TOP Retirement financial planning advice in Flint, Michigan

At AE Tax & Financial Services, we are dedicated to providing professional and comprehensive financial services for individuals, small businesses, and non-profit organizations. With more than 20 years of experience in the industry, we have honed our expertise in strategy, consulting, tax services, and bookkeeping to better serve our clients.

Horizon Advisers - Flint is a leading institution offering a wide range of financial services including accounting, finance, insurance, and legal services. Located at 5206 Gateway Centre Boulevard in Flint, Michigan, United States, our team of experienced professionals is dedicated to providing expert advice and personalized solutions to help clients achieve their financial goals. Whether you need assistance with tax planning, investment management, insurance coverage, or legal advice, Horizon Advisers - Flint is here to help. Contact us today to learn more about how we can assist you in navigating the complexities of the financial world.

Romain Financial is a reputable finance institution located at 42 West Flint Street in Orion Township, Michigan, United States. We provide a wide range of financial services including investment management, retirement planning, 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 we can assist you with your financial needs.

SPI Financial Group is a renowned finance institution located at 5076 North Flint Road in Roscommon, Michigan, United States. With a strong commitment to providing top-notch financial services, SPI Financial Group offers a wide range of financial solutions to individuals and businesses. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, or wealth management, SPI Financial Group is here to help you every step of the way. Visit us today and let us help you make the most of your finances.

Global Financial Services is a leading financial institution located at 6060 Torrey Road in Flint, Michigan, United States. Specializing in finance, our institution offers a wide range of services to help individuals and businesses manage their finances effectively. With a team of experienced professionals, we provide expert advice and personalized solutions to meet the unique needs of our clients. Whether you are looking for investment opportunities, retirement planning, or assistance with loans and mortgages, Global Financial Services is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you in securing your financial future.

Jason Kokaly is a Financial Advisor at Ameriprise Financial Services, LLC located at 5402 Gateway Centre Boulevard in Flint, Michigan, United States. Jason 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 Jason's expertise in various aspects of financial planning and asset management, ensuring that he can provide comprehensive and tailored advice to his clients. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Jason Kokaly is equipped to help you achieve your financial goals.

Brian Reiber - Financial Advisor at Ameriprise Financial Services, LLC, located at 5402 Gateway Centre Boulevard in Flint, Michigan, is dedicated to helping clients achieve their financial goals. Specializing in investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance, Brian Reiber offers personalized financial planning services. Clients can track their progress towards their goals securely from any device and receive regular updates and analysis. With a focus on retirement, education, major purchases, and more, Brian Reiber aims to help clients navigate their financial journey with confidence. Schedule a complimentary initial consultation to learn more about how Brian Reiber can assist you in reaching your financial objectives. Member FINRA and SIPC.

The University of Michigan Credit Union, located at 1149 East Bristol Road in Burton, Michigan, is a finance institution that offers a wide range of products and services to members of the University of Michigan, Eastern Michigan University, Washtenaw Community College, and surrounding communities. With a focus on improving financial wellness, UMCU provides free financial education workshops and supports various nonprofit organizations in areas such as arts, culture, education, and health services. Whether through online banking, mobile app, or in-person at branches in Ann Arbor, Ypsilanti, Dearborn, and Flint, UMCU is dedicated to helping its members achieve better financial health at every stage of life.

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.