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TOP 30 Personalized financial advice in Marquette, MI
5 results found
A convenient service for searching for businesses, places and services
Katy R Vogler - Financial Advisor, Ameriprise Financial Services, LLC
Katy R Vogler is a Financial Advisor at Ameriprise Financial Services, LLC located at 1901 West Ridge Street in Marquette, Michigan, United States. Katy holds multiple 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 Katy's expertise in various financial planning areas such as asset management, retirement planning, estate planning, and investment strategies. Katy is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Katy R Vogler today for all your financial planning needs."
Brian Coleman - Financial Advisor, IncredibleWealth, a financial advisory practice of Ameriprise Financial Services, LLC
Brian Coleman - Financial Advisor at IncredibleWealth, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 1140 West Washington Street, Marquette, Michigan, United States. As a finance institution, Brian Coleman offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track financial goals. Clients have secure access to their investments and accounts from any device. To schedule a complimentary initial consultation or learn more about financial planning concepts, clients can contact Brian Coleman. Ameriprise Financial Services, LLC, provides personalized advice to help clients reach their financial goals in the short and long term. With over 125 years of experience, Ameriprise Financial Advisors build trusting relationships with clients to set them up for financial success. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Brian Coleman is registered to conduct securities business in certain states. Disclaimer: Ameriprise Financial cannot guarantee future financial results. For more information, visit the Ameriprise Financial Website.
Edward Jones - Financial Advisor: Douglas R Gordon
Edward Jones - Financial Advisor: Douglas R Gordon is a trusted financial institution located at 625 West Washington Street in Marquette, Michigan, United States. As a finance institution, their main focus is on providing personalized financial advice and services to help clients achieve their financial goals. With Douglas R Gordon as the dedicated financial advisor, clients can expect expert guidance and support in managing their investments, retirement planning, and overall financial well-being. Whether you are looking to grow your wealth or secure your financial future, Edward Jones - Financial Advisor: Douglas R Gordon is committed to helping you make sound financial decisions.
Jill Leonard - State Farm Insurance Agent
Jill Leonard - State Farm Insurance Agent is a reputable insurance agency located at 3226B U.S. 41 in Marquette, Michigan. Led by Jill Leonard, a dedicated State Farm Agent with over 15 years of experience, the agency proudly offers a range of insurance services including Auto, Homeowners, Life & Health, and Small Business policies. Serving the Marquette, Escanaba, and Upper Peninsula regions, the team is committed to providing professional, respectful, and transparent service to all clients. Jill's background as a former General Motors executive ensures that the agency operates smoothly and efficiently. The agency's mission is to help clients manage everyday risks, recover from unexpected events, and achieve their dreams. With a focus on building relationships and getting to know each client personally, the team at Jill Leonard - State Farm is dedicated to providing tailored insurance solutions to meet individual needs. The agency also supports local nonprofits such as Foster Closet and believes in giving back to the community.
Tailored CPAs, P.C.
Tailored CPAs, P.C. is a reputable accounting and finance institution located at 1075 Commerce Drive in Marquette, Michigan, United States. With a team of skilled professionals, Tailored CPAs, P.C. offers personalized financial services to meet the unique needs of each client. Whether you are an individual or a business owner, you can trust Tailored CPAs, P.C. to provide expert advice and assistance in managing your finances effectively. Contact them today to schedule a consultation and see how they can help you achieve your financial goals.
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