Personal finance education in Michigan
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Zale Group Wealth Management
● ClosedZale Group Wealth Management is a leading finance institution located at 2050 Livernois Road in Troy, Michigan, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management solutions. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust Zale Group Wealth Management to help you secure your financial future.
2050 Livernois Rd ste b, Troy, MI 48083, United States -
Orfin & Associates
● ClosedOrfin & Associates is a finance institution located at 363 West Big Beaver Road, Troy, Michigan, United States. With a focus on helping individuals plan for their retirement future, we offer expert financial planning services to protect your hard-earned savings. Our experienced team provides direct and honest advice to help you feel confident about reaching your financial goals. We offer options for securing your income, attending educational seminars, and personalized one-on-one meetings to ensure your assets and goals are protected. As a fiduciary financial planner, our founder Dan Orfin is dedicated to acting in your best interest, building lasting relationships with clients since 1999. Our wealth management services guide you towards a safe and secure retirement, balancing protection and potential growth for your investments. With a commitment to keeping your money safe, obtaining reasonable returns, and simplifying your financial strategy, Orfin & Associates is here to help you achieve your long-term financial success.
363 W Big Beaver Rd #200, Troy, MI 48084, United States -
Kennedy Financial Group
● ClosedKennedy Financial Group is a finance institution located at 201 West Big Beaver Road in Troy, Michigan. Our team of experienced and independent professionals is dedicated to helping clients discover, guide, and engage in their unique wealth journey. We believe in creating personal wealth plans that make the complex simple and help clients strive to achieve their financial goals. Whether you are looking for investment management, tax reduction, or retirement planning strategies, we are here to serve you. Our 3-Step Guided Wealth Process is designed to uncover your hopes and dreams, enabling your money to serve a greater purpose. We work with you to design a date-specific, dollar-specific plan to retire on your terms.
201 W Big Beaver Rd # 1001, Troy, MI 48084, United States -
Macavage Financial Services, LLC
● OpenMacavage Financial Services, LLC is a reputable accounting and finance institution located in Troy, Michigan. With a prime location at 100 West Big Beaver Road, this institution offers a wide range of financial services to individuals and businesses alike. From tax preparation to investment planning, Macavage Financial Services, LLC is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, clients can trust in the expertise and personalized attention they receive at this esteemed institution.
100 W Big Beaver Rd Suite 200, Troy, MI 48084, United States -
Smart Money Financial Advisors, LLC
● ClosedSmart Money Financial Advisors, LLC is a finance and insurance agency located at 12900 Hall Road in Sterling Heights, Michigan, United States. Our institution specializes in helping Baby Boomers retire with more certainty, even in a declining market. We offer a comprehensive guide on the 7 Steps To Retiring With More Certainty, focusing on preventing Sequence of Returns risk from impacting your retirement savings. Our team emphasizes the importance of having a clear vision for retirement, utilizing a variety of investment types, and implementing the 6 essential pillars for a successful retirement. We help clients optimize Social Security and pension benefits, generate income through investments and annuities, and ensure tax-efficiency in their financial plans.
12900 Hall Rd #250, Sterling Heights, MI 48313, United States -
Merrill Lynch Financial Advisor Kit Mastroberto
● ClosedThe Merrill Lynch Financial Advisor Kit Mastroberto is a finance institution located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, United States. Our primary goal is to make a powerful difference in the lives of our clients by helping them achieve their personal and family dreams. We are committed to providing unparalleled personal service and comprehensive financial strategies to meet all areas of our clients' financial needs. We work with individuals, families, and businesses to build and maintain their wealth, always putting our clients' interests first and striving for excellence in every facet of our practice. Our team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. We offer personalized investment strategies and comprehensive financial solutions to help you reach your goals. Whether you are planning for retirement, saving for a home, or funding a child's education, we will work with you to develop an approach designed to address your financial needs.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States -
Ferhadson & Associates - Ameriprise Financial Services, LLC
● ClosedFerhadson & Associates - Ameriprise Financial Services, LLC, located at 900 Wilshire Drive in Troy, Michigan, is a finance institution that has been recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. They offer a range of services including investment recommendations, asset allocation, and portfolio management tailored to individual goals and risk tolerance. Clients can expect personalized financial planning, regular progress reviews, and updates to their approach as life circumstances change. The institution provides secure online access to investments and accounts for easy tracking of financial goals.
900 Wilshire Dr Ste 106, Troy, MI 48084, United States -
Global Financial Planning Group
● ClosedGlobal Financial Planning Group is a leading finance institution located at 900 Wilshire Drive in Troy, Michigan, United States. Our team of expert financial advisors are dedicated to providing comprehensive financial planning services to individuals, families, and businesses. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, our experienced professionals are here to help you achieve your financial goals. With a focus on personalized service and tailored solutions, Global Financial Planning Group is committed to helping you secure a strong financial future. Contact us today to schedule a consultation and take the first step towards financial success.
900 Wilshire Dr #385, Troy, MI 48084, United States -
Next Degree Financial, LLC / CFP , CERTIFIED FINANCIAL PLANNER
● ClosedNext Degree Financial, LLC located at 38800 Van Dyke Avenue in Sterling Heights, Michigan, is a finance and insurance agency specializing in financial planning services. As a Certified Financial Planner and Dave Ramsey SmartVestor Pro, our goal is to put you first and help you navigate through the uncertainties of the market, risk management, and retirement planning. We value the relationships we build with our clients and strive to earn your trust by providing personalized financial advice tailored to your specific goals and dreams. Our experienced team will work with you to assess your current financial situation, develop a comprehensive financial plan, and implement strategies to help you reach your objectives. Whether you are looking to generate income in retirement, mitigate taxes, or plan for your future, we are here to guide you every step of the way.
38800 Van Dyke Ave #200, Sterling Heights, MI 48312, United States -
Raymond James - Pilot Financial Group
● OpenRaymond James - Pilot Financial Group is a finance institution located at 19176 Hall Road in Clinton Township, Michigan, United States. As a part of the reputable Raymond James financial services firm, Pilot Financial Group offers expert financial planning and investment advice to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for education, or managing your wealth, Raymond James - Pilot Financial Group is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
19176 Hall Rd STE 100, Clinton Twp, MI 48038, United States -
NobleMark Financial
● ClosedNobleMark Financial is a leading finance institution located at 8300 Hall Road in Utica, Michigan, United States. With a team of experienced professionals, NobleMark Financial provides a wide range of financial services including investment management, retirement planning, wealth management, and more. Our mission is to help our clients achieve their financial goals through personalized and innovative solutions. Visit us today to learn how NobleMark Financial can help secure your financial future.
8300 Hall Rd Suite 201, Utica, MI 48317, United States -
Nutt & Nutt Investment Planners
● ClosedNutt & Nutt Investment Planners is a reputable finance institution located at 43928 Mound Road in Sterling Heights, Michigan, United States. With a team of experienced financial experts, Nutt & Nutt offers personalized investment planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, save for retirement, or plan for your children's education, Nutt & Nutt Investment Planners can provide you with the guidance and expertise needed to make informed financial decisions. Contact us today to schedule a consultation and take the first step towards securing your financial future.
43928 Mound Rd #175, Sterling Heights, MI 48314, United States -
Masen Paich Wealth Management Group
● OpenMasen Paich Wealth Management Group is a premier finance institution located at 38800 Garfield Road in Clinton Township, Michigan, United States. With a commitment to helping clients achieve their financial goals, our team of experienced professionals provides personalized wealth management services tailored to each individual's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Masen Paich Wealth Management Group is dedicated to helping you build and protect your wealth for the future.
38800 Garfield Rd #110, Clinton Twp, MI 48038, United States -
Merrill Lynch Financial Advisor JOSEPH DIMAURO
● ClosedMerrill Lynch Financial Advisor JOSEPH DIMAURO is a finance institution located at 17000 Kercheval Avenue in Grosse Pointe, Michigan, United States. With over 25 years of investment experience, Joseph DiMauro is dedicated to helping clients plan their financial futures based on their unique priorities and goals. He holds an MBA from the University of Michigan and is an Adjunct Professor of Finance at Wayne State University. The institution offers personalized financial planning services through Merrill Personal Wealth Analysis™, focusing on family, goals, and priorities. By understanding each client's individual needs, Joseph and his team create tailored investment strategies to help clients achieve their financial goals. With access to the global resources of Merrill and Bank of America, clients can navigate the complexities of the financial landscape with confidence. Whether planning for retirement, education, or wealth transfer, Joseph DiMauro is committed to helping clients live their best financial lives.
17000 Kercheval Ave, Grosse Pointe, MI 48230, United States -
Merrill Lynch Financial Advisor Jason R Steele
● ClosedMerrill Lynch Financial Advisor Jason R Steele is a finance institution located at 17000 Kercheval Avenue in Grosse Pointe, Michigan, United States. The institution specializes in managing wealth by creating flexible strategies tailored to individual financial needs. They provide access to investment insights from Merrill and banking solutions from Bank of America. Jason Steele is dedicated to helping clients pursue their goals through personalized wealth management strategies. He actively participates in the community by volunteering with local organizations. Merrill Personal Wealth Analysis™ is used to build a personalized plan centered around clients' goals and aspirations. Financial advisors at Merrill Lynch Wealth Management focus on understanding clients' priorities, such as family and long-term objectives. By initiating conversations and listening to clients' needs, they create customized financial approaches to help achieve meaningful goals.
17000 Kercheval Ave Suite 220, Grosse Pointe, MI 48230, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 17000 Kercheval Avenue in Grosse Pointe, Michigan, is a finance institution dedicated to helping high-net-worth households and business owners achieve their financial goals. The branch office offers personalized wealth planning services, including retirement planning, education funding, business strategies, cash management, and credit solutions. With a focus on professionals with substantial wealth, such as doctors, lawyers, and accountants, the advisors at Merrill Lynch Wealth Management aim to simplify financial complexities and preserve wealth for future generations. Through volunteerism and charitable outreach, the branch also supports the local community and non-profit organizations. Whether clients are still accumulating wealth or planning for retirement, the advisors at Merrill Lynch utilize a goals-based wealth management approach tailored to individual needs. With a commitment to ongoing training and mentorship, Merrill Lynch provides financial advisors with the tools and resources needed to assist clients in pursuing their unique financial goals.
17000 Kercheval Ave, Grosse Pointe, MI 48230, United States -
Edward Jones - Financial Advisor: Tony Schwenn
● OpenEdward Jones - Financial Advisor: Tony Schwenn is a reputable finance institution located at 240 Quincy Street in Hancock, Michigan, United States. With a focus on providing personalized financial advice and services, Tony Schwenn helps clients navigate their financial goals and investments with expertise and care. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Tony Schwenn is dedicated to helping you achieve financial success. Contact them today to schedule a consultation and take the first step towards securing your financial future.
240 Quincy St, Hancock, MI 49930, United States -
Edward Jones - Financial Advisor: John W Nelson, CFP®|CAP®|AAMS™
● ClosedEdward Jones - Financial Advisor: John W Nelson, CFP®|CAP®|AAMS™ is a reputable finance institution located at 901 West Sharon Avenue in Houghton, Michigan, United States. With a team of experienced professionals led by John W Nelson who holds certifications in Certified Financial Planner (CFP®), Chartered Advisor in Philanthropy (CAP®), and Accredited Asset Management Specialist (AAMS™), the institution provides personalized financial services and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones is committed to providing expert guidance and tailored solutions to meet your individual needs. Trust in Edward Jones - Financial Advisor: John W Nelson, CFP®|CAP®|AAMS™ for sound financial advice and a secure financial future.
901 W Sharon Ave, Houghton, MI 49931, United States -
Edward Jones - Financial Advisor: Steve Zutter
● ClosedEdward Jones - Financial Advisor: Steve Zutter is a trusted finance institution located at 240 Quincy Street in Hancock, Michigan, United States. Steve Zutter is a dedicated financial advisor who provides personalized investment and wealth management services to help clients reach their financial goals. With a focus on building long-term relationships based on trust and integrity, Steve Zutter and Edward Jones are committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Steve Zutter can provide expert guidance and tailored solutions to meet your unique needs. Visit Edward Jones - Financial Advisor: Steve Zutter today to start planning for a more secure financial future.
240 Quincy St, Hancock, MI 49930, United States -
Edward Jones - Financial Advisor: Michael Ostermeyer
● OpenEdward Jones - Financial Advisor: Michael Ostermeyer is a reputable finance institution located at 9 South Main Street in L'Anse, Michigan, United States. As a dedicated financial advisor, Michael Ostermeyer offers personalized investment guidance and financial planning services to help clients achieve their long-term financial goals. With a strong emphasis on building lasting relationships and providing tailored solutions, clients can trust in the expertise and professionalism of this institution. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Edward Jones - Financial Advisor: Michael Ostermeyer is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
9 S Main St, L'Anse, MI 49946, United States -
Erin E Gast - Financial Advisor, Insight Wealth Solutions, LLC
● OpenErin E. Gast is a highly experienced financial advisor at Insight Wealth Solutions, LLC, located at 1224 Military Road in Houghton, Michigan. With a strong background in finance and a dedication to providing personalized financial guidance, Erin helps clients navigate the complexities of wealth management and investment strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Erin E. Gast can help you achieve your financial goals. Contact her today to schedule a consultation and start building a secure financial future.
1224 Military Rd, Houghton, MI 49931, United States -
Edward Jones - Financial Advisor: Lyle Warner
● ClosedEdward Jones - Financial Advisor: Lyle Warner is a reputable financial institution located at 662 Palms Avenue in Ishpeming, Michigan, United States. As a trusted finance advisor, Lyle Warner provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest for retirement, save for your child's education, or plan for a major life event, Lyle Warner is dedicated to providing expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the assistance of Edward Jones - Financial Advisor: Lyle Warner.
662 Palms Ave, Ishpeming, MI 49849, United States -
Birmingham Coin & Jewelry Inc
● ClosedBirmingham Coin & Jewelry Inc, located at 33802 Woodward Avenue in Birmingham, Michigan, is a reputable institution specializing in finance and jewelry. Serving the Birmingham-Bloomfield, Troy, Rochester, and Shelby Twp areas, they offer a wide range of services including buying and selling gold coins, bars, bullion, and jewelry. They also deal in silver coins, bars, bullion, and rounds, as well as luxury watch brands such as Omega, Panerai, Rolex, and more. With over 30 years of experience, Birmingham Coin & Jewelry is known for their honest and fair dealings. They are committed to providing top-notch customer service and strive to educate their clients on the true value of their commodities. Whether you are looking to sell your precious metals or invest in gold bars, their knowledgeable staff can guide you through the process with confidence.
33802 Woodward Ave, Birmingham, MI 48009, United States -
Edward Jones - Financial Advisor: Josh Durst, AAMS™
● ClosedEdward Jones - Financial Advisor: Josh Durst, AAMS™ is a reputable finance institution located at 2001 Minneapolis Avenue in Gladstone, Michigan, United States. With a focus on providing personalized financial advice and services, Josh Durst, AAMS™, offers expertise in helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, Josh Durst and his team at Edward Jones are dedicated to providing sound financial guidance tailored to your individual needs. Trust Edward Jones - Financial Advisor: Josh Durst, AAMS™ to help you navigate the complexities of the financial world and secure your financial future.
2001 Minneapolis Ave Ste A, Gladstone, MI 49837, United States -
Edward Jones - Financial Advisor: Lorne Davey
● ClosedEdward Jones - Financial Advisor: Lorne Davey is a reputable finance institution located at 128 25th Street South in Escanaba, Michigan, United States. As a trusted financial advisor, Lorne Davey offers 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: Lorne Davey is committed to providing top-notch financial advice and guidance to individuals and families in the Escanaba area. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Lorne Davey can help you navigate the complexities of the financial world and make informed decisions. Visit Edward Jones - Financial Advisor: Lorne Davey today to start planning for a secure financial future.
128 25th St S Ste B, Escanaba, MI 49829, United States -
Edward Jones - Financial Advisor: Tony Perry, AAMS™
● ClosedEdward Jones - Financial Advisor: Tony Perry, AAMS™ is a reputable finance institution located at 922 North Lincoln Road in Escanaba, Michigan, United States. As a knowledgeable and experienced financial advisor, Tony Perry, AAMS™ provides personalized investment advice and financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Tony Perry, AAMS™ can help create a customized financial strategy tailored to your individual needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Tony Perry, AAMS™ is dedicated to helping clients secure their financial future.
922 N Lincoln Rd, Escanaba, MI 49829, United States -
Edward Jones
● OpenEdward Jones is a respected financial institution located at 1200 Ludington Street in Escanaba, Michigan. As a trusted name in the finance industry, Edward Jones offers personalized investment services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Edward Jones is dedicated to helping individuals and families secure their financial futures. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones is committed to providing tailored solutions to meet your unique needs. Visit us today to learn more about how we can help you reach your financial goals.
1200 Ludington St, Escanaba, MI 49829, United States -
Edward Jones - Financial Advisor: Patrick Lindow
● ClosedEdward Jones - Financial Advisor: Patrick Lindow is a reputable finance institution located at 128 25th Street South in Escanaba, Michigan, United States. As a trusted financial advisor, Patrick Lindow offers personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, this institution is dedicated to helping individuals and families secure their financial future. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Edward Jones - Financial Advisor: Patrick Lindow is committed to guiding you every step of the way.
128 25th St S A, Escanaba, MI 49829, United States -
The LPL Financial Practice of David E. Scott, CFP ® & Nicholas J. Kibble, AAMS ®, CPFA ®
● ClosedThe LPL Financial Practice of David E. Scott, CFP® & Nicholas J. Kibble, AAMS®, CPFA® is a finance institution located at 812 Ashmun Street in Sault Ste. Marie, Michigan, United States. Our team is dedicated to helping you and your loved ones by creating a comprehensive financial plan to help you achieve your goals. We offer a range of services to address your concerns, needs, and goals, guided by our business philosophy that prioritizes personalized care and attention to detail. Our experienced professionals, including David Scott, CFP®, are committed to providing top-notch financial guidance and support.
812 Ashmun St, Sault Ste. Marie, MI 49783, United States -
Edward Jones
● ClosedEdward Jones is a well-established financial institution located at 201 South Main Street in Cheboygan, Michigan. With a focus on personalized financial planning and investment services, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Their team of experienced financial advisors provide expert guidance and support to clients, ensuring they make informed decisions about their finances. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Edward Jones is committed to helping you navigate the complex world of finance with confidence and peace of mind.
201 S Main St Suite 1, Cheboygan, MI 49721, United States
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