Tailored financial strategies in Ann Arbor, Michigan

Edward Jones - Financial Advisor: Holly W Duthie, AAMS™ is a leading financial institution located at 2330 East Stadium Boulevard in Ann Arbor, Michigan, United States. As a dedicated and experienced financial advisor, Holly W Duthie, AAMS™ specializes in providing personalized financial planning services to help clients achieve their long-term financial goals. Whether you are looking to invest for retirement, save for your children's education, or build wealth for the future, Holly W Duthie, AAMS™ can provide expert guidance and support every step of the way. With a focus on building strong relationships and offering tailored solutions, this institution is committed to helping clients secure their financial futures.

TapRoot 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.

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™ 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.

Edward 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.

Nelson, Kellmann & Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 2800 South State Street in Ann Arbor, Michigan, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams for 2023, our team is dedicated to helping clients achieve their financial goals with personalized investment, asset allocation, and portfolio recommendations tailored to individual risk tolerance. We prioritize your goals, whether they involve retirement planning, education savings, or major purchases, and regularly review and adjust your financial strategy as life evolves. With secure online access to track your progress and communicate with us, we strive to keep you informed and in control of your financial future. Schedule a complimentary initial consultation to learn more about how we can assist you. As a member of Ameriprise Financial Services, LLC, we adhere to strict regulations and prioritize client privacy and security. Contact us today to start a conversation about your financial objectives.

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.

Edward 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.

Merrill Lynch Financial Advisor Thomas E Durocher is a finance institution located at 777 East Eisenhower Parkway, Ann Arbor, Michigan, United States. Supported by the global resources of Merrill, the group is made up of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, your financial advisor focuses on your family, goals, and priorities, adapting to changes over time. Every relationship begins with a conversation to identify and prioritize your most important goals. Drawing upon research in behavioral finance, Merrill has developed the Investment Personality Assessment to better understand your investing preferences. This assessment helps customize a financial approach tailored to your specific goals and priorities. The Merrill Personal Wealth Analysis™ can help build a personalized plan centered on your goals.

Sal 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.

Northwestern Mutual Life Insurance, located at 124 East Washington Street, Ann Arbor, Michigan, is a trusted finance and insurance agency dedicated to helping you protect the life you've worked hard to build. Their policies are tailored to your unique situation and goals, providing a safety net for the unexpected or serving as the foundation of a smart financial plan. With a variety of life insurance options to choose from, including whole life, universal life, and variable universal life, Northwestern Mutual ensures that you have the coverage you need to secure your family's financial future. Their exclusive underwriting process allows for quick approval, so you can have peace of mind knowing you're protected.

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.

PNC Private Bank, located at 101 South Main Street in Ann Arbor, Michigan, is a leading financial institution specializing in personalized wealth management services. With a team of experienced advisors and a comprehensive range of financial products and services, PNC Private Bank helps clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, PNC Private Bank provides tailored solutions to meet your unique needs. Trust PNC Private Bank to provide expert guidance and support in navigating the complexities of wealth management.

Susan L Dwornick is a dedicated PNC Mortgage Loan Officer with NMLS #574226, located at 101 South Main Street in Ann Arbor, Michigan, United States. With years of experience in the finance industry, Susan is committed to helping clients achieve their homeownership goals by providing personalized mortgage solutions tailored to their individual needs. Whether you are a first-time homebuyer or looking to refinance, Susan is here to guide you through the mortgage process with professionalism and expertise. Visit Susan L Dwornick at PNC Mortgage today to learn more about how she can assist you in securing the perfect loan for your home.

Chase Bank, located at 95 South Zeeb Road in Ann Arbor, Michigan, is a full-service financial institution offering a range of banking and finance services. Whether you need assistance with improving cash flow, credit solutions, or managing payroll, the team of business professionals at Chase Bank is here to help. With online and mobile banking options, business credit cards, and payment acceptance solutions tailored for businesses, Chase Bank makes managing your finances convenient and efficient. Investing through J.P. Morgan Wealth Management, a business of JPMorgan Chase & Co., offers a range of investment products and services to help you achieve your financial goals. "Chase Private Client" provides a personalized banking and investment experience for clients. With a focus on customer service and financial expertise, Chase Bank is committed to helping you succeed financially.

Dickinson Wright is a prestigious law firm located at 350 South Main Street in Ann Arbor, Michigan. With a strong reputation for excellence in legal services, the firm offers a wide range of expertise in various practice areas. Their team of experienced lawyers is dedicated to providing top-notch representation and guidance to clients in need of legal assistance. Whether you are facing a complex business issue or a personal legal matter, Dickinson Wright is committed to providing effective solutions tailored to your specific needs. Trust in Dickinson Wright for all your legal needs in Ann Arbor and beyond.

The 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.

Darden Wealth Group, located at 415 Detroit Street in Ann Arbor, Michigan, is a finance institution dedicated to providing clients with confidence in their financial future. Our wealth advisors prioritize open communication and transparency in developing personalized strategies for managing portfolios. We aim to empower our clients by aligning our interests with theirs, creating a financial planning experience that is tailored to their unique goals and aspirations. Mark Minder, Vice President of Retirement Plans & Benefits, emphasizes the importance of starting the retirement planning process 3-5 years in advance. By appointment only on weekdays between December 26th and 31st, Darden Wealth Group is committed to helping clients turn their financial visions into reality.

Fine Point Consulting is a reputable accounting and finance institution located at 333 Jackson Plaza in Ann Arbor, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Fine Point Consulting is dedicated to providing top-notch services tailored to meet your specific needs. Trust them to help you navigate the complexities of accounting and finance with precision and expertise.

Jason 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.

Fineberg 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.

Affinity Wealth Solutions is a leading finance institution located at 214 North 4th Avenue in Ann Arbor, Michigan, United States. Our team of expert financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide tailored solutions to meet your needs. With a focus on building strong relationships and delivering exceptional service, Affinity Wealth Solutions is committed to helping you secure a prosperous financial future.

Baughman Capital Management is a reputable finance institution located at 123 North Ann Arbor Street in Saline, Michigan, United States. With a focus on providing expert financial advice and investment management services, Baughman Capital Management is committed to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Baughman Capital Management is dedicated to helping you succeed.

Voorman Investment Counsel is a renowned finance institution located at 729 West Ann Arbor Trail in Plymouth, Michigan, United States. With a team of experienced financial advisors, Voorman Investment Counsel provides personalized investment strategies tailored to meet the unique financial goals of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Voorman Investment Counsel offers comprehensive financial planning services to help you achieve your financial objectives. Trust in Voorman Investment Counsel for expert financial guidance and investment management.

Peak Wealth Management, LLC is a finance institution located at 41011 Ann Arbor Road in Plymouth, Michigan, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer personalized wealth management services tailored to each client's unique needs and objectives. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Peak Wealth Management, LLC is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a brighter financial future.

Northwestern Mutual, located at 777 East Eisenhower Parkway in Ann Arbor, Michigan, is a finance and insurance agency dedicated to helping individuals protect their families and achieve their financial goals. Their team of financial advisors offers personalized plans that balance current and future priorities, providing a wide range of options such as investments and insurance tailored to individual needs. With top financial strength ratings and recognition as the Best Life Insurance Company for Customer Experience, Northwestern Mutual is committed to putting clients first and planning for both today and tomorrow. Their comprehensive approach to financial planning combines strategies for growth and protection, ensuring that clients can live the life they've always wanted with confidence.

Horizons Planning Corporation is a finance institution located at 250 West Eisenhower Parkway in Ann Arbor, Michigan, United States. With a focus on providing expert financial planning services, Horizons Planning Corporation helps individuals and businesses navigate their financial goals and make informed decisions about their investments, retirement plans, and wealth management. Their team of experienced professionals offers personalized advice and strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Horizons Planning Corporation is dedicated to helping you achieve your financial aspirations.

Schwartz Investment Counsel, Inc. is a reputable finance institution located at 801 West Ann Arbor Trail in Plymouth, Michigan, United States. With a focus on providing expert investment advice and management services, Schwartz Investment Counsel, Inc. is dedicated to helping clients achieve their financial goals. The institution prides itself on a team of experienced professionals who are committed to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Schwartz Investment Counsel, Inc. is here to offer trusted guidance and support.

B. Riley Wealth Management, located at 711 West Ann Arbor Trail in Plymouth, Michigan, is a top-tier finance institution offering a comprehensive wealth management and financial planning platform. Backed by a parent company with a strong national presence, B. Riley Wealth provides clients with a full range of services including brokerage, investment management, insurance, and tax preparation. Our team of financial professionals is dedicated to helping clients achieve their financial goals through personalized wealth plans tailored to their individual needs. With access to a wide range of capital market products and services, including award-winning equity research through B. Riley Securities, our experts have the expertise and resources to assist a diverse clientele, from individuals and families to businesses and non-profit organizations.

Custom Wealth Solutions is a finance institution located at 41081 Ann Arbor Road in Plymouth, Michigan, United States. The institution offers valuable insights and expertise on the latest tax law changes, helping individuals navigate their financial future with confidence. Their Retirement Blueprint process provides a personalized path to financial success, considering all aspects of your financial status to meet your goals. Attend informational seminars or webinars to learn more about retirement income strategies and wealth management. Schedule a meeting with their team to create a customized financial strategy tailored to your needs and objectives. Custom Wealth Solutions is an independent financial services firm offering investment and insurance products to help individuals achieve their financial goals. Contact them today to start planning for a secure financial future.