TOP 30 Personalized educational services in Michigan

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Shaun Smith - Financial Advisor, Ameriprise Financial Services, LLC, located at 900 East Paris Avenue Southeast in Grand Rapids, Michigan, is a finance institution that offers personalized investment recommendations based on individual goals and risk tolerance. They provide regular reviews and updates to help clients track their progress towards financial goals, with secure online access to accounts and investments. The institution offers complimentary initial consultations to discuss retirement, education, major purchases, and more. Shaun Smith is a registered investment adviser with Ameriprise Financial Services, LLC, and may conduct securities business with residents of specific states. Clients can expect professionalism, expertise, and a commitment to helping achieve financial goals.

Jeremy Moore is a Financial Advisor at Ameriprise Financial Services, LLC located at 6300 Fulton Street East, Ada, Michigan, United States. Jeremy holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and wealth transfers. Jeremy is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuous education, Jeremy is committed to helping clients make informed decisions to achieve their financial goals. Contact Jeremy Moore today for expert financial advice and personalized wealth management services.

Jenna Mitchell Everett is a Financial Advisor at Ameriprise Financial Services, LLC located at 2603 Niles Avenue, St. Joseph, Michigan, United States. Jenna Mitchell Everett holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Jenna Mitchell Everett specializes in providing comprehensive financial planning services to individuals and businesses, with a focus on asset management, retirement planning, estate planning, and investment strategies. With a commitment to ethical practices and ongoing education, Jenna Mitchell Everett is dedicated to helping clients achieve their financial goals and secure their financial future. Contact Jenna Mitchell Everett at Ameriprise Financial Services, LLC for expert financial advice and personalized service.

Brian Lee - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 505 Pleasant Street, St. Joseph, Michigan, United States. Brian Lee holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning and asset management topics, ensuring that clients receive expert advice and guidance. Brian Lee is dedicated to providing comprehensive and personalized financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a commitment to ethics and continuing education, Brian Lee is well-equipped to help clients achieve their financial goals.

Wales Wealth Management Group - Ameriprise Financial Services, LLC is a finance institution located at 505 Pleasant Street, St. Joseph, Michigan, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024, we are dedicated to providing personalized financial planning services tailored to your individual goals and risk tolerance. Our team of advisors offers investment recommendations, asset allocation strategies, and portfolio management to help you achieve your financial objectives, whether it's planning for retirement, education, or a major purchase. With access to digital tools, you can track your progress and stay on track towards your financial goals at any time, from any device. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial aspirations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring the highest level of security and professionalism in managing your investments. Contact us today to begin your journey towards financial success.

Neal Miedema is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 5991 Venture Park Drive in Kalamazoo, Michigan, United States. Neal Miedema holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Neal Miedema's expertise in asset management, estate planning, retirement planning, investment strategies, and more. As a Private Wealth Advisor, Neal Miedema provides comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial advice such as military personnel and families with special needs. With a commitment to ethics and ongoing education, Neal Miedema is dedicated to providing clients with personalized, strategic financial solutions to help them achieve their financial goals.

James Novaria is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1080 10th Street North, Kalamazoo, Michigan, United States. James Novaria holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate James Novaria's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, and more. With a commitment to ethical practices and continuous education, James Novaria is dedicated to providing personalized and comprehensive financial advice to clients.

Blue Star Financial Group - Ameriprise Financial Services, LLC, located at 6800 West Q Avenue in Kalamazoo, Michigan, is a finance institution that offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education funding, and major purchases, the institution helps clients track their progress and adjust their approach as life changes. Clients can access their investments and accounts from any device, securely track their progress, and receive regular reviews and updates. The institution offers complimentary initial consultations to discuss financial planning concepts and does not guarantee future financial results. Ameriprise financial advisors are registered to do business in certain U.S. states and adhere to FINRA guidelines. The institution values referrals and strives to help friends and family members achieve their financial goals. Clients can rest assured that their information is protected through the institution's privacy and security measures.

Nick Yetter - Financial Advisor, Ameriprise Financial Services, LLC, located at 1080 10th Street North, Kalamazoo, Michigan, United States, offers a wide range of financial services to individuals and businesses. Nick Yetter holds various certifications such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a strong focus on ethical practices and continuing education, Nick Yetter is dedicated to providing personalized and comprehensive financial advice to his clients. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Nick Yetter is equipped to help you achieve your financial goals.

Kelly Odean, a financial advisor at Ameriprise Financial Services, LLC, located at 151 South Rose Street in Kalamazoo, Michigan, offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review progress and adjust strategies as life changes, Kelly helps clients track their financial goals and investments securely from any device. Schedule a complimentary initial consultation to discuss retirement planning, education savings, major purchases, and more. Kelly Odean is registered to conduct securities business in select states, as listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results, but strives to help clients achieve their financial goals. Member FINRA and SIPC. Contact Kelly Odean for more information or to refer friends and family members for financial planning assistance.

Located at 499 Romence Road in Portage, Michigan, KCFCU Investment Services is a finance and insurance agency dedicated to providing smart and objective answers for retirement planning. Headed by Jerry Pawlowicz, who holds an MBA with honors from DePaul University and maintains series 7 and series 66 registrations through LPL Financial, the institution serves the areas of Kalamazoo, Battle Creek, and Marshall. Jerry Pawlowicz and his team offer consultations to help individuals and businesses navigate financial decisions, whether it's planning for retirement, exploring insurance strategies, or charitable giving. With a focus on personalized service and a holistic approach to financial solutions, KCFCU Investment Services aims to provide value and help clients achieve their financial goals.

Amy Schaefer-Sergio is a financial advisor at Ameriprise Financial Services, LLC, located at 390 Amelia Circle in South Lyon, Michigan, United States. Specializing in finance, Amy offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings to review progress and adjust strategies as needed, Amy helps clients track their financial journey and achieve their goals, whether it be retirement, education, or a major purchase. Clients can easily access their investments and accounts from any device, ensuring secure communication and information sharing. To schedule a complimentary initial consultation or learn more about Amy's services, visit the Ameriprise Financial website or contact her directly. Please note that Amy is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Partner with Amy to take control of your financial future and make informed decisions for long-term success.

Chad Nyitray - Financial Advisor, located at 2950 South State Street in Ann Arbor, Michigan, offers personalized financial services through Ameriprise Financial Services, LLC. With a focus on your individual goals, risk tolerance, and life changes, Chad provides investment recommendations and portfolio analysis to help you achieve your financial aspirations. Schedule a complimentary initial consultation to discuss retirement planning, education funding, major purchases, and more. Stay connected to your investments and accounts from any device, track your progress, and receive updates on market trends. As a registered advisor, Chad Nyitray can only conduct securities business in certain states - refer to FINRA's BrokerCheck website for more information. Let Chad help your friends and family members reach their financial goals as well. Contact Chad Nyitray today to start planning for a secure financial future.

Stephanie Diebold - Financial Advisor at Ameriprise Financial Services, LLC, located at 7600 Grand River Avenue in Brighton, Michigan, is dedicated to helping clients achieve their financial goals. With a focus on retirement, education, and major purchases, Stephanie provides personalized investment recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have access to their investments and accounts at any time, from any device, securely. To learn more about how Stephanie can help with financial planning, schedule a complimentary initial consultation. With proper registration in select states, Stephanie Diebold is committed to providing quality financial services to clients. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for all clients.

Michael Hycki is a Financial Advisor at Ameriprise Financial Services, LLC located at 42705 Grand River Avenue in Novi, Michigan, United States. As a finance institution, Michael Hycki offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can expect regular meetings to review progress, update strategies, and track goals securely online. Those interested can schedule a complimentary initial consultation to discuss retirement planning, education savings, major purchases, and more. Michael Hycki is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website.

Skyward Financial Advisors - Ameriprise Financial Services, LLC is a finance institution located at 711 East Grand River Avenue in Brighton, Michigan, United States. We prioritize what is most important to you, whether it be retirement planning, education goals, or a major purchase like a second home. Our experienced financial advisors provide personalized investment recommendations based on your individual goals and risk tolerance. We regularly review and analyze your progress, updating your approach as life changes. With easy access to your investments and accounts from any device, you can track your progress towards your goals securely. Schedule a complimentary initial consultation to learn how we can help you achieve your financial goals. Ameriprise financial advisors are registered to do business in certain U.S. states, so please refer to our personal website or FINRA's BrokerCheck for more information. We look forward to meeting with you to discuss your financial priorities and provide an overview of financial planning concepts. Please note that Ameriprise Financial cannot guarantee future financial results. Join us in fueling a positive backdrop for stock prices and exploring whether the current bull market rally will extend further into 2024. Let's start a conversation on how personalized advice can help you reach your financial goals. Thank you for considering us to help your friends and family achieve their financial objectives. We will be in touch with your referral soon. Please inform them in advance that we will be contacting them. Remember, Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and we prioritize privacy and security for our clients.

John Gellasch is a financial advisor at Ameriprise Financial Services, LLC, located at 43155 Main Street in Novi, Michigan, United States. Ameriprise has been recognized as the overall winner in the wealth manager category in the Kiplinger Readers’ Choice Awards 2023. John provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. He helps clients track their progress, adjust strategies as life changes, and stay informed about their investments through secure online access. Whether planning for retirement, education, or a major purchase, John works with clients to achieve their financial goals. With a focus on transparency and client education, John offers complimentary initial consultations to help individuals plan for a more confident financial future. Securities are offered through Ameriprise Financial Services, LLC, member FINRA and SIPC. Visit the website for more information and to schedule a consultation.

Gilbert R Toth - Financial Advisor, Ameriprise Financial Services, LLC, located at 42705 Grand River Avenue in Novi, Michigan, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, Gilbert provides investment recommendations and portfolio management to help you achieve your financial objectives. Regular progress reviews and goal updates ensure that your financial plan evolves with your changing life circumstances. Through secure online access, you can track your investments and accounts anytime, anywhere. Schedule a complimentary initial consultation to learn how Gilbert can assist you in reaching your financial goals. As a member of FINRA and SIPC, Gilbert R Toth is registered to conduct securities business in select states. Your friends and family members can also benefit from Gilbert's expertise in financial planning, so feel free to refer them for a consultation. Please review the Ameriprise Financial Website Rules and Regulations for more information on privacy and security measures.

Dennis 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.

Kristen Roy is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2800 South State Street in Ann Arbor, Michigan, United States. Kristen holds several prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate Kristen's expertise in areas such as asset management, estate planning, retirement planning, and investment strategies. Kristen also specializes in working with domestic partners and individuals with special financial needs, such as veterans and those planning for retirement. With a commitment to ethical practices and ongoing education, Kristen provides personalized financial advice to help clients achieve their long-term goals.

Timothy Ritter is a financial advisor at Ameriprise Financial Services, LLC, located at 4750 Venture Drive in Ann Arbor, Michigan. With a focus on helping clients achieve their financial goals, Timothy offers personalized financial planning and investment management services. His expertise and experience in the finance industry make him a trusted advisor for individuals and families looking to secure their financial future. By filling out the "Request consultation" form, clients can connect with Timothy and schedule a complimentary initial consultation to discuss their financial needs and goals. Whether you are planning for retirement, saving for education, or investing for the future, Timothy Ritter can help you create a customized financial plan that aligns with your objectives.

Scott Nicholas - Financial Advisor, Ameriprise Financial Services, LLC, located at 9475 Holly Road, Grand Blanc Township, Michigan, United States, is a finance institution dedicated to helping clients achieve their financial goals. As a financial advisor, Scott Nicholas offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can expect regular meetings to review progress, update strategies as needed, and track their financial journey. For those looking to secure a confident financial future, Scott Nicholas provides complimentary initial consultations to discuss retirement planning, investment strategies, and more. Through Ameriprise Financial Services, LLC, clients have access to a range of investment products and services to help them reach their financial objectives.

Nicholas Millio - Financial Advisor at Ameriprise Financial Services, LLC, located at 216 West Michigan Avenue in Saline, Michigan, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Nicholas provides investment recommendations and portfolio analysis to help you track your progress and adjust your approach as needed. Clients can access their accounts and track their goals securely from any device. Schedule a complimentary initial consultation to learn more about how Nicholas can help you achieve a more confident financial future. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Visit FINRA's BrokerCheck website for more information on Nicholas' qualifications and registered states. Let's meet to discuss what's most important to you and start planning for your financial success.

Nelson, Kellmann & Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 2800 South State Street in Ann Arbor, Michigan, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams for 2023, our team is dedicated to helping clients achieve their financial goals with personalized investment, asset allocation, and portfolio recommendations tailored to individual risk tolerance. We prioritize your goals, whether they involve retirement planning, education savings, or major purchases, and regularly review and adjust your financial strategy as life evolves. With secure online access to track your progress and communicate with us, we strive to keep you informed and in control of your financial future. Schedule a complimentary initial consultation to learn more about how we can assist you. As a member of Ameriprise Financial Services, LLC, we adhere to strict regulations and prioritize client privacy and security. Contact us today to start a conversation about your financial objectives.

Philip Dubinski - Financial Advisor, Ameriprise Financial Services, LLC, is a prestigious finance institution located at 1505 Colonnade Ct, Canton, Michigan, United States. The institution offers a range of services and certifications to ensure that clients receive expert financial advice tailored to their individual needs. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Philip Dubinski is equipped to handle various financial planning scenarios. From retirement planning to estate planning, investment strategies to risk management, the institution covers all aspects of asset management. With a focus on ethical practices and continuous education, clients can trust the expertise and commitment of Philip Dubinski - Financial Advisor, Ameriprise Financial Services, LLC.

Alicia Botti, a financial advisor at Ameriprise Financial Services, LLC located in Novi, Michigan, offers personalized investment recommendations based on individual goals and risk tolerance. With regular meetings to review progress and adjust strategies as needed, clients can track their financial goals securely from any device. Whether planning for retirement, education, or a major purchase, Alicia provides guidance to help clients achieve their financial objectives. With a focus on long-term financial success, Alicia encourages potential clients to schedule a complimentary initial consultation to discuss their financial needs. Through Ameriprise Financial Services, LLC, Alicia offers investment products and advisory services to help clients navigate the complexities of the financial market. Clients can explore retirement challenges using the Retirement InteractiveSM tool and receive personalized recommendations to secure a more confident financial future. Alicia Botti is registered with FINRA and can conduct securities business in multiple states. Referrals are welcomed, and Alicia looks forward to helping friends and family members achieve their financial goals.

Brian Reiber - Financial Advisor at Ameriprise Financial Services, LLC, located at 5402 Gateway Centre Boulevard in Flint, Michigan, is dedicated to helping clients achieve their financial goals. Specializing in investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance, Brian Reiber offers personalized financial planning services. Clients can track their progress towards their goals securely from any device and receive regular updates and analysis. With a focus on retirement, education, major purchases, and more, Brian Reiber aims to help clients navigate their financial journey with confidence. Schedule a complimentary initial consultation to learn more about how Brian Reiber can assist you in reaching your financial objectives. Member FINRA and SIPC.

Corey Schepper, a financial advisor at Ameriprise Financial Services, LLC, located at 3080 Orchard Lake Road in Keego Harbor, Michigan, offers personalized investment and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education savings, and major purchases, Corey documents goals, provides regular progress reviews, and adjusts strategies as life changes. Clients can access their investments and track progress securely from any device. To schedule a complimentary initial consultation and learn more about Corey's services, visit FINRA's BrokerCheck website for background and qualification information. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Get in touch to discuss your financial goals and start planning for a secure financial future.

Amy L Smith is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 26200 Town Center Drive in Novi, Michigan, United States. As a finance institution, Amy specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can expect regular meetings to review progress, update strategies, and track financial goals securely from any device. Those interested can schedule a complimentary initial consultation to discuss retirement planning, education savings, major purchases, and more. Amy is registered with FINRA and offers investment advisory products and services through Ameriprise Financial Services, LLC. Securities are offered by Ameriprise Financial Services, LLC, a member of FINRA and SIPC. Residents of certain states can conduct securities business with Amy - refer to FINRA's BrokerCheck website for details. With a focus on helping clients achieve financial success, Amy is committed to providing personalized financial planning services to help individuals reach their goals.

Julie Shemanski - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 35405 Grand River Avenue, Farmington, Michigan, United States. Julie Shemanski holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in areas such as asset management, estate planning, retirement planning, investment management, and financial planning for special needs families, among others. Julie Shemanski is dedicated to providing comprehensive and personalized financial advice to her clients, with a focus on ethical practices and continuing education to stay up-to-date on the latest industry trends and regulations.