Personal financial planning in Houghton, Michigan
33 results found
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Scott Knaffla - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenScott Knaffla is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 902 Razorback Drive in Houghton, Michigan, United States. Scott holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Scott is committed to upholding a code of ethics and providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need help with portfolio management, risk management, or financial planning for special needs families, Scott Knaffla has the knowledge and experience to guide you towards your financial goals. Contact Scott Knaffla today for expert financial advice and personalized wealth management services.
902 Razorback Dr Suite #7B, Houghton, MI 49931, United States -
Tony Fisher - Financial Advisor, Insight Wealth Solutions, LLC
● OpenTony Fisher - Financial Advisor at Insight Wealth Solutions, LLC is a trusted source for personalized financial planning and investment management services. Located at 1224 Military Road in Houghton, Michigan, United States, Tony Fisher offers expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Tony Fisher provides tailored solutions to meet the unique needs of each individual or family. Whether you are planning for retirement, saving for education, or investing for the future, Tony Fisher is dedicated to helping you make informed decisions and secure your financial future.
1224 Military Rd, Houghton, MI 49931, 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: Chris Riesgraf, CFP®
● ClosedAt Edward Jones - Financial Advisor: Chris Riesgraf, CFP®, located at 1107 Ridge Road in Houghton, Michigan, you can trust in the expertise and professionalism of a Certified Financial Planner. Whether you're looking to plan for retirement, invest for the future, or manage your wealth, Chris Riesgraf and his team are dedicated to providing personalized financial advice and guidance tailored to your individual needs and goals. With a commitment to integrity and a focus on helping you achieve financial success, Edward Jones - Financial Advisor: Chris Riesgraf, CFP® is the ideal institution for all your finance needs in Houghton, Michigan.
1107 Ridge Rd #1, Houghton, MI 49931, United States -
Katy R Vogler - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKaty R. Vogler is a financial advisor at Ameriprise Financial Services, LLC located at 902 Razorback Drive in Houghton, Michigan, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Katy offers a wide range of expertise in asset management, estate planning, retirement planning, and investment strategies. Whether you are a retiree, small business owner, or high net worth individual, Katy can provide tailored financial advice to help you achieve your financial goals. With a commitment to ethical practices and ongoing education, Katy is dedicated to helping her clients make informed decisions and secure their financial future. Contact Katy R. Vogler at Ameriprise Financial Services, LLC for expert financial advice and personalized wealth management services.
902 Razorback Dr Suite #7B, Houghton, MI 49931, United States -
Heath S Johnson - Financial Advisor, Insight Wealth Solutions, LLC
● OpenHeath S Johnson is a Financial Advisor at Insight Wealth Solutions, LLC, located at 1224 Military Road in Houghton, Michigan. With a focus on providing personalized financial advice and guidance, Heath S Johnson helps clients navigate the complexities of managing their wealth. Whether you are planning for retirement, investing for the future, or looking to achieve your financial goals, Heath S Johnson is dedicated to helping you make informed decisions and secure your financial future. Contact Heath S Johnson at Insight Wealth Solutions, LLC today for expert financial advice and personalized wealth management services.
1224 Military Rd, Houghton, MI 49931, 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 -
Houghton Lake Financial
● ClosedHoughton Lake Financial is a trusted financial institution located at 6868 West Houghton Lake Drive in Houghton Lake, Michigan. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking for assistance with investments, retirement planning, or managing your finances, we are here to help. Visit us today to see how Houghton Lake Financial can help you secure your financial future.
6868 W Houghton Lake Dr, Houghton Lake, MI 48629, United States -
Edward Jones - Financial Advisor: Lori L Born, CRPC™
● ClosedEdward Jones - Financial Advisor: Lori L Born, CRPC™ is a reputable finance institution located at 888 West Houghton Lake Drive in Michigan, United States. With a focus on providing personalized financial advice and services, Lori L Born, CRPC™ is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Lori L Born, CRPC™ offers expert guidance and support every step of the way. Visit us today to learn more about our comprehensive financial planning services.
888 W Houghton Lake Dr, Prudenville, MI 48651, United States -
Frank A Douglass Agency, Inc.
● ClosedThe Frank A Douglass Agency, Inc. is a reputable health insurance agency located at 324 Shelden Avenue in Houghton, Michigan, United States. With years of experience in the industry, they specialize in providing individuals and families with comprehensive health insurance coverage tailored to their specific needs. Whether you are looking for individual health plans or group coverage for your business, their knowledgeable agents are dedicated to helping you find the right policy at the best possible price. Contact the Frank A Douglass Agency, Inc. today to secure your health insurance needs.
324 Shelden Ave, Houghton, MI 49931, United States -
Kelly Jepsen - State Farm Insurance Agent
● ClosedKelly Jepsen - State Farm Insurance Agent is a reputable insurance agency located at 1104 College Avenue in Houghton, Michigan. With a commitment to providing personalized service and comprehensive coverage options, Kelly Jepsen and her team strive to protect their clients' assets and help them plan for the future. Whether you are looking for auto, home, life, or business insurance, you can trust Kelly Jepsen - State Farm Insurance Agent to provide you with the peace of mind you deserve. Contact them today to learn more about their services and how they can help you protect what matters most.
1104 College Ave, Houghton, MI 49931, United States -
Boehm-Tarrant Associates, Inc.
● ClosedBoehm-Tarrant Associates, Inc. is a reputable health insurance agency located at 4772 West Houghton Lake Drive in Houghton Lake, Michigan. With a strong commitment to providing top-quality insurance services, they specialize in helping individuals and families find the best health coverage options to meet their needs. With a team of experienced professionals, Boehm-Tarrant Associates, Inc. strives to offer personalized assistance and guidance to ensure their clients are well-informed and protected. Whether you are looking for individual, family, or group health insurance plans, this institution is dedicated to helping you navigate the complex world of insurance and find the right policy for you.
4772 W Houghton Lake Dr, Houghton Lake, MI 48629, United States -
Farmers Insurance - Phil Kolehmainen, Jr
● ClosedFarmers Insurance - Phil Kolehmainen, Jr. is an insurance agency located at 525 Shelden Avenue in Houghton, Michigan, United States. As a local Farmers® agent, Phil Kolehmainen, Jr. helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a variety of insurance options including auto, home, renters, business, life, condo, and recreational insurance. Phil Kolehmainen, Jr. can help you customize an insurance package to reduce your risk and protect your investment. Whether you need coverage for your personal belongings, small business, or outdoor adventures, Farmers Insurance has you covered. Contact Phil Kolehmainen, Jr. today to create a plan that helps provide financial support for those who depend on you.
525 Shelden Ave, Houghton, MI 49931, United States -
Elizabeth Fortino - State Farm Insurance Agent
● ClosedElizabeth Fortino - State Farm Insurance Agent is a trusted insurance agency located at 1576 West Houghton Lake Drive in Michigan, United States. With over 25 years of experience as a State Farm Agent, Elizabeth Fortino is dedicated to helping residents of Roscommon County achieve their insurance and financial services goals. As February is the month of love, Elizabeth Fortino reminds you to protect your loved ones with State Farm Life Insurance. Whether you need a free quote, assistance with insurance claims, or advice on financial planning, Elizabeth and her team are here to help.
1576 W Houghton Lake Dr, Prudenville, MI 48651, United States -
AAA Insurance - Copper Country Insurance Agency
● ClosedAAA Insurance - Copper Country Insurance Agency is a trusted insurance agency located at 1107 Ridge Road in Houghton, Michigan. Our dedicated team of experienced agents is committed to providing top-notch insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. We pride ourselves on delivering exceptional customer service and personalized insurance plans to ensure that you are properly protected. Contact us today to learn more about how we can help you safeguard what matters most.
1107 Ridge Rd #2, Houghton, MI 49931, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 2702 West Houghton Lake Drive in Houghton Lake, Michigan, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block has been a trusted partner for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and maximize their financial well-being. Whether you are looking for assistance with tax filing, financial planning, or other accounting services, H&R Block is committed to delivering top-notch expertise and personalized solutions.
2702 W Houghton Lake Dr, Prudenville, MI 48651, United States -
CF Johnson, CPA
● ClosedCF Johnson, CPA is a reputable accounting and finance institution located at 523 Shelden Avenue in Houghton, Michigan. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and bookkeeping. Their dedication to accuracy and integrity sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with your personal finances or require expert advice for your company, CF Johnson, CPA is here to assist you every step of the way.
CF Johnson CPA PLLC, 523 Shelden Ave, Houghton, MI 49931, United States -
Insight Wealth Solutions - Private Wealth Services Practice
● ClosedInsight Wealth Solutions is a prestigious private wealth services practice located at 1224 Military Road in Houghton, Michigan. As a leading finance institution, we specialize in providing personalized financial planning and investment management services to high-net-worth individuals and families. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets for future generations, Insight Wealth Solutions is here to provide expert guidance and support every step of the way. Visit us today to learn more about how we can help you achieve financial success and peace of mind.
1224 Military Rd, Houghton, MI 49931, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 850 West Sharon Avenue in Houghton, Michigan, United States. With a team of experienced professionals, H&R Block provides a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for assistance with your personal finances or a business in need of expert accounting services, H&R Block is dedicated to helping you achieve your financial goals. Visit us today to see how we can help you navigate the complexities of the financial world.
850 W Sharon Ave, Houghton, MI 49931, United States -
Edward Jones
● OpenEdward Jones is a reputable financial institution located at 3087 West Houghton Lake Drive in Houghton Lake, Michigan. As a leading provider of financial services, Edward Jones offers a wide range of investment options and personalized solutions to help individuals achieve their financial goals. With a strong focus on customer service and a commitment to building long-term relationships, Edward Jones is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones can provide the expertise and guidance you need to secure your financial future.
3087 W Houghton Lake Dr # 6, Houghton Lake, MI 48629, United States -
At The Tax Comp
● ClosedAt The Tax Comp is a reputable accounting and finance institution located at 4772 West Houghton Lake Drive in Houghton Lake, Michigan, United States. Our team of experienced professionals provides comprehensive tax preparation, financial planning, and accounting services to individuals and businesses alike. With a commitment to accuracy, efficiency, and personalized service, we strive to help our clients navigate the complexities of the financial world with ease. Whether you need assistance with tax filing, investment strategies, or budgeting, At The Tax Comp is here to help you achieve your financial goals. Contact us today to schedule a consultation.
4772 W Houghton Lake Dr, Houghton Lake, MI 48629, United States -
Ted Simonsen - Private Wealth Advisor, Insight Wealth Solutions, LLC
● OpenTed Simonsen is a highly experienced Private Wealth Advisor at Insight Wealth Solutions, LLC, located at 1224 Military Road in Houghton, Michigan. With a focus on personalized financial planning and investment strategies, Ted helps clients achieve their long-term financial goals. His expertise in wealth management and commitment to providing exceptional service make him a trusted advisor in the finance industry. Contact Ted Simonsen at Insight Wealth Solutions for expert guidance on managing your wealth and securing your financial future.
1224 Military Rd, Houghton, MI 49931, United States -
Bruce A Rukkila PC
● ClosedBruce A Rukkila PC is a reputable accounting and finance institution located at 310 Shelden Avenue in Houghton, Michigan, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their commitment to providing personalized and efficient solutions has earned them a strong reputation in the community. Whether you are an individual or a business owner, Bruce A Rukkila PC is dedicated to helping you achieve your financial goals.
310 Shelden Ave, Houghton, MI 49931, United States -
THE TAX COMPANY
● ClosedThe Tax Company is a trusted accounting and finance institution located at 5187 West Houghton Lake Drive in Houghton Lake, Michigan, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial planning services to individuals and businesses. With a commitment to accuracy and personalized service, we strive to help our clients navigate the complexities of the tax system and achieve their financial goals. Visit us today and let us help you with all your accounting and finance needs.
5187 W Houghton Lake Dr, Houghton Lake, MI 48629, United States -
UP Health System Home Care & Hospice Portage
● ClosedWelcome to UP Health System Home Care & Hospice Portage, where we take pride in being not just healthcare professionals, but integral members of the Michigan community. Located at 901 West Sharon Avenue in Houghton, Michigan, our mission is to provide quality service by connecting with our patients on a personal level. We understand the unique needs of those we serve and offer tailored healthcare solutions to ensure the best possible journey for our patients. At UP Health System Home Care & Hospice, we are committed to enhancing healthcare every day through clinical excellence and superior service quality. Our dedicated clinicians and staff are empowered to build strong relationships within the communities they serve, as we believe that the best care comes from understanding and trust.
901 West Sharon Avenue, Houghton, Michigan 49931, United States -
Kenner Dome
● OpenWelcome to Kenner Dome, your trusted financial partner located in the heart of Houghton, Michigan. At Kenner Dome, we are committed to providing exceptional financial services tailored to meet the unique needs of our community. Whether you're seeking expert advice on personal finance, business investments, or financial planning, our team of experienced professionals is here to guide you every step of the way. Our mission is to empower individuals and businesses in Houghton and the surrounding areas with the knowledge and tools necessary to achieve financial success. We pride ourselves on our personalized approach, taking the time to understand each client's specific goals and challenges.
Houghton, Michigan 49931, United States -
A2 Global Shipping 877-899-SHIP (7447)
● ClosedWelcome to A2 Global Shipping, your premier solution for comprehensive logistics and financial services in Atlantic Mine, Michigan. Conveniently located in the heart of the Upper Peninsula, we specialize in providing a seamless blend of airport, finance, moving, and storage services designed to meet all your personal and business needs. At A2 Global Shipping, we understand the complexities of coordinating shipments and managing finances, whether you're moving locally or internationally. Our team of experienced professionals is dedicated to offering tailored solutions that ensure your goods are transported safely and efficiently. With our cutting-edge storage facilities, you can rest assured that your belongings are secure and well-maintained until you're ready to move.
Atlantic Mine, Michigan 49905, United States -
Secretary of State office
● ClosedWelcome to the Secretary of State Office in Houghton, Michigan, located at 902 Razorback Drive. As a vital local government office, we provide a wide range of essential services to the community. Our offerings include: - Elections and Voting: We manage elections administration, provide guidance through the Election Inspector's Guide, and assist with absentee voting. You can also access the Michigan Qualified Voter File and obtain personalized voter information on early voting and other topics.
902 Razorback Drive, Houghton, Michigan 49931, United States -
Upper Peninsula State Bank
● ClosedWelcome to Upper Peninsula State Bank, your trusted partner in financial services located at 960 Razorback Drive, Houghton, Michigan. As a cornerstone of the community, we pride ourselves on delivering personalized banking solutions tailored to meet the unique needs of our clients. Whether you're looking to open a new account, secure a loan, or plan for your financial future, our team of experienced professionals is here to guide you every step of the way. At Upper Peninsula State Bank, we combine the latest in banking technology with a friendly, hometown touch to ensure a seamless and satisfying experience. Visit us today and discover why we're the preferred choice for financial services in Houghton and beyond. Your financial well-being is our priority.
960 Razorback Drive, Houghton, Michigan 49931, United States -
Range Bank
● ClosedWelcome to Range Bank, your trusted financial partner located at 19320 Jacker Avenue, Houghton, Michigan. As a cornerstone of the local community, we are dedicated to providing personalized banking and financial services tailored to meet your unique needs. Whether you're looking to open a checking or savings account, apply for a mortgage, or plan for your financial future, our team of experienced professionals is here to guide you every step of the way. At Range Bank, we pride ourselves on fostering strong relationships with our customers, offering a blend of traditional banking values and innovative financial solutions. Visit us today to discover why we are Houghton's preferred choice for banking and finance. Your financial success is our priority.
19320 Jacker Avenue, Houghton, Michigan 49931, United States
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