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TOP 30 Retirement planning and benefits in Michigan
142 results found
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4Front Credit Union
4Front 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.
American 1 Credit Union
American 1 Credit Union is a trusted financial institution located at 108 West Main Street in Milan, Michigan, United States. As a credit union, we offer a wide range of financial services to our members, including savings accounts, loans, and ATM access. Our dedicated team is committed to providing personalized service and helping our members achieve their financial goals. Visit us today to experience the difference of banking with American 1 Credit Union.
Acosta Law Firm, PLLC
Acosta Law Firm, PLLC is a law firm located in Plymouth, Michigan, specializing in estate planning, elder law, retirement protection, asset protection, and veterans benefits. Our firm is dedicated to helping families plan for their future and take control of their assets. We offer a free report with valuable information on protecting your savings and providing care for your loved ones. If you are facing the probate of a loved one's estate, our firm has the answers to your questions. Contact us at our office on 9305 North Lilley Road in Plymouth for expert legal advice and assistance.
J.J. Conway Law
J.J. Conway Law is a prestigious law firm located at 26622 Woodward Avenue in Royal Oak, Michigan, United States. Specializing in ERISA Law and Employee Benefits, our dedicated team of attorneys is committed to ensuring that you receive the benefits you have earned. Our clients include executives, employees, and their families who are facing challenges with healthcare, disability income, or retirement security. At J.J. Conway Law, we have over two decades of experience serving our clients with unwavering advocacy and a national reputation for success. Our primary goal is to secure the benefits you deserve through courtroom litigation or negotiations. We understand the complexities of ERISA regulations and will fight for your rights to protect your financial well-being.
Adventure Credit Union
Adventure Credit Union is a financial institution located at 4211 Plainfield Avenue Northeast in Grand Rapids, Michigan. As a credit union, Adventure offers a wide range of financial services including savings accounts, checking accounts, loans, and investment options. With a focus on providing personalized service and competitive rates, Adventure Credit Union strives to help its members achieve their financial goals. Additionally, the institution also offers convenient ATM services for easy access to cash whenever needed. Visit Adventure Credit Union today to start your financial journey towards a brighter future.
LMCU
Lake Michigan Credit Union (LMCU) is a financial institution located at 6206 Kalamazoo Avenue Southeast in Kentwood, Michigan, United States. LMCU offers a wide range of financial services, including savings accounts, checking accounts, loans, mortgages, and investment options. With a focus on providing excellent customer service and competitive rates, LMCU is dedicated to helping individuals and families achieve their financial goals. Whether you are looking to save for the future, purchase a home, or invest for retirement, LMCU has the expertise and resources to assist you every step of the way.
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.
Hertz Schram PC ERISA & Pension Lawyers
Hertz Schram PC ERISA & Pension Lawyers is a leading legal firm located at 1760 South Telegraph Road in Bloomfield Township, Michigan, United States. Specializing in Employee Retirement Income Security Act (ERISA) and pension law, our team of experienced attorneys are dedicated to providing top-notch legal services to clients in need of assistance with retirement plans, pension benefits, and compliance issues. With a strong reputation for excellence and a commitment to client satisfaction, Hertz Schram PC ERISA & Pension Lawyers is the go-to firm for all ERISA and pension-related legal matters. Contact us today to schedule a consultation.
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.
Rehmann
Rehmann is a reputable accounting and finance institution located at 218 North Main Street in Cheboygan, Michigan, United States. With a strong focus on providing top-notch financial services, Rehmann is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, auditing, or financial planning, the knowledgeable team at Rehmann is here to provide expert guidance and support. Trust Rehmann to handle all of your accounting and financial needs with professionalism and expertise.
Black Walnut Wealth Management - Traverse City Financial Advisor
Black Walnut Wealth Management - Traverse City Financial Advisor is a finance institution located at 13919 South West Bay Shore Drive in Traverse City, Michigan, United States. They specialize in reducing taxes, managing investments, and simplifying retirement for individuals, families, and private foundations in Traverse City and throughout Michigan. Their services include coordinating your entire financial picture, including taxes, estate planning, and investment management. They aim to proactively reduce taxes, manage investments, and coordinate your estate to minimize risk and avoid costly financial mistakes. As a fee-only fiduciary financial advisor, they are committed to your financial well-being and understand your concerns such as selling your business, generating consistent income, reducing taxes, managing investments, coordinating your estate, and maximizing retirement benefits. They serve areas in Northern Michigan such as Beulah, Cadillac, Charlevoix, Elk Rapids, Frankfort, Gaylord, Glen Arbor, Leland, Ludington, Manistee, Petoskey, Suttons Bay, Marquette, and Iron Mountain. Please note that their financial advice should not be construed as tax or legal advice. They are also certified by the Certified Financial Planner Board of Standards, Inc. (CFP Board). For more information, you can contact them at 231.421.7711 or visit their website.
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.
FinServe
FinServe is a leading institution located at 11866 Huntington Drive in Frederic, Michigan, United States. At FinServe MarketPlace, we pride ourselves on being the Anti-Backdoor, ensuring that deals are transparent and fair for all parties involved. With over 18,000 Business Finance Professionals already signed up for our free Broker Resource Memberships, there's no better time to become a member and join our network. Partnering with FinServe comes with a multitude of benefits. Lenders can automate their sales funnels and learn from our recommended lenders on how to win more business through FinServe MarketPlace. Our sustainable marketing programs for business finance lenders and funders are designed to help you develop relationships and submissions with brokers and merchants.
Housekeeping Associates Inc
Housekeeping Associates Inc, located at 9901 Weber Street in Brighton, Michigan, offers top-notch cleaning services that are fully tailored to meet your needs. Our dedicated teams work diligently to ensure your satisfaction is always guaranteed. Whether you have a major event coming up or just need a regular cleaning, our online quote system makes it easy to get the job done quickly and efficiently. All of our employees undergo thorough background checks and are fully bonded and insured for your peace of mind. Our professionally trained teams are dependable, courteous, and committed to providing high-quality cleaning services. We have been proudly serving Livingston County since 1990 and are locally owned and operated in Michigan.
O'Neill Asset Management, LLC
O'Neill Asset Management, LLC is a finance institution located at 346 Wealthy Street Southeast, Grand Rapids, Michigan, United States. Our goal is to provide families and businesses with innovative financial strategies to improve their quality of life. We specialize in the New Generation Retirement System, focusing on fiduciary, transparency, and technology to ensure the best interests of our clients. Our services include step-by-step retirement planning, income planning, and Social Security benefit analysis. As Independent Investment Advisors, we are committed to putting our clients first and providing tailored recommendations based on individual goals and objectives. With a secure online portal, Generational Vault, clients can easily access and manage their financial information. Contact us for a comprehensive retirement strategy tailored to your unique financial situation.
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.
Mattson Financial Services
Mattson Financial Services is a finance institution located at 3226 28th Street Southeast, Kentwood, Michigan, United States. Our focus is on helping you achieve your retirement dreams, goals, and desires. Whether you want to start a new business, spend more time with family, or travel the world, we are here to create a personalized plan to guide you through retirement. As part of our financial family, we will assist you every step of the way, from designing a plan tailored to your needs to implementing tax strategies that can benefit you now and in the future. Take a few minutes to get your personalized risk score online and start planning for your dream retirement.
MassMutual MidMichigan
MassMutual 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.
RetireMitten Financial
RetireMitten Financial is a finance institution located at 522 North Main Street, Milford Charter Township, Michigan, United States. Our 3-step retirement planning process is designed to help you stop worrying and start building your perfect cross-border retirement. We specialize in assisting families with assets and retirement benefits in both the U.S. and Canada, simplifying your cross-border finances for a stress-free retirement. Our experienced team of cross-border financial planners offers two pricing options: a subscription-based service for comprehensive financial planning, and a separate service for those needing both financial planning and investment management. Hear from satisfied clients who have benefited from our expertise in navigating complex financial situations. RetireMitten Financial LLC is a Registered Investment Advisor. Visit our website for more information and to read our full disclaimer.
Darden Wealth Group
Darden Wealth Group, located at 415 Detroit Street in Ann Arbor, Michigan, is a finance institution dedicated to providing clients with confidence in their financial future. Our wealth advisors prioritize open communication and transparency in developing personalized strategies for managing portfolios. We aim to empower our clients by aligning our interests with theirs, creating a financial planning experience that is tailored to their unique goals and aspirations. Mark Minder, Vice President of Retirement Plans & Benefits, emphasizes the importance of starting the retirement planning process 3-5 years in advance. By appointment only on weekdays between December 26th and 31st, Darden Wealth Group is committed to helping clients turn their financial visions into reality.
MBC Investment Consulting
MBC Investment Consulting, located at 784 South Main Street in Plymouth, Michigan, is a finance institution specializing in retirement plan consulting for corporations, non-profits, and municipalities in the Midwest. We provide services to help plan sponsors save time, reduce fiduciary liability, and promote an independent prudent process. Our comprehensive analysis of investment offerings and plan design ensures ongoing excellence in retirement plan solutions at both a plan and participant level. We focus on institutional investment consulting for 401k/profit sharing, non-qualified deferred compensation plans, 403b plans, defined benefit plans, and more. Our mission is to create successful retirement plan experiences for employers and employees by improving fiduciary oversight and implementing advisor-driven fiduciary processes. We offer extensive protection for plan sponsor fiduciaries and help business owners and key employees navigate the complexities of retirement planning in an ever-changing market. At MBC Investment Consulting, we are committed to providing the highest level of service and expertise to our clients.
CAPTRUST
CAPTRUST is a finance institution located at 8031 Michigan 15, City of the Village of Clarkston, Michigan, United States. Our Clarkston-based advisors offer top-notch wealth management and investment advisory services to clients of all kinds. Our office hours are Mon-Thur, 8:30 amโ5:30 pm and Fri, 8:30 amโ4:00 pm. We specialize in providing financial services such as committee education, donor development, OCIO services, performance reporting, and investment management to our nonprofit clients. Additionally, we support thousands of employer organizations through services like 3(21), 3(38), and OCIO, fiduciary partnerships, plan design optimization, and financial wellness programs.
Northwestern Mutual
Northwestern Mutual, located at 777 East Eisenhower Parkway in Ann Arbor, Michigan, is a finance and insurance agency dedicated to helping individuals protect their families and achieve their financial goals. Their team of financial advisors offers personalized plans that balance current and future priorities, providing a wide range of options such as investments and insurance tailored to individual needs. With top financial strength ratings and recognition as the Best Life Insurance Company for Customer Experience, Northwestern Mutual is committed to putting clients first and planning for both today and tomorrow. Their comprehensive approach to financial planning combines strategies for growth and protection, ensuring that clients can live the life they've always wanted with confidence.
Merrill Lynch Financial Advisor Stephen J. Blahunka
Merrill Lynch Financial Advisor Stephen J. Blahunka is a First Vice President, Wealth Management Advisor located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States. With a focus on understanding the needs and goals of investors, Stephen works with executives, physicians, business owners, and retirees to plan for their future and grow their retirement assets. Services include investment portfolio preservation and growth strategies, monthly reviews, quarterly evaluations, and annual planning. Stephen also provides business services such as 401(k) program advice and non-qualified deferred compensation plans for executives. With a background as a Chief Financial Officer and a strong educational foundation, Stephen is dedicated to providing superior customer service and helping clients achieve their financial goals without unnecessary risk. Through Merrill Lynch Wealth Management, Stephen offers personalized financial planning centered on family, goals, and priorities, with a focus on building and documenting a plan tailored to each client's needs. By getting to know clients on a personal level and understanding their investing preferences, Stephen can customize financial approaches to help clients pursue what matters most to them. With access to investment insights from Merrill and banking solutions from Bank of America, clients can work with Stephen to develop an approach designed to address their financial needs. The goal is to help clients manage, grow, and preserve their wealth while planning for the future. Through regular check-ins and adjustments to the financial approach, Stephen aims to help clients stay on track to achieve their goals and adapt to changes in their lives and the financial markets. By offering personalized investment strategies and comprehensive financial solutions, clients can benefit from a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor.
John Hancock Financial Services
John Hancock Financial Services, located at 1 Heritage Place in Southgate, Michigan, United States, offers financial advisory services with a personal touch. With a history spanning over 160 years, we have built a reputation of honesty, reliability, and unwavering commitment to our customers. Our institution combines the best of a longstanding company with cutting-edge innovation to transform the industry. We specialize in helping our partners build their life insurance businesses and assisting clients in protecting what matters most. Eligible John Hancock Vitality members now have access to GRAIL's Galleri test, a multi-cancer early detection tool that can screen for over 50 types of cancer with a single blood test.
Lifecycle Financial Planners, Inc.
Lifecycle Financial Planners, Inc. is a finance institution located at 40950 Woodward Avenue in Bloomfield Hills, Michigan. Whether you are looking for comprehensive financial planning services or just an overview of your current financial situation, our team at Lifecycle Financial Planners, Inc. is here to help. Our services include business planning, wealth management, investment strategies, retirement analysis, estate planning review, insurance, goal setting, asset allocation, tax planning, and more. Consider starting with our Lifecycle Financial Review (LFR) to get a clear picture of your financial goals and how we can help you achieve them. Visit us at our office in Bloomfield Hills or contact us for more information.
Smart Money Financial Advisors, LLC
Smart Money Financial Advisors, LLC is a finance and insurance agency located at 12900 Hall Road in Sterling Heights, Michigan, United States. Our institution specializes in helping Baby Boomers retire with more certainty, even in a declining market. We offer a comprehensive guide on the 7 Steps To Retiring With More Certainty, focusing on preventing Sequence of Returns risk from impacting your retirement savings. Our team emphasizes the importance of having a clear vision for retirement, utilizing a variety of investment types, and implementing the 6 essential pillars for a successful retirement. We help clients optimize Social Security and pension benefits, generate income through investments and annuities, and ensure tax-efficiency in their financial plans.
Heemer, Klein & Company, PLLC - Warren
Heemer, Klein & Company, PLLC in Warren, Michigan is a full-service business and personal tax and accounting firm that serves clients throughout southeastern Michigan. Specializing in new business start-ups, small business accounting, and various industries such as franchises, medical practices, real estate, and more, our expert advisors provide strategic accounting and tax solutions. With 4 locations and processing over 2500 personal income tax returns annually, we offer customized solutions to maximize profits for start-ups and small businesses. Our dedicated staff is committed to providing professional services and personalized guidance to help clients minimize liabilities, maximize cash flow, and reach financial goals. From estate and trust planning to benefit and retirement plans, our experts are here to help businesses capitalize on new opportunities and ensure financial security for the future. Contact us at our Warren location on Hoover Road or visit our other locations in Troy, Richmond, and Sterling Heights for expert accounting services that will result in accurate record-keeping and reliable financial reporting.
BeManaged
BeManaged is a financial institution located at 4280 Cascade Road Southeast in Grand Rapids, Michigan. Founded in 2006, our mission is to provide high-level investment management and advice to individuals and employers at a fair value. As an independent fee-only advisor, we adhere to the highest fiduciary standard of care, ensuring that our clients' best interests are always the top priority. At BeManaged, we believe that every client is unique and deserves a customized financial plan tailored to their specific needs and goals. Our team of experienced advisors is dedicated to helping investors create and execute a comprehensive financial strategy without the conflicts of interest that can arise from sales products.
Edward Jones Investments
Edward Jones Investments is a finance institution located at 8532 North 32nd Street in Richland, Michigan, United States. With a strong focus on personalized investment advice and financial planning, Edward Jones is committed to helping individuals and families achieve their long-term financial goals. Their team of experienced financial advisors provides tailored solutions to meet each client's unique needs, offering a wide range of investment options and strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones Investments is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
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