TOP 30 Personalized financial advice in Ann Arbor, Michigan

90 results found

TapRoot Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 2800 South State Street, Ann Arbor, Michigan, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution emphasizes multi-generational financial planning, ensuring that the unique financial goals of each family member are met. They provide regular progress reviews and updates to financial strategies as life changes. Clients can access their investments and accounts securely from any device. The institution offers complimentary initial consultations to discuss financial goals and personalized advice. Ameriprise financial advisors are registered in certain U.S. states and clients can find additional information on FINRA's BrokerCheck website. Clients can expect a tailored financial planning experience that empowers them to make informed decisions for their future.

Weiner Financial Group, LLC is a finance institution located at 2020 Hogback Road in Ann Arbor, Michigan, United States. With a focus on providing comprehensive financial services, our team of experts is dedicated to helping clients achieve their financial goals through personalized strategies and sound investment advice. Whether you are planning for retirement, saving for college, or managing your investments, we are here to guide you every step of the way. Contact us today to schedule a consultation and learn how we can help you secure your financial future.

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.

Edward Jones - Financial Advisor: Ed McClellan, CFP®|CEPA®|AAMS™ is a reputable finance institution located at 709 West Ellsworth Road, Ann Arbor, Michigan, United States. With a team led by certified financial planner Ed McClellan, the institution offers personalized financial planning services to help clients achieve their financial goals. Specializing in Certified Exit Planning Advisor (CEPA) and Accredited Asset Management Specialist (AAMS) certifications, the team at Edward Jones is dedicated to providing expert advice and guidance to clients looking to secure their financial future. Visit Edward Jones today for comprehensive financial solutions tailored to your individual needs.

Laura Kellmann is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2800 South State Street in Ann Arbor, Michigan, United States. Laura holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. She specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. Laura is dedicated to upholding the highest ethical standards and staying current on the latest investment strategies and opportunities. With expertise in asset management, estate planning, retirement planning, and more, Laura is committed to helping her clients achieve their financial goals. Contact Laura Kellmann today for personalized wealth management advice.

Edward Jones - Financial Advisor: Scott Tousa, CFP® is a reputable financial institution located at 709 West Ellsworth Road in Ann Arbor, Michigan. As a Certified Financial Planner, Scott Tousa offers expert financial advice and planning services to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, Edward Jones is committed to providing top-notch financial guidance to individuals and families in the Ann Arbor area. Whether you are looking to invest, save for retirement, or plan for the future, Scott Tousa and his team are dedicated to helping you make informed decisions and secure your financial future.

Sara Mehraban is a Financial Advisor at Ameriprise Financial Services, LLC, located at 4750 Venture Drive, Ann Arbor, Michigan, United States. Sara Mehraban 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 Sara Mehraban's expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. Sara Mehraban is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.

Parros Financial Group, LLC, located at 1310 South Main Street in Ann Arbor, Michigan, is a comprehensive financial institution that specializes in finance, health, and university services. Timothy Parros, the founder, takes a personalized approach to financial planning, designing tailored plans to fit each client's individual needs. The institution offers services such as asset management, wealth management, investment strategies, college funding, retirement planning, estate planning, social security advice, insurance and protection, and university retirement plans. The team at Parros Financial Group is dedicated to providing professional guidance and innovative strategies to help clients achieve their financial goals. Securities are offered through Osaic Wealth, Inc. and investment advisory services are offered through Parros Financial Group LLC. With a focus on individualized care and attention, Parros Financial Group is committed to helping clients secure their financial future and enjoy a comfortable retirement.

Edward Jones - Financial Advisor: Joe Fritz is a trusted and reputable financial institution located at 213 North Maple Road in Ann Arbor, Michigan. As a dedicated financial advisor, Joe Fritz provides personalized services to help clients achieve their financial goals and secure their future. With a focus on building long-term relationships and delivering top-notch financial advice, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for education, or investing for the future, Joe Fritz and his team are here to provide expert guidance and support every step of the way. Visit us today to start your journey towards financial success.

Edward Jones - Financial Advisor: Brian T Dover, CFP® is a reputable financial institution located at 801 West Ann Arbor Trail in Plymouth, Michigan, United States. As a Certified Financial Planner, Brian T Dover offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones is dedicated to providing top-notch financial services tailored to your individual needs. Trust Brian T Dover and the team at Edward Jones to guide you towards a secure financial future.

Edward Jones - Financial Advisor: Robert Young is a trusted finance institution located at 38807 Ann Arbor Road in Livonia, Michigan. As a dedicated financial advisor, Robert Young provides personalized investment and wealth management 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: Robert Young is committed to providing top-notch financial advice and guidance to individuals and families in the Livonia area. Whether you are planning for retirement, saving for college, or investing for the future, Robert Young is here to help you navigate the complexities of the financial world and make informed decisions about your money. Contact Edward Jones - Financial Advisor: Robert Young today to schedule a consultation and start planning for a secure financial future.

Edward Jones - Financial Advisor: Brandon D Harris is a reputable finance institution located at 38807 Ann Arbor Road in Livonia, Michigan, United States. Brandon D Harris is a dedicated financial advisor who helps clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a strong focus on building long-term relationships with clients, Edward Jones - Financial Advisor: Brandon D Harris is committed to providing top-notch financial advice and guidance to help individuals and families secure their financial future.

Sal Vassallo - TIAA Financial Consultant is a trusted finance institution located at 777 East Eisenhower Parkway in Ann Arbor, Michigan. As a dedicated TIAA Financial Consultant, Sal Vassallo provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Sal Vassallo helps individuals and families navigate the complexities of financial management. Whether you are planning for retirement, saving for college, or building wealth, Sal Vassallo - TIAA Financial Consultant is here to provide comprehensive and tailored financial solutions to meet your needs.

Retirement Income Solutions is a financial institution located at 2301 Platt Road in Ann Arbor, Michigan, United States. As a specialized provider of retirement planning services, our team of experts is dedicated to helping individuals create sustainable income streams for their golden years. With a focus on personalized strategies and comprehensive financial solutions, Retirement Income Solutions is committed to helping clients achieve their retirement goals and enjoy a secure financial future. Contact us today to learn more about our services and how we can help you plan for a comfortable retirement.

Located at 247 South Main Street in Adrian, Michigan, Marrs & Terry, PLLC is a law firm dedicated to helping clients navigate through stressful legal issues. Specializing in bankruptcy law, their team of experienced lawyers in Jackson, MI, work diligently to provide personalized solutions tailored to each client's unique needs and goals. With a focus on efficiency and minimizing the negative impact on clients' lives, Marrs & Terry, PLLC strives to guide individuals towards a fresh start in their financial future. The firm's Ann Arbor attorneys are committed to listening to clients' concerns and working closely with them to achieve the best possible outcomes. Whether facing divorce, a DUI arrest, or overwhelming debt, Marrs & Terry, PLLC offers comprehensive legal assistance to help clients move forward with their lives. With decades of legal experience and a realistic, honest approach, their bankruptcy attorneys in Michigan stand out from other law firms by prioritizing what truly matters - the client's well-being and long-term goals.

Chuck Knuth - State Farm Insurance Agent is an insurance agency located at 3570 Plymouth Road in Ann Arbor, Michigan. Situated at the corner of Plymouth Rd and Green Rd behind the BP Station, Chuck Knuth and his team are dedicated to helping individuals, families, and businesses manage the risks of everyday life and plan for their financial future. As a father, home owner, business owner, and active member of the community, Chuck Knuth understands the importance of protecting assets and loved ones. With over 24 years of experience in the insurance industry, more than half of which have been with State Farm, Chuck is passionate about providing exceptional customer service and finding the right coverage for each individual's needs.

Lawrence Bauer, Bankers Life Agent is a reputable insurance agency located at 2309 Shelby Avenue in Ann Arbor, Michigan. As a trusted Bankers Life Agent, we specialize in providing comprehensive insurance solutions to meet the unique needs of our clients. Our team of experienced agents is dedicated to helping individuals and families protect their financial future through a range of insurance products and services. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Lawrence Bauer, Bankers Life Agent is here to help you navigate the complexities of insurance and find the right coverage for your specific needs. Contact us today to schedule a consultation and let us help you secure peace of mind for the future.

Ryan Wagner - State Farm Insurance Agent is an insurance agency located at 11770 Newburgh Road in Livonia, Michigan, United States. Situated just 1 mile South of I-96 (Jeffries Freeway) on Newburgh, our agency offers a range of insurance products to protect you and your assets. Whether you need auto, home, life, or business insurance, we are here to help. Driving on rural roads may seem peaceful, but they come with their own set of risks, including sharing the road with farm vehicles. We provide tips to help you stay safe while driving in the countryside. Additionally, we offer advice on preventing pediatric burns and protecting your children from harm.

Daniel Blausey Jr, Bankers Life Agent is an insurance agency located at 2411 Oak Valley Drive, Ann Arbor, Michigan, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to find the right coverage for their needs. Medicare Advantage Plans offer similar coverage to Original Medicare, with the added benefit of prescription drug coverage and an annual maximum out-of-pocket limit. With the rising costs of healthcare, planning for long-term care is essential. Our team can help you start planning for the future and have important discussions with your loved ones. Contact us today to take the next steps towards securing your financial future.

Nicole Blaze, Bankers Life Agent is an insurance agency located at 2309 Shelby Avenue in Ann Arbor, Michigan. As a trusted representative of Bankers Life, Nicole Blaze offers a range of insurance products and services to help individuals and families protect their financial future. With a commitment to personalized service and expert advice, Nicole Blaze is dedicated to helping clients find the right insurance solutions to meet their needs. Visit us today to learn more about our offerings and how we can help you secure peace of mind for the future.

Farmers Insurance - Thomas Kastamo is an insurance agency located at 4488 Jackson Road, Ann Arbor, Michigan, United States. As your local Farmers® agent, Thomas Kastamo helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a range of coverage options including auto, home, renters, business insurance, and more. Thomas Kastamo can help you understand your coverage options and provide personalized advice to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, or are looking to protect your personal belongings with renters insurance, Farmers Insurance has you covered. Contact Thomas Kastamo for a quote and to learn about insurance discounts that can save you money. Whether you need insurance for your home, condo, small business, or recreational vehicles, Farmers Insurance offers flexible coverage options tailored to your unique needs. For added protection, consider a Personal Umbrella insurance policy to safeguard your assets and future earnings. Contact Thomas Kastamo at Farmers Insurance - Thomas Kastamo to discuss your insurance needs and create a solid financial plan for a secure future.

Total Home Lending is a reputable finance institution located at 555 Briarwood Circle in Ann Arbor, Michigan, United States. Specializing in home loans and mortgage services, Total Home Lending offers personalized solutions to help individuals and families achieve their dream of homeownership. With a team of experienced professionals, they provide expert guidance and support throughout the loan process, ensuring a smooth and efficient experience for their clients. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Total Home Lending is dedicated to helping you secure the best financing options for your needs.

Team Simpkins - First Merchants Bank is a trusted financial institution located at 1328 South Main Street in Ann Arbor, Michigan. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for a checking account, savings account, loan, or investment advice, we are here to help you achieve your financial goals. Visit us today to experience the difference at Team Simpkins - First Merchants Bank.

Unlimited Mil is a reputable finance and insurance agency located at 521 East Liberty Street in Ann Arbor, Michigan. Our dedicated team of professionals is committed to providing top-notch financial services and insurance solutions to our clients. With years of experience in the industry, we strive to offer personalized and tailored advice to help individuals and businesses achieve their financial goals. Whether you're looking for investment opportunities, retirement planning, or insurance coverage, Unlimited Mil is here to help you navigate the complex world of finance. Visit us today to learn more about how we can assist you in securing your financial future.

Community Choice Credit Union, located at 34930 Ann Arbor Trail in Livonia, Michigan, is a trusted financial institution offering a range of banking services, including ATMs for convenient access to your funds. Our experienced team is dedicated to serving our members, providing expert advice and guidance to help you achieve your financial goals. Please note that our Eastpointe Member Center will be closed on April 5, 2024, due to a scheduled water outage, but we have other member centers nearby to assist you. Contact us for timely assistance without any spam, and stay informed about the latest offerings from Community Choice. We are here to help and support our members in every way we can.

Acclaim Legal Services is a reputable financial and legal institution located at 3875 Packard Street in Ann Arbor, Michigan. Specializing in providing expert legal services and financial guidance, their team of experienced lawyers and financial advisors are dedicated to helping individuals and businesses navigate complex legal and financial matters. Whether you are in need of debt relief, bankruptcy assistance, or legal representation, Acclaim Legal Services is committed to providing personalized solutions to meet your specific needs. With a focus on professionalism and client satisfaction, they strive to deliver high-quality services to clients throughout the United States.

Level One Legal Services, P.C. is a reputable finance and legal institution located at 455 East Eisenhower Parkway in Ann Arbor, Michigan, United States. Specializing in providing top-notch legal services, the firm offers expert advice and representation in a variety of legal matters. With a team of experienced lawyers, Level One Legal Services, P.C. is committed to providing personalized and professional assistance to clients seeking legal solutions. Whether you are in need of financial guidance or legal representation, this institution is dedicated to helping you navigate through complex legal issues with ease and confidence.

The Huron Group - Morgan Stanley is a reputable finance institution located at 2001 Commonwealth Boulevard in Ann Arbor, Michigan, United States. With a focus on providing top-notch financial services, The Huron Group is dedicated to helping individuals and businesses achieve their financial goals. As a branch of Morgan Stanley, clients can trust in the expertise and professionalism of the team at The Huron Group to provide personalized financial solutions tailored to their specific needs. Whether you are looking for investment advice, retirement planning, or wealth management services, The Huron Group - Morgan Stanley is committed to delivering exceptional service and guidance.

The Skyline Group - Morgan Stanley is a leading finance institution located at 2001 Commonwealth Boulevard in Ann Arbor, Michigan, United States. With a strong reputation for excellence and expertise in financial services, this institution offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or manage your assets, The Skyline Group - Morgan Stanley is committed to providing personalized and comprehensive financial advice to meet your needs.

Wells Fargo Advisors is a renowned financial institution located at 2723 South State Street in Ann Arbor, Michigan, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services and investment solutions to help clients achieve their financial goals. With a team of experienced financial advisors, they provide personalized advice and guidance to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Wells Fargo Advisors is dedicated to helping you succeed.