Small business management in Holly, Michigan
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Hackney Jones Wealth Management Group - UBS Financial Services Inc.
Hackney Jones Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located at 8235 Holly Road in Grand Blanc, Michigan, United States. As a part of UBS Financial Services Inc., they provide comprehensive wealth management services to help clients achieve their financial goals. With a team of experienced professionals, they offer personalized financial planning, investment strategies, and retirement planning to individuals and businesses. Trustworthy and reliable, Hackney Jones Wealth Management Group is dedicated to helping their clients build and protect their wealth for the future.
Cody Ruple - State Farm Insurance Agent
Cody Ruple - State Farm Insurance Agent is an insurance agency located at 1235 Fuller Avenue Northeast in Grand Rapids, Michigan. Conveniently situated just 1 mile north of 96 on Fuller Ne, next to Jets Pizza, Cody Ruple and his team offer a range of insurance services including home, car, boat, business, and life insurance. With over 70 years of combined insurance experience, they are committed to providing the highest quality service to their customers. Cody Ruple, a husband and father of three, opened his State Farm agency in 2011 with the support of his family, friends, and customers. His team includes Holly, a Michigan native who enjoys camping, hiking, and traveling, and Bill, a West Michigan native who is a triathlete and enjoys spending time with his family. They are dedicated to helping policyholders manage the risks of everyday life and are the first choice for insurance needs in Michigan.
The Gooleyguk Cafe
The Gooleyguk Cafe is a charming community cafe located in the Lakeside neighborhood of Muskegon, Michigan. Serving up delicious coffee, espresso, real fruit smoothies, and seasonal drinks, all in partnership with The 490 Bakery’s artisan baked goods, this cafe is the perfect spot to grab a beverage and chat with a friend. Owned and operated by Holly and Alexis, two passionate individuals with a love for good food and creativity, The Gooleyguk Cafe offers a warm and welcoming atmosphere. Holly, the creative force behind the menu development and production process, is also a talented potter and artist whose work can be found hanging on the walls of the cafe. Alexis, on the other hand, manages the behind-the-scenes operations of the business, allowing her the flexibility to spend time with her son and explore her love for cultural experiences.
Harris Financial Services
Harris Financial Services is an independent finance firm located at 1115 North Leroy Street in Fenton, Michigan. Led by Robert D. Harris, MBA, a registered representative of Cambridge Investment Research, Inc., our team offers customized financial planning services to individuals and business owners in Fenton and the surrounding areas. With access to a wide range of investment and insurance products, as well as professional advisory services, we are dedicated to helping you achieve your financial goals. Whether you are planning for retirement, saving for a college education, or purchasing a new home, Harris Financial Services can provide personalized solutions to meet your long-term financial needs. Our experienced professionals focus on goal-oriented, long-term planning to ensure that you reach your objectives. Serving the local communities of Fenton, Linden, Holly, Brighton, Grand Blanc, Howell, and Hartland since 1979, we are committed to providing quality, personalized service to guide you through life's various stages. Contact us today at (810) 629-4900 to learn more about how we can help you plan for life's changing needs.
Tax Center
The Tax Center is a reputable institution located at 3485 Grange Hall Road in Holly, Michigan, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing professional and reliable assistance with all of your tax-related needs. Whether you are an individual or a business owner, we are here to help you navigate the complex world of taxes and financial planning. Trust the Tax Center to help you maximize your refunds and minimize your tax liabilities. Contact us today to schedule a consultation and let us take the stress out of tax season for you.
Michigan United Credit Union
Michigan United Credit Union, located at 4770 Dixie Highway in Waterford Township, Michigan, is a financial institution that was established on July 1, 2021 through the merging of four small-asset sized credit unions. These credit unions, including Birmingham Bloomfield Credit Union, Metro North Federal Credit Union, Lakes Community Credit Union, and Unity Credit Union, came together to provide an enhanced experience for their members with a wider range of products and services. Originally founded on November 23, 1931 as Birmingham Teachers Credit Union, the institution was created to serve teachers and employees of the Birmingham School system. Today, Michigan United Credit Union aims to enrich the financial lives of its members and the communities it serves. Membership is open to those who reside, work, worship, or attend school in the state of Michigan.
Michigan United Credit Union
Michigan United Credit Union, located at 576 East Lincoln Street in Birmingham, Michigan, is a financial institution offering a wide range of products and services. Established on July 1, 2021 through the merging of four small-asset sized credit unions, Michigan United Credit Union aims to provide top-notch experiences for its members. Originally founded in 1931 to serve teachers and employees of the Birmingham School system, the credit union has since expanded its membership eligibility to include residents, workers, worshipers, and students in the state of Michigan. With branches in Birmingham, Holly, Lake Orion, Shelby, St. Clair Shores, Warren, and Waterford, Michigan United Credit Union encourages individuals to join by opening a "share" account with a minimum deposit of $5. By maintaining this account, members can enjoy a variety of benefits and access services at over 75 credit unions with over 150 locations throughout Michigan and Northern Indiana through Xtend. Additionally, members can order checks online through Harland Clarke and find Shared Branches near them using the Co-op Shared Branch Locator and Xtend shared branch locator.
Oppenheimer & Co. Inc.
Oppenheimer & 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.
Thomas G Townsend - Financial Advisor, Ameriprise Financial Services, LLC
Thomas G Townsend is a financial advisor at Ameriprise Financial Services, LLC located at 9475 Holly Road in Grand Blanc Township, Michigan, United States. Thomas holds various 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®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and financial planning for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Thomas is dedicated to providing comprehensive and personalized financial advice to his clients, helping them achieve their financial goals and secure their financial future.
Mark Canavesio - Raymond James
Mark Canavesio - Raymond James is a reputable finance institution located at 8245 Holly Road in Grand Blanc, Michigan, United States. With a strong focus on providing top-notch financial services, the team at Mark Canavesio - Raymond James is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust the experienced professionals at this institution to provide personalized solutions tailored to your individual needs. Visit Mark Canavesio - Raymond James today and take the first step towards securing your financial future.
Lewis Duncan - Financial Advisor, Ameriprise Financial Services, LLC
Lewis Duncan is a highly qualified Financial Advisor at Ameriprise Financial Services, LLC located at 9475 Holly Road in Grand Blanc Township, Michigan, United States. Lewis holds various 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®. Lewis is dedicated to providing expert financial advice and planning services to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and continuing education, Lewis ensures that clients receive the best strategies for asset management, estate planning, investment opportunities, and risk management. Lewis is also trained to assist military personnel and veterans with their financial needs. If you are looking for a trustworthy and knowledgeable financial advisor in the Grand Blanc Township area, Lewis Duncan is the right choice for you.
Ted Himelhoch - Financial Advisor, Ameriprise Financial Services, LLC
Ted Himelhoch is a financial advisor at Ameriprise Financial Services, LLC located at 9475 Holly Road in Grand Blanc Township, Michigan, United States. He holds various 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Ted is dedicated to providing expert financial advice and planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and comprehensive knowledge in asset management, investment strategies, retirement planning, estate planning, insurance products, and more, Ted Himelhoch is committed to helping clients achieve their financial goals.
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