TOP 30 Portfolio management in Ann Arbor, Michigan

28 results found

The Technology Management Office at 1214 South University Avenue in Ann Arbor, Michigan, is a crucial department within the university that oversees the strategic planning, implementation, and optimization of technology resources. This office plays a key role in ensuring that the university's technological infrastructure is efficient, secure, and aligned with the institution's goals and objectives. The Technology Management Office also provides support and guidance to faculty, staff, and students on how to effectively utilize technology for teaching, research, and administrative purposes. With a focus on innovation and continuous improvement, this office helps drive the university's mission of academic excellence and technological advancement.

Fineberg Wealth Management is a premier finance institution located at 1528 Golden Avenue in Ann Arbor, Michigan. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of wealth management services tailored to meet the unique needs of each individual client. Whether you are looking to grow your investments, plan for retirement, or secure your family's financial future, Fineberg Wealth Management is here to help. Contact us today to schedule a consultation and take the first step towards a brighter financial future.

Thomas Reid - TIAA Wealth Management Advisor is a renowned financial institution located in Ann Arbor, Michigan. As a trusted advisor, Thomas Reid provides expert wealth management services to individuals and families looking to secure their financial future. With a focus on personalized strategies and a commitment to helping clients achieve their goals, Thomas Reid is dedicated to providing top-tier financial guidance and support. Whether you are planning for retirement, investing for the future, or seeking to grow your wealth, Thomas Reid - TIAA Wealth Management Advisor is here to help you navigate the complexities of financial planning with confidence and peace of mind. Visit us at 777 East Eisenhower Parkway to learn more about how we can help you achieve your financial goals.

James Park - TIAA Wealth Management Advisor is a finance institution located at 777 East Eisenhower Parkway in Ann Arbor, Michigan, United States. As a trusted advisor, James Park provides personalized wealth management services to help clients achieve their financial goals. With a strong focus on building long-term relationships and providing expert financial guidance, James Park is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, James Park is committed to helping you navigate the complexities of the financial world and make informed decisions. Contact James Park - TIAA Wealth Management Advisor today to start building a customized financial plan tailored to your unique 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.

Sierra is a popular retail destination located at 215 North Maple Road in Ann Arbor, Michigan. This bustling institution offers a wide array of products including clothing, home goods, and department store items. With a diverse selection of high-quality merchandise, Sierra is the perfect place to find everything you need to update your wardrobe, decorate your home, or shop for gifts. Whether you're looking for trendy fashion pieces, stylish home decor, or everyday essentials, Sierra has something for everyone. Visit us today and experience the convenience and variety that Sierra has to offer.

Kay Elder is a reputable healthcare institution located at 20211 Ann Arbor Trail in Dearborn Heights, Michigan, United States. Specializing in providing top-notch medical care, Kay Elder is known for its experienced doctors and staff who are dedicated to promoting the health and well-being of their patients. Whether you are in need of a routine check-up or treatment for a specific health issue, Kay Elder is committed to providing personalized and compassionate care to meet your needs. Visit Kay Elder for all your healthcare needs and experience the difference that quality medical care can make in your life.

Trademark Lawyer Law Firm, PLLC is a reputable legal institution specializing in trademark law. Located at 3300 Washtenaw Avenue in Ann Arbor, Michigan, this law firm offers expert legal services to clients seeking assistance with trademark registration, protection, and enforcement. The experienced trademark lawyers at this firm are dedicated to helping businesses and individuals navigate the complexities of trademark law to safeguard their intellectual property rights. Whether you are looking to register a new trademark or need assistance with trademark infringement issues, Trademark Lawyer Law Firm, PLLC is committed to providing top-notch legal representation and personalized attention to meet your specific needs. Contact them today for a consultation to discuss your trademark-related legal matters.

LVZ Financial Planning is a finance institution located at 240 South River Avenue in Holland, Michigan, United States. We offer hyper-personalized expertise at the crossroads of life and finance, seamlessly integrating into your personal and professional matters. Our team of financial professionals specializes in tax and estate planning, cash flow management, insurance, investments, and retirement planning, crafting tailored solutions for each client. Founded in 1960, we have grown from selling mutual funds to managing multi-million-dollar portfolios and creating bespoke financial strategies for our clients. With over a century of combined experience in the markets, our team approach to planning ensures active solutions, direct market access, and a dedicated team at your service as your boutique investment manager.

Retirement & Wealth Strategies (RWS Financial Group) is a finance institution located at 24 Frank Lloyd Wright Drive in Ann Arbor, Michigan, United States. Since 1985, Retirement & Wealth Strategies has been assisting clients with their investment objectives, planning needs, and portfolio design. Specializing in creating retirement and wealth strategies, the institution provides objective, unbiased advice and delivers highly personalized quality service. Customized investment management solutions are built around individual goals, investable assets, and risk tolerance, all integrated into a comprehensive financial plan with personalized strategies. By leveraging technology and decades of experience, RWS maximizes financial plans and aligns investments with goals and opportunities.

United Capital Financial Advisors is a leading finance institution located at 5340 Plymouth Road in Ann Arbor, Michigan, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, our experts are here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

ArborFi Advisors is a finance institution located at 2395 South Huron Parkway in Ann Arbor, Michigan, United States. As a Registered Investment Advisor, ArborFi Advisors offers advisory services to clients where the institution and its representatives are properly licensed or exempt from licensure. This website is intended for informational purposes only, as investing involves risk and potential loss of capital. ArborFi Advisors does not provide advice without a client service agreement in place, and past performance is not indicative of future returns.

Simpson Financial Consulting, located at 2676 Chateau Court in Ann Arbor, Michigan, is a reputable institution specializing in accounting and finance services. With years of experience, our dedicated team ensures accuracy and efficiency in all financial matters. We pride ourselves on our commitment to providing personalized attention to each client, going above and beyond to solve any problems that may arise. Our consultants are experts in tax preparation, with a passion for their work and a dedication to excellence. At Simpson Financial Consulting, your satisfaction is our top priority. Come experience why we are a successful and growing company, dedicated to meeting all of your financial needs.

Darden 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.

Costello Financial Planning is a family-owned fiduciary fee-only financial planning firm located in Bend, OR, and Chicago, IL. Our team consists of a Certified Financial Planner and a Certified Public Accountant with a combined experience of over a decade in the industry. We believe in providing personalized and unbiased financial advice to help our clients protect and grow their wealth. At Costello Financial Planning, we do not sell any products or receive any commissions. Our focus is on creating comprehensive financial plans tailored to each client's individual goals and needs. We believe in a client-focused approach, where our advice, coaching, and services provide a greater benefit than our cost.

Merrill Lynch Financial Advisor Mark A Mueting is a reputable finance institution located at 777 East Eisenhower Parkway in Ann Arbor, Michigan, United States. With a focus on providing expert financial advice and personalized investment strategies, Mark A Mueting and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for college, or grow your wealth, Merrill Lynch Financial Advisor Mark A Mueting offers comprehensive services and guidance to help you navigate the complex world of finance. Trust in their expertise and experience to secure your financial future.

A New Path Financial Services is a finance institution located at 3003 Washtenaw Avenue in Ann Arbor, Michigan, United States. We specialize in providing personalized financial services to help our clients navigate their financial journey with confidence and peace of mind. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through comprehensive financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, protect your assets, or plan for the future, A New Path Financial Services is here to guide you every step of the way.

James I Downing is a financial advisor at Ameriprise Financial Services, LLC located at 3260 East Morgan Road in Ann Arbor, Michigan. He 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and more. James is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact James I Downing for expert financial advice and guidance tailored to your specific needs and goals.

Edelman Financial Engines is a leading financial institution located at 2950 South State Street in Ann Arbor, Michigan, United States. Specializing in finance, they offer a wide range of services including financial planning, investment management, retirement planning, and more. With a team of experienced professionals, Edelman Financial Engines is dedicated to helping clients achieve their financial goals and secure their financial future. Contact them today to learn more about how they can assist you with your financial needs.

Voorman Investment Counsel is a renowned finance institution located at 729 West Ann Arbor Trail in Plymouth, Michigan, United States. With a team of experienced financial advisors, Voorman Investment Counsel provides personalized investment strategies tailored to meet the unique financial goals of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Voorman Investment Counsel offers comprehensive financial planning services to help you achieve your financial objectives. Trust in Voorman Investment Counsel for expert financial guidance and investment management.

First Financial Strategies, Inc. is a leading finance institution located at 676 West Ann Arbor Trail in Plymouth, Michigan. With a dedicated team of financial experts, we provide a wide range of services including investment planning, retirement planning, insurance, and wealth management. Our goal is to help our clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, First Financial Strategies, Inc. is here to help you every step of the way. Contact us today to schedule a consultation and start building a solid financial plan for your future.

Edward Jones - Financial Advisor: Ryan D May, AAMS™ is a reputable finance institution located at 3055 Plymouth Road in Ann Arbor, Michigan, United States. As a trusted financial advisor, Ryan D May, AAMS™ provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Ryan D May, AAMS™ is committed to helping individuals and families secure their financial futures.

World Financial Group is a leading financial institution located at 2890 Carpenter Road in Ann Arbor, Michigan. As a finance institution, we offer a wide range of services including financial planning, investment management, insurance, and retirement planning. Our team of experienced financial advisors are dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, World Financial Group is here to provide expert guidance and personalized solutions. Contact us today to schedule a consultation and take the first step towards financial success.

Murray, McCumons & Associates - Ameriprise Financial Services, LLC is a finance institution located at 4750 Venture Drive, Ann Arbor, Michigan, United States. They offer investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution prioritizes client goals, providing regular reviews and updates as life changes. Clients can access their investments and accounts securely from any device. Ameriprise Financial is recognized as one of the Most Trusted Wealth Managers by Investor’s Business Daily. Financial advisors are registered to do business in certain U.S. states. The institution offers complimentary initial consultations to discuss financial planning concepts. Ameriprise Financial cannot guarantee future financial results. Users of the site agree to abide by the terms of the Ameriprise Financial Website Rules and Regulations. The institution values referrals and strives to help friends and family achieve their financial goals. Privacy and security are a top priority, with online security guarantees and protection against email fraud. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.

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.

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.

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.

Morgan & Associates is a reputable institution located at 455 East Eisenhower Parkway in Ann Arbor, Michigan, United States. Our team of experienced professionals offers a wide range of services including financial consulting, tax preparation, and investment management. We pride ourselves on providing personalized solutions to meet the unique needs of each client. With a focus on integrity and excellence, Morgan & Associates is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to see how we can assist you in reaching your financial objectives.