Personalized investment planning in Livonia, Michigan
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Raymond James | Livonia
Raymond James | Livonia is a finance and insurance agency located at 39111 Six Mile Road in Livonia, Michigan, United States. With a focus on providing personalized financial services and insurance solutions, Raymond James | Livonia is dedicated to helping clients achieve their financial goals and protect their assets. The experienced team at this institution is committed to delivering top-notch customer service and expert advice to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or insurance coverage, Raymond James | Livonia is here to assist you every step of the way.
Concorde Investment Services
Concorde Investment Services is a nationally recognized SEC-Registered Investment Advisor (RIA), full-service broker-dealer, and insurance firm located at 19500 Victor Parkway in Livonia, Michigan. Our institution empowers financial professionals, their clients, and the community with a comprehensive ecosystem of investment solutions designed to help reach financial goals and objectives. We provide best-of-breed products and services, including cloud-based technology and paperless back-office systems, to create efficiencies and scale for our advisors. Our independent advisors maintain their unique identity and work in the best interests of their clients, making us the broker/dealer of choice for independent financial professionals. Securities are offered through Concorde Investment Services, member FINRA/SIPC, and advisory services are offered through Concorde Asset Management, an SEC registered investment advisor. Insurance products are offered through Concorde Insurance Agency. Concorde Investment Services has been named a Best Place to Work in Southeast Michigan by Crain's Detroit Business and offers a range of alternative investments for clients. We are dedicated to developing strong partnerships with our clients and providing personalized financial solutions.
Making Investing Personal Team of Avantax Investment Services , Member FINRA, SIPC.
The Making Investing Personal Team of Avantax Investment Services, Member FINRA, SIPC, located at 17310 Farmington Road in Livonia, Michigan, is a trusted financial institution dedicated to providing personalized investment services. With a focus on building strong relationships with clients, our team works diligently to understand individual financial goals and create customized investment strategies to help achieve them. As a member of FINRA and SIPC, clients can rest assured that their investments are protected and managed with the highest level of professionalism and integrity. Contact us today to learn more about how we can help make investing personal for you.
Independence Investment Associates & Services, Inc.
Independence Investment Associates & Services, Inc. is a reputable finance institution located at 15431 Middlebelt Road in Livonia, Michigan, United States. With a strong focus on independence and personalized service, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure your financial future, we offer a wide range of services to meet your needs. Contact us today to learn more about how we can help you make informed financial decisions and secure your independence.
Meadowbrook Investment Advisor
Meadowbrook Investment Advisor is a leading finance institution located at 17199 North Laurel Park Drive in Livonia, Michigan, United States. Our team of experienced advisors provides personalized investment strategies to help clients achieve their financial goals. With a focus on transparency and integrity, we offer a range of services including portfolio management, retirement planning, and wealth preservation. Trust Meadowbrook Investment Advisor to provide expert guidance and support in navigating the complexities of the financial market.
Johnson Investment Counsel
Johnson Investment Counsel is a reputable finance institution located at 39209 Six Mile Road in Livonia, Michigan. With a strong commitment to providing exceptional financial services and investment advice, Johnson Investment Counsel is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs, ensuring a high level of client satisfaction. Trust Johnson Investment Counsel to provide expert financial guidance and support for all your investment needs.
Senior Planning Advisors
Senior Planning Advisors is a finance institution located at 38695 West Seven Mile Road in Livonia, Michigan, United States. Our mission is to help individuals plan for the next chapter of their lives by making sound decisions for a retirement they love. We offer retirement education courses that provide the tools needed to have the best retirement possible. Our courses have received rave reviews from attendees who have found them extremely valuable in preparing for retirement. We cover topics such as tax management, wealth preservation, estate planning, charitable giving, and Social Security benefits. Our team of professionals spends over 50 hours designing a custom plan for each client to ensure their financial goals are met.
OLV Investment Group
OLV Investment Group is a finance institution located at 38705 West Seven Mile Road in Livonia, Michigan, United States. We are your planning, investing, and wealth management partners, dedicated to investing, increasing, and impacting our world for the better while keeping our clients' individual needs at the forefront of everything we do. Our experienced team takes the time to understand your personal values and financial goals, offering a range of investment options to help build your financial future. With a commitment to personalized service and a focus on individualized financial planning, we strive to create a successful partnership with each of our clients. Guided by faith, wisdom, and integrity, we aim to become a top financial management firm, leaving a legacy of love in our communities and beyond. Visit us at our various locations in Flint, Livonia, Rochester, Saginaw, and Frisco to learn more about how we can help you achieve your financial goals. Please note that investing involves risk, and the information provided on our website is for informational purposes only and should not be considered as financial advice.
Allstate Personal Financial Representative: Michael Kokoszka
Allstate Personal Financial Representative: Michael Kokoszka is a trusted finance and insurance agency located at 31221 Five Mile Road in Livonia, Michigan, United States. Michael Kokoszka offers a range of financial services to help individuals and families plan for their future and protect their assets. With years of experience in the industry, Michael Kokoszka is dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of each client. Whether you are looking for insurance coverage, retirement planning, or investment advice, Allstate Personal Financial Representative: Michael Kokoszka is here to help you achieve your financial goals.
OLV Investment Group
OLV Investment Group is a finance institution located at 800 West University Drive in Rochester, Michigan, United States. As your planning, investing, and wealth management partners, we are committed to investing, increasing, and impacting the world for the better while keeping our clients' individual needs at the forefront of our services. Our experienced team takes the time to understand your personal values and financial goals, offering a range of investment options to help build your financial future. With a focus on faith, wisdom, and integrity, we strive to provide personalized service and opportunities for growth for each of our clients. Contact us at one of our locations in Flint, Livonia, Saginaw, Rochester, or Frisco to learn more about how we can help you make successful investment decisions and manage your wealth effectively. Please note that investing involves risk and that the information provided on our website is for informational purposes only and should not be construed as financial advice.
VFG Associates
VFG Associates is a multi-faceted institution located at 29432 Joy Road in Livonia, Michigan. Specializing in finance, health, and insurance, VFG Associates offers a wide range of services to meet the diverse needs of its clients. With a team of experienced professionals, VFG Associates is dedicated to providing top-notch service and personalized solutions to help individuals and businesses achieve their financial and insurance goals. Whether you are looking for investment advice, health insurance options, or risk management solutions, VFG Associates is here to help. Visit us today to learn more about how we can assist you in securing your financial future.
John Hancock
John Hancock is a reputable insurance agency located at 17199 North Laurel Park Drive in Livonia, Michigan, United States. With a strong commitment to providing quality insurance products and services, John Hancock has been serving the community for many years. Whether you are looking for life insurance, retirement planning, or investment options, John Hancock has a team of knowledgeable professionals ready to assist you. Trust John Hancock to help you protect what matters most to you.
Jonta Duck, Bankers Life Agent
Jonta Duck, Bankers Life Agent is a reputable insurance agency located at 13602 Merriman Road in Livonia, Michigan. As a trusted Bankers Life Agent, we specialize in providing a wide range of insurance services to meet the needs of our clients. Our dedicated team of professionals is committed to helping individuals and families protect their financial future with personalized insurance solutions. Whether you are looking for life insurance, retirement planning, long-term care insurance, or other financial products, we are here to help you make informed decisions. Visit us at our office in Livonia or contact us to schedule a consultation today.
Family First Life - Ventures
Family First Life - Ventures is a reputable insurance agency located at 38099 Schoolcraft Road in Livonia, Michigan, United States. With a strong focus on putting family first, this institution provides a wide range of insurance services to protect and secure the financial future of individuals and families. Their team of experienced agents are dedicated to providing personalized insurance solutions tailored to meet the unique needs of each client. Whether it's life insurance, retirement planning, or wealth management, Family First Life - Ventures is committed to helping families make informed decisions and achieve peace of mind.
Farmers Insurance - Daniel Gourlay
Farmers Insurance - Daniel Gourlay is a local insurance agency located at 39111 Six Mile Road, Livonia, Michigan, United States. As a Farmers Insurance agent in the Lakes Area of Oakland County, Daniel Gourlay helps customers identify the insurance coverage that best fits their needs. With 19 years of experience in the industry, he offers personalized assistance in understanding coverage options for auto, home, life, business, boats, rental properties, and more. Daniel is actively involved in the local community, coaching multiple sports teams. Whether you need comprehensive coverage, collision coverage, medical payments, or any other type of insurance, Farmers Insurance - Daniel Gourlay can help you find the right policy for your needs and budget. They offer a range of insurance products, including car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and recreational insurance.
Aidan Martin, Bankers Life Agent
Aidan Martin, Bankers Life Agent is an insurance agency located at 13602 Merriman Road in Livonia, Michigan. As a Bankers Life Agent, Aidan Martin specializes in helping individuals and families protect their financial futures through a range of insurance products. With a commitment to personalized service and expert advice, Aidan Martin is dedicated to helping clients find the right insurance solutions to meet their needs. Contact Aidan Martin, Bankers Life Agent today to learn more about how they can help you secure your financial future.
Dolapo Shodipo - State Farm Insurance Agent
Dolapo Shodipo - State Farm Insurance Agent is a trusted insurance agency located at 27508 Schoolcraft Road in Livonia, Michigan. Situated in the Northwest corner of Schoolcraft and Inkster, our office is conveniently located next to Tim Hortons and BP Gas Station. At Dolapo Shodipo - State Farm Insurance Agent, we provide valuable tips on avoiding the dangers of drinking and driving, as well as what to do in the event of a car fire. Our knowledgeable team is also available to assist with any Medicare questions you may have, breaking down what Medicare covers and how it works.
Savanna Pace, Bankers Life Agent
Savanna Pace, Bankers Life Agent is an insurance agency located at 13602 Merriman Road in Livonia, Michigan, United States. Specializing in life insurance and retirement planning, our knowledgeable agents are dedicated to helping clients protect their financial future. With a focus on personalized service and tailored solutions, we strive to provide peace of mind and security for individuals and families. Contact us today to learn more about our offerings and how we can assist you in achieving your financial goals.
Kierra Dallas, Bankers Life Agent
Kierra Dallas, Bankers Life Agent is an insurance agency located at 13602 Merriman Road in Livonia, Michigan, United States. As a representative of Bankers Life, Kierra Dallas offers a range of insurance products and services to help clients protect their financial future. With a focus on personalized service and tailored insurance solutions, Kierra Dallas is dedicated to helping individuals and families navigate the complexities of insurance planning. Whether you are looking for life insurance, long-term care coverage, or retirement planning, Kierra Dallas, Bankers Life Agent is here to help you find the right insurance solutions for your needs.
Timothy Forfinski, Bankers Life Agent
Timothy Forfinski, Bankers Life Agent in Livonia, Michigan, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Timothy can help you find the right coverage to meet your needs. With the rising costs of healthcare and the increasing importance of long-term care planning, Timothy is here to help you prepare for the future. Visit us at 13602 Merriman Road in Livonia to start planning your next steps with Timothy Forfinski, Bankers Life Agent.
Kirsten Wright, Bankers Life Agent
Kirsten Wright, Bankers Life Agent is an insurance agency located at 13602 Merriman Road in Livonia, Michigan. As a trusted Bankers Life Agent, Kirsten Wright offers a wide range of insurance products and services to help individuals and families protect their financial future. With a commitment to personalized service and expert guidance, Kirsten Wright helps clients find the right insurance solutions to meet their specific needs. Contact Kirsten Wright, Bankers Life Agent today to learn more about the insurance options available and start securing your financial stability.
Joseph Hart, Bankers Life Agent
Joseph Hart, Bankers Life Agent is a reputable insurance agency located at 13602 Merriman Road in Livonia, Michigan. Specializing in providing personalized insurance solutions, Joseph Hart offers a range of products and services to meet the needs of individuals and families. With a focus on customer service and a commitment to helping clients protect their financial future, Joseph Hart, Bankers Life Agent is a trusted partner in the community. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Joseph Hart can help you find the right policy to fit your needs. Contact them today to learn more about their offerings and how they can help you secure your financial well-being.
Eric Young, Bankers Life Agent
Eric Young, Bankers Life Agent is an insurance agency located at 13602 Merriman Road in Livonia, Michigan. As a trusted agent for Bankers Life, we are dedicated to helping individuals and families protect their financial futures through a range of insurance products and services. Our team is committed to providing personalized guidance and support to help clients make informed decisions about their insurance needs. Whether you are looking for life insurance, health insurance, or retirement planning, Eric Young, Bankers Life Agent is here to assist you every step of the way. Contact us today to learn more about how we can help you secure your financial well-being.
Ashley Thomas, Bankers Life Agent
Ashley Thomas, Bankers Life Agent is an insurance agency located at 13602 Merriman Road in Livonia, Michigan, United States. Specializing in a range of insurance products, Ashley Thomas is dedicated to providing personalized and comprehensive coverage options to meet the individual needs of each client. With a commitment to exceptional customer service and a focus on building long-term relationships, Ashley Thomas, Bankers Life Agent is a trusted partner in helping clients protect their financial future. Contact us today to learn more about our insurance solutions and how we can help you achieve peace of mind.
Larisha Gilbert, Bankers Life Agent
Larisha Gilbert, Bankers Life Agent is an insurance agency located at 13602 Merriman Road in Livonia, Michigan, United States. Specializing in providing insurance solutions from Bankers Life, our agency offers a wide range of products to meet the unique needs of our clients. With a focus on personalized service and expert advice, we strive to help individuals and families protect their financial futures. Contact us today to learn more about our insurance offerings and how we can assist you in securing the coverage you need.
Zeal Credit Union
Zeal Credit Union, located at 17250 Newburgh Road in Livonia, Michigan, is your go-to institution for all things finance. Whether you're looking to save, spend, borrow, or learn about financial matters, Zeal is here to support you every step of the way. With member-exclusive products, services, and perks, we offer solutions to help you achieve your financial goals. From basic checking accounts to purchasing a new home, Zeal has you covered. Our 24/7 card services ensure that you have access to assistance whenever you need it. With a wide range of loan products available, shopping for a loan has never been easier. Your savings are federally insured and backed by the United States Government, providing you with peace of mind. Come visit us at Zeal Credit Union and discover all the great benefits we have to offer!
Michigan Columbus Federal Credit Union
Michigan Columbus Federal Credit Union is a trusted financial institution located at 30419 Six Mile Road in Livonia, Michigan. As a member-owned credit union, we are dedicated to providing exceptional banking and financial services to our members. Whether you are looking for a savings account, loan, or financial advice, our team of experts is here to help you achieve your financial goals. Join us today and experience the difference of banking with a credit union that puts members first.
CVF Credit Union
CVF Credit Union is a trusted financial institution located at 36111 Five Mile Road in Livonia, Michigan. As a member-owned credit union, we offer a full range of banking services, including savings accounts, loans, and insurance products. Our dedicated team of professionals is committed to providing personalized service and helping our members achieve their financial goals. Visit us today to experience the difference of banking with CVF Credit Union.
Vibe Credit Union
Vibe Credit Union is a trusted financial institution located at 16825 Middlebelt Road in Livonia, Michigan, United States. As a full-service credit union, Vibe offers a range of financial services including savings accounts, loans, and investment options. Customers can also access their accounts and conduct transactions conveniently at the on-site ATM. With a commitment to providing personalized service and competitive rates, Vibe Credit Union is dedicated to helping its members achieve their financial goals.
Citizens
Citizens is a trusted financial institution located at 37307 Six Mile Road in Livonia, Michigan. As a full-service bank and ATM provider, Citizens offers a wide range of financial services to help individuals and businesses manage their money effectively. Whether you're looking to open a checking account, apply for a loan, or simply withdraw cash, Citizens is here to serve your financial needs with professionalism and expertise. Visit us today to experience exceptional customer service and convenient banking solutions.
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