Personal financial planning services in Detroit, Michigan
109 results found
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John Cash - State Farm Insurance Agent
● ClosedJohn Cash - State Farm Insurance Agent is an insurance agency located at 19203 Grand River Avenue in Detroit, Michigan. Our office is conveniently situated on Grandriver and Outer Dr, right next to the donut shop. We specialize in helping our clients plan for their future by providing insurance and financial services. Our team is dedicated to making a difference in the lives of others and bettering the community. We are currently seeking motivated individuals to join our team and help us achieve our goals. If you are self-motivated, possess an entrepreneurial spirit, and have a desire to succeed, we encourage you to consider joining us. Our well-trained team uses state-of-the-art technology to achieve outstanding results and we take pride in mentoring individual team members for successful careers. For more information, please call (313) 537-1200. Life insurance and annuities are issued by State Farm Life Insurance Company, and deposit products are offered by U.S. Bank National Association. Please note that neither State Farm nor its agents provide tax or legal advice, so it is recommended to consult a professional advisor for personalized guidance.
19203 Grand River Ave, Detroit, MI 48223, United States -
PD Dandnaik - State Farm Insurance Agent
● ClosedPD Dandnaik - State Farm Insurance Agent is a reputable insurance agency located at 7725 Vernor Highway in Detroit, Michigan. With over 15 years of experience and an MBA from Michigan State University, PD Dandnaik takes pride in offering top-notch services to customers in Wayne, Oakland, and Macomb counties, as well as throughout southeast Michigan. The agency has three offices in Redford, Detroit, and Sterling Heights, providing a wide range of insurance products and financial services including home, auto, boat, RV, life, and health insurance. PD Dandnaik is dedicated to giving back to the community through mentoring youth, participating in local events, and supporting State Farm's Neighborhood of Good initiative. The agency's team is committed to providing exceptional customer service and building long-lasting relationships with clients. Whether you need help with renters insurance, retirement planning, or college savings, PD Dandnaik - State Farm Insurance Agent is here 24/7 to assist you. Contact them by phone, text, email, or visit their office for personalized assistance.
W, 7725 Vernor Hwy, Detroit, MI 48209, United States -
John Hancock Life Insurance Co
● ClosedJohn Hancock Life Insurance Co, located at 333 East Jefferson Avenue, Detroit, Michigan, United States, is a finance and insurance agency that offers financial advisory services with a personal touch. With a history spanning over 160 years, we are committed to honesty and reliability, while also embracing innovation to transform the industry. Our mission is to help our partners and their clients protect what matters most. We offer a range of products and services to add real value to your life insurance policy. Our Advisors can help you develop a personalized financial plan tailored to your specific goals and needs. For eligible John Hancock Vitality members, we offer access to the Galleri test, a powerful multi-cancer early detection test that can screen for over 50 types of cancer with a single blood test. We believe that retirement is a new beginning, and we can help you plan for something amazing. Our partnership with Life Happens empowers students to ease the financial burden of paying for college. We are dedicated to providing the best solutions to help you achieve financial security and peace of mind. Contact us today to learn more about our services and how we can help you plan for a brighter future.
333 E Jefferson Ave # 295, Detroit, MI 48226, United States -
Hasan Berjaoui - State Farm Insurance Agent
● ClosedWelcome to Hasan Berjaoui - State Farm Insurance Agent! Our dedicated team is committed to helping customers find the insurance that best suits their lifestyles, while providing top-notch State Farm customer service. Located in Detroit on Jefferson Avenue, we serve customers in Detroit and surrounding areas such as Southfield, Dearborn, Warren, and Taylor. Our licensed team members are here to make the insurance process as smooth as possible, offering free insurance quotes and personalized assistance. With years of experience in banking, finance, and customer service, we are passionate about helping individuals achieve their financial goals. Whether you need auto, home, renters, condo, or life insurance, we are here to help you protect your assets and plan for a secure financial future. Contact us today for all your insurance needs!
13336 E Jefferson Ave Ste 637, Detroit, MI 48215, United States -
Meer Deen & Associates
● OpenMeer Deen & Associates is a reputable healthcare institution located at 17751 East Warren Avenue in Detroit, Michigan, United States. Our team of dedicated doctors and health professionals are committed to providing high-quality medical care to our patients. With a focus on personalized treatment plans and compassionate care, we strive to improve the health and well-being of all those who walk through our doors. From routine check-ups to specialized treatments, Meer Deen & Associates is here to meet all of your healthcare needs.
17751 E Warren Ave, Detroit, MI 48224, United States -
Money-Rite
● OpenMoney-Rite is a financial institution located at 14501 West McNichols Road in Detroit, Michigan. We offer a wide range of financial services including banking, loans, investments, and insurance. Our experienced staff is dedicated to helping our customers achieve their financial goals and make informed decisions about their money. Whether you are looking to open a savings account, apply for a loan, or plan for retirement, Money-Rite is here to help. Visit us today and let us show you why we are the right choice for all your financial needs.
14501 W McNichols Rd, Detroit, MI 48235, United States -
Tax Brackets
● ClosedTax Brackets is a finance institution located at 20966 West Grand River Avenue in Detroit, Michigan. Our team of experienced professionals specialize in helping individuals and businesses navigate the complexities of tax brackets and maximize their financial opportunities. Whether you need assistance with tax planning, preparation, or filing, our experts are here to provide personalized guidance and support. Contact us today to schedule a consultation and take control of your financial future.
20966 W Grand River Ave, Detroit, MI 48219, United States -
Michigan Schools and Government Credit Union
● ClosedMichigan Schools and Government Credit Union (MSGCU) is a trusted institution located at 40400 Garfield Road in Clinton Township, Michigan, United States. As a leading financial provider, MSGCU offers a range of services including ATMs and various finance options. With guaranteed returns and competitive rates, MSGCU Certificates of Deposit are a secure way to grow your savings faster. Additionally, the institution provides resources and support for the entire home-buying process, including special discounts on tax preparation services with TurboTax and H&R Block.
40400 Garfield Rd, Clinton Twp, MI 48038, United States -
WSM Law
● ClosedWSM Law is a dedicated institution located at 39555 Orchard Hill Place, Novi, Michigan, United States, specializing in providing legal services for women going through divorce in Ohio, Indiana, Michigan, and Texas. With additional offices in Columbus, Cincinnati, Indianapolis, Detroit, and San Antonio, their team of experienced lawyers prioritize women's interests, offering support to help mothers safeguard their rights and futures during the divorce process. From navigating legal complexities to offering emotional assistance, WSM is committed to ensuring clients feel empowered and supported throughout the entire process. They offer services such as tracking down financial assets, ensuring child support, guiding and fighting for women at all stages of divorce, and providing expert representation in court. With a focus on women's rights, their attorneys aim to help clients achieve the best results for their cases, ensuring they receive everything they deserve during the divorce proceedings. With a strong emphasis on client satisfaction and support, WSM Law goes above and beyond to serve their clients and provide the legal assistance needed during the challenging time of divorce.
39555 Orchard Hill Pl # 600, Novi, MI 48375, United States -
Affordable Divorce of Michigan
● ClosedAffordable Divorce of Michigan is a law firm located at 18551 West Warren Avenue in Detroit, Michigan. Our experienced lawyers specialize in providing affordable and efficient legal services for individuals seeking a divorce in the state of Michigan. We understand the emotional and financial strain that divorce can bring, which is why we strive to make the process as smooth and cost-effective as possible for our clients. With our personalized approach and dedication to client satisfaction, Affordable Divorce of Michigan is committed to helping you navigate the complexities of divorce with ease.
18551 W Warren Ave, Detroit, MI 48228, United States -
Mercer Advisors Wealth Management
● ClosedMercer Advisors Wealth Management is a finance institution located in Livonia, Michigan, United States. They offer a different kind of wealth management experience, focusing on helping clients transition from wealth builders to wealth enjoyers. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors strives to oversee and connect all aspects of their clients' financial lives. The talented wealth advisors at Mercer Advisors in Livonia are dedicated to helping clients achieve their financial goals. From Tracey, who has over 25 years of expertise in financial planning and is passionate about empowering women to own their financial independence, to Mike, a technology-savvy CERTIFIED FINANCIAL PLANNER™ professional who enjoys exploring national parks with his wife, the team is committed to providing holistic financial planning solutions.
39209 Six Mile Rd #210, Livonia, MI 48152, United States -
Shelby & Thorpe, PLC
● ClosedShelby & Thorpe, PLC is a professional accounting and finance institution located at 1042 North Milford Road in Milford Charter Township, Michigan, United States. Our firm believes in professionalism, responsiveness, and commitment to our clients. We are located in downtown Milford but service clients all over the Detroit metro area and beyond. Jill, Paige, and Julie are experienced CPAs who are dedicated to providing personalized and prompt service to our clients. Whether you need help with small business accounting, tax planning, or personal and business taxes, our team is here to assist you. We offer various ways to work with our clients, including in-person meetings, mail, email, office dropbox, or virtually through our secure client portal.
1042 N Milford Rd suite 201, Milford Charter Twp, MI 48381, United States -
GLASS TAX CONSULTING
● OpenGlass Tax Consulting is a leading tax consulting firm located at 18505 Plymouth Road in Detroit, Michigan. Our team of experienced tax professionals is dedicated to providing personalized and comprehensive tax services to individuals and businesses. From tax planning and preparation to IRS audit representation, we are committed to helping our clients navigate the complexities of the tax system with ease. Contact us today to schedule a consultation and see how Glass Tax Consulting can help you achieve your financial goals.
18505 Plymouth Rd, Detroit, MI 48228, United States -
Churchill Management Group - Bloomfield Hills
● ClosedChurchill Management Group in Bloomfield Hills is a leading finance institution located in Bloomfield Township, Michigan, United States. With a strong focus on providing personalized financial solutions, Churchill Management Group offers a wide range of services to help clients achieve their financial goals. Whether you are looking for investment management, financial planning, or retirement planning services, the experienced team at Churchill Management Group is dedicated to helping you secure your financial future. Visit their Bloomfield Hills location today to learn more about their comprehensive financial services.
41000 Woodward Ave Suite 350 East, Bloomfield Twp, MI 48304, United States -
William A. Copeland, CPA
● OpenWilliam A. Copeland, CPA is a renowned accounting and finance institution located at 13215 Michigan 102 in Detroit, Michigan, United States. With a team of experienced professionals led by William A. Copeland himself, the institution offers a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can expect top-notch expertise and personalized attention to help them navigate the complexities of financial management. Whether you are an individual looking for tax assistance or a business in need of financial guidance, William A. Copeland, CPA is dedicated to helping you achieve your financial goals.
13215 M-102, Detroit, MI 48235, United States -
Key Tax Solutions
● ClosedKey Tax Solutions is a reputable accounting and finance institution located at 19411 West McNichols Road in Detroit, Michigan. Our team of experienced professionals is dedicated to providing top-notch tax solutions to individuals and businesses alike. Whether you need assistance with tax preparation, planning, or IRS representation, we are here to help. Trust Key Tax Solutions to navigate the complexities of the tax system and ensure your financial success.
19411 W McNichols Rd, Detroit, MI 48219, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 719 Griswold Street in Detroit, Michigan, United States. With a strong focus on helping individuals plan for their financial future and protect their assets, Northwestern Mutual offers a wide range of insurance and investment products. Their experienced financial advisors provide personalized guidance and strategies to help clients achieve their financial goals. Trusted by millions of customers, Northwestern Mutual is committed to providing top-notch service and support to ensure peace of mind for their clients.
719 Griswold St STE 820, Detroit, MI 48226, United States -
New Beginnings Community Consulting & Restoration
● OpenNew Beginnings Community Consulting & Restoration is a finance institution located at 17801 West Seven Mile Road in Detroit, Michigan. Our mission is to provide financial consulting services and restoration programs to help individuals and communities achieve a fresh start and build a secure financial future. With a team of experienced professionals, we offer personalized financial advice and support to help our clients overcome challenges and reach their goals. Whether you are looking to improve your credit, manage debt, or plan for the future, we are here to help you on your journey towards financial stability and success. Visit us today to learn more about our services and how we can assist you in creating a new beginning.
17801 W Seven Mile Rd, Detroit, MI 48235, United States -
J & F Advisors, PLLC
● ClosedJ & F Advisors, PLLC is a leading accounting and finance institution located at 440 Burroughs Street in Detroit, Michigan, United States. Our team of experienced professionals offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. With a focus on personalized service and attention to detail, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how J & F Advisors, PLLC can help you navigate the complexities of the financial world.
440 Burroughs St #628, Detroit, MI 48202, United States -
Sellers Consulting LLC
● ClosedSellers Consulting LLC, located at 2785 East Grand Boulevard in Detroit, Michigan, is dedicated to providing essential support for businesses of all sizes. With over 20 years of experience in administrative, financial, and sales systems, Sellers Consulting is the go-to resource for entrepreneurs, authors, and small business clients looking to lay a strong foundation for success. From personalized plans to comprehensive support services, Sellers Consulting is committed to helping businesses thrive. Whether you're just starting out or looking to grow your existing business, our team can assist with everything from strategic planning to employee coverage.
2785 E Grand Blvd, Detroit, MI 48211, United States -
Alan C. Young & Associates, P.C.
● ClosedAlan C. Young & Associates, P.C. is a reputable accounting and finance institution located at 7310 Woodward Avenue in Detroit, Michigan. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Alan C. Young & Associates, P.C. is committed to providing top-notch expertise and personalized solutions to help their clients achieve their financial goals. Whether you need assistance with bookkeeping, auditing, or investment management, this institution is dedicated to delivering quality service and ensuring financial success for their clients.
7310 Woodward Ave #740, Detroit, MI 48202, United States -
The Mather Group
● ClosedThe Mather Group is a leading financial institution located at 19 Clifford Street in Detroit, Michigan. With a strong reputation for providing expert financial advice and personalized wealth management services, The Mather Group is dedicated to helping clients achieve their financial goals. Whether you are looking for retirement planning, investment management, or estate planning services, The Mather Group's team of experienced professionals is committed to delivering tailored solutions to meet your unique needs. Visit us today and let us help you secure your financial future.
19 Clifford St, Detroit, MI 48226, United States -
Carson Wealth
● OpenCarson Wealth is a finance institution located at 31313 Northwestern Highway, Farmington Hills, Michigan, United States. Our financial advisors can help design a path to help you achieve your financial goals. We offer personalized solutions for tax planning, investment management, wealth advice, fiduciary financial planning, estate planning, risk analysis, trust services, and more. We understand the importance of family finances and the complexities that come with it. Our team of professionals is dedicated to helping you navigate through the ever-changing economy and financial challenges. Whether you are a Millennial inheriting wealth or an older client concerned about your children's financial preparedness, we are here to assist you every step of the way.
31313 Northwestern Hwy Suite 122, Farmington Hills, MI 48334, United States -
Robert Diskin - Raymond James
● OpenRobert Diskin - Raymond James is a trusted finance institution located at 30850 Telegraph Road in Bingham Farms, Michigan, United States. With a focus on providing personalized financial services, Robert Diskin - Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experienced team at Robert Diskin - Raymond James is dedicated to providing expert guidance and support every step of the way. Trust in Robert Diskin - Raymond James for all your financial needs.
30850 Telegraph Rd #100, Bingham Farms, MI 48025, United States -
Principal Equity Capital Advisors LLC
● ClosedPrincipal Equity Capital Advisors LLC is a reputable financial institution located at 19122 West McNichols Road in Detroit, Michigan, United States. They specialize in providing expert advice and guidance on equity capital investments, helping clients navigate the complexities of the financial market to maximize their returns. With a team of experienced professionals, Principal Equity Capital Advisors LLC is dedicated to delivering personalized solutions tailored to each client's unique financial goals and objectives. Whether you are a seasoned investor or new to the world of equity capital, you can trust Principal Equity Capital Advisors LLC to provide you with the expertise and support you need to achieve financial success.
19122 W McNichols Rd, Detroit, MI 48219, United States -
Scott Pritchard
● OpenScott Pritchard is a reputable finance institution located at 3132 Woodward Avenue in Detroit, Michigan, United States. With a focus on providing top-notch financial services, Scott Pritchard offers personalized solutions to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the team at Scott Pritchard is dedicated to helping you achieve your financial goals. Trust Scott Pritchard for expert guidance and exceptional service in the world of finance.
3132 Woodward Ave, Detroit, MI 48201, United States -
DeAnte Thompkins - Thrivent
● ClosedDeAnte Thompkins - Thrivent is a finance institution located at 400 Renaissance Center in Detroit, Michigan, United States. They are licensed in multiple states including AL, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, and WI. As a Market Director in Metro Detroit, they offer support and guidance to current and prospective Financial Professionals. Thrivent is dedicated to helping individuals achieve financial clarity and confidence, with a focus on personal development and flexibility. They offer services such as financial planning, investment advisory, and insurance products. Visit their website for more information on professional designations and services offered.
400 Renaissance Center Suite 1010, Detroit, MI 48243, United States -
Lindsay Sauls - Thrivent
● ClosedLindsay Sauls - Thrivent is a finance institution located at 400 Renaissance Center in Detroit, Michigan, United States. Licensing is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
400 Renaissance Center Suite 1010, Detroit, MI 48243, United States -
Asset Management Group
● ClosedAsset Management Group is a leading finance institution located at 20501 Hoover Street in Detroit, Michigan, United States. Specializing in asset management services, our team of experienced professionals is dedicated to helping clients effectively manage their investments and maximize their financial portfolios. With a focus on personalized solutions and strategic planning, we strive to provide our clients with the tools and expertise needed to achieve their financial goals. Whether you are an individual investor or a corporate entity, Asset Management Group is committed to delivering exceptional service and results. Contact us today to learn more about how we can help you secure your financial future.
20501 Hoover St, Detroit, MI 48205, United States -
PETTES LLC
● ClosedPETTES LLC is a leading accounting and finance institution located at 12400 Seven Mile East in Detroit, Michigan, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Contact us today to learn more about how PETTES LLC can assist you with your financial needs.
12400 Seven Mile E, Detroit, MI 48205, United States
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