Personal finance consulting in Fenton, MI
21 results found
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Dennis Richardson - Financial Consultant, Ameriprise Financial Services, LLC
● OpenDennis Richardson - Financial Consultant, Ameriprise Financial Services, LLC, located at 175 North Leroy Street, Fenton, Michigan, United States, is a finance institution specializing in providing investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. With a focus on retirement, education, and major purchases, such as a second home, Dennis Richardson offers regular goal tracking and progress analysis to adapt to life changes. Clients can access their investments and accounts securely from any device and receive personalized financial planning concepts during a complimentary initial consultation. Dennis Richardson is registered in states where securities business is conducted and ensures privacy and security for all clients. Contact Ameriprise Financial Services, LLC today to begin achieving your financial goals.
175 N Leroy St, Fenton, MI 48430, United States -
RealtyNetWorth.com Real Estate Brokerage, Consulting & Accounting
● ClosedRealtyNetWorth.com Real Estate Brokerage, Consulting & Accounting is a comprehensive institution located at 6515 Highland Road in Waterford Township, Michigan. Specializing in accounting, finance, and real estate agency services, we offer a unique approach to managing your property holdings with a lifelong perspective integrated into your overall net worth. Our portfolio includes on-market properties in cities such as Fenton, Linden, Holly, and Hartland, with options ranging from homes with 5 acres to lakefront properties on Lake Shannon. As the exclusive provider of YourSpace24/7, we offer knowledgeable and personable brokerage and consulting services throughout Michigan, from Oakland to Genesee, Livingston to Washtenaw, and even in west central Florida. Our goal is to be your 'first stop' broker for life, providing advice and guidance based on years of experience and expertise. We also offer professional referral screening at no cost, ensuring that you receive the best service and support throughout your real estate transactions.
6515 Highland Rd, Waterford Twp, MI 48327, United States -
Doug Mercer - State Farm Insurance Agent
● ClosedDoug Mercer - State Farm Insurance Agent is a finance, health, and insurance agency located at 2813 West Silver Lake Road, Fenton, Michigan, United States. With over 30 years of experience representing State Farm, Doug Mercer, a Michigan State University Graduate, and his professional and knowledgeable staff focus on State-to-State transfers, providing fast and accurate auto insurance quotes, and offering free no obligation quotes for life insurance for families and individuals. They also have extensive knowledge of PIP coverage. As August marks back to school season, the agency reminds individuals about the importance of renters insurance when moving into off-campus locations. They offer free renters quotes to discuss the protection they can provide. Additionally, they provide tips to avoid the dangers of drinking and driving, safety tips for children walking or biking to school, and tree pruning and trimming tips to keep trees and shrubs healthy.
2813 W Silver Lake Rd, Fenton, MI 48430, United States -
Harris Financial Services
● ClosedHarris 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.
1115 N Leroy St, Fenton, MI 48430, United States -
The Horizon Group - Raymond James
● OpenThe Horizon Group - Raymond James is a leading financial institution located at 102 West Silver Lake Road in Fenton, Michigan, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, the experienced team at The Horizon Group is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, The Horizon Group - Raymond James is committed to providing top-notch financial advice and guidance to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or make smart investment decisions, The Horizon Group - Raymond James is here to help you navigate the complex world of finance with confidence and peace of mind.
102 W Silver Lake Rd Ste 200, Fenton, MI 48430, United States -
King Joyce M P.C. CPA
● OpenKing Joyce M P.C. CPA is a reputable accounting and finance institution located at 425 Rounds Drive in Fenton, Michigan, United States. With a team of experienced certified public accountants, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to providing high-quality and personalized services to their clients sets them apart in the industry. Whether you are an individual or a business owner, King Joyce M P.C. CPA is dedicated to helping you achieve your financial goals.
425 Rounds Dr, Fenton, MI 48430, United States -
Liberty Tax
● ClosedLiberty Tax is a finance institution located at 18020 Silver Parkway in Fenton, Michigan, United States. Our team of expert tax professionals is dedicated to helping individuals and businesses navigate the complexities of tax preparation and planning. Whether you need assistance with filing your taxes, maximizing deductions, or resolving tax issues, our knowledgeable staff is here to provide personalized and reliable service. Trust Liberty Tax to provide you with the financial guidance and support you need to achieve your financial goals.
18020 Silver Pkwy, Fenton, MI 48430, United States -
Kaye Law Office PLLC
● ClosedLocated in Grand Blanc, Michigan, Kaye Law Office PLLC is a trusted law firm specializing in bankruptcy, estate planning, real estate, and personal injury cases. Serving clients in Burton, Flint, Fenton, Lapeer, and other surrounding areas, Attorney Roxane Kaye provides personalized legal assistance to help you regain control of your finances and your future. When you choose Kaye Law Office PLLC, you will work directly with Attorney Roxane Kaye, who will carefully analyze your case, listen to your concerns, and develop a strategic plan to achieve the best possible outcome. With attention to detail and a focus on your best interests, Attorney Roxane Kaye will guide you through the complexities of your legal matter and protect your rights every step of the way.
8161 S Saginaw St, Grand Blanc, MI 48439, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services, located at 329 West Silver Lake Road in Fenton, Michigan, is a finance institution dedicated to helping clients achieve their financial goals with confidence and clarity. At Kaydan Wealth Management, personalized wealth management services are tailored to guide clients through every stage of their financial journey, aligning with their unique aspirations. The institution stands out with a commitment to providing a superior financial experience, with services designed to meet specific needs and goals. Backed by a team of seasoned professionals, including Certified Financial Planners™, Kaydan Wealth Management brings a wealth of knowledge to support clients on their financial path. Founder and Senior Wealth Advisor, Jim, plays a key role in guiding the firm's direction and managing complex client relationships. With subscription-based models, financial guidance is made accessible to all, allowing clients to take control of their financial future with confidence. Choose Kaydan Wealth Management as your trusted financial partner and experience the difference that tailored solutions and accessibility can make in unlocking your financial potential. Please note that participation in ForbesSHOOK directory is limited to ranked advisors, and past performance is not indicative of future results. Visit www.shookresearch.com for more information.
329 W Silver Lake Rd, Fenton, MI 48430, United States -
Kaydan Wealth Management, Inc.
● ClosedKaydan Wealth Management, Inc. is a finance institution located at 329 West Silver Lake Road, Fenton, Michigan, United States. We are dedicated to helping our clients achieve their financial goals with confidence and clarity. Our personalized wealth management services are tailored to guide you through every stage of your financial journey, aligning with your unique aspirations. Our commitment to providing a superior financial experience sets us apart. With a team of experienced professionals, including Certified Financial Planners™, we offer tailored solutions that fit your specific needs and circumstances. Founder and Senior Wealth Advisor, Jim, leads the firm in advancing our mission statement and developing comprehensive wealth solutions for our clients.
329 W Silver Lake Rd, Fenton, MI 48430, United States -
Financial Strategies Group, Inc.
● ClosedFinancial Strategies Group, Inc. is a finance institution located at 265 North Alloy Drive in Fenton, Michigan, United States. Our dedicated team of financial experts is committed to providing personalized strategies to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our experienced professionals are here to guide you every step of the way. With a focus on transparency and integrity, Financial Strategies Group, Inc. is the trusted partner you need to secure your financial future. Contact us today to schedule a consultation and start building a solid financial plan tailored to your unique needs.
265 N Alloy Dr, Fenton, MI 48430, United States -
Gina Wells, Advanced Cap Grp d/b/a Financial Design Strategies
● ClosedGina Wells, Advanced Cap Grp d/b/a Financial Design Strategies is a reputable finance and insurance agency located at 2415 Owen Road in Fenton, Michigan, United States. With a commitment to providing advanced financial solutions and personalized strategies for their clients, this institution offers a range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Gina Wells are dedicated to helping you secure a stable financial future. Visit their office today to discuss your financial needs and start building a customized plan for success.
2415 Owen Rd a, Fenton, MI 48430, United States -
Acorn Wealth Advisors
● ClosedAcorn Wealth Advisors is a reputable finance institution located at 405 South Leroy Street in Fenton, Michigan, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help individuals and businesses achieve their financial goals. From investment strategies to retirement planning, Acorn Wealth Advisors offers comprehensive financial solutions tailored to each client's unique needs. Trust in their expertise and dedication to guide you towards a secure and prosperous financial future.
405 S Leroy St, Fenton, MI 48430, United States -
Charles Goetz - Wealth Advisor
● ClosedCharles Goetz - Wealth Advisor is a reputable institution located at 3309 West Silver Lake Road in Fenton, Michigan, United States. As a finance, insurance agency, and lawyer, we specialize in providing comprehensive wealth management services to our clients. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies, risk management solutions, and estate planning services. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Charles Goetz - Wealth Advisor is here to assist you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
3309 W Silver Lake Rd suite a, Fenton, MI 48430, United States -
Edward Jones - Financial Advisor: Lee H Napier
● ClosedEdward Jones - Financial Advisor: Lee H Napier is a trusted finance institution located at 115 Mill Street in Fenton, Michigan, United States. As a financial advisor, Lee H Napier provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a commitment to integrity and customer service, Edward Jones - Financial Advisor: Lee H Napier is dedicated to helping individuals and families build and protect their wealth. Contact them today to schedule a consultation and start planning for a secure financial future.
115 Mill St, Fenton, MI 48430, United States -
Hackney Jones Wealth Management
● OpenHackney Jones Wealth Management is a finance institution located at 111 South Leroy Street, Fenton, Michigan, United States. Our mission is to help our clients go from dreams to goals, to flexibility, to confidence in their financial future. We offer investment products and services through Wells Fargo Advisors Financial Network, LLC, and insurance products through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that our services may not be available in all states, and we do not offer services to individuals residing outside of the U.S. Keep in mind that any opinions, comments, or actions taken on social media are those of third parties and do not necessarily reflect our views. By clicking on any external links, you will be leaving the Wells Fargo website. We recommend reviewing the third-party's policies and terms and conditions before providing any personal information.
111 S Leroy St, Fenton, MI 48430, United States -
Edward Jones - Financial Advisor: Adam P Slaughter
● ClosedEdward Jones - Financial Advisor: Adam P Slaughter is a trusted finance institution located at 1537 North Leroy Street in Fenton, Michigan, United States. Adam P Slaughter is a dedicated financial advisor who provides personalized financial planning 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: Adam P Slaughter offers a wide range of investment options and financial solutions tailored to each individual's needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Adam P Slaughter is committed to helping you navigate the complex world of finance with confidence and peace of mind.
1537 N Leroy St Suite A, Fenton, MI 48430, United States -
Hensler & Associates Wealth Management
● ClosedHensler & Associates Wealth Management is a leading finance institution located at 12272 Fenton Road in Fenton Township, Michigan, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. With a focus on building long-term relationships and providing expert guidance, we strive to help our clients secure their financial futures. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Hensler & Associates Wealth Management is here to help you every step of the way.
12272 Fenton Rd #7, Fenton Twp, MI 48430, United States -
Jackson Hewitt Tax Service
● OpenJackson Hewitt Tax Service is a finance institution located at 3700 Owen Road in Fenton, Michigan, United States. Although our tax advance loans have ended for this year, our Tax Pros are ready to assist you in getting your biggest refund possible. Our services are perfect for those with busy lives - simply drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. This location is conveniently situated in Walmart, allowing you to get your taxes done while you shop, with a guaranteed biggest refund. While Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. To schedule an appointment, we recommend booking online or calling us at (855) 301-1040. Our Tax Pros at the Fenton location speak English and are ready to help you maximize your refund. Remember, when every dollar matters, it matters who does your taxes™.
3700 Owen Rd, Fenton, MI 48430, United States -
Mitten Tax & Bookkeeping
● ClosedMitten Tax & Bookkeeping is a reputable accounting and finance institution located at 14165 Fenton Road in Fenton, Michigan, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, bookkeeping, payroll processing, and financial consulting. Our goal is to provide accurate and reliable financial solutions to individuals and businesses in the local community. Visit us today to experience our top-notch services and personalized approach to meet your accounting needs.
14165 Fenton Rd # 104G, Fenton, MI 48430, United States -
Taraskavage Robert S CPA
● OpenTaraskavage Robert S CPA is a reputable accounting and finance institution located at 7154 Augustine Court in Fenton, Michigan, United States. With years of experience and expertise in the field, they provide top-notch services to individuals and businesses alike. Whether you need help with taxes, financial planning, or general accounting services, Taraskavage Robert S CPA is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and professional, they are committed to providing excellent service to their clients.
7154 Augustine Ct, Fenton, MI 48430, United States
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