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TOP 30 Retirement funds in Michigan
284 results found
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Lewis & Knopf PC
Lewis & Knopf PC is a finance and accounting institution located at 1100 Torrey Road in Fenton, Michigan, United States. Linda, who has 15 years of experience in finance, leads the team as the manager, providing assistance to individuals, small businesses, and trusts and estates. At Lewis & Knopf, they are dedicated to giving their all to ensure the success of their clients. They offer more than just basic accounting services, providing innovative solutions and a team that is committed to their clients' success. The institution also offers resources like TaxCaddy to make tax season easier for their clients. Additionally, they provide guidance on topics like downsizing for retirement and utilizing 529 funds for retirement savings. With locations in Brighton and Flint as well, Lewis & Knopf is available to assist their clients Monday through Friday from 7:30 am to 4:30 pm.
Fidelity Investments
Fidelity Investments is a renowned financial institution located at 500 East Eisenhower Parkway in Ann Arbor, Michigan, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options, including mutual funds, retirement planning, and wealth management services. Their experienced team of financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth or plan for retirement, Fidelity Investments is committed to providing you with the expertise and resources needed to make informed investment decisions.
Bingham Legal Group PC
Bingham Legal Group PC, located at 30100 Telegraph Road in Bingham Farms, Michigan, is a trusted institution specializing in accounting, finance, and legal services. Their team of experienced lawyers provides representation for probate litigation and administration, offering guidance and solutions during difficult times of estate planning and administration. Whether you are a young couple creating your first will or an adult child dealing with the passing of a loved one, Bingham Legal Group PC is dedicated to helping clients make informed decisions about their assets and future. Their skilled attorneys and legal assistants work together to provide personalized support and create a positive experience for every client. With a focus on protecting legacies and providing comprehensive estate planning, Bingham Legal Group PC is committed to safeguarding your future, property, and family. Contact them at 248-594-1919 to schedule an appointment with their experienced attorneys and receive the guidance and representation you need.
Great River Federal Credit Union
Great River Federal Credit Union is a trusted financial institution located at 1012 South 11th Street in Niles, Michigan. As a full-service credit union, we offer a wide range of banking and financial services to our members. Whether you need to deposit funds, withdraw cash, apply for a loan, or manage your finances, our friendly and knowledgeable staff is here to assist you. Visit us today and experience the difference of banking with Great River Federal Credit Union.
TrustFunding.com
TrustFunding.com, located at 12900 Hall Road in Sterling Heights, Michigan, is a trusted institution that specializes in funding trusts for law firms. With over 10 years of experience, TrustFunding.com offers tailored services to meet the specific needs of each law firm and their clients. By partnering with TrustFunding.com, law firms can streamline the trust funding process, strengthen customer relationships, and increase profitability. Schedule a call with Mike today to learn more about how TrustFunding.com can benefit your firm. Whether you need assistance with funding new or old trusts, TrustFunding.com has the expertise and resources to help. Don't hesitate to reach out - your questions are welcome and your information is safe with us. Let TrustFunding.com help you navigate the complex process of funding trusts and provide added value to your clients.
Justin Le Page - Financial Advisor, Ameriprise Financial Services, LLC
Justin Le Page is a Financial Advisor at Ameriprise Financial Services, LLC located at 2400 U.S. 41, Marquette, Michigan, United States. Justin Le Page holds multiple certifications including AAMSā¢, ADPAā¢, AEPĀ®, AIFĀ®, APMAā¢, AWMAā , Behavioral Financial Advisor, CAPĀ®, CASĀ®, CASLĀ®, Certified Divorce Financial Analyst, Certified Estate Plannerā¢, Certified Exit Planning AdvisorĀ®, Chartered Financial AnalystĀ®, CERTIFIED FINANCIAL PLANNERā¢, Certified Fund Specialist, Chartered Financial ConsultantĀ®, Chartered Special Needs Consultant, Certified Investment Management AnalystĀ®, Certified Kingdom AdvisorĀ®, Certified in Long-Term Care, and Chartered Life Underwriter DesignationĀ®. These certifications demonstrate Justin Le Page's expertise in asset management, investment strategies, estate planning, retirement planning, and more. As a Certified Military Financial AdvisorĀ®, Justin Le Page is also trained to serve veterans and active duty military personnel. Contact Justin Le Page for comprehensive financial planning services tailored to your individual needs.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management is a finance institution located at 310 West Front Street in Traverse City, Michigan, United States. The firm is dedicated to helping clients transition from wealth-building to wealth-enjoying, ensuring that all aspects of their financial life are well-managed. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors aims to connect all the dots of their clients' financial lives. The team at Mercer Advisors includes experienced professionals such as Tracey, RenƩe, Kevin, George, Merideth, Becky, and Tony, who bring a wealth of knowledge and expertise to the table. From providing long-term financial strategies that reflect the values and lifestyles of clients to offering comprehensive financial planning and wealth management services, the team is committed to helping clients reach their financial goals.
Merrill Lynch Financial Advisor Matthew J Eckenrode
Merrill Lynch Financial Advisor Matthew J Eckenrode is a finance institution located at 333 West Grandview Parkway, Traverse City, Michigan, United States. Matthew J Eckenrode and his team of investment industry professionals offer personalized wealth plans and access to global investment capabilities through Merrill Lynch. With 13 years of experience in the financial services industry, Matthew J Eckenrode specializes in corporate benefit programs and can help corporate executives integrate their benefits into a long-term financial approach. The institution provides personalized wealth analysis and financial planning tailored to individual goals and priorities. The team at Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service. The institution offers comprehensive financial solutions, investment insights, and strategies to help clients achieve their financial goals. Matthew Eckenrode is registered to do business in multiple states and is dedicated to helping clients navigate the complexities of their financial lives. Whether planning for retirement, saving for a home, or funding education, Merrill Lynch Financial Advisor Matthew J Eckenrode offers personalized solutions to help clients pursue their goals.
Joseph A. DeLuca MIM Securites America Inc. Registered Representative
Joseph A. DeLuca MIM Securities America Inc. Registered Representative is a reputable financial institution located at 854 Bluff Creek Drive in Grand Haven, Michigan. As a registered representative, they provide expert financial advice and investment services to their clients. With a strong focus on security and professionalism, Joseph A. DeLuca MIM Securities America Inc. is dedicated to helping individuals and businesses achieve their financial goals. Contact them today to learn more about their services and how they can help you secure your financial future.
LVZ Financial Planning
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.
Merrill Lynch Financial Advisor Gregory G De Voursney
Merrill Lynch Financial Advisor Gregory G. DeVoursney, located at 380 West Western Avenue in Muskegon, Michigan, is a Vice President and Senior Financial Advisor with over 25 years of experience in the financial services industry. Greg holds a BBA from the University of Notre Dame and specializes in developing customized investment portfolios for retirees, professionals, business owners, and high net worth individuals seeking financial independence. Greg's approach is centered on building strong client relationships based on trust and personalized service. He believes in creating a personalized plan tailored to each client's goals and priorities, whether it's saving for retirement, funding a child's education, or planning for future generations. With access to the global resources of Merrill, Greg's team is dedicated to helping clients achieve their financial goals.
Daniel De Witt - Financial Advisor, Ameriprise Financial Services, LLC
Daniel De Witt is a Financial Advisor at Ameriprise Financial Services, LLC located at 4575 Lake Michigan Drive Northwest in Grand Rapids, Michigan, United States. Daniel De Witt holds several prestigious certifications including AAMSā¢, ADPAā¢, AEPĀ®, AIFĀ®, APMAā¢, AWMAā , Behavioral Financial Advisor, CAPĀ®, CASĀ®, CASLĀ®, Certified Divorce Financial Analyst, Certified Estate Plannerā¢, Certified Exit Planning AdvisorĀ®, CFAĀ®, CFPĀ®, Certified Fund Specialist, ChFCĀ®, Chartered Financial ConsultantĀ®, Chartered Special Needs Consultant, CIMAĀ®, Certified Kingdom AdvisorĀ®, Certified in Long-Term Care, and Chartered Life Underwriter DesignationĀ®. These certifications demonstrate Daniel De Witt's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical practices and continuing education, Daniel De Witt is dedicated to helping individuals and businesses achieve their financial goals.
Edward Jones
Edward Jones is a finance institution located at 4581 Lake Michigan Drive Northwest in Grand Rapids, Michigan. Known for their personalized approach to financial planning, Edward Jones offers a wide range of services including investment advice, retirement planning, and wealth management. With a focus on building long-term relationships with their clients, Edward Jones strives to help individuals achieve their financial goals through tailored solutions and expert guidance. Visit their office in Grand Rapids to learn more about how Edward Jones can help you secure your financial future.
Watkins Ross
Watkins Ross is a finance institution located at 200 Ottawa Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in consulting, actuarial, and administration services, Watkins Ross is dedicated to providing retirement plan services to help meet corporate objectives and navigate the complex world of health benefits for employees. The experienced team at Watkins Ross can design and administer various types of retirement plans, including cash balance, pension, profit sharing, ESOP, and non-qualified plans. They also specialize in financial reporting for Other Post-Employment Benefit Plans (OPEB) and Incurred But Not Reported (IBNR) reserve liabilities for health plans.
Merrill Lynch Financial Advisor Rachel Mraz
Merrill Lynch Financial Advisor Rachel Mraz is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation. With accolades such as Forbes "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors", the advisors at Merrill Lynch are dedicated to providing exemplary client service. Rachel Mraz, a registered advisor in multiple states, including Michigan, offers personalized investment strategies and comprehensive financial solutions tailored to individual needs and priorities. Whether you are planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Wealth Management Advisors like Rachel Mraz are here to help you achieve your financial goals. With a focus on understanding your unique needs and priorities, Rachel Mraz aims to create a personalized financial plan that can adapt to changes in your life and the market. By staying connected and regularly reviewing your goals, Rachel Mraz can help you stay on track to achieve what matters most to you. Partner with Merrill Lynch Financial Advisor Rachel Mraz to work towards your financial goals and live your best financial life.
Edward Jones
Edward Jones is a prominent financial institution located at 2050 Martin Avenue Southeast in Grand Rapids, Michigan. With a strong presence in the United States, Edward Jones offers a wide range of financial services including investment planning, retirement planning, wealth management, and more. With a focus on personalized service and tailored financial solutions, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Edward Jones is committed to providing expert guidance and support every step of the way.
Clausing Financial Group
Clausing Financial Group is a leading finance institution located at 4135 Embassy Drive Southeast in Grand Rapids, Michigan, United States. With a team of experienced financial professionals, we provide a wide range of financial services to help our clients achieve their financial goals. Whether you need assistance with investments, retirement planning, estate planning, or insurance, our dedicated team is here to help you navigate the complexities of the financial world. Trust Clausing Financial Group to provide you with expert advice and personalized financial solutions tailored to your unique needs.
Merrill Lynch Financial Advisor Jonathan C. Hatfield
Merrill Lynch Financial Advisor Jonathan C. Hatfield, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a finance institution dedicated to providing accessible, knowledgeable, and experienced financial guidance. Jonathan has been in the financial services industry since 2009 and specializes in serving high net worth individuals, business owners, and corporate executives. With a bachelor's degree in Business Management and Psychology, Jonathan is a Certified Private Wealth AdvisorĀ® designee. He is committed to building and maintaining strong relationships with clients, offering personalized plans centered on their goals and aspirations. The team at Merrill Lynch Wealth Management, led by Jonathan, focuses on helping clients navigate important financial decisions, estate planning, and wealth preservation. By utilizing the global resources of Merrill, clients receive tailored investment strategies and comprehensive financial solutions. Whether clients are planning for retirement, saving for a home, or funding their children's education, Jonathan works closely with them to develop a financial approach that aligns with their priorities and values. The institution also offers insights, observations, and ideas to help clients pursue their financial goals, with a focus on maximizing the impact of their giving. With a commitment to putting clients first, Merrill Lynch Financial Advisor Jonathan C. Hatfield strives to help clients achieve their financial goals and navigate the complexities of their financial lives.
Walters Wealth Advisors
Walters Wealth Advisors is a reputable finance institution located at 54870 North Main Street in Mattawan, Michigan. With a team of experienced financial experts, we provide personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, our advisors are here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Jordan Booko - Financial Advisor, Ameriprise Financial Services, LLC
Jordan Booko is a Financial Advisor at Ameriprise Financial Services, LLC, located at 200 South Main Street in Three Rivers, Michigan, United States. Jordan holds several certifications, including the AAMSā¢, ADPAā¢, AEPĀ®, AIFĀ®, APMAā¢, AWMAā , Behavioral Financial Advisor, CAPĀ®, CASĀ®, CASLĀ®, Certified Divorce Financial Analyst, Certified Estate Plannerā¢, Certified Exit Planning AdvisorĀ®, Chartered Financial AnalystĀ®, CERTIFIED FINANCIAL PLANNERā¢, Certified Fund Specialist, Chartered Financial ConsultantĀ®, Chartered Special Needs Consultant, Certified Investment Management AnalystĀ®, Certified Kingdom AdvisorĀ®, Certified in Long-Term Care, and Chartered Life Underwriter DesignationĀ®. These certifications demonstrate Jordan's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. As a Certified Military Financial AdvisorĀ®, Jordan is trained to serve veterans and active duty military personnel. Contact Jordan Booko for comprehensive financial planning services tailored to your individual needs.
Merrill Lynch Financial Advisor Kelly Anne Crystal
Merrill Lynch Financial Advisor Kelly Anne Crystal is a finance institution located in Grand Blanc, Michigan, United States. Kelly Crystal, a graduate of Michigan State University and Walsh College, has been a Financial Advisor at Merrill since 2009. With a background in Treasury and Finance in the automotive industry, Kelly is dedicated to understanding her clients' lifelong goals to provide advice on wealth management, retirement planning, legacy/family planning, small business strategies, foundations, and life insurance needs. Kelly's commitment to outstanding service and educating her clients on their investments, combined with her involvement in the community, sets her apart. She is a member of various organizations including the American Red Cross, Community Foundation Women and Girls Fund, Grand Blanc Rotary Club, and more. Kelly holds the CERTIFIED FINANCIAL PLANNERā¢ certification and offers personalized financial planning to help clients achieve their goals.
Mercer Advisors Wealth Management
Mercer 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 PLANNERā¢ professional who enjoys exploring national parks with his wife, the team is committed to providing holistic financial planning solutions.
James I Downing - Financial Advisor, Ameriprise Financial Services, LLC
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 AAMSā¢, ADPAā¢, AEPĀ®, AIFĀ®, APMAā¢, AWMAā , Behavioral Financial Advisor, CAPĀ®, CASĀ®, CASLĀ®, Certified Divorce Financial Analyst, Certified Estate Plannerā¢, Certified Exit Planning AdvisorĀ®, CFAĀ®, CFPĀ®, Certified Fund Specialist, ChFCĀ®, Chartered Financial ConsultantĀ®, Chartered Special Needs Consultant, CIMAĀ®, Certified Kingdom AdvisorĀ®, Certified in Long-Term Care, Chartered Life Underwriter DesignationĀ®, and CFMAĀ®. 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.
Merrill Lynch Financial Advisor Sara E Wohl
Merrill Lynch Financial Advisor Sara E Wohl, located at 777 East Eisenhower Parkway in Ann Arbor, Michigan, is a finance institution dedicated to helping clients pursue their personal planning strategies. The team at Merrill Lynch strives to assist clients in funding their children's education, planning for retirement income, managing potential health care costs, and transferring wealth to the next generation. With a focus on simplicity and transparency, the institution offers personalized financial strategies that take into account each client's unique perspective and priorities. By providing access to the investment insights of Merrill and the banking convenience of Bank of America, Merrill Lynch Financial Advisor Sara E Wohl helps clients plan for their financial future and adjust their approach as needed. The institution's commitment to exemplary client service has been recognized by Forbes in various categories, highlighting the dedication of their advisors to building strong client relationships based on trust and personalized service. Whether it's developing a personalized financial plan, discussing changes in life and financial goals, or providing the latest investment insights, Merrill Lynch Financial Advisor Sara E Wohl is committed to putting clients first and helping them achieve their financial goals.
The LPL Financial : R. Bruce Kramer
The LPL Financial: R. Bruce Kramer is a finance institution located at 28411 Northwestern Highway in Southfield, Michigan, United States. Led by experienced financial advisor R. Bruce Kramer, the institution offers a wide range of financial services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, LPL Financial provides expert guidance and support to individuals and businesses seeking to build and protect their wealth. Whether you are looking to invest, save for retirement, or plan for the future, The LPL Financial: R. Bruce Kramer is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.
First Financial Strategies, Inc.
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.
Great Lakes Pension Associates, Inc.
Great Lakes Pension Associates, Inc. is a finance institution located at 37923 West 12 Mile Road in Farmington Hills, Michigan. Specializing in pension services, they offer expert advice and assistance in managing retirement funds and investments. With a team of experienced professionals, Great Lakes Pension Associates, Inc. is dedicated to helping clients secure their financial future and achieve their retirement goals. Whether you are an individual looking to plan for retirement or a business seeking pension solutions, this institution provides personalized services tailored to meet your specific needs. Trust Great Lakes Pension Associates, Inc. to provide reliable and comprehensive financial guidance for a secure and prosperous retirement.
Merrill Lynch Financial Advisor Kristina F. Abro
Merrill Lynch Financial Advisor Kristina F. Abro is a finance institution located at 3030 Cross Creek Parkway in Auburn Hills, Michigan, United States. Kristina Abro has been recognized by Forbes as one of the "Best-in-State Next-Generation Wealth Advisors" in 2022 and "Top Women Wealth Advisors Best-in-State" in 2022 and 2023. With a focus on exemplary client service, Kristina and her team at Merrill Lynch Wealth Management are committed to helping clients achieve their financial goals. They offer personalized wealth management strategies, access to investment insights, and banking solutions from Bank of America. Kristina believes in building strong client relationships based on trust and personalized service, and she is dedicated to helping clients navigate the complexities of their financial lives. Whether you're planning for retirement, saving for a home, or funding a child's education, Kristina can work with you to create a customized financial approach that reflects your unique needs and priorities. With a focus on understanding your goals and priorities, Kristina and her team can help you stay on track to achieve what's most important to you. Contact Kristina Abro at Merrill Lynch Financial Advisor for personalized investment strategies and comprehensive financial solutions tailored to your financial situation.
Merrill Lynch Financial Advisor Edwin T Berg
Merrill Lynch Financial Advisor Edwin T Berg is a finance institution located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, United States. The team at this institution is dedicated to understanding your values and helping you achieve your financial goals. They offer personalized wealth management strategies tailored to your individual needs and aspirations. With access to the investment insights of Merrill and the banking solutions of Bank of America, they can help you navigate today's changing market conditions and plan for your legacy. Whether you are planning for retirement, saving for a home, or funding a child's education, they are committed to helping you make informed decisions and reach your financial goals. From personalized planning to investment strategies, Merrill Lynch Financial Advisor Edwin T Berg is here to help you achieve financial success.
Peter Strek - RBC Wealth Management Branch Director
Peter Strek is the Branch Director of RBC Wealth Management, located at 38505 Woodward Avenue in Bloomfield Hills, Michigan. As a leading financial institution, RBC Wealth Management offers a wide range of services to help individuals and businesses achieve their financial goals. With Peter Strek at the helm, clients can expect personalized and professional guidance to navigate the complexities of wealth management. Whether you are looking to invest, plan for retirement, or protect your assets, Peter Strek and his team are dedicated to providing expert advice and superior customer service. Trust RBC Wealth Management to secure your financial future.
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