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TOP 30 Specialized financial services in Saline, MI
5 results found
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Joshua Periord - Associate Financial Advisor, Ameriprise Financial Services, LLC
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 - Private Wealth Advisor, Ameriprise Financial Services, LLC
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.
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.
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.
William A. Olson, CPA, PLLC
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.
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