Retirement planning expert in Southgate, Michigan

TL Financial Group is a reputable finance and insurance agency located at 13433 Reeck Court in Southgate, Michigan, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance coverage, our experts are here to provide personalized solutions tailored to your specific needs. Trust TL Financial Group to guide you towards a secure financial future.

Clear Horizon Wealth Advisors, Ameriprise Financial Services, Inc. is a leading finance and insurance agency located at 12455 Dix Toledo Road, Southgate, Michigan, United States. Recognized as the overall winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023, Ameriprise offers personalized financial planning services tailored to individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, their experienced advisors provide investment recommendations and portfolio analysis to help clients achieve their financial objectives. Clients can conveniently access their investments and track progress towards goals from any device, while receiving regular updates and adjustments as life changes. Schedule a complimentary initial consultation to learn more about how Ameriprise can assist in reaching financial goals. Please note that Ameriprise financial advisors are registered to do business in certain U.S. states, and additional information can be found on the advisor's personal website or FINRA’s BrokerCheck website. Trust Ameriprise Financial Services, LLC to provide expert guidance and support in achieving financial success.

Dan 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.

Peter Nanasi, a Financial Advisor at Ameriprise Financial Services, LLC, located at 1 Heritage Place in Southgate, Michigan, offers a wide range of financial services to meet the needs of individuals and businesses. With various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Peter Nanasi is equipped to provide expert advice on asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Peter Nanasi can help you navigate the complexities of financial planning with professionalism and integrity. Contact Peter Nanasi today to schedule a consultation and take the first step towards securing your financial future.

Shawn Bumgardner - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 12455 Dix Toledo Road, Southgate, Michigan, United States. The institution offers a range of certifications and designations including 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®, CERTIFIED FINANCIAL PLANNER™, 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 cover various aspects of wealth management, estate planning, retirement planning, investment management, and more. The institution is dedicated to providing expert financial advice and services to individuals and businesses, helping them achieve their financial goals.

Bruce Parmenter is a Financial Advisor at Ameriprise Financial Services, LLC located at 12455 Dix Toledo Road in Southgate, Michigan, United States. Bruce holds several prestigious certifications including 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®, CERTIFIED FINANCIAL PLANNER™, 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®. With expertise in asset management, retirement planning, estate planning, and investment strategies, Bruce is dedicated to providing comprehensive financial services to individuals and businesses. Contact Bruce Parmenter for expert financial advice and personalized wealth management solutions.

Daniel Lezotte is a Financial Advisor at Ameriprise Financial Services, LLC located at 12455 Dix Toledo Road in Southgate, Michigan, United States. Daniel holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on meeting the diverse financial needs of individuals, Daniel provides personalized financial advice and guidance to help clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Daniel Lezotte is equipped with the knowledge and skills to assist you in making informed financial decisions. Contact Daniel Lezotte today for expert financial advice tailored to your specific needs.