Senior financial security in Michigan
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Safeway Insurance
● ClosedSafeway Insurance is a trusted insurance agency located at 16119 West Warren Avenue in Detroit, Michigan. With a commitment to providing reliable and affordable insurance coverage, Safeway Insurance is dedicated to helping individuals and families protect what matters most. Whether you are in need of auto, home, or commercial insurance, Safeway Insurance offers a wide range of options to meet your specific needs. Their team of experienced agents are ready to assist you in finding the right policy to ensure peace of mind and financial security. Contact Safeway Insurance today to learn more about their comprehensive insurance solutions.
16119 W Warren Ave, Detroit, MI 48228, United States -
Perry Gill, Bankers Life Agent
● ClosedPerry Gill, Bankers Life Agent is a reputable insurance agency located at 13602 Merriman Road in Livonia, Michigan, United States. As a Bankers Life agent, Perry Gill is dedicated to providing personalized insurance solutions to meet the unique needs of each client. With a focus on customer service and attention to detail, Perry Gill helps individuals and families navigate the complexities of insurance to ensure they are adequately protected. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance products, Perry Gill is committed to helping you find the right policy for your specific situation. Contact Perry Gill, Bankers Life Agent today to discuss your insurance needs and secure your financial future.
13602 Merriman Rd, Livonia, MI 48150, United States -
Karen Hillis, Bankers Life Agent
● ClosedKaren Hillis, Bankers Life Agent is an insurance agency located at 44250 Garfield Road in Clinton Township, Michigan, United States. As a dedicated Bankers Life agent, Karen Hillis provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on customer service and expertise in insurance products, Karen Hillis is committed to helping clients navigate the complexities of insurance and find the right coverage for their needs. Contact Karen Hillis, Bankers Life Agent today for a comprehensive insurance consultation.
44250 Garfield Rd Ste 220, Clinton Twp, MI 48038, United States -
Bartholomew Law Firm
● OpenBartholomew Law Firm is a professional and experienced estate planning and probate law firm located at 39111 Six Mile Road in Livonia, Michigan. Committed to solving your problems as if they were our own, we offer services in Estate Planning, Elder Law, Probate, Estate & Trust Administration, and Real Estate Law. Serving clients throughout Southeast and Mid-Michigan, we can meet you at our various offices or at your preferred location, whether it be your home, hospital, nursing home, senior center, or elsewhere. Founded in 2008, our firm is dedicated to providing effective and compassionate legal solutions to clients facing crises such as financial or health issues, major life transitions, loss of a loved one, starting a new business, or personal injury. We understand that seeing a lawyer can be intimidating, which is why we strive to create a welcoming and friendly environment where professionalism and experience meet small-town charm.
39111 Six Mile Rd, Livonia, MI 48152, United States -
Mannor Law Group
● ClosedMannor Law Group, located at 805 Oakwood Drive in Rochester, Michigan, is a dedicated law firm specializing in elder law and estate planning. Unlike other law firms that solely focus on the legal and financial aspects of aging, Mannor Law Group takes a holistic approach to planning for the future. They provide guidance on financial and legal protections, as well as lifelong support through all stages of aging and death. The team at Mannor Law Group is highly knowledgeable and professional, offering a range of services including estate planning, special needs planning, veterans’ benefits, Medicaid planning, and after-death administration. Their founding attorney, Bob Mannor, is a Certified Elder Law Attorney and has a stellar track record of helping Michigan seniors access government benefits for long-term care.
805 Oakwood Dr Suite 109, Rochester, MI 48307, United States -
Grand Wealth Management
● ClosedGrand Wealth Management is a finance institution located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States. Our holistic approach aligns your finances with what's important to you, working as your partner to achieve what matters most. Whether you are a business owner looking to build, protect, and maximize your wealth inclusive of your business, or an individual navigating complex compensation structures, we provide transparent and tax-sensitive financial plans tailored to your goals. Our team, led by Senior Financial Advisor Jeff Williams, is dedicated to helping clients secure their financial future and create a lasting legacy for their loved ones. Login to securely upload your documents through Citrix ShareFile and learn more about our comprehensive Wealth Management Services today.
333 Bridge St NW # 800, Grand Rapids, MI 49504, United States -
Arbor Trust Wealth Advisors
● ClosedArbor Trust Wealth Advisors is a finance institution located at 825 Victors Way in Ann Arbor, Michigan, United States. Our focus is on your personal financial goals, not just the events on Wall Street. With a team of experienced partners dedicated to your success, we provide comprehensive wealth management services tailored to your individual needs. As fiduciaries, we are committed to always acting in your best interest. Whether you are an active senior looking to secure your lifestyle and family legacy, or a professional couple in need of comprehensive financial planning, Arbor Trust Wealth Advisors is here to help you achieve your financial goals.
825 Victors Way UNIT 150, Ann Arbor, MI 48108, United States -
Provizr
● ClosedProvizr is a leading finance institution located at 777 East Eisenhower Parkway in Ann Arbor, Michigan, United States. We specialize in providing innovative financial solutions to help individuals and businesses achieve their goals. Our team of experienced professionals is dedicated to delivering personalized services and strategic advice to our clients. Whether you are looking to grow your wealth, plan for retirement, or secure a loan, Provizr is here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial objectives.
777 E Eisenhower Pkwy #742, Ann Arbor, MI 48108, United States -
The Phil’s Tax Hacks
● OpenThe Phil’s Tax Hacks is a finance institution located at 22029 Farmington Road, Farmington, Michigan, United States. As tax season approaches, it's the perfect time to tune into their podcast for valuable tax tips and insights from Phil, a CPA. The podcast covers topics such as avoiding tax pitfalls, practical strategies for retirees against scams and fraud, and the similarities between March Madness and retirement planning. Phil, with over 20 years of experience in financial services, is dedicated to helping clients create sound financial strategies for retirement. His mission is to empower seniors and soon-to-be retirees to take control of their financial future. With a background as a CPA and a Masters in Taxation, Phil is able to create comprehensive financial strategies that maximize income, reduce taxes, and grow assets while minimizing market volatility. The institution is committed to supporting more clients and building long-term relationships. Tune into the podcast to learn more about Phil Putney and AFS Wealth Management, access financial articles and educational videos, and stay updated on market trends and events at the firm. Phil's financial strategies have been featured on various media outlets, showcasing his expertise in providing security and peace of mind through sound financial planning.
22029 Farmington Rd, Farmington, MI 48336, United States -
American Retirement Advisors, Inc.
● ClosedAmerican Retirement Advisors, Inc. is a finance institution located at 3778 South Lapeer Road, Metamora, Michigan, United States. Our mission is to provide personalized investment strategies for our clients to help them achieve their financial goals. With headquarters in rural Metamora and three additional locations, we offer financial planning and investment management services throughout Michigan communities. Our team of CPA’s and CFP’s specialize in Strategic Case design with a focus on income and tax efficiency. We assist clients in intelligently investing their assets to meet short and long-term needs, while maintaining and improving their overall financial standing. We provide full transparency and utilize investment and insurance solutions to achieve financial independence. Ed Slott, a renowned financial expert in the United States, collaborates with us to provide training in IRAs and retirement distribution planning. Our Color of Money Risk Analysis assesses financial pictures and provides a roadmap to overall risk preferences. Generational Vault, our virtual safety deposit box, offers an easier way to keep track of vital documents. Let us be your trusted guide to retirement and help you secure a comfortable financial future.
3778 S Lapeer Rd, Metamora, MI 48455, United States -
Ascend Retirement Solutions
● OpenAscend Retirement Solutions is a leading finance institution located at 55846 Apple Lane in Shelby Township, Michigan, United States. Specializing in retirement planning and investment management, Ascend Retirement Solutions helps individuals and families create personalized strategies to secure their financial future. With a team of experienced financial advisors, Ascend Retirement Solutions offers a wide range of services to help clients navigate the complex world of retirement planning. Whether you are just starting to save for retirement or looking to maximize your current investments, Ascend Retirement Solutions is dedicated to helping you ascend to a secure and prosperous retirement.
55846 Apple Ln, Shelby Township, MI 48316, United States
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- Senior financial security in Adrian
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- Senior financial security in Troy
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