Tailored financial advice in Ann Arbor, MI
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Horizon Advisers - Ann Arbor
● ClosedHorizon Advisers in Ann Arbor is a leading institution offering a wide range of financial services including accounting, finance, insurance, and legal assistance. Located at 24 Frank Lloyd Wright Drive in Ann Arbor, Michigan, this institution is dedicated to providing expert advice and guidance to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Horizon Advisers is committed to providing personalized solutions tailored to meet the unique needs of each client. Whether you need help with tax planning, investment management, insurance coverage, or legal matters, Horizon Advisers is here to help you navigate the complexities of the financial world with confidence and ease.
24 Frank Lloyd Wright Dr Suite J-3000, Ann Arbor, MI 48105, United States -
Hantz Financial Services - Ann Arbor, Michigan
● ClosedHantz Financial Services in Ann Arbor, Michigan is a reputable finance and insurance agency located at 2400 Green Road. With a commitment to providing personalized financial solutions and comprehensive insurance coverage, Hantz Financial Services is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Serving the community of Ann Arbor and beyond, the experienced team at Hantz Financial Services offers expert advice and tailored services to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or secure insurance coverage, Hantz Financial Services is here to help you navigate the complexities of the financial world with confidence and peace of mind.
2400 Green Rd, Ann Arbor, MI 48105, United States -
Sweet Financial Consulting LLC
● OpenSweet Financial Consulting LLC is a premier finance institution located in Ann Arbor, Michigan. With a prime location at 455 East Eisenhower Parkway, our team of expert consultants provides personalized financial advice and solutions to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or optimize your financial strategy, our experienced professionals are here to guide you every step of the way. Trust Sweet Financial Consulting LLC to provide you with top-notch financial services tailored to your specific needs.
455 E Eisenhower Pkwy Suite 300, Ann Arbor, MI 48108, United States -
Retirement & Wealth Strategies (RWS Financial Group)
● ClosedRetirement & Wealth Strategies (RWS Financial Group) is a finance institution located at 24 Frank Lloyd Wright Drive in Ann Arbor, Michigan, United States. Since 1985, Retirement & Wealth Strategies has been assisting clients with their investment objectives, planning needs, and portfolio design. Specializing in creating retirement and wealth strategies, the institution provides objective, unbiased advice and delivers highly personalized quality service. Customized investment management solutions are built around individual goals, investable assets, and risk tolerance, all integrated into a comprehensive financial plan with personalized strategies. By leveraging technology and decades of experience, RWS maximizes financial plans and aligns investments with goals and opportunities.
24 Frank Lloyd Wright Dr lobby k suite k4100, Ann Arbor, MI 48105, United States -
Simpson Financial Consulting
● ClosedSimpson Financial Consulting, located at 2676 Chateau Court in Ann Arbor, Michigan, is a reputable institution specializing in accounting and finance services. With years of experience, our dedicated team ensures accuracy and efficiency in all financial matters. We pride ourselves on our commitment to providing personalized attention to each client, going above and beyond to solve any problems that may arise. Our consultants are experts in tax preparation, with a passion for their work and a dedication to excellence. At Simpson Financial Consulting, your satisfaction is our top priority. Come experience why we are a successful and growing company, dedicated to meeting all of your financial needs.
2676 Chateau Ct, Ann Arbor, MI 48103, United States -
Costello Financial Planning
● ClosedCostello Financial Planning is a family-owned fiduciary fee-only financial planning firm located in Bend, OR, and Chicago, IL. Our team consists of a Certified Financial Planner and a Certified Public Accountant with a combined experience of over a decade in the industry. We believe in providing personalized and unbiased financial advice to help our clients protect and grow their wealth. At Costello Financial Planning, we do not sell any products or receive any commissions. Our focus is on creating comprehensive financial plans tailored to each client's individual goals and needs. We believe in a client-focused approach, where our advice, coaching, and services provide a greater benefit than our cost.
103 E Liberty St #202A, Ann Arbor, MI 48104, United States -
Merrill Lynch Financial Advisor Mark A Mueting
● ClosedMerrill Lynch Financial Advisor Mark A Mueting is a reputable finance institution located at 777 East Eisenhower Parkway in Ann Arbor, Michigan, United States. With a focus on providing expert financial advice and personalized investment strategies, Mark A Mueting and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for college, or grow your wealth, Merrill Lynch Financial Advisor Mark A Mueting offers comprehensive services and guidance to help you navigate the complex world of finance. Trust in their expertise and experience to secure your financial future.
777 E Eisenhower Pkwy, Ann Arbor, MI 48108, United States -
Clarity Financial Advisors - Ameriprise Financial Services, LLC
● ClosedClarity Financial Advisors - Ameriprise Financial Services, LLC is a trusted finance institution located at 1310 South Main Street in Ann Arbor, Michigan, United States. Recognized as one of Forbes Best-in-State Wealth Advisors for 2023, our team of experienced professionals is dedicated to helping successful individuals achieve their personal and financial goals through a personalized comprehensive financial planning process. With a focus on building strong client relationships and providing quality service, we guide our clients through life's changes to secure their financial future. Our Ameriprise Financial Advisors offer personalized advice tailored to each client's unique needs, with a commitment to helping them reach both short-term and long-term financial goals. With over 125 years of history, we understand the importance of a trusted advisor-client relationship in setting clients up for financial success. Start your financial planning journey with us today and discover how personalized advice can help you achieve your financial goals.
1310 S Main St #14, Ann Arbor, MI 48104, United States -
James I Downing - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJames I Downing is a financial advisor at Ameriprise Financial Services, LLC located at 3260 East Morgan Road in Ann Arbor, Michigan. 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 Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and more. James is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact James I Downing for expert financial advice and guidance tailored to your specific needs and goals.
3260 E Morgan Rd, Ann Arbor, MI 48108, United States -
Edelman Financial Engines
● ClosedEdelman Financial Engines is a leading financial institution located at 2950 South State Street in Ann Arbor, Michigan, United States. Specializing in finance, they offer a wide range of services including financial planning, investment management, retirement planning, and more. With a team of experienced professionals, Edelman Financial Engines is dedicated to helping clients achieve their financial goals and secure their financial future. Contact them today to learn more about how they can assist you with your financial needs.
2950 S State St Suite 250, Ann Arbor, MI 48104, United States -
COR Financial Group
● ClosedCOR Financial Group is a leading finance institution located at 6900 East Joy Road in Ann Arbor, Michigan, United States. Specializing in a wide range of financial services, COR Financial Group offers expert advice and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, clients can expect top-notch service and personalized financial strategies tailored to their specific needs. Whether you are looking to invest, save for the future, or secure a loan, COR Financial Group is dedicated to helping you navigate the complex world of finance with confidence and success.
6900 E Joy Rd, Ann Arbor, MI 48105, United States -
Edward Jones - Financial Advisor: Ryan D May, AAMS™
● ClosedEdward Jones - Financial Advisor: Ryan D May, AAMS™ is a reputable finance institution located at 3055 Plymouth Road in Ann Arbor, Michigan, United States. As a trusted financial advisor, Ryan D May, AAMS™ provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Ryan D May, AAMS™ is committed to helping individuals and families secure their financial futures.
3055 Plymouth Rd Suite 201, Ann Arbor, MI 48105, United States -
Ryan E Anderson - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRyan E Anderson is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1310 South Main Street, Ann Arbor, Michigan, United States. Ryan holds several prestigious 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 Ryan's expertise in various aspects of finance, including wealth management, retirement planning, estate planning, and investment management. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Ryan can provide personalized financial advice tailored to your specific needs. Contact Ryan E Anderson today for comprehensive financial planning services.
1310 S Main St #14, Ann Arbor, MI 48104, United States -
Eric Roberts - TIAA Financial Consultant
● OpenEric Roberts - TIAA Financial Consultant is a trusted financial institution located at 777 East Eisenhower Parkway in Ann Arbor, Michigan, United States. As a TIAA Financial Consultant, Eric Roberts provides expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, Eric Roberts is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Eric Roberts - TIAA Financial Consultant is here to help you every step of the way.
777 E Eisenhower Pkwy Suite 100, Ann Arbor, MI 48108, United States -
Edward Jones - Financial Advisor: Jim Doty
● ClosedEdward Jones - Financial Advisor: Jim Doty is a reputable finance institution located at 6113 Jackson Road in Ann Arbor, Michigan, United States. With a focus on providing personalized financial advice and guidance, Jim Doty is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, Jim Doty offers tailored solutions to meet your individual needs. Trust in Edward Jones - Financial Advisor: Jim Doty for expert financial advice and a commitment to helping you secure a strong financial future.
6113 Jackson Rd, Ann Arbor, MI 48103, United States -
World Financial Group
● OpenWorld Financial Group is a leading financial institution located at 2890 Carpenter Road in Ann Arbor, Michigan. As a finance institution, we offer a wide range of services including financial planning, investment management, insurance, and retirement planning. Our team of experienced financial advisors are dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, World Financial Group is here to provide expert guidance and personalized solutions. Contact us today to schedule a consultation and take the first step towards financial success.
2890 Carpenter Rd #700A, Ann Arbor, MI 48108, United States -
TapRoot Advisory Group - Ameriprise Financial Services, LLC
● OpenTapRoot Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 2800 South State Street, Ann Arbor, Michigan, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution emphasizes multi-generational financial planning, ensuring that the unique financial goals of each family member are met. They provide regular progress reviews and updates to financial strategies as life changes. Clients can access their investments and accounts securely from any device. The institution offers complimentary initial consultations to discuss financial goals and personalized advice. Ameriprise financial advisors are registered in certain U.S. states and clients can find additional information on FINRA's BrokerCheck website. Clients can expect a tailored financial planning experience that empowers them to make informed decisions for their future.
2800 S State St UNIT 205, Ann Arbor, MI 48104, United States -
Matthew Cunningham - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMatthew 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.
4750 Venture Dr Ste 150, Ann Arbor, MI 48108, United States -
Edward Jones - Financial Advisor: Ed McClellan, CFP®|CEPA®|AAMS™
● ClosedEdward 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.
709 W Ellsworth Rd Ste 114, Ann Arbor, MI 48108, United States -
Edward Jones - Financial Advisor: Scott Tousa, CFP®
● ClosedEdward Jones - Financial Advisor: Scott Tousa, CFP® is a reputable financial institution located at 709 West Ellsworth Road in Ann Arbor, Michigan. As a Certified Financial Planner, Scott Tousa offers expert financial advice and planning services to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, Edward Jones is committed to providing top-notch financial guidance to individuals and families in the Ann Arbor area. Whether you are looking to invest, save for retirement, or plan for the future, Scott Tousa and his team are dedicated to helping you make informed decisions and secure your financial future.
709 W Ellsworth Rd #106, Ann Arbor, MI 48108, United States -
Parros Financial Group, LLC
● ClosedParros 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.
1310 S Main St #13, Ann Arbor, MI 48104, United States -
Edward Jones - Financial Advisor: Brian T Dover, CFP®
● ClosedEdward Jones - Financial Advisor: Brian T Dover, CFP® is a reputable financial institution located at 801 West Ann Arbor Trail in Plymouth, Michigan, United States. As a Certified Financial Planner, Brian T Dover offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones is dedicated to providing top-notch financial services tailored to your individual needs. Trust Brian T Dover and the team at Edward Jones to guide you towards a secure financial future.
801 W Ann Arbor Trail Suite 229, Plymouth, MI 48170, United States -
Sal Vassallo - TIAA Financial Consultant
● ClosedSal Vassallo - TIAA Financial Consultant is a trusted finance institution located at 777 East Eisenhower Parkway in Ann Arbor, Michigan. As a dedicated TIAA Financial Consultant, Sal Vassallo provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Sal Vassallo helps individuals and families navigate the complexities of financial management. Whether you are planning for retirement, saving for college, or building wealth, Sal Vassallo - TIAA Financial Consultant is here to provide comprehensive and tailored financial solutions to meet your needs.
777 E Eisenhower Pkwy Suite 100, Ann Arbor, MI 48108, United States -
Marrs & Terry, PLLC
● ClosedLocated 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.
247 S Main St, Adrian, MI 49221, United States -
Daniel Blausey Jr, Bankers Life Agent
● ClosedDaniel 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.
2411 Oak Valley Dr Ste 500, Ann Arbor, MI 48103, United States -
Farmers Insurance - Thomas Kastamo
● ClosedFarmers Insurance - Thomas Kastamo is an insurance agency located at 4488 Jackson Road, Ann Arbor, Michigan, United States. As your local Farmers® agent, Thomas Kastamo helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a range of coverage options including auto, home, renters, business insurance, and more. Thomas Kastamo can help you understand your coverage options and provide personalized advice to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, or are looking to protect your personal belongings with renters insurance, Farmers Insurance has you covered. Contact Thomas Kastamo for a quote and to learn about insurance discounts that can save you money. Whether you need insurance for your home, condo, small business, or recreational vehicles, Farmers Insurance offers flexible coverage options tailored to your unique needs. For added protection, consider a Personal Umbrella insurance policy to safeguard your assets and future earnings. Contact Thomas Kastamo at Farmers Insurance - Thomas Kastamo to discuss your insurance needs and create a solid financial plan for a secure future.
4488 Jackson Rd, Ann Arbor, MI 48103, United States -
Unlimited Mil
● OpenUnlimited Mil is a reputable finance and insurance agency located at 521 East Liberty Street in Ann Arbor, Michigan. Our dedicated team of professionals is committed to providing top-notch financial services and insurance solutions to our clients. With years of experience in the industry, we strive to offer personalized and tailored advice to help individuals and businesses achieve their financial goals. Whether you're looking for investment opportunities, retirement planning, or insurance coverage, Unlimited Mil is here to help you navigate the complex world of finance. Visit us today to learn more about how we can assist you in securing your financial future.
michigan theater Building, 521 E Liberty St, Ann Arbor, MI 48104, United States -
The Huron Group - Morgan Stanley
● OpenThe Huron Group - Morgan Stanley is a reputable finance institution located at 2001 Commonwealth Boulevard in Ann Arbor, Michigan, United States. With a focus on providing top-notch financial services, The Huron Group is dedicated to helping individuals and businesses achieve their financial goals. As a branch of Morgan Stanley, clients can trust in the expertise and professionalism of the team at The Huron Group to provide personalized financial solutions tailored to their specific needs. Whether you are looking for investment advice, retirement planning, or wealth management services, The Huron Group - Morgan Stanley is committed to delivering exceptional service and guidance.
2001 Commonwealth Blvd Suite 102, Ann Arbor, MI 48105, United States -
Jason Nymark - Raymond James
● OpenJason Nymark - Raymond James is a finance institution located at 350 South Main Street in Ann Arbor, Michigan, United States. With a focus on providing personalized financial services, Jason Nymark - Raymond James offers clients expert advice and guidance to help them achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced team at Jason Nymark - Raymond James is dedicated to providing top-notch financial solutions tailored to your individual needs.
350 S Main St #100, Ann Arbor, MI 48104, United States -
Fineberg Wealth Management
● ClosedFineberg Wealth Management is a premier finance institution located at 1528 Golden Avenue in Ann Arbor, Michigan. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of wealth management services tailored to meet the unique needs of each individual client. Whether you are looking to grow your investments, plan for retirement, or secure your family's financial future, Fineberg Wealth Management is here to help. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
1528 Golden Ave, Ann Arbor, MI 48104, United States
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