TOP 30 Specialized financial consulting in Saline, Michigan

4 results found

Joshua Periord is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 9364 Apple Crest Drive, Saline, Michigan, United States. He 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®, 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 demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and financial planning for various client needs. Joshua is dedicated to providing comprehensive financial advice and solutions to his clients, with a focus on ethical practices and continuing education to stay up-to-date with the latest industry trends and regulations.

Christopher Millio is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 216 West Michigan Avenue, Saline, Michigan, United States. With certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Christopher Millio offers expert financial advice tailored to the specific needs of individuals and small business owners. Specializing in asset management, estate planning, retirement planning, and investment strategies, Christopher Millio is dedicated to providing comprehensive and personalized financial services. Whether you are looking to plan for your retirement, manage your investments, or navigate complex financial situations, Christopher Millio is here to help you achieve your financial goals.

J.A. Johnson Group, LLC is a private consulting company located at 141 East Michigan Avenue in Saline, Michigan. Founded by Jeremiah and Kami Johnson, our team of experts specialize in tax, legal, investment, health & longevity, planning, and risk management. With over 25 years of experience, Jeremiah is a Certified Financial Planner™ dedicated to helping families organize their financial matters. New clients are considered by referral and invitation only. Our office in downtown Saline is where we provide investment advice through Wealthcare Advisory Partners, a registered investment advisor. Please review Wealthcare's Client Relationship Summary for more information.

William A. Olson, CPA, PLLC is a reputable accounting and finance institution located at 108 North Maple Road in Saline, Michigan, United States. Specializing in tax preparation services, William A. Olson, CPA, PLLC is a fully remote business offering meetings through Zoom or telephone for client convenience. Clients can securely submit their documentation through a portal or mail, with tax returns typically prepared within a week of submission. Serving clients in Southeastern Michigan, William A. Olson, CPA, PLLC is dedicated to providing efficient and reliable financial services.