Retirement money management in Michigan
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Arbor Financial Credit Union
● ClosedArbor Financial Credit Union is a financial institution located at 1386 Michigan 89 in Otsego, Michigan, United States. Offering a range of services including ATM access, banking, and finance, Arbor Financial provides convenient access to your money with a mobile app, digital wallet, and access to over 30,000 surcharge-free ATMs. Whether you're looking for a home loan, mortgage, auto loan, or business loan, Arbor Financial has you covered. With 12 branches throughout Michigan, friendly staff are available to assist you with all your financial needs. Membership is open to those who live, work, or worship in Michigan, with a range of high-return savings accounts, low-interest loans, and expert financial advice available. Whether you're a young adult looking for a Volt Account or someone planning for retirement with a Certificate of Deposit, Arbor Financial has the tools to help you achieve your financial goals. With a focus on financial growth and personalized service, Arbor Financial Credit Union is committed to helping you manage and advance your assets in a responsible manner. Visit one of our branches or explore our online services to learn more about how Arbor Financial can support your financial journey.
1386 M-89, Otsego, MI 49078, United States -
United Bank
● ClosedUnited Bank is a full-service financial institution located at 900 East Paris Avenue Southeast in Grand Rapids, Michigan. Offering a wide range of banking and financial services, United Bank is dedicated to helping individuals and businesses achieve their financial goals. Whether you need an ATM for convenient access to your funds, banking services for everyday transactions, or insurance products to protect your assets, United Bank has you covered. Visit us today to experience personalized service and expert financial advice.
900 E Paris Ave SE, Grand Rapids, MI 49546, United States -
Arbor Financial Credit Union
● ClosedArbor Financial Credit Union, located at 2019 West Centre Avenue in Portage, Michigan, offers a range of financial services including banking, ATM access, and loans. With their mobile app and digital wallet, you can easily manage your money on the go and access over 30,000 surcharge-free ATMs. Whether you're looking for a home loan, mortgage, auto loan, or business loan, Arbor Financial is here to help. Their friendly team at 12 branches across Michigan can assist with opening accounts, applying for loans, and providing expert financial advice. Members aged 13-24 can benefit from the Volt Account, which combines savings and checking with special perks. Arbor Financial also offers low-rate auto loans, mortgage options, credit cards, and Certificate of Deposit accounts to help you achieve your financial goals. Federally insured by the NCUA, Arbor Financial Credit Union is committed to providing valuable financial products and guidance for individuals and businesses throughout Michigan. Visit one of their branches or access their services online or through their mobile app to start your journey towards financial growth and stability.
2019 W Centre Ave, Portage, MI 49024, United States -
Consumers Credit Union - Corporate Headquarters
● ClosedConsumers Credit Union - Corporate Headquarters is a finance institution located at 7200 Elm Valley Drive in Kalamazoo, Michigan, United States. At our headquarters, we offer a hub of smart money information, online courses, and advice for individuals at any life stage. Members can save up to 20% on TurboTax federal products or $25 on in-office tax prep with H&R Block. Additionally, kids 12 and under can join our club to make savings easy and rewarding. We welcome all individuals who live, work, or are enrolled in post-secondary education in Michigan to become a member with ease. Join us today and start taking control of your financial future!
7200 Elm Valley Dr, Kalamazoo, MI 49009, United States -
4Front Credit Union
● Closed4Front Credit Union, located at 1031 May Street in Charlevoix, Michigan, is a full-service financial institution offering a range of services including ATM access, banking, and finance options. Our Online Banking and Mobile Banking demos empower you to take control of your digital banking experience. With our Straight4ward Rewards Checking, you can earn rewards simply by managing your money as you normally would, while also benefiting from features like Overdraft Privilege and Courtesy Pay. We take the time to understand your business needs and offer support through loans and lines of credit. Our Fast4ward Payday service allows you to access your funds early, and our 4Front Foundation supports community nonprofits and education initiatives. Whether you're just starting out or well on your financial journey, 4Front Credit Union is committed to making banking easy and convenient for you.
1031 May St, Charlevoix, MI 49720, United States -
First National Bank - Brighton Challis Office
● ClosedFirst National Bank - Brighton Challis Office is a full-service financial institution located at 8080 Challis Road in Brighton, Michigan, United States. As an ATM, bank, and finance center, we offer a range of services to meet your everyday money management and long-term savings goals. With easy-to-use online tools and mobile apps, we provide checking options for your daily finances and savings options for your future needs. Whether you're focused on growing your business or planning for retirement, we offer the financial resources and tools to support your goals.
8080 Challis Rd, Brighton, MI 48116, United States -
Bank of Ann Arbor
● ClosedBank of Ann Arbor, located at 7 West Michigan Avenue in Ypsilanti, Michigan, is a trusted financial institution offering a range of banking and finance services. With a focus on providing checking options for everyday money management and savings options for long-term goals, Bank of Ann Arbor also offers easy-to-use online tools and mobile apps for convenient banking. Whether you are a business owner looking for financial resources to grow your business, or an individual planning for retirement and wealth management, Bank of Ann Arbor is here to help. Committed to helping communities thrive, the institution prioritizes its customers and provides top-notch service. With a routing number of 072413735, SWIFT BIC code ANNAUS33, and NMLS ID 718852, Bank of Ann Arbor ensures secure and transparent financial transactions. Visit their website for more information on their services and offerings.
7 W Michigan Ave, Ypsilanti, MI 48197, United States -
Bank of Ann Arbor
● ClosedBank of Ann Arbor is a full-service financial institution located at 9775 Michigan 36 in Whitmore Lake, Michigan, United States. We offer a range of services including ATM access, banking, and finance options. Our routing number is 072413735, SWIFT BIC is ANNAUS33, and NMLS ID is 718852. We provide checking options for your everyday money management and savings options for your long-term financial goals. Our online tools and mobile apps make managing your finances easy and convenient.
9775 M-36, Whitmore Lake, MI 48189, United States -
4Front Credit Union
● Closed4Front Credit Union, located at 1234 Hastings Street in Traverse City, Michigan, is your go-to institution for all your banking and finance needs. As an ATM, bank, and finance institution, we offer a range of services to help you manage your money efficiently. Our Online Banking and Mobile Banking demos make it easy for you to take control of your digital banking experience. With our Straight4ward Rewards Checking account, you can earn rewards simply by managing your money as you normally would. Additionally, we provide peace-of-mind protection with features like Overdraft Privilege and Courtesy Pay.
1234 Hastings St, Traverse City, MI 49686, United States -
Thrivent
● OpenThrivent is a finance institution located at 3794 North 48th Avenue, Mears, Michigan, United States. We believe in providing everyone with a financial plan they can be confident about, starting with the right financial advisor. Our services include matching you with resources based on your financial concerns, understanding your unique situation and goals, and creating strategies to help you achieve your financial goals. Money Canvas™ is a free virtual coaching service that helps you build healthier money habits at your own pace. Our financial advisors prioritize your needs to create a plan that aligns with what matters most to you, whether you are just starting out or nearing retirement. We also offer generosity programs and charitable planning options to give back to the community. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization that provides advice, investments, insurance, banking, and generosity programs. Our goal is to help you make the most of all you've been given, achieve clarity, and live a more meaningful and generous life. Visit Thrivent.com for more information about our services and financial advisors.
3794 N 48th Ave, Mears, MI 49436, United States -
Oppenheimer & Co. Inc.
● ClosedOppenheimer & Co. Inc. is a well-established finance institution located at 555 West Crosstown Parkway in Kalamazoo, Michigan, United States. With a history dating back to 1911, our office has a long-standing presence in the Kalamazoo area. We offer a wide range of financial products and services, including professional money management, investment banking, retirement services, and estate planning. Our Financial Professionals leverage the resources of the Oppenheimer global brand to provide clients with sophisticated asset management strategies tailored to their individual needs. We are dedicated to offering independent, objective advice to help investors achieve their financial goals. With a focus on maintaining a strong, conservatively managed balance sheet and robust internal controls, we strive to protect our clients' assets.
555 W Crosstown Pkwy, Kalamazoo, MI 49008, United States -
LPL Financial
● ClosedLPL Financial is a finance institution located at 8469 South Saginaw Street in Grand Blanc, Michigan, United States. As a leading provider of investment and wealth management services, LPL Financial offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and a commitment to personalized service, LPL Financial is dedicated to helping clients navigate the complexities of the financial world and make informed decisions about their money. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, LPL Financial is here to help you every step of the way.
8469 S Saginaw St, Grand Blanc, MI 48439, United States -
Merrill Lynch Financial Advisor Grant R Hulett
● ClosedMerrill Lynch Financial Advisor Grant R Hulett is a finance institution located at 777 East Eisenhower Parkway in Ann Arbor, Michigan, United States. With a focus on providing expert financial advice and guidance, Merrill Lynch Financial Advisor Grant R Hulett offers a range of services to help clients manage their investments and achieve their financial goals. Whether you are looking to plan for retirement, save for a major purchase, or grow your wealth, the experienced team at Merrill Lynch Financial Advisor Grant R Hulett is dedicated to helping you navigate the complexities of the financial world and make informed decisions about your money.
777 E Eisenhower Pkwy, Ann Arbor, MI 48108, United States -
Autumn Financial Advisors, LLC
● ClosedAutumn Financial Advisors, LLC is a family-owned financial planning and investment management boutique located at 705 South Main Street in Plymouth, Michigan. Our team, led by CFP® professional Brittany Ringo and CFA® charterholder Erik Ringo, provides personalized financial guidance to clients. As a fee-only firm, we do not receive commissions or sell financial products, ensuring that we always prioritize our clients' best interests as fiduciaries. Whether you're going through a major life change, planning for retirement, or seeking assistance in managing your portfolio post-retirement, our experienced and highly trained team is here to help. We understand that dealing with money can be complex, which is why we offer unbiased advice and strategic planning tailored to your unique financial goals. We are flexible and can accommodate evening meetings or virtual consultations for clients in Southeast Michigan or beyond. Trust us to navigate the complexities of financial planning and investment management with your best interests in mind.
705 S Main St Suite 101J, Plymouth, MI 48170, United States -
Oppenheimer & Co. Inc.
● ClosedOppenheimer & Co. Inc. is a finance institution located at 9475 Holly Road, Grand Blanc Township, Michigan, United States. Our Grand Blanc office is situated in one of the fastest growing areas of southern Genesee County, with convenient access to I-75. Our branch consists of a small group of Financial Professionals, supported by experienced sales assistants, dedicated to providing reliable service to our clients. We offer a wide range of financial products and services, including professional money management, corporate & executive services, retirement services, financial planning, insurance and annuity products, estate planning, and trust services. At Oppenheimer, we utilize an open architecture technology platform to provide independent, objective advice tailored to the unique needs of each investor. With a rich history dating back to 1881, we are committed to helping our clients achieve their financial goals. Our institution is financially sound, with a strong, conservatively managed balance sheet, disciplined risk management, and robust internal controls to protect our clients' assets. In the unlikely event of insolvency, there are multiple layers of protection in place to safeguard our customers' holdings.
9475 Holly Rd Suite #203, Grand Blanc Twp, MI 48439, United States -
Drake Financial Services, LLC
● ClosedDrake Financial Services, LLC is a finance institution located at 3155 West Big Beaver Road, Troy, Michigan, United States. Our team of experienced professionals takes a hands-on approach to help individuals and businesses with all their investment needs. We listen carefully to understand our clients' goals and create personalized financial plans to help them achieve success. Our firm offers a unique process called The Financial Advocate Approach (TM) to provide clarity in financial decisions and deliver wealth-building strategies. We believe in effective money management through investment management and future planning. Our goal is to create financial solutions and provide exceptional, personalized service to our clients.
3155 W Big Beaver Rd # 117, Troy, MI 48084, United States -
Dan Dickhudt - Thrivent
● ClosedDan Dickhudt - Thrivent is a finance institution located at 13424 Dix Toledo Road in Southgate, Michigan, United States. If you are nearing retirement and looking to turn your investments into income, our 5 Step Retirement Plan can help you make confident decisions. We will help you determine how much money you need and when, when to take Social Security and your pension, how to manage your investments, and plan for tax efficiency and financial impact at death. By reviewing your plan regularly, we will help you prepare for risks and plan for success. To get started on your Retirement Income Plan, call us at 734-284-1838. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional for those services. Thrivent offers advice and guidance through its Financial Planning Framework, and clients may choose to engage further through Dedicated Planning Services for a fee.
13424 Dix Toledo Rd, Southgate, MI 48195, United States -
Sherman Private Wealth
● ClosedSherman Private Wealth is a finance institution located at 28411 Northwestern Highway in Southfield, Michigan, United States. We specialize in working with individuals and families who are nearing retirement, have at least $500k in investable assets, and are looking to work with a dedicated team of professionals to help them reach their financial goals. Our unique tax-first approach to financial planning focuses on tax management, investment management, estate planning, retirement income planning, and social security income planning. We believe that taxes are one of the biggest expenses in retirement and strive to help our clients reduce their lifetime tax liabilities.
28411 Northwestern Hwy Suite 1200, Southfield, MI 48034, United States -
Orfin & Associates
● ClosedOrfin & Associates is a finance institution located at 363 West Big Beaver Road, Troy, Michigan, United States. With a focus on helping individuals plan for their retirement future, we offer expert financial planning services to protect your hard-earned savings. Our experienced team provides direct and honest advice to help you feel confident about reaching your financial goals. We offer options for securing your income, attending educational seminars, and personalized one-on-one meetings to ensure your assets and goals are protected. As a fiduciary financial planner, our founder Dan Orfin is dedicated to acting in your best interest, building lasting relationships with clients since 1999. Our wealth management services guide you towards a safe and secure retirement, balancing protection and potential growth for your investments. With a commitment to keeping your money safe, obtaining reasonable returns, and simplifying your financial strategy, Orfin & Associates is here to help you achieve your long-term financial success.
363 W Big Beaver Rd #200, Troy, MI 48084, United States -
Kennedy Financial Group
● ClosedKennedy Financial Group is a finance institution located at 201 West Big Beaver Road in Troy, Michigan. Our team of experienced and independent professionals is dedicated to helping clients discover, guide, and engage in their unique wealth journey. We believe in creating personal wealth plans that make the complex simple and help clients strive to achieve their financial goals. Whether you are looking for investment management, tax reduction, or retirement planning strategies, we are here to serve you. Our 3-Step Guided Wealth Process is designed to uncover your hopes and dreams, enabling your money to serve a greater purpose. We work with you to design a date-specific, dollar-specific plan to retire on your terms.
201 W Big Beaver Rd # 1001, Troy, MI 48084, United States -
Oppenheimer & Co Inc
● OpenOppenheimer & Co Inc, located at 385 South Eton Street in Birmingham, Michigan, is a reputable finance institution catering to corporate executives, high net worth individuals, and non-profit organizations. With a focus on providing sophisticated asset management strategies, the Birmingham branch offers a wide range of financial products and services including professional money management, retirement planning, insurance, and alternative investments. With a history dating back to 1881, Oppenheimer is committed to maintaining a strong balance sheet and robust internal controls to protect clients' assets. The institution prioritizes client objectivity and professionalism, ensuring that clients receive the highest level of service and access to quality financial solutions.
385 S Eton St, Birmingham, MI 48009, United States -
Huntington Investment Co
● ClosedHuntington Investment Co, located at 220 Park Street in Birmingham, Michigan, is a trusted finance institution that has been serving clients for over 100 years. Our experienced advisors are dedicated to helping you achieve your financial goals, whether it's planning for retirement, managing investments, or protecting your assets with insurance. We believe in personalized service, tailored to your unique needs, and our transparent approach ensures that you understand every step of the process. Our team of professionals, including Private Bankers and Investment Representatives, are here to guide you through major life events and help you make informed decisions about your money. With a focus on maximizing your wealth and safeguarding your assets, Huntington Investment Co is committed to putting your interests first. Visit us today to learn more about our services and how we can help you secure your financial future.
220 Park St #102, Birmingham, MI 48009, United States -
Oppenheimer & Co. Inc.
● ClosedOppenheimer & Co. Inc. is a renowned finance institution located at 63 Kercheval Avenue in Grosse Pointe Farms, Michigan, United States. Situated near the financial district, our office has a rich history of providing clients with top-notch service and access to advanced asset management strategies. Our experienced Financial Professionals offer a wide range of financial products and services, including professional money management, retirement services, financial planning, insurance products, and estate planning. For qualified investors, we also offer options in alternative investments, hedge funds, and private equity. With a legacy dating back over a century, Oppenheimer is known for its innovative work in asset management and equity research. We are committed to helping our clients achieve their financial goals through expert advice and insight. As a financially sound institution, we prioritize risk management and internal controls to protect our clients' assets. Please note that our website's terms, privacy, and security policies may not apply to third-party sites. Oppenheimer & Co. Inc. is dedicated to providing exceptional service and support to our clients.
63 Kercheval Ave Suite #300, Grosse Pointe Farms, MI 48236, United States -
Thrivent Financial-Lutherans
● ClosedThrivent Financial-Lutherans is a finance institution located at 1612 Ludington Street, Escanaba, Michigan, United States. We believe that everyone deserves a financial plan they can be confident about, which is why we start by understanding your unique situation and goals. Our financial advisors can help match you with resources based on your top financial concerns and work with you to identify strategies and solutions to help you achieve your goals. Our free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you take on the challenges and opportunities life gives you. We are passionate about giving back and offer generosity programs and charitable planning options to help you live generously.
1612 Ludington St, Escanaba, MI 49829, United States -
Thrivent Financial - Lutherans
● OpenThrivent Financial - Lutherans is a finance institution located at 8085 County Road 451 in Hawks, Michigan, United States. We believe in providing everyone with a financial plan they can trust, starting with the right financial advisor. Our services include matching you with resources based on your financial concerns, understanding your unique situation and goals, and creating strategies to help you achieve those goals. Our free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate life's challenges and opportunities. We also offer charitable planning options and generosity programs to give back to the community.
8085 Co Rd 451, Hawks, MI 49743, United States -
Thrivent Financial
● OpenThrivent Financial, located at 2920 Fuller Avenue Northeast in Grand Rapids, Michigan, is a finance institution that believes in providing everyone with a financial plan they can be confident about. Their team of financial advisors are dedicated to understanding your unique situation and goals in order to create a plan that prioritizes what matters most to you. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent Financial can help you navigate the challenges and opportunities life presents. They offer a free virtual coaching service called Money Canvas™, which empowers you to build healthier money habits at your own pace. Thrivent also has generosity programs and charitable planning options to help you give back to the community. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization that provides advice, investments, insurance, banking, and generosity programs.
2920 Fuller Ave NE, Grand Rapids, MI 49505, United States -
Your Center For Investments
● ClosedWelcome to Your Center For Investments, located at 620 Broad Street in St. Joseph, Michigan, United States. As a premier finance institution, we specialize in providing expert guidance and personalized investment strategies to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to helping you navigate the complex world of investments, whether you are a seasoned investor or just starting out. Trust Your Center For Investments to be your partner in building a secure financial future.
620 Broad St # 103, St Joseph, MI 49085, United States -
Tammera Nevins - Thrivent
● ClosedTammera Nevins - Thrivent is a finance institution located at 161 Ottawa Avenue Northwest, Suite 110-M in Grand Rapids, Michigan. Licensing for insurance products can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are able to provide investment advisory services. For more information about our financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.
161 Ottawa Ave NW Suite 110-M, Grand Rapids, MI 49503, United States -
STEVE PIERCE INVESTMENT MGR-PIERCE FINANCIAL ANN ARBOR (PFA2)
● ClosedSteve Pierce Investment Manager at Pierce Financial Ann Arbor (PFA2) is a finance institution located at 3345 Beaumont Road, Ann Arbor, Michigan. With a unique approach of being small but mighty, Steve Pierce focuses on representing your interests in the market and ensuring your investments perform well. Specializing in retirement and non-retirement accounts, Steve will open a Fidelity account for you and start investing on your behalf. With a personal desire and financial incentive for your success, Steve charges a fee of 0.25% of the market value of your investments each quarter. In addition to his financial expertise, Steve Pierce is also a wine and coffee merchant and a talented conversationalist. Through his show, hosted by Ed Hoffman, he explores the world of art, antiques, music, and film from various perspectives to provide a comprehensive view of the industry. With interviews from accomplished guests, the show aims to entertain and educate viewers on the intricacies of the art world.
3345 Beaumont Rd, Ann Arbor, MI 48105, United States -
Francis W Mossett - Financial Advisor, Ameriprise Financial Services, LLC
● OpenFrancis W Mossett is a financial advisor at Ameriprise Financial Services, LLC located at 11290 Grand River Avenue in Brighton, Michigan, United States. He 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®, CFP®, 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 his expertise in areas such as asset management, wealth transfers, estate planning, retirement planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. As a Certified Military Financial Advisor®, Francis is also trained to serve veterans and members of the military. With a comprehensive knowledge of financial planning and a commitment to ethical standards, Francis W Mossett is dedicated to helping individuals navigate complex financial situations and achieve their goals."
11290 Grand River Ave, Brighton, MI 48116, United States
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