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TOP 30 Retirement planning and benefits in Michigan
142 results found
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Victor Amaya - Financial Advisor, Ameriprise Financial Services, LLC
Victor Amaya - Financial Advisor at Ameriprise Financial Services, LLC, located at 1985 Talamore Court Southeast in Grand Rapids, Michigan, offers personalized financial advice to help you achieve your goals. With a focus on understanding what is important to you, Victor can assist with saving for college, planning for retirement, making smart investments, and more. By preparing for both expected and unexpected life events, you can feel more confident and in control of your financial future. Background and qualification information for Victor Amaya can be found on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure for transparency. As a registered advisor, Victor Amaya can conduct securities business with residents of certain states listed on BrokerCheck.
Advia Credit Union
Advia Credit Union, located at 8224 North 32nd Street in Richland, Michigan, is a financial institution offering ATM services and various finance options. By texting "Advia" to 23828, you can enter for a chance to win prizes without making a purchase. The institution supports local food pantries through partnerships and offers opportunities to win cash prizes for home improvements when using Advia Visa® Credit or Debit Cards. With exceptional deposit products offering high yields, Advia Credit Union helps customers save for various goals. Earn up to 5.00% APY on Checking and High Yield Savings by meeting Advantage Plus Rewards qualifications. Additionally, take advantage of a 7-Month Promo CD with a 5.35% APY. Advia Credit Union is dedicated to supporting the community through scholarships and providing career opportunities. If you encounter any issues with the website, assistance is available by calling 844.238.4228. Visit Advia Credit Union for all your financial needs.
Centennial Securities - Headquarters
Centennial Securities - Headquarters is a leading finance institution located at 3075 Charlevoix Drive Southeast in Grand Rapids, Michigan, United States. As a trusted financial services provider, Centennial Securities offers a wide range of investment and wealth management solutions for individuals and businesses. With a team of experienced professionals, they strive to help clients achieve their financial goals and secure their financial future. Visit Centennial Securities - Headquarters today to learn more about their services and how they can assist you in managing your finances effectively.
Michael G Constantine - Financial Advisor, Ameriprise Financial Services, LLC
Michael G Constantine is a financial advisor at Ameriprise Financial Services, LLC located at 1100 Main Street in St. Joseph, Michigan, United States. With a focus on personalized financial advice, Michael takes the time to understand your goals and helps you prepare for the expected and unexpected things in life. Whether you are saving for college, planning for retirement, or making smart investments, Michael can provide the guidance you need to feel more confident and in control of your financial future. Background and qualification information for Michael G Constantine is available on FINRA's BrokerCheck website. The institution offers a Client Relationship Summary Disclosure to ensure transparency and clarity in all financial dealings.
McAfee & Associates PC
McAfee & Associates, P.C. is a reputable accounting firm located in Portage, Michigan, United States. Specializing in accounting, finance, and legal services, we cater to individuals and small businesses with a focus on income tax planning, estate planning, and business tax compliance. Our team is dedicated to providing personalized services for a wide range of professions, including medical, legal, and business executives. We offer a variety of services for small businesses, including entity selection, business startup assistance, and ongoing planning and compliance. Additionally, we provide personalized employee benefit and pension planning to help businesses thrive.
KCFCU Investment Services
Located at 499 Romence Road in Portage, Michigan, KCFCU Investment Services is a finance and insurance agency dedicated to providing smart and objective answers for retirement planning. Headed by Jerry Pawlowicz, who holds an MBA with honors from DePaul University and maintains series 7 and series 66 registrations through LPL Financial, the institution serves the areas of Kalamazoo, Battle Creek, and Marshall. Jerry Pawlowicz and his team offer consultations to help individuals and businesses navigate financial decisions, whether it's planning for retirement, exploring insurance strategies, or charitable giving. With a focus on personalized service and a holistic approach to financial solutions, KCFCU Investment Services aims to provide value and help clients achieve their financial goals.
Mass Mutual Financial Group
Mass Mutual Financial Group is a reputable finance and insurance agency located at 15 Capital Avenue Southwest in Battle Creek, Michigan, United States. With a strong focus on providing financial security and peace of mind to individuals and families, Mass Mutual offers a wide range of services including retirement planning, investment management, and insurance solutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets for the future. Trust Mass Mutual Financial Group to provide expert guidance and personalized solutions to meet your financial needs.
Pamela Wesley - Financial Advisor, Ameriprise Financial Services, LLC
Pamela Wesley, a Financial Advisor at Ameriprise Financial Services, LLC, located at 391 South Shore Drive in Battle Creek, Michigan, offers personalized financial advice to help individuals prepare for their future goals. Whether you are saving for college, planning for retirement, or making investments, Pamela takes the time to understand your priorities and provide guidance to help you feel more confident and in control of your financial life. With a focus on estate planning and wealth transfer, Pamela can work alongside your attorney and CPA to navigate the complexities of passing assets to the next generation. By addressing questions about wealth preservation, tax implications, and asset distribution, she can help you plan and prepare your legacy wishes with clarity and peace of mind.
Gilbert R Toth - Financial Advisor, Ameriprise Financial Services, LLC
Gilbert R Toth - Financial Advisor, Ameriprise Financial Services, LLC, located at 42705 Grand River Avenue in Novi, Michigan, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, Gilbert provides investment recommendations and portfolio management to help you achieve your financial objectives. Regular progress reviews and goal updates ensure that your financial plan evolves with your changing life circumstances. Through secure online access, you can track your investments and accounts anytime, anywhere. Schedule a complimentary initial consultation to learn how Gilbert can assist you in reaching your financial goals. As a member of FINRA and SIPC, Gilbert R Toth is registered to conduct securities business in select states. Your friends and family members can also benefit from Gilbert's expertise in financial planning, so feel free to refer them for a consultation. Please review the Ameriprise Financial Website Rules and Regulations for more information on privacy and security measures.
Jennifer Terrano - Associate Financial Advisor, Ameriprise Financial Services, LLC
Jennifer Terrano is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 43155 Main Street, Novi, Michigan, United States. Specializing in finance, Jennifer offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, adjust strategies as needed, and track advancements towards financial goals. Clients can access their investments and accounts securely from any device. Jennifer prioritizes what matters most to clients, whether it's planning for retirement, education, or a major purchase. Those interested can schedule a complimentary initial consultation to learn more about how Jennifer can help achieve financial objectives. Jennifer Terrano is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC cannot guarantee future financial results. Clients can also benefit from financial wellness programs offered through the institution. The website provides important disclosures, rules, and regulations to ensure privacy and security for users. Referrals are welcomed, and Jennifer looks forward to helping friends and family members reach their financial goals.
Jay Kempf - Thrivent
Jay Kempf - Thrivent is a finance institution located at 9450 South Main Street in Plymouth, Michigan, United States. Specializing in providing financial guidance to clients at various stages of life, from Retirement and Small-Business Planning to Investment Management and Tax-Saving Strategies. As a resident of the Plymouth community, Jay Kempf is dedicated to serving the financial needs of individuals in the area and surrounding regions. Licensing is available through the State Insurance Department's website, as Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients can benefit from Thrivent's Financial Planning Framework, which includes a review and analysis of their financial situation. Additionally, Dedicated Planning Services are offered for those seeking further planning engagement for a fee.
Jeffrey Hess - Financial Advisor, Ameriprise Financial Services, LLC
Jeffrey Hess - Financial Advisor at Ameriprise Financial Services, LLC, located at 32255 Northwestern Highway, Farmington Hills, Michigan, United States, specializes in providing personalized financial strategies for individuals and families of all generations. Partnering with employers to offer financial education benefits, they empower their workforce to make informed decisions for a more confident financial future. The institution's approach involves engaging in meaningful conversations about distinct financial priorities, whether it's planning for education, retirement, or personal investments. Backed by the Ameriprise Investment Research Group, clients can receive guidance on market conditions and investment impacts. Investment products are not insured by the FDIC or any federal agency, and investment risks may include possible loss of principal. Securities are offered by Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Jeffrey Hess is properly registered to conduct securities business in certain states. A complimentary initial consultation provides an overview of financial planning concepts, and referrals are welcomed to help friends and family achieve their financial goals.
Dwight E Diener - Financial Advisor, Ameriprise Financial Services, LLC
Dwight E Diener is a financial advisor at Ameriprise Financial Services, LLC located at 39520 Woodward Avenue, Bloomfield Hills, Michigan, United States. With a focus on personalized financial advice, Dwight takes the time to understand your goals and help you prepare for the future. Whether you are saving for college, planning for retirement, or looking to make smart investments, Dwight can provide guidance to help you feel more confident and in control of your financial life. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Dwight is registered to conduct securities business in certain states, so be sure to check FINRA's BrokerCheck website for more information. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results.
Wasserman Wealth Management
Wasserman Wealth Management, located at 31700 Middlebelt Road in Farmington Hills, Michigan, is now part of Buckingham Strategic Wealth. Our team of experienced advisors offers comprehensive investment and financial planning services to help clients achieve greater comfort, security, and wealth growth. With a commitment to providing personalized attention, we listen to your needs and goals to develop tailored strategies for your financial journey. Established in 2003 as Wasserman Wealth Management, our team joined Buckingham in 2024 to leverage their extensive resources and expertise. By tapping into Buckingham's vast network, we can focus on building strong client relationships, offering timely advice, and sharing industry-leading insights on market trends, financial planning, and tax developments.
Jim Kumpf - Financial Advisor, Ameriprise Financial Services, LLC
Jim Kumpf - Financial Advisor at Ameriprise Financial Services, LLC, located at 39400 Woodward Avenue in Bloomfield Hills, Michigan, offers personalized financial planning services. Whether you are planning for retirement, education, or a major purchase, Jim provides investment recommendations tailored to your goals and risk tolerance. Regular meetings are held to review progress, adjust strategies as needed, and track your financial journey. Access your accounts and investments securely from any device. Schedule a complimentary initial consultation to learn more about how Jim can help you achieve your financial goals. Jim Kumpf is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Reach out to Jim to discuss your financial priorities and refer friends or family members to benefit from his expertise. Stay informed about website rules and regulations, privacy and security measures, and guard against email fraud.
Merrill Lynch Financial Advisor J Joseph Fioroni
Merrill Lynch Financial Advisor J Joseph Fioroni, located at 3030 Cross Creek Parkway in Auburn Hills, Michigan, is a finance institution dedicated to helping clients achieve their long-term financial goals. Through personalized one-on-one consultations, the team at Merrill Lynch works with clients to develop customized financial strategies tailored to their individual needs and aspirations. By listening carefully to clients' priorities and goals, the advisors at Merrill Lynch aim to provide guidance and support in areas such as wealth transfer, retirement planning, education savings, and more. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can benefit from a comprehensive approach to managing, growing, and preserving their wealth. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service, offering personalized investment strategies and comprehensive financial solutions to help clients pursue their financial objectives. Through ongoing communication and regular reviews, the advisors at Merrill Lynch strive to help clients stay on track towards achieving their goals and adapting to changes in their lives and the financial markets. Whether clients are planning for retirement, saving for a major purchase, or preparing to pass wealth to future generations, Merrill Lynch Financial Advisor J Joseph Fioroni is dedicated to helping clients navigate the complexities of their financial lives and create a plan that reflects their unique needs and priorities. With a focus on understanding clients' personalities and life priorities, the team at Merrill Lynch aims to provide tailored advice and guidance to help clients address market fluctuations and achieve their financial aspirations.
Merrill Lynch Financial Advisor Stacey E Cassis
Merrill Lynch Financial Advisor Stacey E Cassis, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, is a finance institution dedicated to providing knowledgeable advice and guidance to clients. The Spickler Wealth Management Group, of which Stacey is a part, focuses on helping clients navigate the uncertainties of their financial lives and achieve their desired outcomes. With a team that brings passion and camaraderie to their work, they cater to a diverse clientele including entrepreneurs, women in transition, corporate executives, business owners, corporations, and members of the LGBT community. The team at Merrill Lynch emphasizes building deep connections with clients to provide personalized service and attention. They focus on understanding not only the financial situation and investment objectives of their clients, but also their values and aspirations for the future. By following a disciplined approach to achieving consistent performance over the long term, they strive to help clients pursue their goals.
Paul S Leonard - Financial Advisor, Ameriprise Financial Services, LLC
Paul S Leonard is a financial advisor at Ameriprise Financial Services, LLC, located at 726 Notre Dame Street in Grosse Pointe, Michigan, United States. With a focus on personalized financial advice and investment solutions, Paul can help you achieve your financial goals and navigate life's uncertainties. Background and qualification information for Paul S Leonard is available on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure for transparency.
Jay M Kuhn - Financial Advisor, Ameriprise Financial Services, LLC
Jay M Kuhn - Financial Advisor at Ameriprise Financial Services, LLC, located at 900 Wilshire Drive in Troy, Michigan, offers personalized financial advice, investments, and solutions to help you achieve your financial goals. With a focus on tracking your progress, Jay can assist you in adjusting to life's changes and uncertainties. Ameriprise Financial was recognized as one of Investor's Business Daily's Most Trusted Wealth Managers in 2022. Jay's background and qualifications can be found on FINRA's BrokerCheck website. Whether you're saving for a major purchase or planning for retirement, Jay can provide guidance on important financial decisions. Through the Retirement InteractiveSM tool, you can explore potential challenges that may impact your retirement income. If you're considering working with Jay, take the next step towards a more confident financial future by scheduling a complimentary initial consultation.
Merrill Lynch Financial Advisor Melissa P Spickler
Merrill Lynch Financial Advisor Melissa P Spickler, located at 39577 Woodward Avenue, Suite 100 in Bloomfield Hills, Michigan, is a finance institution dedicated to providing knowledgeable advice and guidance to clients. The Spickler Wealth Management Group is a cohesive team that brings passion and camaraderie to their work, helping clients navigate the uncertainties of their financial lives and pursue their desired outcomes. With over three decades of experience, they offer empathetic and caring service to a diverse clientele, including entrepreneurs, women in transition, corporate executives, business owners, corporations, and members of the LGBT community. The team focuses on creating deep connections with clients to provide personalized service and attention. They emphasize consistent performance over high returns and follow a disciplined approach to monitor market trends without getting caught up in them. The team offers retirement benefits strategies and helps companies design effective employee benefit plans. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. By understanding each client's unique goals and aspirations, they work together to create a financial approach that reflects their personality and priorities. The team is dedicated to helping clients achieve their goals, regardless of changes in the financial markets or in their personal lives. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Melissa P Spickler is dedicated to helping clients live their best financial life.
Yeo & Yeo CPAs & Advisors
Yeo & Yeo CPAs & Advisors is a renowned institution located at 710 East Milham Avenue in Kalamazoo, Michigan, United States. Specializing in accounting and finance, we have over a century of experience in providing expert services to a wide range of industries, from healthcare and education to construction and small businesses. Our team of experienced professionals is dedicated to helping you achieve your unique goals, whether it's through financial management, technology solutions, or medical billing services. With a holistic approach to wealth management, we take a 360-degree view of your financial situation to help you reach your future goals. Our clients have relied on us for nearly 20 years, praising our accounting and tax services for their farming operations and financial management needs. From consulting to medical billing, our team at Yeo & Yeo is committed to optimizing and elevating your practices.
Express Payroll Solutions, Inc - Michigan Payroll Processing Services
Express Payroll Solutions, Inc. is a Michigan-based institution located at 1095 South Main Street, Plymouth. As a subsidiary of Schultz & Associates, CPA, PLC, we offer personalized payroll services that set us apart from generic online platforms and large providers. With over a decade of experience in payroll processing since 2005, our team of seasoned tax and accounting professionals ensures accuracy and clarity in all your inquiries. Our services include processing payroll, submitting Form 941 to the IRS, remitting taxes through EFTPS, providing direct deposit paychecks to employees, and preparing Form W2 and other necessary payroll reports. We offer consistent and reliable support, with a flexible approach to accommodate your preferred method of sharing hours.
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