TOP 30 Specialized financial consulting in Monroe, Michigan
42 results found
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Riverside Insurance & Financial Services
● ClosedRiverside Insurance & Financial Services is a trusted insurance agency located at 424 East Monroe Street in Dundee, Michigan. We specialize in providing a wide range of insurance products and financial services to meet the needs of our clients. Our experienced team is dedicated to helping individuals and businesses protect their assets and plan for the future. Whether you are looking for auto, home, life, or business insurance, we are here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure your financial future.
424 E Monroe St suite b, Dundee, MI 48131, United States -
Jacobs Financial Services LLC
● OpenJacobs Financial Services LLC is a finance institution located at 800 East Ellis Road in Norton Shores, Michigan, United States. The institution specializes in retirement planning and helping clients create personalized financial roadmaps to achieve their retirement goals. The team of qualified financial advisors, led by President and CEO Tom Jacobs, has over 25 years of experience in the insurance and financial industry. Tom Jacobs believes in straightforward and direct communication when working with clients to develop retirement income strategies. The institution recommends reviewing financial roadmaps annually to make any necessary adjustments. Clients in West Michigan and surrounding areas can schedule a meeting with one of the advisors to start working on their retirement roadmap.
800 E Ellis Rd, Norton Shores, MI 49441, United States -
TOP FLITE FINANCIAL
● ClosedTop Flite Financial is a finance institution located in Grand Rapids, Michigan, United States. Our mission is to help turn your dreams into reality by providing unparalleled service, personalized solutions, and a seamless process for achieving your homeownership goals. Our experienced team guides you through various mortgage options, from conventional loans to government-backed programs, to help you secure the best solution for your home financing journey. We understand that the mortgage process can be intimidating, which is why our exceptional team of mortgage professionals is dedicated to providing unparalleled support and guidance throughout the entire journey. We believe in getting to know our clients personally, addressing any financial concerns, and ensuring a worry-free experience.
820 Monroe Ave NW, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor William S Mackay
● ClosedMerrill Lynch Financial Advisor William S Mackay is a renowned financial institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in finance, this institution provides expert financial advice and services to help individuals and businesses achieve their financial goals. With a strong reputation for professionalism and integrity, Merrill Lynch Financial Advisor William S Mackay is a trusted partner for all your financial needs.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Mark Andrews
● ClosedMerrill Lynch Financial Advisor Mark Andrews is a finance institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in personalized wealth management strategies, Mark Andrews can help you create a flexible financial plan tailored to your specific goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, you can feel confident in your financial decisions. Mark Andrews is dedicated to understanding your unique needs and providing personalized advice to help you achieve your financial goals. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Mark Andrews can help you navigate the complexities of the financial market and make informed decisions. Contact Mark Andrews today to start working towards a secure financial future.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Brad A Collar
● ClosedMerrill Lynch Financial Advisor Brad A Collar is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. Brad Collar has been a Wealth Management Advisor in the Grand Rapids Merrill office since 1990, focusing on total wealth management tailored to each client's risk tolerance, time horizon, liquidity needs, and investment goals. Brad works closely with clients to understand their specific situations, establish objectives, develop strategies, recommend advice, and review progress towards reaching financial goals. Clients can expect personalized advice and access to specialized investment services. With a defined process and access to Merrill specialists, Brad helps clients manage their financial lives and pursue their goals through personalized wealth management strategies. The institution offers Merrill Personal Wealth Analysis™ to build personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service, providing access to investment insights and banking solutions. By focusing on what matters most to clients - family, goals, and priorities - the institution helps clients pursue financial goals and manage investment risk. With a deep understanding of each client's financial picture, Brad can create flexible strategies to navigate changing market conditions and provide access to Merrill's investment insights and Bank of America's banking solutions. The institution believes in a personalized approach that helps clients manage, grow, and preserve their wealth, while considering long-term impacts. Through conversations, financial planning, and regular reviews, Merrill Lynch Financial Advisor Brad A Collar helps clients navigate life changes and stay on track to achieve their financial goals.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Jonathan C. Hatfield
● ClosedMerrill Lynch Financial Advisor Jonathan C. Hatfield, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a finance institution dedicated to providing accessible, knowledgeable, and experienced financial guidance. Jonathan has been in the financial services industry since 2009 and specializes in serving high net worth individuals, business owners, and corporate executives. With a bachelor's degree in Business Management and Psychology, Jonathan is a Certified Private Wealth Advisor® designee. He is committed to building and maintaining strong relationships with clients, offering personalized plans centered on their goals and aspirations. The team at Merrill Lynch Wealth Management, led by Jonathan, focuses on helping clients navigate important financial decisions, estate planning, and wealth preservation. By utilizing the global resources of Merrill, clients receive tailored investment strategies and comprehensive financial solutions. Whether clients are planning for retirement, saving for a home, or funding their children's education, Jonathan works closely with them to develop a financial approach that aligns with their priorities and values. The institution also offers insights, observations, and ideas to help clients pursue their financial goals, with a focus on maximizing the impact of their giving. With a commitment to putting clients first, Merrill Lynch Financial Advisor Jonathan C. Hatfield strives to help clients achieve their financial goals and navigate the complexities of their financial lives.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Edward Jones - Financial Advisor: Becky Anderson, CFP®|AAMS™
● OpenEdward Jones - Financial Advisor: Becky Anderson, CFP®|AAMS™ is a reputable financial institution located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in providing expert financial advice and planning services, Becky Anderson, a Certified Financial Planner and Accredited Asset Management Specialist, offers personalized solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Becky Anderson, CFP®|AAMS™ is dedicated to helping individuals and families secure their financial future.
99 Monroe Ave NW #701, Grand Rapids, MI 49503, United States -
Rand Putterman - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRand Putterman is a Financial Advisor at Ameriprise Financial Services, LLC located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Rand Putterman holds several 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 cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Rand Putterman is dedicated to providing expert financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
99 Monroe Ave NW, Grand Rapids, MI 49503, United States -
Mark Fink - Financial Advisor, 99 Monroe Wealth Group, a financial advisory practice of Ameriprise Financial Services, LLC
● OpenMark Fink - Financial Advisor, 99 Monroe Wealth Group, is a finance institution located at 99 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. The institution offers a variety of certifications and designations to its advisors, 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®, CFP®, 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 a range of topics such as asset management, retirement planning, estate planning, investment strategies, and more. Advisors at Mark Fink - Financial Advisor are dedicated to providing comprehensive financial planning services to individuals and businesses, with a focus on meeting the unique needs of each client.
99 Monroe Ave NW, Grand Rapids, MI 49503, United States -
99 Monroe Wealth Group, a financial advisory practice of Ameriprise Financial Services, LLC
● Open99 Monroe Wealth Group, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in finance, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. We prioritize what matters most to you, whether it's planning for retirement, education, or a significant purchase like a second home. Our team documents your goals, regularly reviews your progress, and adjusts your approach as needed to help you achieve financial success. You can easily access your investments and accounts from any device, track your progress towards your goals, and securely share information with us. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial objectives. Our Ameriprise financial advisors are registered to do business in specific U.S. states, so please refer to our personal website or FINRA's BrokerCheck website for more details. We look forward to meeting with you to discuss your financial priorities and provide an overview of financial planning concepts. Keep in mind that Ameriprise Financial cannot guarantee future financial results. Thank you for considering us as a trusted resource for your financial needs.
99 Monroe Ave NW, Grand Rapids, MI 49503, United States -
Mary E VanderWal - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMary E VanderWal is a Financial Advisor at Ameriprise Financial Services, LLC located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Mary holds various certifications such as 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 her expertise in areas such as asset management, retirement planning, estate planning, investment strategies, and more. Mary is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and continuing education, Mary is committed to helping her clients achieve their financial goals.
99 Monroe Ave NW, Grand Rapids, MI 49503, United States -
Edward Jones - Financial Advisor: Randy A Renker, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Randy A Renker, CFP®|AAMS™ is a reputable financial institution located in Grand Rapids, Michigan, United States. Specializing in providing personalized financial planning services, Randy A Renker is a Certified Financial Planner (CFP®) and an Accredited Asset Management Specialist (AAMS™). With a focus on creating tailored solutions to meet the unique needs of each client, Edward Jones - Financial Advisor: Randy A Renker, CFP®|AAMS™ is dedicated to helping individuals and families achieve their financial goals. Visit their office at 146 Monroe Center Street Northwest to learn more about their services and how they can assist you in securing your financial future.
146 Monroe Center St NW Suite 510, Grand Rapids, MI 49503, United States -
IAM Financial, LLC
● ClosedIAM Financial, LLC is a finance institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial objectives.
250 Monroe Ave NW Ste 400, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor P. Craig Welch IV
● ClosedMerrill Lynch Financial Advisor P. Craig Welch IV is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. We specialize in working with executives and senior leadership, providing them with access to top resources in the industry. Our team is dedicated to building strong client relationships based on trust and personalized service. We offer a range of solutions, premier customer service, and financial tools tailored to each client's unique circumstances. By defining and prioritizing financial goals, we work with clients to develop personalized strategies. Our Investment Personality Assessment helps us understand your investing preferences and customize our approach to help you achieve your goals. We believe in staying connected with clients as their lives and goals evolve, updating financial approaches to reflect changes. As Merrill Lynch Wealth Management Advisors, we focus on building customized investment approaches to address client needs and pursue their goals. We are committed to putting clients first and providing personalized investment strategies. Our team is here to listen, guide, and help you navigate the complexities of your financial life.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Scott S Eccker
● ClosedMerrill Lynch Financial Advisor Scott S. Eccker, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, is part of the Eccker Bujdos Andrews Group of Merrill Lynch Wealth Management. Scott has been with Merrill since 1980, bringing extensive experience and a commitment to building strong client relationships based on trust and personalized service. Recognized as a member of the Forbes "Best-in-State Wealth Management Teams" in 2023 and 2024, Scott focuses on providing financial strategies, retirement income planning services, and liability management for a diverse client base including attorneys, physicians, business executives, and entrepreneurs. As a specially qualified Portfolio Manager, Scott can manage personalized investment strategies to help clients pursue their objectives. At Merrill Lynch Wealth Management, Scott and his team prioritize understanding each client's unique goals and financial situation, developing personalized financial strategies, and providing ongoing support to help clients stay on track. With a focus on collaboration and personalized service, Scott and his team are dedicated to helping clients achieve their financial goals and build a customized investment approach.
Calder Building, 250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Edward Jones - Financial Advisor: Monica M Wagner, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Monica M Wagner, CFP®|AAMS™ is a reputable financial institution located at 214 East Elm Avenue in Monroe, Michigan, United States. Specializing in personalized financial planning and investment strategies, Monica M Wagner is a Certified Financial Planner and Accredited Asset Management Specialist who is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect expert advice and tailored solutions to meet their individual needs. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Monica M Wagner, CFP®|AAMS™ is committed to helping you secure a solid financial future.
214 E Elm Ave Suite 100, Monroe, MI 48162, United States -
Edward Jones - Financial Advisor: Shawn R Siddall, AAMS™
● ClosedEdward Jones - Financial Advisor: Shawn R Siddall, AAMS™, is a reputable finance institution located at 1122 West Front Street in Monroe, Michigan, United States. Specializing in providing personalized financial advice and services, Shawn R Siddall, AAMS™, is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships and offering tailored solutions, this institution is committed to guiding clients towards financial success and stability.
1122 W Front St, Monroe, MI 48161, United States -
Mack Financial Service
● ClosedMack Financial Service is a reputable finance institution located at 1120 South Telegraph Road in Monroe, Michigan, United States. We specialize in providing a wide range of financial services to individuals and businesses, including loans, investment advice, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Mack Financial Service can help you with your financial needs.
1120 S Telegraph Rd, Monroe, MI 48161, United States -
Monroe Income Tax & Accounting
● ClosedMonroe Income Tax & Accounting is a reputable institution located at 429 North Monroe Street in Monroe, Michigan, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch tax preparation, bookkeeping, and financial consulting services to individuals and businesses alike. With years of experience and a commitment to excellence, Monroe Income Tax & Accounting is the go-to destination for all your financial needs. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
429 N Monroe St, Monroe, MI 48162, United States -
MED-1 Occupational Health Services
● OpenMED-1 Occupational Health Services is a premier institution located at 1140 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in occupational healthcare, our dedicated team of doctors and health professionals prioritize the health and well-being of your employees. Since 1984, we have been providing custom-tailored services and programs to help local companies reduce workers' compensation costs. Our clinic managers ensure efficient communication between you, your employees, and our providers for the most effective return-to-work solutions. With a web-based reporting system offering 24/7 access to employee reports, results, and authorizations through a secure HIPAA compliant portal, we strive to keep you informed and supported at all times.
1140 Monroe Ave NW # 150, Grand Rapids, MI 49503, United States -
MED-1 Occupational Health Services
● ClosedMED-1 Occupational Health Services, located at 383 Garden Avenue in Holland, Michigan, is a premier institution specializing in occupational healthcare. Our clinic managers ensure efficient communication between employees, providers, and employers for seamless return-to-work solutions. With a focus on prevention, treatment, and resolution of workplace injuries and illnesses, we offer a comprehensive range of services including pre-employment exams, drug tests, DOT exams, OSHA testing, and health and wellness programs. Since 1984, we have been helping local companies reduce workers' compensation costs through personalized care available 24 hours a day. Our web-based reporting system allows for 24/7 access to employee reports, results, and authorizations in a secure HIPAA compliant portal. With convenient locations throughout Grand Rapids and the Lakeshore, our clinics provide quick and efficient injury care to keep employees productive and on the job.
383 Garden Ave, Holland, MI 49424, United States -
Neal Hopkins - State Farm Insurance Agent
● ClosedNeal Hopkins - State Farm Insurance Agent is located at 1720 West Sterns Road in Temperance, Michigan. This insurance agency specializes in providing Insurance and Financial Services to residents in the Monroe County area, with a focus on relocation services. The team at Neal Hopkins State Farm Insurance has received numerous awards and qualifications, including State Farm Silver Scroll Qualifier, State Farm Ambassadors Travel Qualifier, and State Farm Legion of Honor Qualifier. They offer a variety of insurance services such as Auto Insurance, Homeowners Insurance, Renters Insurance, Life Insurance, and Financial Services. The team of licensed Insurance Professionals is dedicated to helping clients find the right coverage for their specific needs. In addition to personal insurance, they also assist Small Business owners with their Commercial lines of Insurance. With over 42 years of insurance experience, the team at Neal Hopkins State Farm Insurance is committed to providing excellent service and personalized insurance solutions. Contact them today for your Personal Price Plan.
1720 W Sterns Rd, Temperance, MI 48182, United States -
Advanced Accounting
● ClosedAdvanced Accounting is a premier institution located at 8336 Monroe Road in Lambertville, Michigan, United States. Specializing in accounting and finance, our institution offers top-notch courses and training programs to help individuals excel in the world of finance. With experienced faculty and state-of-the-art facilities, students can expect a comprehensive education that prepares them for successful careers in accounting and finance. Whether you are a beginner looking to start a career in finance or an experienced professional looking to advance your skills, Advanced Accounting is the perfect place to achieve your goals.
8336 Monroe Rd # 101, Lambertville, MI 48144, United States -
Jake Hunt - State Farm Insurance Agent
● ClosedJake Hunt - State Farm Insurance Agent is a reputable insurance agency located at 8380 Belleville Road in Belleville, Michigan. Jake Hunt, a University of Michigan graduate and third-generation State Farm agent, has been serving the community since 2007. With a team that collectively has over 100 years of insurance experience, they pride themselves on providing excellent customer service. Specializing in auto, home, life, business, renters, boat, motorcycle, RV, motorhome, and health insurance, the agency is dedicated to meeting all of their customers' insurance needs. They also offer assistance with planning for college visits and provide tips for driving in rural areas.
8380 Belleville Rd, Belleville, MI 48111, United States -
Bishop Law Offices
● ClosedLocated at 204 South Macomb Street in Monroe, Michigan, Bishop Law Offices is a trusted institution specializing in bankruptcy law. Our experienced attorneys are here to assist you with Chapter 7 and Chapter 13 filings, helping you cancel debt or restructure your finances. We provide personalized service to each client, understanding that financial issues can be overwhelming. Fill out our form for a prompt response, where we can discuss your specific needs and schedule an in-person consultation. Let Bishop Law Offices help you navigate through your financial challenges and move forward with your life.
204 S Macomb St Unit 1, Monroe, MI 48161, United States -
LaQuentasRepairsLLC
● OpenLaQuentasRepairsLLC is a finance institution located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. We specialize in providing expert financial repair services to individuals and businesses in need of assistance with their credit and financial situations. Our team of professionals is dedicated to helping our clients achieve their financial goals and improve their overall financial well-being. Contact us today to learn more about how we can help you repair your credit and achieve financial success.
99 Monroe Ave NW #200, Grand Rapids, MI 49503, United States -
O'Keefe
● ClosedLocated in Grand Rapids, Michigan, O'Keefe is a leading finance institution that specializes in providing expert hands-on consulting services to a diverse range of industries. With a focus on delivering impressive bottom line results, O'Keefe offers comprehensive and innovative solutions to navigate tough financial challenges. From serving as a consultant for automotive suppliers to representing municipalities as rebuttal experts, O'Keefe's broad spectrum of services and expertise make them a go-to firm for financial advisory needs.
146 Monroe Center St NW Suite # 1226, Grand Rapids, MI 49503, United States -
DWH
● ClosedDWH, located at 180 Monroe Avenue Northwest in Grand Rapids, Michigan, is a finance institution comprised of a group of financial and business professionals. Our core philosophy revolves around the belief that every stakeholder matters, and we are dedicated to helping companies embrace change for the better. At DWH, we offer expertise and support to guide companies through turnaround, restructure, and other insolvency events with cash flow management tools and interim leadership roles. We specialize in helping companies make the right decisions to improve their bottom line and sustainably grow their business.
180 Monroe Ave NW # 2R, Grand Rapids, MI 49503, United States -
Prometis Partners
● ClosedPrometis Partners is a leading finance institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. We specialize in providing expert financial services and strategic advice to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Prometis Partners is here to help you every step of the way. Trust us to be your partner in financial success.
250 Monroe Ave NW Ste 400, Grand Rapids, MI 49503, United States
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