the industry, we have honed our expertise in strategy, consulting, tax services, and bookkeeping to better serve our clients.
Blessed Hands Tax and Financial Service
Blessed Hands Tax and Financial Service is a trusted institution located at 15565 Northland Drive in Southfield, Michigan, United States. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch services to help individuals and businesses with their tax and financial needs. With a commitment to excellence and personalized attention, we strive to ensure our clients receive the best possible outcomes. Contact us today to experience the difference that Blessed Hands Tax and Financial Service can make for you.
Edward Jones - Financial Advisor: David M Lehman
Edward Jones - Financial Advisor: David M Lehman is a reputable financial institution located at 68844 Broadus Street in Sturgis, Michigan. As a trusted advisor in the finance industry, David M Lehman provides personalized financial planning and investment services to help clients achieve their long-term financial goals. With a focus on building strong relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: David M Lehman is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.
David Drysdale - Financial Advisor, Ameriprise Financial Services, LLC
David Drysdale is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6915 Rochester Road in Troy, Michigan. David is not only dedicated to helping his clients achieve their financial goals, but he is also actively involved in supporting various charitable organizations such as the American Diabetes Association, National MS Society, and Great Lakes Bay Veterans Coalition. In addition to his professional work, David has experience as a Chairperson at a charity dedicated to helping medically fragile children. He and his wife have been happily married since 2011 and have three children. David enjoys golf, travel, and local theater, having been cast in several productions in the Great Lakes Bay Theater region.
Fusion Financial Group
Fusion Financial Group is a dynamic institution located at 728 Cambridge Boulevard Southeast, Grand Rapids, Michigan, United States. Specializing in accounting and finance, we believe that financials tell a story. Our team offers guidance and insight to help you understand how each number contributes to your overall financial narrative. We approach projects with a fresh perspective, working as your motivator, educator, and advisor to help you meet your goals. Our commitment is to ensure the accuracy of your financial data by collaborating closely with your team. Drawing on our wealth of experience and adherence to industry best practices, we deliver robust and streamlined accounting services to support your day-to-day financial tasks seamlessly. Services include account updates, payables, receivables, reconciliations, and financial statements.
Arbor Financial Credit Union
Arbor Financial Credit Union, located at 701 South Paw Paw Street in Lawrence, Michigan, offers a wide range of banking and finance services. With their mobile app, digital wallet, and access to over 30,000 surcharge-free ATMs, you can easily manage your money. Whether you're looking for a home loan, mortgage, auto loan, or business loan, Arbor Financial has you covered. Their friendly team at 12 Michigan branches can help you with all your financial needs. With convenient drive-thru hours and access to Lighthouse Title Group for title services, Arbor Financial is dedicated to providing top-notch customer service. Joining Arbor Financial Credit Union gives you access to high-return savings accounts, low-interest loans, and expert financial advice. With services tailored to members aged 13-24, like the Volt Account, Arbor Financial is committed to helping you achieve your financial goals. Whether you're looking for a credit card, auto loan, mortgage, or savings account, Arbor Financial Credit Union has the products and services to support your financial growth.
QT Business Solutions - Grant Writing, Business Plan Writing, Microloans and more!
QT Business Solutions is a finance institution located in Southfield, Michigan, offering a range of services including grant writing, business plan writing, microloans, and more. With a focus on helping businesses secure funding and grow their operations, QT Business Solutions provides expert guidance and support to clients looking to achieve their financial goals. Located at 24681 Northwestern Highway, this institution is dedicated to providing top-notch financial services to businesses in the United States.
Trillium Financial Advisors
Trillium Financial Advisors is a leading accounting and finance institution located at 4250 Chicago Drive Southwest in Grandville, Michigan, United States. With a team of experienced professionals, Trillium Financial Advisors offers comprehensive financial planning services to individuals and businesses. From tax preparation to investment management, their expert advisors provide personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth or plan for retirement, Trillium Financial Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Renaissance Financial Group
Renaissance Financial Group is a finance institution located in Ann Arbor, Michigan. Whether you need help with income tax, accounting, business management, legacy planning, or personal financial decisions, Renaissance is here to guide you through the complex financial landscape of the 21st Century. Our team sorts through the complexity, asks the right questions, and finds the best solutions for you. Trust Renaissance to provide you with the tools and expertise you need to make sound financial decisions and secure your financial future.
Invest In You Financial & Credit Consulting
Invest In You Financial & Credit Consulting is a leading finance institution located at 13 North Washington Street in Ypsilanti, Michigan, United States. Our team of expert financial advisors and credit consultants are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to improve your credit score, create a personalized financial plan, or secure a loan, we are here to provide the guidance and support you need. Trust Invest In You Financial & Credit Consulting to help you take control of your financial future and achieve success.
Center for Financial Planning, Inc.
The Center for Financial Planning, Inc. is a leading institution located at 24800 Denso Drive in Southfield, Michigan, United States. Specializing in finance, our team of experts provides comprehensive financial planning services to help individuals, families, and businesses achieve their financial goals. With a focus on personalized strategies and expert guidance, we are committed to helping our clients navigate the complexities of the financial world and secure their financial future. Contact us today to learn more about how we can help you plan for tomorrow.
Dort Financial Credit Union
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.
Christian Financial Credit Union
Christian Financial Credit Union is a trusted financial institution located at 55834 Van Dyke Avenue in Shelby Township, Michigan, United States. As a credit union, we offer a full range of banking and financial services to our members, including checking and savings accounts, loans, credit cards, and investment options. Our mission is to provide personalized and reliable financial solutions to help our members achieve their goals and secure their financial futures. Visit us today to experience the difference of banking with a community-focused institution like Christian Financial Credit Union.
Accounting Aid Society - Northwest Financial Hub
The Accounting Aid Society - Northwest Financial Hub, located in Detroit, Michigan, United States, is a non-profit institution dedicated to helping low- to moderate-income taxpayers manage their finances. By providing services such as financial counseling and assistance with tax preparation, we empower individuals to take control of their finances and improve their overall quality of life. To schedule an appointment, please call 313-556-1920 or visit our website to schedule online. Your contribution to our organization directly impacts the lives of those in need and helps them achieve financial stability.
Innovative Financial Group
Innovative Financial Group is a leading finance institution located at 6011 West River Drive Northeast in Plainfield charter Township, Michigan, United States. We specialize in providing innovative financial solutions to individuals and businesses, helping them achieve their financial goals and secure their future. Our team of experienced professionals is dedicated to providing top-notch financial services, including investment management, financial planning, insurance, and more. Visit us today and let us help you navigate the complex world of finance with confidence and ease.
Adams Financial Services
Adams Financial Services is a reputable accounting and finance institution located at 121 North Blackstone Avenue in Colon, Michigan, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Clients can trust Adams Financial Services to provide accurate and reliable financial advice to help them achieve their goals.
Custer Financial Advisors
Custer Financial Advisors is a leading finance institution located at 401 West Ludington Avenue in Ludington, Michigan, United States. Our team of experienced advisors offers personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, our experts can provide tailored solutions to meet your needs. With a focus on transparency, integrity, and customer satisfaction, Custer Financial Advisors is committed to helping you secure a stable financial future. Contact us today to schedule a consultation.
GreenPath Financial Wellness - Partnerships
GreenPath Financial Wellness - Partnerships is a leading finance institution located at 36500 Corporate Drive in Farmington Hills, Michigan, United States. Our mission is to provide individuals and organizations with the tools and resources they need to achieve financial stability and success. Through strategic partnerships with businesses, non-profits, and government agencies, we offer a wide range of financial wellness programs and services tailored to meet the unique needs of our clients. Whether you are looking to improve your credit, reduce debt, or save for the future, our team of experts is here to help you every step of the way. Visit us today to learn more about how we can help you achieve your financial goals.
Merrill Lynch Financial Advisor M. David Geraghty
Merrill Lynch Financial Advisor M. David Geraghty is a finance institution located at 39577 Woodward Avenue, Bloomfield Hills, Michigan, United States. David has been a Financial Advisor at Merrill since 2008, bringing with him fifteen years of experience from Share Capital Wealth Management and Center One Mortgage Corporation. He holds a Bachelor of Arts in Economics with a minor in Business from Western Michigan University and obtained the Chartered Retirement Planning Counselor designation in 2010. David is deeply involved in the Bloomfield Hills community, coaching youth sports and serving on committees for local non-profit organizations. At Merrill Lynch Wealth Management, David focuses on building personalized financial plans centered around your goals and priorities. He believes in starting every relationship with a conversation to truly understand what matters most to you and your family. By utilizing the Investment Personality Assessment, David can tailor a financial approach to help you pursue your goals and provide guidance on important financial decisions.
Stephanie Diebold - Financial Advisor, Ameriprise Financial Services, LLC
Stephanie Diebold - Financial Advisor at Ameriprise Financial Services, LLC, located at 7600 Grand River Avenue in Brighton, Michigan, is dedicated to helping clients achieve their financial goals. With a focus on retirement, education, and major purchases, Stephanie provides personalized investment recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have access to their investments and accounts at any time, from any device, securely. To learn more about how Stephanie can help with financial planning, schedule a complimentary initial consultation. With proper registration in select states, Stephanie Diebold is committed to providing quality financial services to clients. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for all clients.
Carston Cole Cook - Financial Advisor, Ameriprise Financial Services, LLC
Carston Cole Cook is a financial advisor at Ameriprise Financial Services, LLC located at 35405 Grand River Avenue, Farmington, Michigan, United States. Carston specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can expect personalized financial planning, regular progress reviews, and updates as life changes. Access to investments and accounts is available anytime, anywhere for easy tracking of financial goals. Those interested can schedule a complimentary initial consultation to learn more about Carston's services. Carston is registered to conduct securities business in certain states - refer to FINRA's BrokerCheck website for details. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, offering a range of financial services to help clients achieve their goals.
Merrill Lynch Financial Advisor Jennifer L Oprinski
Merrill Lynch Financial Advisor Jennifer L Oprinski is a finance institution located at 45000 River Ridge Drive, Clinton Township, Michigan, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. Co-founder Stephen Nofs focuses on providing wealth management strategies for successful families, business owners, physicians, and non-profit organizations. Jennifer Oprinski, the other co-founder, believes in addressing every aspect of a client's life when it comes to financial wellness. The institution offers a Goals-Based Wealth Management approach backed by decades of combined advisory experience. They serve a select clientele with personalized guidance and investment strategies tailored to individual goals. The team at Merrill Lynch Wealth Management is committed to helping clients pursue their financial aspirations and dreams.
Merrill Lynch Financial Advisor Stephen F Nofs
Merrill Lynch Financial Advisor Stephen F Nofs, located at 45000 River Ridge Drive in Clinton Township, Michigan, is dedicated to building strong client relationships based on trust and personalized service. Stephen is the co-founder of the Nofs Oprinski Group and serves as the lead investment strategist, focusing on providing wealth management strategies for successful families, business owners, physicians, and non-profit organizations. With over 20 years of experience in the financial industry, Stephen holds various credentials and registrations to provide expert guidance to his clients. Jennifer, also a co-founder of the Nofs Oprinski Group, brings thoughtful perspectives and personal relationships to her work with clients. With a focus on financial wellness that goes beyond investments, Jennifer helps clients create a clear and purposeful financial story tailored to their unique goals. She holds designations and registrations to provide comprehensive support to her clients.
Ukrainian Selfreliance Michigan Federal Credit Union
Ukrainian Selfreliance Michigan Federal Credit Union is a trusted financial institution located at 26791 Ryan Road in Warren, Michigan, United States. As a member-owned credit union, we are dedicated to providing personalized banking services and financial solutions to our members. From savings accounts to loans, we offer a wide range of products to help our members achieve their financial goals. With a strong focus on community and member satisfaction, Ukrainian Selfreliance Michigan Federal Credit Union is committed to helping our members thrive financially.
Acclaim Legal Services
Acclaim Legal Services is a reputable finance and legal institution located at 8900 East Thirteen Mile Road in Warren, Michigan, United States. Specializing in providing expert legal services for individuals facing financial challenges, Acclaim Legal Services offers personalized solutions and guidance to help clients navigate complex legal processes. With a team of experienced lawyers and financial experts, this institution is dedicated to helping clients achieve financial stability and peace of mind.
ROI Associates PLLC
ROI Associates PLLC is a premier accounting and finance institution located at 34405 West 12 Mile Road in Farmington Hills, Michigan. Our experienced team of professionals specializes in providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to help you maximize your return on investment. Trust ROI Associates PLLC to help you achieve your financial goals with expert advice and personalized services.
F. Michael Lynch, CPA
F. Michael Lynch, CPA is a trusted accounting and finance institution located at 4253 Clyde Park Avenue Southwest in Wyoming, Michigan, United States. With over 20 years of experience as a Certified Public Accountant and a Masters of Science in Taxation, F. Michael Lynch offers honest and affordable tax services with no games, tricks, or gimmicks. Prior to starting his own business, he worked in the non-profit sector, bringing a unique perspective to his clients. Clients praise F. Michael Lynch for his availability to answer tax questions throughout the year, his clear explanations of tax code changes, and his quick turnaround on tax returns. Small business owners appreciate his flexible service offerings and no-pressure approach, considering him a key Business Advisor as they expand their businesses.
CB Accounting LLC
CB Accounting LLC is a woman owned accounting and finance institution located at 967 Spaulding Avenue Southeast, Ada, Michigan. Serving the Midwest since 2013, our staff has over 60 years of combined accounting experience. Situated just outside of Grand Rapids, MI, we cater to a wide range of industries including construction, real estate, transportation, non-profits, and restaurants. Our focus is on providing timely, accurate information and personalized service to our clients. Testimonials from satisfied customers highlight our professionalism and efficiency in helping businesses streamline their systems and save time and money.
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- Brownstown Charter Township
- Byron Center
- Cadillac
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- Detroit
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