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TOP 30 Retirement income planning in Monroe, MI
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Jacobs Financial Services LLC
Jacobs Financial Services LLC is a finance institution located at 800 East Ellis Road in Norton Shores, Michigan, United States. The institution specializes in retirement planning and helping clients create personalized financial roadmaps to achieve their retirement goals. The team of qualified financial advisors, led by President and CEO Tom Jacobs, has over 25 years of experience in the insurance and financial industry. Tom Jacobs believes in straightforward and direct communication when working with clients to develop retirement income strategies. The institution recommends reviewing financial roadmaps annually to make any necessary adjustments. Clients in West Michigan and surrounding areas can schedule a meeting with one of the advisors to start working on their retirement roadmap.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a financial institution that offers a wide range of services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch can provide financial strategies tailored to your specific needs, including retirement income planning, guidance on investments, and access to estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are dedicated to client service and satisfaction, working closely with clients to understand their goals and create personalized financial strategies. The branch is also involved in charitable outreach and volunteerism to support the communities in which they operate.
Merrill Lynch Financial Advisor Scott S Eccker
Merrill Lynch Financial Advisor Scott S. Eccker, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, is part of the Eccker Bujdos Andrews Group of Merrill Lynch Wealth Management. Scott has been with Merrill since 1980, bringing extensive experience and a commitment to building strong client relationships based on trust and personalized service. Recognized as a member of the Forbes "Best-in-State Wealth Management Teams" in 2023 and 2024, Scott focuses on providing financial strategies, retirement income planning services, and liability management for a diverse client base including attorneys, physicians, business executives, and entrepreneurs. As a specially qualified Portfolio Manager, Scott can manage personalized investment strategies to help clients pursue their objectives. At Merrill Lynch Wealth Management, Scott and his team prioritize understanding each client's unique goals and financial situation, developing personalized financial strategies, and providing ongoing support to help clients stay on track. With a focus on collaboration and personalized service, Scott and his team are dedicated to helping clients achieve their financial goals and build a customized investment approach.
Mark Johnson - Thrivent
Mark Johnson - Thrivent is a finance institution located at 19 Washington Street in Monroe, Michigan, United States. At our Thrivent office, we focus on connecting faith and finances for good, helping you make wise financial decisions so you can live more generously. With over a decade of experience in the financial services industry, we offer services such as investment management, retirement income planning, life insurance, extended care planning, and more. Our goal is to provide sound financial guidance using a variety of strategies tailored to your individual needs. We believe in giving back to our community and spreading the value of generosity in everything we do. Our licensing information can be found on the State Insurance Department's website, and we do not provide legal, accounting, or tax advice. Thrivent offers advice and guidance through our Financial Planning Framework, with additional planning services available for a fee.
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