Planning for retirement in Detroit, MI
39 results found
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Detroit Financial
● ClosedDetroit Financial is a reputable finance and insurance agency located at 32000 Northwestern Highway in Farmington Hills, Michigan. Our dedicated team of professionals is committed to providing top-notch financial services and insurance solutions to meet the needs of our clients. With years of experience in the industry, we strive to offer personalized and reliable assistance to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, Detroit Financial is here to help you every step of the way. Visit us today to learn more about how we can assist you in securing your financial future.
32000 Northwestern Hwy #275, Farmington Hills, MI 48334, United States -
Rutkowski Law Firm Asset Protection & Estate Planning
● OpenRutkowski Law Firm Asset Protection & Estate Planning is a leading institution in Michigan, specializing in estate planning, asset protection, Medicaid planning, and elder law. Located at 420 Washington Boulevard in Detroit, Michigan, our firm offers private and convenient virtual meetings as well as in-person consultations to provide peace of mind through thoughtful planning. Our dedicated team works closely with clients to address their goals and concerns, ensuring that their plans and objectives are met. We handle a range of services including financial properties, tax planning, medical and financial decisions, inheritance security, and more. By taking a personal approach and collaborating with financial advisors, accountants, and insurance agents, we strive to meet all of our clients' needs and desires.
420 Washington Blvd STE 301, Detroit, MI 48226, United States -
Glass Retirement Strategies, Inc.
● ClosedGlass Retirement Strategies, Inc. is a finance institution located at 30400 Telegraph Road, Bingham Farms, Michigan, United States. With nearly 40 years of experience, Glass Retirement Strategies specializes in designing and planning effective retirement strategies for individuals, businesses, and employees. They offer full service 401(k) and pension program consulting, with a focus on plan review, design, compliance, funding, and servicing. Clients in Metro Detroit trust Glass Retirement Strategies for their expertise in tax deductible savings deposits, tax free growth, and tax favored withdrawals. Due to the Coronavirus, the SEC has extended the deadline for filing Annual Updating Amendments, and Glass Retirement Strategies will be relying on this extension until May 14, 2020. Be sure to check the background of this investment professional before making any decisions.
30400 Telegraph Rd #445, Bingham Farms, MI 48025, United States -
Paragon Retirement Planning Inc.
● ClosedParagon Retirement Planning Inc. is an independent financial advisor and fiduciary based in Metro Detroit, located at 50 West Big Beaver Road, Troy, Michigan, United States. Our institution offers an intensive retirement planning class at various universities in the metro Detroit area, providing attendees with a free, in-depth retirement plan. As fiduciaries, we hold a legal and ethical obligation to act in the best interests of our clients, ensuring that their retirement planning is in trustworthy hands.
50 W Big Beaver Rd Ste 410, Troy, MI 48084, United States -
Key Financial Solutions Inc
● ClosedKey Financial Solutions Inc is a leading accounting and finance institution located in the heart of Detroit, Michigan. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we have the expertise to meet your needs. Visit us at 19411 West McNichols Road to see how Key Financial Solutions Inc can help you achieve your financial goals.
19411 W McNichols Rd, Detroit, MI 48219, United States -
Johnsman Financial Group LLC
● ClosedJohnsman Financial Group LLC is a leading mutual life insurance company located at 2711 East Jefferson Avenue, Detroit, Michigan, United States. We offer insurance, investment, and retirement solutions to help individuals secure their financial future. With over 100 years of experience, we are committed to providing transparent, objective, and high-integrity services to our clients. Our funeral expense coverage ranges from $7,000 to $12,000, which includes coffin, embalming, services, transportation, viewing, burial, and other preparations. Cremation services typically cost between $6,000 and $7,000. Additional expenses such as cemetery fees, monuments, markers, and flowers are not included in these costs.
2711 E Jefferson Ave, Detroit, MI 48207, United States -
Primerica Financial Services
● ClosedPrimerica Financial Services is a leading insurance agency located at 23800 Grand River Avenue in Detroit, Michigan, United States. With a focus on financial education and empowerment, Primerica offers a range of insurance products and services to help individuals and families protect their financial future. Whether you're looking for life insurance, retirement planning, or investment solutions, Primerica's team of experienced professionals is dedicated to helping you achieve your financial goals. Visit Primerica Financial Services today to learn more about how they can help secure your financial future.
23800 Grand River Ave Suite#101, Detroit, MI 48219, 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 -
Fred Taylor-Tawwab: Primerica - Financial Services
● OpenFred Taylor-Tawwab: Primerica - Financial Services is a reputable finance and insurance agency located at 23800 Grand River Avenue in Detroit, Michigan, United States. With a commitment to providing top-notch financial services, Fred Taylor-Tawwab and his team offer a wide range of products and solutions to help individuals and families achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance coverage, Fred Taylor-Tawwab: Primerica is dedicated to helping clients secure their financial future. Visit their office today to learn more about their services and how they can assist you in reaching your financial objectives.
23800 Grand River Ave, Detroit, MI 48219, 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 -
Hartford Life
● OpenHartford Life is a reputable insurance agency located at 719 Griswold Street in Detroit, Michigan. With a strong presence in the United States, Hartford Life offers a wide range of insurance products and services to meet the diverse needs of its customers. Whether you are looking for life insurance, health insurance, or retirement planning, Hartford Life is committed to providing reliable and affordable coverage. Their experienced team of professionals is dedicated to helping clients navigate the complexities of insurance and find the best solutions for their individual circumstances. Visit Hartford Life today to secure your financial future with peace of mind.
719 Griswold St # 500, Detroit, MI 48226, 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 -
Fairway Manor
● OpenFairway Manor is a premier senior living community located at 19131 Lahser Road in Detroit, Michigan. Our beautifully landscaped grounds and modern facilities provide a comfortable and welcoming environment for residents to enjoy their retirement years. Our dedicated staff is committed to providing top-notch care and support to ensure the well-being and happiness of all residents. With a range of amenities and services, including delicious dining options, engaging activities, and personalized care plans, Fairway Manor is the ideal place for seniors to call home. Experience the difference at Fairway Manor and discover a vibrant and fulfilling lifestyle in a safe and secure community.
19131 Lahser Rd, Detroit, MI 48219, United States -
Kelly & Associates
● OpenKelly & Associates is a reputable finance institution located at 15761 East Warren Avenue in Detroit, Michigan. With a strong focus on providing personalized financial solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Kelly & Associates is here to provide expert guidance and support. Visit us today to learn more about how we can help you secure your financial future.
15761 E Warren Ave, Detroit, MI 48224, United States -
Greenlight Services LLC
● ClosedGreenlight Services LLC is a reputable finance institution located at 1565 Pennsylvania Street in Detroit, Michigan, United States. With a team of experienced professionals, Greenlight Services LLC offers a wide range of financial services to meet the diverse needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Greenlight Services LLC is committed to providing top-notch service and helping you achieve your financial goals.
1565 Pennsylvania St, Detroit, MI 48214, United States -
Darden Wealth Group
● ClosedDarden Wealth Group, located at 415 Detroit Street in Ann Arbor, Michigan, is a finance institution dedicated to providing clients with confidence in their financial future. Our wealth advisors prioritize open communication and transparency in developing personalized strategies for managing portfolios. We aim to empower our clients by aligning our interests with theirs, creating a financial planning experience that is tailored to their unique goals and aspirations. Mark Minder, Vice President of Retirement Plans & Benefits, emphasizes the importance of starting the retirement planning process 3-5 years in advance. By appointment only on weekdays between December 26th and 31st, Darden Wealth Group is committed to helping clients turn their financial visions into reality.
415 Detroit St #100, Ann Arbor, MI 48104, United States -
North Star Financial Advisors
● ClosedNorth Star Financial Advisors is a reputable finance institution located at 415 Detroit Street in Ann Arbor, Michigan, United States. Our team of experienced advisors is dedicated to providing personalized financial guidance and investment strategies to help our clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, North Star Financial Advisors is here to help you navigate the complex world of finance. Contact us today to schedule a consultation and start building a brighter financial future.
415 Detroit St #100, Ann Arbor, MI 48104, 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 -
Telos Financial
● ClosedTelos Financial is an independent financial planning office located in Plymouth, Michigan, dedicated to providing strategies in the best interest of their clients. As a fiduciary financial advisor, Telos puts their clients' interests first and continually seeks out the best solutions for their financial needs. They hold recognized industry designations, including the CERTIFIED FINANCIAL PLANNER™ designation (CFP®) and Chartered Life Underwriter® (CLU®). Telos Financial works with clients in the Ann Arbor and Detroit areas, as well as remotely through web conferencing software. Their goal is to help individuals and families achieve a better life by improving their financial future. Financial advisor Dennis LaVoy, CFP®, CLU®, is committed to providing holistic financial planning services to clients across the country.
409 Plymouth Rd suite 206, Plymouth, MI 48170, United States -
O'Neil Financial
● ClosedO'Neil Financial is a finance institution located at 7608 Allen Road in Allen Park, Michigan, United States. Specializing in asset protection, financial planning, and retirement planning services, O'Neil Financial has been serving clients in the Metro Detroit area and throughout the United States for over 65 years combined. The institution offers investment advisory services through First Advisors National, LLC, with investment advisor representatives Mark O'Neil, William J. O'Neil, and Patrick Tardiff. At O'Neil Financial, clients can expect a down-to-earth and practical approach to financial advising. The institution's goal is to help clients achieve their financial and retirement goals by providing honest feedback, trust, reliability, and solid results. The team at O'Neil Financial is dedicated to guiding clients through the process of establishing ROTH IRAs, 401K conversions, and making informed decisions regarding their financial future.
7608 Allen Rd, Allen Park, MI 48101, United States -
Cetera Investors
● ClosedCetera Investors, located at 33533 West 12 Mile Road in Farmington Hills, Michigan, is a finance institution dedicated to helping individuals achieve their financial goals. Our team of independent financial professionals offers flexible solutions tailored to your specific needs, whether you're planning for retirement or looking to invest wisely for the future. With years of experience and a commitment to transparency, we provide trusted guidance to help you strengthen your financial future. Contact us today to learn more about how we can support you on your journey to greater financial well-being.
33533 W 12 Mile Rd #310, Farmington Hills, MI 48331, United States -
Trojan Financial Services, LLC
● ClosedTrojan Financial Services, LLC is a finance institution located at 13426 Schaefer Highway in Detroit, Michigan, United States. At Trojan Financial Services, we prioritize documenting your financial goals and comparing them to your current portfolio to create a plan to help you reach those goals. Our proven investment strategies are designed to provide realistic financial outcomes and reduce risk. We are dedicated to assisting both companies and individuals with diversifying portfolios, managing finances, analyzing financial situations, and minimizing risk. Our mission is to protect the dreams you have worked hard to achieve and the assets you have accumulated. With years of experience, we have been helping businesses and individuals safeguard their finances and plan for the future. Whether it's credit repair, setting a budget, or financial analysis, we are here to fight for you.
13426 Schaefer Hwy Unit 27561, Detroit, MI 48227, United States -
CAPTRUST
● ClosedCAPTRUST, located at 3000 Town Center in Southfield, Michigan, is a finance institution that offers comprehensive investment advisory services to fiduciaries of corporate retirement plans, as well as endowments and foundations of nonprofit organizations in Detroit, Southfield, Ann Arbor, and surrounding areas. Operating Monday through Thursday from 8:00 am to 5:00 pm and Friday from 8:00 am to 4:00 pm, CAPTRUST advisors provide services such as committee education, donor development, OCIO services, performance reporting, and investment management to nonprofit clients. With expertise in 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, and financial wellness programs, CAPTRUST supports thousands of employer organizations in achieving their financial goals. Partner with local experts at CAPTRUST to make informed decisions tailored to your unique needs. Stay informed with best practices, market insights, financial planning strategies, and upcoming webinars on various topics such as fiduciary liability, industry insights for hospitals and healthcare systems, and navigating volatility for nonprofits. Connect with CAPTRUST today to explore alternatives and seek help in managing your organization's finances effectively.
3000 Town Center #2650, Southfield, MI 48075, United States -
CUCREAdvisors
● ClosedCUCREAdvisors is a leading finance institution located at 5535 Tireman Avenue in Detroit, Michigan, United States. Our team of experienced advisors provides expert financial guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, CUCREAdvisors is here to support you every step of the way. Contact us today to schedule a consultation and take control of your financial future.
5535 Tireman Ave, Detroit, MI 48204, United States -
CNT SERVICES LLC
● ClosedCNT SERVICES LLC is a reputable finance institution located at 8619 Southfield Road in Detroit, Michigan, United States. With a strong commitment to providing exceptional financial services, CNT SERVICES LLC offers a wide range of financial solutions to meet the needs of individuals and businesses alike. From financial planning and investment management to tax preparation and accounting services, our experienced team of professionals is dedicated to helping our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or simply need assistance with your taxes, CNT SERVICES LLC is here to help. Contact us today to learn more about how we can assist you with your financial needs.
8619 Southfield Rd STE 108, Detroit, MI 48228, United States -
Bone Asset Management
● ClosedBone Asset Management is an independent financial advisor and fiduciary located at 40950 Woodward Avenue in Bloomfield Hills, Michigan. Specializing in retirement financial planning, Rick Bone, the founder, has over 25 years of experience in the field of finance. With a strong focus on goals-based retirement planning for the Detroit Metro Area, Bone Asset Management helps clients navigate the complexities of retirement. Retirement Financial Planning is a crucial step in preparing for the next phase of life. Bone Asset Management offers a hands-on approach to address the questions and concerns that arise during this transition. The firm's goal-based financial planning process is designed to help clients achieve a reliable source of income for life, ensuring that their retirement goals are met.
40950 Woodward Ave # 335, Bloomfield Hills, MI 48304, 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 -
Strategic Financial Partners
● ClosedStrategic Financial Partners is a leading finance institution located at 2200 Hunt Street in Detroit, Michigan. Our team of experienced professionals is dedicated to providing personalized financial solutions to help individuals and businesses achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, our experts are here to help. With a focus on strategic planning and a commitment to excellence, Strategic Financial Partners is your trusted partner in financial success. Contact us today to schedule a consultation and take the first step towards a secure financial future.
2200 Hunt St #501, Detroit, MI 48207, 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 -
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
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