Professional financial consulting in Monroe, Michigan
60 results found
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Riverside Insurance & Financial Services
● ClosedRiverside Insurance & Financial Services is a trusted insurance agency located at 424 East Monroe Street in Dundee, Michigan. We specialize in providing a wide range of insurance products and financial services to meet the needs of our clients. Our experienced team is dedicated to helping individuals and businesses protect their assets and plan for the future. Whether you are looking for auto, home, life, or business insurance, we are here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure your financial future.
424 E Monroe St suite b, Dundee, MI 48131, United States -
TOP FLITE FINANCIAL
● ClosedTop Flite Financial is a finance institution located in Grand Rapids, Michigan, United States. Our mission is to help turn your dreams into reality by providing unparalleled service, personalized solutions, and a seamless process for achieving your homeownership goals. Our experienced team guides you through various mortgage options, from conventional loans to government-backed programs, to help you secure the best solution for your home financing journey. We understand that the mortgage process can be intimidating, which is why our exceptional team of mortgage professionals is dedicated to providing unparalleled support and guidance throughout the entire journey. We believe in getting to know our clients personally, addressing any financial concerns, and ensuring a worry-free experience.
820 Monroe Ave NW, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor William S Mackay
● ClosedMerrill Lynch Financial Advisor William S Mackay is a renowned financial institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in finance, this institution provides expert financial advice and services to help individuals and businesses achieve their financial goals. With a strong reputation for professionalism and integrity, Merrill Lynch Financial Advisor William S Mackay is a trusted partner for all your financial needs.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Rua Hekhuis
● ClosedMerrill Lynch Financial Advisor Rua Hekhuis is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. Rua is dedicated to building strong relationships with clients and providing personalized guidance tailored to their unique goals and circumstances. With a background in private consulting and a focus on goals-based planning, Rua leverages the resources of Merrill and Bank of America to help clients achieve their evolving financial goals. Committed to personalized service, Rua lives in Spring Lake with her husband and two dogs and is actively involved in supporting homeless animals through the Humane Society of West Michigan. As a Senior Portfolio Advisor, Rua can manage investment strategies on a discretionary basis, offering clients access to a range of portfolios and investment solutions. Through Merrill Personal Wealth Analysis™, Rua helps clients develop personalized financial plans centered on their goals. With a team of experienced professionals and the global resources of Merrill, Rua is dedicated to building strong client relationships based on trust and personalized service. By understanding each client's unique needs and aspirations, Rua creates customized financial approaches designed to help clients pursue their goals and manage investment risk. Whether clients are planning for retirement, education expenses, or wealth transfer, Rua works closely with them to develop strategies that align with their priorities. By staying informed about changes in clients' lives and the financial markets, Rua ensures that their financial approaches remain aligned with their goals. Through ongoing discussions and adjustments, Rua helps clients stay on track to achieve what matters most to them. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Rua is equipped to provide clients with comprehensive financial solutions and personalized investment strategies. With a focus on understanding clients' personalities and priorities, Rua offers tailored advice to help clients navigate market fluctuations and life changes. By working closely with clients and drawing on the resources of Merrill and Bank of America, Rua helps clients live their best financial lives and achieve their goals.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Lotus Financial Services
● ClosedLotus Financial Services is a reputable finance institution located at 11 Scott Street in Monroe, Michigan, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of each of our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Lotus Financial Services is here to help. Contact us today to learn more about how we can help you secure your financial future.
11 Scott St, Monroe, MI 48161, United States -
Franz Financial Services
● ClosedFranz Financial Services, located at 123 South Macomb Street in Monroe, Michigan, is a finance institution dedicated to guiding individuals on their personal financial paths. Our team is committed to providing superior service and protection to help clients avoid potential pitfalls and make informed decisions about their assets. We strive to eliminate the frustration, uncertainty, suffering, and loss that can result from inadequate planning. While the information on our website is believed to be accurate and complete, we recommend consulting with your own legal or tax professionals for personalized advice. Our goal is to help you navigate the complexities of financial planning with confidence and peace of mind.
123 S Macomb St, Monroe, MI 48161, United States -
Seegert & Seegert Financial
● ClosedSeegert & Seegert Financial is a trusted finance institution located at 3554 South Custer Road in Monroe, Michigan. With a focus on providing personalized financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, our experienced professionals are here to guide you every step of the way. Visit us today to see how Seegert & Seegert Financial can help you secure your financial future.
3554 S Custer Rd, Monroe, MI 48161, United States -
Trowbridge Financial Services
● ClosedTrowbridge Financial Services is a leading finance institution located at 15115 South Dixie Highway in Monroe, Michigan, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you need assistance with investments, retirement planning, or managing your finances, Trowbridge Financial Services is here to help you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards a secure financial future.
15115 S Dixie Hwy, Monroe, MI 48161, United States -
Harvest Partners Financial
● ClosedWelcome to Harvest Partners Financial, a finance institution located at 7331 Park Avenue in Allen Park, Michigan, United States. Our team is dedicated to helping our clients prepare for their future through comprehensive financial planning and professional investment management. We offer personalized service and use a team approach to ensure that our clients receive the best possible guidance. On our website, you can find interesting calculators and videos to help you better understand your financial options. If you're interested in learning more about how we can help you build your best life, please schedule a FREE, no obligation, one hour consultation with us. We look forward to meeting you in Ann Arbor, Allen Park, Auburn Hills, Monroe, or Wixom. Don't forget to check the background of our investment professional for added peace of mind.
7331 Park Ave, Allen Park, MI 48101, United States -
Merrill Lynch Financial Advisor Michael Gruszynski
● OpenMerrill Lynch Financial Advisor Michael Gruszynski, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, offers personalized financial strategies to help clients pursue their long-term goals. The institution caters to both institutional clients and affluent individuals and families, providing investment research, portfolio allocation, and tax policy consultation. With access to the resources of Merrill and Bank of America, the team works one-on-one with clients to develop tailored approaches to address their financial needs. The advisors at Merrill Lynch have received recognition from industry publications for their exemplary client service. The team is committed to building strong client relationships based on trust and personalized service. By understanding the goals and priorities of each client, Merrill Lynch Financial Advisor Michael Gruszynski aims to create a financial approach that reflects the client's personality and helps them achieve their goals.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
IAM Financial, LLC
● ClosedIAM Financial, LLC is a finance institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial objectives.
250 Monroe Ave NW Ste 400, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Bradley C Berger
● ClosedMerrill Lynch Financial Advisor Bradley C Berger is a reputable finance institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. With a focus on providing expert financial advice and services, clients can trust in the expertise and professionalism of Bradley C Berger and his team. Whether you are looking for investment guidance, retirement planning, or wealth management, Merrill Lynch Financial Advisor Bradley C Berger is dedicated to helping you achieve your financial goals.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Jennifer A Scharphorn
● ClosedMerrill Lynch Financial Advisor Jennifer A Scharphorn is a reputable finance institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. With years of experience and expertise in the financial industry, Jennifer A Scharphorn offers personalized financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Jennifer A Scharphorn is dedicated to providing professional guidance and support every step of the way.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Mack Financial Service
● ClosedMack Financial Service is a reputable finance institution located at 1120 South Telegraph Road in Monroe, Michigan, United States. We specialize in providing a wide range of financial services to individuals and businesses, including loans, investment advice, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Mack Financial Service can help you with your financial needs.
1120 S Telegraph Rd, Monroe, MI 48161, United States -
Hoerner & Geer CPAs and Consultants
● ClosedHoerner & Geer CPAs and Consultants is a reputable accounting and finance institution located in Grand Rapids, Michigan. With their office situated at 77 Monroe Center Street Northwest, they offer a wide range of services including tax preparation, financial consulting, auditing, and more. The team at Hoerner & Geer is dedicated to providing top-notch financial solutions to individuals and businesses alike, helping them navigate the complexities of the financial world with ease. Trustworthy, reliable, and experienced, Hoerner & Geer CPAs and Consultants is the go-to institution for all your accounting and finance needs in the Grand Rapids area.
77 Monroe Center St NW STE #6, Grand Rapids, MI 49503, United States -
Monroe Income Tax & Accounting
● OpenMonroe Income Tax & Accounting is a reputable accounting and finance institution located at 5071 North Dixie Highway in Michigan, United States. Our team of experienced professionals provides a wide range of services including income tax preparation, bookkeeping, financial planning, and more. With a commitment to accuracy and personalized service, we strive to help individuals and businesses navigate the complexities of their financial obligations. Trust Monroe Income Tax & Accounting to handle all your accounting and financial needs with expertise and professionalism.
5071 N Dixie Hwy, Newport, MI 48166, United States -
MED-1 Occupational Health Services
● OpenMED-1 Occupational Health Services is a premier institution located at 1140 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in occupational healthcare, our dedicated team of doctors and health professionals prioritize the health and well-being of your employees. Since 1984, we have been providing custom-tailored services and programs to help local companies reduce workers' compensation costs. Our clinic managers ensure efficient communication between you, your employees, and our providers for the most effective return-to-work solutions. With a web-based reporting system offering 24/7 access to employee reports, results, and authorizations through a secure HIPAA compliant portal, we strive to keep you informed and supported at all times.
1140 Monroe Ave NW # 150, Grand Rapids, MI 49503, United States -
MED-1 Occupational Health Services
● ClosedMED-1 Occupational Health Services, located at 383 Garden Avenue in Holland, Michigan, is a premier institution specializing in occupational healthcare. Our clinic managers ensure efficient communication between employees, providers, and employers for seamless return-to-work solutions. With a focus on prevention, treatment, and resolution of workplace injuries and illnesses, we offer a comprehensive range of services including pre-employment exams, drug tests, DOT exams, OSHA testing, and health and wellness programs. Since 1984, we have been helping local companies reduce workers' compensation costs through personalized care available 24 hours a day. Our web-based reporting system allows for 24/7 access to employee reports, results, and authorizations in a secure HIPAA compliant portal. With convenient locations throughout Grand Rapids and the Lakeshore, our clinics provide quick and efficient injury care to keep employees productive and on the job.
383 Garden Ave, Holland, MI 49424, United States -
Tom Donovan - State Farm Insurance Agent
● ClosedTom Donovan - State Farm Insurance Agent is an insurance agency located at 8177 Secor Road in Lambertville, Michigan. With 11 years of State Farm experience, Tom Donovan is a graduate of the University of Toledo College of Business and an active member of the Bedford Business Association. Offering free quotes on auto, home, renters, and life insurance, Tom Donovan prides himself on providing good neighbor customer service. Servicing Monroe, Lenawee, Lucas, and Washtenaw counties, Tom Donovan is a Club Qualifier and is dedicated to helping college students avoid common financial pitfalls. Additionally, the institution offers tips on organizing your home to make it safer and more efficient, as well as DIY auto maintenance to combat rising repair costs. For inquiries, please call (734) 568-6017. Please note that State Farm offers pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company, but is a separate entity from these providers. State Farm does not provide tax or legal advice, so it is recommended to consult a professional for personalized guidance.
8177 Secor Rd B, Lambertville, MI 48144, United States -
Neal Hopkins - State Farm Insurance Agent
● ClosedNeal Hopkins - State Farm Insurance Agent is located at 1720 West Sterns Road in Temperance, Michigan. This insurance agency specializes in providing Insurance and Financial Services to residents in the Monroe County area, with a focus on relocation services. The team at Neal Hopkins State Farm Insurance has received numerous awards and qualifications, including State Farm Silver Scroll Qualifier, State Farm Ambassadors Travel Qualifier, and State Farm Legion of Honor Qualifier. They offer a variety of insurance services such as Auto Insurance, Homeowners Insurance, Renters Insurance, Life Insurance, and Financial Services. The team of licensed Insurance Professionals is dedicated to helping clients find the right coverage for their specific needs. In addition to personal insurance, they also assist Small Business owners with their Commercial lines of Insurance. With over 42 years of insurance experience, the team at Neal Hopkins State Farm Insurance is committed to providing excellent service and personalized insurance solutions. Contact them today for your Personal Price Plan.
1720 W Sterns Rd, Temperance, MI 48182, United States -
SCORE
● ClosedSCORE, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a finance institution dedicated to helping small business owners succeed. Our experienced volunteer mentors are available to assist both current business owners and aspiring entrepreneurs in achieving their goals. Join us for our free webinar series on Amazon selling success, where you can learn valuable tips and strategies from experts in the field. Whether you're a new seller looking to grow your business or an existing seller wanting to boost your sales on Amazon, this webinar series is perfect for you.
250 Monroe Ave NW #150, Grand Rapids, MI 49504, United States -
Advanced Accounting
● ClosedAdvanced Accounting is a premier institution located at 8336 Monroe Road in Lambertville, Michigan, United States. Specializing in accounting and finance, our institution offers top-notch courses and training programs to help individuals excel in the world of finance. With experienced faculty and state-of-the-art facilities, students can expect a comprehensive education that prepares them for successful careers in accounting and finance. Whether you are a beginner looking to start a career in finance or an experienced professional looking to advance your skills, Advanced Accounting is the perfect place to achieve your goals.
8336 Monroe Rd # 101, Lambertville, MI 48144, United States -
Jake Hunt - State Farm Insurance Agent
● ClosedJake Hunt - State Farm Insurance Agent is a reputable insurance agency located at 8380 Belleville Road in Belleville, Michigan. Jake Hunt, a University of Michigan graduate and third-generation State Farm agent, has been serving the community since 2007. With a team that collectively has over 100 years of insurance experience, they pride themselves on providing excellent customer service. Specializing in auto, home, life, business, renters, boat, motorcycle, RV, motorhome, and health insurance, the agency is dedicated to meeting all of their customers' insurance needs. They also offer assistance with planning for college visits and provide tips for driving in rural areas.
8380 Belleville Rd, Belleville, MI 48111, United States -
Stout
● OpenStout is a reputable finance institution located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. With a focus on providing expert financial services, Stout offers a range of solutions to meet the needs of individuals and businesses alike. Their experienced team of professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial industry. Whether you're looking for investment advice, wealth management, or assistance with financial planning, Stout is committed to delivering top-notch service and expertise to their clients.
99 Monroe Ave NW #200, Grand Rapids, MI 49503, United States -
LaQuentasRepairsLLC
● OpenLaQuentasRepairsLLC is a finance institution located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. We specialize in providing expert financial repair services to individuals and businesses in need of assistance with their credit and financial situations. Our team of professionals is dedicated to helping our clients achieve their financial goals and improve their overall financial well-being. Contact us today to learn more about how we can help you repair your credit and achieve financial success.
99 Monroe Ave NW #200, Grand Rapids, MI 49503, United States -
DWH
● ClosedDWH, located at 180 Monroe Avenue Northwest in Grand Rapids, Michigan, is a finance institution comprised of a group of financial and business professionals. Our core philosophy revolves around the belief that every stakeholder matters, and we are dedicated to helping companies embrace change for the better. At DWH, we offer expertise and support to guide companies through turnaround, restructure, and other insolvency events with cash flow management tools and interim leadership roles. We specialize in helping companies make the right decisions to improve their bottom line and sustainably grow their business.
180 Monroe Ave NW # 2R, Grand Rapids, MI 49503, United States -
Prometis Partners
● ClosedPrometis Partners is a leading finance institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. We specialize in providing expert financial services and strategic advice to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Prometis Partners is here to help you every step of the way. Trust us to be your partner in financial success.
250 Monroe Ave NW Ste 400, Grand Rapids, MI 49503, United States -
Benjamin F. Edwards
● ClosedBenjamin F. Edwards is a finance institution located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. The institution offers a range of financial services and is staffed by a team of experienced professionals including Todd Brandstadt, CFP®, CIMA®, Jay Farquharson, Dave Hansen, Chris Hebel, Sheri Postema, Al Gortmaker, Kona Dominick, Paula Farrow, Megan Adams, Jalonn Gates-Utter, and more. The institution is committed to providing personalized financial advice and investment strategies to help clients reach their unique goals. With a focus on trust, integrity, and mutual respect, the team at Benjamin F. Edwards works closely with clients to develop customized financial plans tailored to their individual needs. Whether you are looking for retirement planning, investment advice, or asset management services, Benjamin F. Edwards is dedicated to helping you achieve financial success.
99 Monroe Ave NW #975, Grand Rapids, MI 49503, United States -
Cascade Partners LLC, Grand Rapids
● ClosedCascade Partners LLC is a finance institution located in the heart of Grand Rapids, Michigan. Situated at 146 Monroe Center Street Northwest, this firm offers a wide range of financial services to businesses and individuals in the area. With a team of experienced professionals, Cascade Partners LLC is dedicated to providing top-notch financial advice and solutions to help clients achieve their goals. Whether you are looking for investment opportunities, financial planning, or strategic consulting, Cascade Partners LLC is here to help you navigate the complex world of finance.
146 Monroe Center St NW #701, Grand Rapids, MI 49503, United States -
MassMutual MidMichigan
● ClosedMassMutual MidMichigan is a leading finance and insurance agency located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, life insurance, or investment strategies, we are here to provide personalized solutions tailored to your specific needs. Visit us today to learn how MassMutual MidMichigan can help secure your financial future.
99 Monroe Ave NW #700, Grand Rapids, MI 49503, United States
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