Trust funds in Michigan
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Merrill Lynch Financial Advisor Kit Mastroberto
● ClosedThe Merrill Lynch Financial Advisor Kit Mastroberto is a finance institution located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, United States. Our primary goal is to make a powerful difference in the lives of our clients by helping them achieve their personal and family dreams. We are committed to providing unparalleled personal service and comprehensive financial strategies to meet all areas of our clients' financial needs. We work with individuals, families, and businesses to build and maintain their wealth, always putting our clients' interests first and striving for excellence in every facet of our practice. Our team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. We offer personalized investment strategies and comprehensive financial solutions to help you reach your goals. Whether you are planning for retirement, saving for a home, or funding a child's education, we will work with you to develop an approach designed to address your financial needs.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States -
A & E Jewelry
● ClosedA & E Jewelry is a finance institution located at 12 Canton, Michigan, United States. Specializing in jewelry loans and appraisals, A & E Jewelry offers a discreet and professional service for those looking to access funds quickly. With a team of experienced experts in the industry, clients can trust in the accuracy and reliability of their appraisals. Whether you are in need of a short-term loan or looking to sell your jewelry, A & E Jewelry provides a convenient and secure solution.
45001 Ford Road Inside the Canton Meijer In Front Of Registers 11 &, 12, Canton, MI 48187, United States -
Edward Jones - Financial Advisor: Steve Zutter
● ClosedEdward Jones - Financial Advisor: Steve Zutter is a trusted finance institution located at 240 Quincy Street in Hancock, Michigan, United States. Steve Zutter is a dedicated financial advisor who provides personalized investment and wealth management services to help clients reach their financial goals. With a focus on building long-term relationships based on trust and integrity, Steve Zutter and Edward Jones are committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Steve Zutter can provide expert guidance and tailored solutions to meet your unique needs. Visit Edward Jones - Financial Advisor: Steve Zutter today to start planning for a more secure financial future.
240 Quincy St, Hancock, MI 49930, United States -
Jeffrey Neill - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJeffrey Neill - Financial Advisor at Ameriprise Financial Services, LLC, located at 600 Charlevoix Avenue in Petoskey, Michigan, is a trusted institution specializing in finance. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2023, Jeffrey Neill offers personalized financial advice to help clients prepare for their future goals. Whether it's saving for college, planning for retirement, or making smart investments, Jeffrey Neill takes the time to understand what's truly important to each individual. With a focus on risk tolerance and investment strategies, clients can feel more confident and in control of their financial life. Schedule a complimentary initial consultation to learn more about how Ameriprise Financial Services, LLC can help you achieve your financial goals. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information.
600 Charlevoix Ave, Petoskey, MI 49770, United States -
Edward Jones - Financial Advisor: Larry King, AAMS™
● ClosedEdward Jones - Financial Advisor: Larry King, AAMS™ is a reputable financial institution located at 318 South Cedar Street in Kalkaska, Michigan, United States. As a licensed financial advisor with the Accredited Asset Management Specialist™ designation, Larry King offers personalized financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides a wide range of investment options and financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for education, or investing for the future, Larry King and his team at Edward Jones are dedicated to helping you secure your financial future.
318 S Cedar St, Kalkaska, MI 49646, United States -
Edward Jones - Financial Advisor: Tim Janis, AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Tim Janis, AAMS™|CRPC™ is a trusted finance institution located at 513 Chestnut in Gaylord, Michigan, United States. As a highly qualified financial advisor with certifications in AAMS™ and CRPC™, Tim Janis provides expert financial planning and investment advice to help clients achieve their financial goals. With a focus on personalized service and a commitment to building long-term relationships, Edward Jones - Financial Advisor: Tim Janis is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
513 Chestnut, Gaylord, MI 49735, United States -
West Shore Bank
● ClosedWest Shore Bank is a trusted financial institution located at 306 Cypress Street in Manistee, Michigan. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services make it easy for customers to access their funds 24/7. With a commitment to personalized service and community involvement, West Shore Bank is dedicated to helping our customers achieve their financial goals.
306 Cypress St, Manistee, MI 49660, United States -
Merrill Lynch Financial Advisor Matthew Knust
● ClosedMerrill Lynch Financial Advisor Matthew Knust is a finance institution located at 333 West Grandview Parkway, Traverse City, Michigan, United States. Our team is supported by the global resources of Merrill and is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. We focus on what matters most to you - your family, goals, and priorities - as they evolve over time. By starting with a conversation, we help you identify and prioritize your goals, whether it's planning for retirement, saving for a home, or funding your child's education. Our Investment Personality Assessment helps us understand your investing preferences and customize a financial approach to help you pursue your goals. We believe in designing personalized plans to help you manage, grow, and preserve your wealth today and for the future. Our mission is to understand you and what matters most to you, and to offer solutions that can turn your goals into reality. As Merrill Lynch Wealth Management Advisors, we help you navigate the financial complexities of life and build a customized investment approach tailored to your needs. Let's work together to help you achieve your financial goals.
333 W Grandview Pkwy STE 300, Traverse City, MI 49684, United States -
West Shore Bank
● ClosedWest Shore Bank is a trusted financial institution located at 5725 U.S. 10 in Ludington, Michigan. As a full-service bank, West Shore Bank offers a range of banking services including checking and savings accounts, loans, mortgages, and investment options. With a convenient ATM on site, customers can easily access their funds and manage their finances. Whether you're looking to open a new account, apply for a loan, or simply withdraw cash, West Shore Bank is here to provide personalized and professional service to meet your financial needs.
5725 US-10, Ludington, MI 49431, United States -
Service 1 Federal Credit Union
● ClosedService 1 Federal Credit Union is a trusted financial institution located at 1625 Eastwind Drive in Muskegon, Michigan. As a full-service credit union, we offer a range of financial products and services to meet the needs of our members. Our convenient location provides easy access to our ATM services, making it simple for members to manage their finances on the go. Whether you need to deposit funds, withdraw cash, or access your account information, Service 1 Federal Credit Union is here to help. Visit us today to experience the difference of banking with a credit union that puts your needs first.
1625 Eastwind Dr, Muskegon, MI 49444, United States -
Huron Valley Pools and Fitness - Lakeland
● ClosedHuron Valley Pools and Fitness - Lakeland is a comprehensive gym and health institution located at 1630 Bogie Lake Road, White Lake charter Township, Michigan, United States. In addition to fitness facilities, Huron Valley School's Adult Education offers a wide range of programs, from High School Completion to Medical Assistant programs. The institution also offers various adult programs such as stained glass, cooking classes, and puppy training. For children, there are gymnastics, youth programs, leagues, and clinics available. Adult classes include golf lessons, karate, and tennis for all skill levels. The Empower Hour program provides before/after-school enrichment at various Huron Valley Elementary Schools. The institution also offers competitive volleyball and basketball leagues. Gift cards and scholarship funds are available for those in need. Although some facilities have been closed for safety reasons, land/water fitness classes and lap swimming are still offered at the Lakeland lap pool. Huron Valley Pools and Fitness aims to exceed expectations in providing enrichment, recreation, and special events for both adults and youth. They welcome ideas for new programs and events through The Idea Room. Gift cards can be purchased to give the gift of lifelong learning to family and friends. To enroll or inquire about programs, interested individuals can complete an application and submit it via email. Huron Valley Pools and Fitness - Lakeland is dedicated to inspiring and building futures, one experience at a time.
1630 Bogie Lake Rd, White Lake, MI 48383, United States -
Amazing Poolz
● ClosedAmazing Poolz is a general contractor and store located at 1101 East Grand River Avenue in Howell, Michigan. Specializing in swimming pool supplies and construction, Amazing Poolz offers top-quality pool supplies, water testing, chemicals, services, and accessories at their store in Howell. Whether you already have an Amazing Poolz pool or not, the institution promises to provide the best swimming pool supplies and services in Howell. With a focus on customer service and integrity, Amazing Poolz aims to set the standard for pool construction and maintenance. Their team of professionals work closely with clients to bring their vision to life, offering customized pool designs and a variety of features such as slides, stairs, waterfalls, and more. Financing options are available through HFS Financial, making it easier for clients to fund their dream pool projects.
1101 E Grand River Ave, Howell, MI 48843, United States -
Edward Jones - Financial Advisor: Dan DeWeerdt, CFP®
● ClosedEdward Jones - Financial Advisor: Dan DeWeerdt, CFP® is a trusted financial institution located at 4756 136th Avenue in Hamilton, Michigan, United States. As a Certified Financial Planner, Dan DeWeerdt offers expert advice and personalized financial planning services to help clients achieve their financial goals. With a focus on long-term wealth management and investment strategies, Edward Jones provides a range of financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for education, or building your investment portfolio, Dan DeWeerdt and his team are dedicated to helping you secure a stable financial future.
4756 136th Ave, Hamilton, MI 49419, United States -
Edward Jones - Financial Advisor: Jessica L Tomac, CFP®|ChFC®|AAMS™
● ClosedEdward Jones - Financial Advisor: Jessica L Tomac, CFP®|ChFC®|AAMS™ is a top-rated financial institution located at 6581 28th Avenue in Hudsonville, Michigan, United States. With a team of experienced professionals led by Jessica L Tomac, who holds prestigious certifications including CFP®, ChFC®, and AAMS™, this institution offers expert financial advice and planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones is dedicated to providing personalized solutions tailored to your specific needs. Trust in the expertise of Jessica L Tomac and her team at Edward Jones to guide you towards a secure financial future.
6581 28th Ave Suite B, Hudsonville, MI 49426, United States -
Isabella Bank
● ClosedIsabella Bank is a trusted financial institution located at 711 Maple Street in Big Rapids, Michigan, United States. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services make accessing your funds easy and secure. With a commitment to providing personalized customer service and innovative financial solutions, Isabella Bank is dedicated to helping our customers achieve their financial goals.
711 Maple St, Big Rapids, MI 49307, United States -
Edward Jones - Financial Advisor: Kevin S Beck, AAMS™
● ClosedEdward Jones - Financial Advisor: Kevin S Beck, AAMS™ is a reputable finance institution located at 400 West State Street in Hastings, Michigan, United States. With a focus on providing personalized financial advice and services, Kevin S Beck, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Kevin S Beck, AAMS™ offers expert guidance and support to help you make informed decisions. With a commitment to excellence and a track record of success, Edward Jones - Financial Advisor: Kevin S Beck, AAMS™ is a trusted partner for all your financial needs.
400 W State St Suite B, Hastings, MI 49058, United States -
Nick Hendon - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedNick Hendon is a Financial Advisor at Ameriprise Financial Services, LLC located at 5136 Cascade Road Southeast in Grand Rapids, Michigan, United States. Nick 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, 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 Nick's expertise in asset management, retirement planning, estate planning, investment management, and more. As a trusted financial advisor, Nick Hendon is dedicated to providing personalized financial solutions to individuals, retirees, small business owners, and high net worth clients.
5136 Cascade Rd SE # 2B, Grand Rapids, MI 49546, United States -
Isabella Bank
● ClosedIsabella Bank is a trusted financial institution located at 220 West Wheatland Avenue in Remus, Michigan. As a full-service bank, Isabella Bank offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM access, customers can easily manage their finances and access their funds. The dedicated team at Isabella Bank is committed to providing personalized service and helping customers achieve their financial goals. Visit Isabella Bank today to experience top-notch banking services in the heart of Remus.
220 W Wheatland Ave, Remus, MI 49340, United States -
Edward Jones - Financial Advisor: David W McNabb, CFP®
● ClosedEdward Jones - Financial Advisor: David W McNabb, CFP® is a reputable finance institution located at 809 Lester Avenue in St. Joseph, Michigan, United States. As a Certified Financial Planner®, David W McNabb offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a strong commitment to integrity and professionalism, Edward Jones provides a range of financial services to individuals, families, and businesses. Trust Edward Jones - Financial Advisor: David W McNabb, CFP® for sound financial guidance and reliable investment solutions.
809 Lester Ave Suite A, St Joseph, MI 49085, United States -
Edward Jones - Financial Advisor: Kim C MacGregor, AAMS™
● ClosedEdward Jones - Financial Advisor: Kim C MacGregor, AAMS™ is a trusted financial institution located at 148 South Front Street in Dowagiac, Michigan, United States. Specializing in personalized financial planning and investment strategies, Kim C MacGregor, AAMS™ provides expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution offers a wide range of services to help individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Kim C MacGregor, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
148 S Front St, Dowagiac, MI 49047, United States -
Mazer Kevin Financial Advisor
● OpenMazer Kevin Financial Advisor is a trusted institution located at 1624 West Centre Avenue in Portage, Michigan, United States. Specializing in financial advising and ATM services, Mazer Kevin Financial Advisor offers expert guidance and convenient access to funds for all your financial needs. With a commitment to excellence and personalized service, Mazer Kevin Financial Advisor is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to experience the difference our expertise can make in your financial success.
1624 W Centre Ave, Portage, MI 49024, United States -
Mass Mutual Financial Group
● OpenMass Mutual Financial Group is a reputable finance and insurance agency located at 15 Capital Avenue Southwest in Battle Creek, Michigan, United States. With a strong focus on providing financial security and peace of mind to individuals and families, Mass Mutual offers a wide range of services including retirement planning, investment management, and insurance solutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets for the future. Trust Mass Mutual Financial Group to provide expert guidance and personalized solutions to meet your financial needs.
15 Capital Ave SW #225, Battle Creek, MI 49017, United States -
Kevin Darrow - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKevin Darrow is a Financial Advisor at Ameriprise Financial Services, LLC located at 1310 South Main Street, Ann Arbor, Michigan, United States. Kevin 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®. Kevin is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. With expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products, Kevin is committed to helping clients achieve their financial goals. Whether you are looking for advice on fixed-rate and variable annuities, mutual funds, long-term care planning, or exit planning, Kevin Darrow is a trusted and knowledgeable advisor who can guide you through the complexities of financial planning.
1310 S Main St #14, Ann Arbor, MI 48104, United States -
Julie Shemanski - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJulie Shemanski - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 35405 Grand River Avenue, Farmington, Michigan, United States. Julie Shemanski 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 her expertise in areas such as asset management, estate planning, retirement planning, investment management, and financial planning for special needs families, among others. Julie Shemanski is dedicated to providing comprehensive and personalized financial advice to her clients, with a focus on ethical practices and continuing education to stay up-to-date on the latest industry trends and regulations.
35405 Grand River Ave, Farmington, MI 48335, United States -
Gregory Voyles - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGregory Voyles - Financial Advisor at Ameriprise Financial Services, LLC, located at 31555 West 14 Mile Road in Farmington Hills, Michigan, is a trusted finance institution that puts clients and their goals at the forefront of their services. With a focus on retirement planning, education funding, major purchases, and more, Gregory Voyles provides personalized investment recommendations based on individual goals and risk tolerance. Regular meetings and progress reviews ensure that strategies are adjusted as life circumstances change. Clients can easily access their accounts and track progress towards their goals securely from any device. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers, showcasing their commitment to client satisfaction and financial success. Gregory Voyles is registered to conduct securities business in multiple states and offers complimentary initial consultations to discuss financial planning concepts. While future financial results cannot be guaranteed, Ameriprise Financial strives to help clients achieve their financial goals through personalized strategies and ongoing support.
31555 W 14 Mile Rd Ste 300, Farmington Hills, MI 48334, United States -
Stonebrook Private
● ClosedStonebrook Private is a finance institution located at 182 East Main Street, Northville, Michigan, United States. As a fee-only, independent advisory firm, we prioritize serving the best interests of our clients. Our fiduciary approach considers all aspects of wealth, including investment, tax, and estate planning. With over three decades of industry experience and a skilled investment team, we aim to cut through the noise and deliver successful outcomes for our clients. We believe in comprehensive financial planning that takes into account your current situation and future goals. Tax planning is a key component of our services, ensuring that you keep more of your wealth to fund your objectives. Estate planning is also central to our approach, helping you create a lasting legacy or preserve wealth for future generations.
182 E Main St, Northville, MI 48167, United States -
Merrill Lynch Financial Advisor Damon Aaron Garcia
● ClosedMerrill Lynch Financial Advisor Damon Aaron Garcia is a finance institution located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States. Supported by the global resources of Merrill, the group is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Their focus is on understanding your family, goals, and priorities, even as they change over time. The institution offers personalized financial strategies tailored to your unique needs, priorities, and financial situation. With access to investment insights from Merrill and banking solutions from Bank of America, they work with you to develop an approach designed to address your financial needs. Whether you're planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Damon Aaron Garcia is dedicated to helping you pursue your goals and manage investment risk. Get the latest investment insights, tips, and strategies to help you live your best financial life.
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States -
Merrill Lynch Financial Advisor Aaron R Garcia
● ClosedAt Merrill Lynch Financial Advisor Aaron R Garcia, located at 39001 West 12 Mile Road in Farmington Hills, Michigan, our team is dedicated to building strong client relationships based on trust and personalized service. We focus on your family, goals, and priorities, adapting as they change over time. Our experienced advisors will work with you to identify and prioritize your financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. We believe in understanding your unique investment personality and preferences to customize a financial approach that aligns with your goals. Our Investment Personality Assessment helps us gain a deeper understanding of how you think and feel about investing, allowing us to tailor our strategies to what matters most to you.
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States -
Merrill Lynch Financial Advisor Carly E. Sanfield
● Closedthe global resources of Bank of America. Our team at Merrill Lynch Financial Advisor Carly E. Sanfield is committed to helping you achieve your financial goals, whether it's planning for retirement, saving for a home, funding education, or passing wealth to future generations. With over 40 years of combined experience, we provide a personalized wealth management approach that focuses on social responsibility and sustainability. We believe in building strong client relationships based on trust and personalized service, and we are dedicated to helping you make sound financial decisions that align with your values and priorities. Contact us today to start a conversation about how we can help you reach your financial goals."
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States -
Merrill Lynch Financial Advisor Kyle W Johnson
● ClosedMerrill Lynch Financial Advisor Kyle W Johnson, located at 3030 Cross Creek Parkway in Auburn Hills, Michigan, offers personalized financial strategies to help clients pursue their long-term goals. Whether you are planning for retirement, saving for a home, or funding a child's education, the institution works one-on-one with clients to understand their priorities and develop a customized financial approach. The team, comprised of experienced professionals, focuses on building strong client relationships based on trust and personalized service. By utilizing the global resources of Merrill, they aim to help clients achieve their financial goals while managing investment risk. Through ongoing conversations and regular reviews, the institution ensures that clients' financial approaches are updated to reflect changes in their lives and the markets. With access to investment insights and banking solutions from Bank of America, Merrill Lynch Financial Advisor Kyle W Johnson is dedicated to helping clients live their best financial lives.
3030 Cross Creek Pkwy, Auburn Hills, MI 48326, United States
- Financial consulting
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