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TOP 30 Specialized financial services in Ann Arbor, MI
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Raymond James Financial Services
Raymond James Financial Services is a reputable financial institution located at 315 East Eisenhower Parkway in Ann Arbor, Michigan, United States. Specializing in finance, this institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Raymond James Financial Services provides personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or secure your financial future, Raymond James Financial Services is dedicated to providing expert guidance and support every step of the way.
Tricia Nelson - Financial Advisor, Ameriprise Financial Services, LLC
Tricia Nelson - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2800 South State Street, Ann Arbor, Michigan, United States. Tricia Nelson 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Tricia is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Tricia Nelson is committed to upholding the highest ethical standards and continuously enhancing her knowledge and skills to better serve her clients.
Kristen Roy - Private Wealth Advisor, Ameriprise Financial Services, LLC
Kristen Roy is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2800 South State Street in Ann Arbor, Michigan, United States. Kristen holds several prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate Kristen's expertise in areas such as asset management, estate planning, retirement planning, and investment strategies. Kristen also specializes in working with domestic partners and individuals with special financial needs, such as veterans and those planning for retirement. With a commitment to ethical practices and ongoing education, Kristen provides personalized financial advice to help clients achieve their long-term goals.
Matthew Cunningham - Private Wealth Advisor, Ameriprise Financial Services, LLC
Matthew Cunningham - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4750 Venture Drive in Ann Arbor, Michigan, offers a range of financial services to individuals seeking to enhance their wealth management strategies. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Matthew Cunningham provides expert advice on asset allocation, investment strategies, retirement planning, estate planning, and insurance products. The institution also offers specialized certifications such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy®, Certified Divorce Financial Analyst, and Certified Estate Planner™. With a focus on comprehensive financial planning, Matthew Cunningham is dedicated to providing tailored solutions to meet the unique needs of each client.
Edward Jones - Financial Advisor: Ed McClellan, CFP®|CEPA®|AAMS™
Edward Jones - Financial Advisor: Ed McClellan, CFP®|CEPA®|AAMS™ is a reputable finance institution located at 709 West Ellsworth Road, Ann Arbor, Michigan, United States. With a team led by certified financial planner Ed McClellan, the institution offers personalized financial planning services to help clients achieve their financial goals. Specializing in Certified Exit Planning Advisor (CEPA) and Accredited Asset Management Specialist (AAMS) certifications, the team at Edward Jones is dedicated to providing expert advice and guidance to clients looking to secure their financial future. Visit Edward Jones today for comprehensive financial solutions tailored to your individual needs.
Laura Kellmann - Private Wealth Advisor, Ameriprise Financial Services, LLC
Laura Kellmann is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2800 South State Street in Ann Arbor, Michigan, United States. Laura holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. She specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. Laura is dedicated to upholding the highest ethical standards and staying current on the latest investment strategies and opportunities. With expertise in asset management, estate planning, retirement planning, and more, Laura is committed to helping her clients achieve their financial goals. Contact Laura Kellmann today for personalized wealth management advice.
Drew Fitzmorris - Financial Advisor, Ameriprise Financial Services, LLC
Drew Fitzmorris - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4750 Venture Drive, Ann Arbor, 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 Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover a variety of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and more. Drew Fitzmorris is dedicated to providing expert financial advice and services to clients, helping them navigate the complexities of their financial goals and needs.
Sara Mehraban - Financial Advisor, Ameriprise Financial Services, LLC
Sara Mehraban is a Financial Advisor at Ameriprise Financial Services, LLC, located at 4750 Venture Drive, Ann Arbor, Michigan, United States. Sara Mehraban 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 Sara Mehraban's expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. Sara Mehraban is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.
Parros Financial Group, LLC
Parros Financial Group, LLC, located at 1310 South Main Street in Ann Arbor, Michigan, is a comprehensive financial institution that specializes in finance, health, and university services. Timothy Parros, the founder, takes a personalized approach to financial planning, designing tailored plans to fit each client's individual needs. The institution offers services such as asset management, wealth management, investment strategies, college funding, retirement planning, estate planning, social security advice, insurance and protection, and university retirement plans. The team at Parros Financial Group is dedicated to providing professional guidance and innovative strategies to help clients achieve their financial goals. Securities are offered through Osaic Wealth, Inc. and investment advisory services are offered through Parros Financial Group LLC. With a focus on individualized care and attention, Parros Financial Group is committed to helping clients secure their financial future and enjoy a comfortable retirement.
Eric Fox - Financial Advisor, Ameriprise Financial Services, LLC
Eric Fox is a Financial Advisor at Ameriprise Financial Services, LLC located at 1310 South Main Street in Ann Arbor, Michigan, United States. Eric 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®. Eric 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 asset management, estate planning, retirement planning, and investment strategies, Eric is committed to helping clients achieve their financial goals.
Jeffrey Radford - Associate Financial Advisor, Ameriprise Financial Services, LLC
Jeffrey Radford is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 4750 Venture Drive in Ann Arbor, Michigan, United States. Jeffrey 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 Jeffrey's expertise in asset management, estate planning, retirement planning, investment strategies, and more. Jeffrey is dedicated to providing comprehensive financial advice and expertise to individuals, retirees, small business owners, and high net worth clients.
Thrivent Financial
Thrivent Financial is a finance institution located at 217 Ann Arbor Road in Plymouth, Michigan, United States. They specialize in providing financial services such as investment planning, retirement planning, insurance, and wealth management. With a focus on helping individuals and families achieve their financial goals and plan for a secure future, Thrivent Financial is dedicated to providing personalized and comprehensive financial solutions. Their team of experienced professionals are committed to guiding clients through their financial journey and helping them make informed decisions.
Delphi Accounting & Tax Services, INC.
Delphi Accounting & Tax Services, INC. is a reputable institution located at 24330 Ann Arbor Trail in Dearborn Heights, Michigan, United States. Specializing in accounting and finance, they offer a wide range of services to individuals and businesses alike. With a team of experienced professionals, they provide expert guidance and support in managing tax preparation, bookkeeping, payroll, and financial planning. Delphi Accounting & Tax Services, INC. is dedicated to helping their clients achieve financial success and security.
Four Financial Tax Services
Four Financial Tax Services is a reputable institution located at 777 East Eisenhower Parkway in Ann Arbor, Michigan, United States. Specializing in accounting and finance, our team of experts provide top-notch tax services to individuals and businesses. With a focus on accuracy and efficiency, we help our clients navigate the complexities of tax laws and regulations to ensure they are maximizing their financial potential. Trust Four Financial Tax Services to handle all your tax needs with professionalism and expertise.
Smile While You File Tax Services, L.L.C.
Smile While You File Tax Services, L.L.C. is a top-tier accounting and finance institution located at 315 West Huron Street in Ann Arbor, Michigan, United States. With a team of highly experienced tax professionals, we specialize in preparing timely, accurate, and reliable e-Filed tax returns. Our services include personal tax prep, second look review, year-round pick-up and delivery services, bookkeeping, payroll, and ITIN assistance. At Smile While You File Tax Services, our focus is on developing long-term relationships with our clients, ensuring their financial needs are met with the utmost care and expertise. Whether you're a single parent looking to maximize your tax benefits or a business owner in need of comprehensive tax solutions, we are here to help.
Tri-Merit R&D Tax Credit Services
Tri-Merit R&D Tax Credit Services is a finance institution located at 600 South Wagner Road in Ann Arbor, Michigan, United States. They specialize in helping businesses claim research and development tax credits to maximize their financial benefits. With a team of experienced professionals, Tri-Merit provides expert guidance and support throughout the tax credit process. Their services are designed to help companies of all sizes take advantage of the R&D tax credit incentives offered by the government.
Oakwood Business Services
Oakwood Business Services is a reputable accounting and finance institution located at 555 Briarwood Circle in Ann Arbor, Michigan, United States. We specialize in providing top-notch financial services to individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through expert advice and personalized solutions. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Oakwood Business Services is here to help. Visit us today to see how we can support your financial needs.
Retirement Income Solutions
Retirement Income Solutions is a financial institution located at 2301 Platt Road in Ann Arbor, Michigan, United States. As a specialized provider of retirement planning services, our team of experts is dedicated to helping individuals create sustainable income streams for their golden years. With a focus on personalized strategies and comprehensive financial solutions, Retirement Income Solutions is committed to helping clients achieve their retirement goals and enjoy a secure financial future. Contact us today to learn more about our services and how we can help you plan for a comfortable retirement.
Marrs & Terry, PLLC
Located at 247 South Main Street in Adrian, Michigan, Marrs & Terry, PLLC is a law firm dedicated to helping clients navigate through stressful legal issues. Specializing in bankruptcy law, their team of experienced lawyers in Jackson, MI, work diligently to provide personalized solutions tailored to each client's unique needs and goals. With a focus on efficiency and minimizing the negative impact on clients' lives, Marrs & Terry, PLLC strives to guide individuals towards a fresh start in their financial future. The firm's Ann Arbor attorneys are committed to listening to clients' concerns and working closely with them to achieve the best possible outcomes. Whether facing divorce, a DUI arrest, or overwhelming debt, Marrs & Terry, PLLC offers comprehensive legal assistance to help clients move forward with their lives. With decades of legal experience and a realistic, honest approach, their bankruptcy attorneys in Michigan stand out from other law firms by prioritizing what truly matters - the client's well-being and long-term goals.
Phillip Cook - State Farm Insurance Agent
Phillip Cook - State Farm Insurance Agent is a reputable insurance agency located at 29 West Main Street in Milan, Michigan, United States. With a background in banking and financial services, Phillip Cook opened his State Farm agency in June 2019 to serve the insurance needs of families in Milan, Ypsilanti, Ann Arbor, Saline, and various other cities in Michigan. The office specializes in auto insurance, renters insurance, homeowners insurance, life insurance, health insurance, and business/commercial insurance, with a focus on personalized service for each client. Additionally, the agency provides valuable tips and resources for first-time homeowners and landlords to help them make informed decisions. The team at Phillip Cook - State Farm Insurance Agent is dedicated to excellence and personal achievement, and they are currently seeking motivated individuals to join their growing agency. For more information or assistance, please contact the office at (734) 439-2014.
Susan Cobb-Starrett - State Farm Insurance Agent
Susan Cobb-Starrett - State Farm Insurance Agent is a reputable insurance agency located at 25 Jackson Industrial Drive in Ann Arbor, Michigan. With a history dating back to 1954 when Susan's father first started the agency, Susan has been serving clients since 1993. The agency boasts 3 licensed agents who are dedicated to identifying and servicing all your insurance needs. Specializing in Auto Insurance, Homeowner’s Insurance, Renter’s Insurance, Life Insurance, and Business Insurance, they offer competitive pricing and expert knowledge to clients in Ann Arbor, Grass Lake, and Washtenaw County. Their mission is to establish long-term relationships with clients through simple and informative conversations. By understanding your risks, they provide options to protect your assets and future wealth. Additionally, they offer remarkable service and aim to be your go-to choice for insurance needs.
Demetrike Wells - O’Brien - State Farm Insurance Agent
Demetrike Wells-O'Brien - State Farm Insurance Agent is a trusted insurance agency located at 2739 Plymouth Road in Ann Arbor, Michigan. Specializing in a variety of insurance products including car, homeowner's, renter's, condo, business, life, pet, boat, and motorcycle insurance, as well as financial services, this agency is dedicated to providing protection and peace of mind to individuals, families, and small businesses in the Ann Arbor area. Led by Demetrike Wells-O'Brien, a licensed insurance agent with over a decade of experience, the agency is committed to offering exceptional customer service and building strong relationships with their insureds. The team at Demetrike Wells-O'Brien State Farm Agency includes Account Managers Megan Michael, Christopher White, Adam Schroeder, and Jack Schulz, all of whom are passionate about helping clients protect what matters most to them.
Lawrence Bauer, Bankers Life Agent
Lawrence Bauer, Bankers Life Agent is a reputable insurance agency located at 2309 Shelby Avenue in Ann Arbor, Michigan. As a trusted Bankers Life Agent, we specialize in providing comprehensive insurance solutions to meet the unique needs of our clients. Our team of experienced agents is dedicated to helping individuals and families protect their financial future through a range of insurance products and services. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Lawrence Bauer, Bankers Life Agent is here to help you navigate the complexities of insurance and find the right coverage for your specific needs. Contact us today to schedule a consultation and let us help you secure peace of mind for the future.
Jennifer Kania, Bankers Life Agent
Jennifer Kania, Bankers Life Agent is an insurance agency located at 2411 Oak Valley Drive in Ann Arbor, Michigan. Specializing in providing financial security and peace of mind to individuals and families, Jennifer Kania offers a range of insurance products from Bankers Life. With a focus on personalized service and tailored solutions, clients can trust in Jennifer's expertise and dedication to helping them protect what matters most. Contact Jennifer Kania, Bankers Life Agent today to discuss your insurance needs and start planning for a secure future.
Daniel Blausey Jr, Bankers Life Agent
Daniel Blausey Jr, Bankers Life Agent is an insurance agency located at 2411 Oak Valley Drive, Ann Arbor, Michigan, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to find the right coverage for their needs. Medicare Advantage Plans offer similar coverage to Original Medicare, with the added benefit of prescription drug coverage and an annual maximum out-of-pocket limit. With the rising costs of healthcare, planning for long-term care is essential. Our team can help you start planning for the future and have important discussions with your loved ones. Contact us today to take the next steps towards securing your financial future.
Mind Money Balance | Therapy & Speaking
Mind Money Balance | Therapy & Speaking is a unique institution located in the heart of Ann Arbor, Michigan, United States. Specializing in both finance and health, our experienced professionals offer a range of services to help individuals achieve balance in their mental, financial, and physical well-being. From therapy sessions to financial consultations, our team is dedicated to providing personalized care and support to each and every client. Whether you are looking to improve your mental health, manage your finances better, or simply gain a better understanding of the mind-body connection, Mind Money Balance is here to help. Visit us at 206 East Huron Street to start your journey towards a more balanced and fulfilling life.
Metro Imaging Center | TMJ Specialists
Metro Imaging Center | TMJ Specialists is a cutting-edge institution located at 4664 West Walton Boulevard in Waterford Township, Michigan. Specializing in neuromuscular dentistry, our team of skilled professionals, led by Dr. Martin Fraschetti, goes beyond traditional dentistry to address not only your teeth but also your bone structures and muscles. With nearly 40 years of experience, Dr. Fraschetti excels in providing relief for headaches, neck and jaw pain, as well as sleep apnea, through effective TMJ treatment. Our commitment to personalized care sets us apart, as we believe that every individual is unique and deserves tailored solutions to cater to their specific needs. We offer a free TMJ assessment to get started, with further evaluation if needed. Our goal is to help you regain control and improve your quality of life by addressing the challenges of TMJ disorders and sleep apnea.
Recollect Notary
Recollect Notary is a trusted finance and store institution located at 2250 Glendaloch Road in Ann Arbor, Michigan, United States. Our team of experienced professionals specializes in providing notary services for a variety of financial and legal documents. Whether you need assistance with loan signings, real estate transactions, or other important paperwork, we are here to help. Visit us today to ensure that your documents are properly notarized and legally binding.
Simple Cash Title Loans
Simple Cash Title Loans is a trusted finance institution located at 1026 Broadway Street in Ann Arbor, Michigan. We specialize in providing quick and easy title loans to help our customers access the cash they need, without the hassle of traditional lending institutions. Our experienced team is dedicated to providing excellent customer service and helping individuals secure the funds they need in a timely manner. Whether you need money for unexpected expenses or simply want to consolidate debt, Simple Cash Title Loans is here to help. Contact us today to learn more about our services and how we can assist you with your financial needs.
Total Home Lending
Total Home Lending is a reputable finance institution located at 555 Briarwood Circle in Ann Arbor, Michigan, United States. Specializing in home loans and mortgage services, Total Home Lending offers personalized solutions to help individuals and families achieve their dream of homeownership. With a team of experienced professionals, they provide expert guidance and support throughout the loan process, ensuring a smooth and efficient experience for their clients. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Total Home Lending is dedicated to helping you secure the best financing options for your needs.
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