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TOP 30 Understanding asset management in Michigan
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Rutkowski Law Firm Asset Protection & Estate Planning
Rutkowski Law Firm Asset Protection & Estate Planning is a leading institution in Michigan, specializing in estate planning, asset protection, Medicaid planning, and elder law. Located at 420 Washington Boulevard in Detroit, Michigan, our firm offers private and convenient virtual meetings as well as in-person consultations to provide peace of mind through thoughtful planning. Our dedicated team works closely with clients to address their goals and concerns, ensuring that their plans and objectives are met. We handle a range of services including financial properties, tax planning, medical and financial decisions, inheritance security, and more. By taking a personal approach and collaborating with financial advisors, accountants, and insurance agents, we strive to meet all of our clients' needs and desires.
Colloquium Asset Management
Colloquium Asset Management is a finance institution located at 39111 Six Mile Road, Livonia, Michigan, United States. At Colloquium Asset Management, we specialize in helping individuals take control of their financial future. Whether you are a young professional just starting out, an established professional looking towards retirement, or a retiree focused on maintaining your lifestyle, we can assist you every step of the way. Our team at Colloquium Asset Management understands the challenges that beneficiaries and Millennials face today, such as student debt and buying a first home. We provide guidance on wealth management trends and ideas to help you achieve your financial goals. For established professionals, we offer immediate planning solutions to ensure a successful retirement. For retirees, we focus on drawing income from savings to support their lifestyle and retirement goals.
Financial & Investment Management
Financial & Investment Management is a leading finance institution located at 111 Cass Street in Traverse City, Michigan, United States. Our team of experienced professionals specializes in providing comprehensive financial planning, investment management, and wealth preservation services to individuals, families, and businesses. With a focus on personalized strategies tailored to meet each client's unique goals and objectives, we strive to help our clients achieve financial success and security. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our team is dedicated to helping you navigate the complexities of the financial world and make informed decisions that align with your best interests. Contact us today to learn more about how Financial & Investment Management can help you achieve your financial goals.
Veltman Investment Management and Financial Services
Veltman Investment Management and Financial Services, located at 741 East Beltline Avenue Northeast in Grand Rapids, Michigan, offers personalized financial advisory services for individuals, families, and institutions. Our experienced team creates customized investment strategies to help clients achieve their financial goals. We specialize in providing unique solutions for business owners and entrepreneurs, nurturing wealth for a better quality of life, and confidently managing assets. Our team understands the challenges women face in finance and provides expert guidance. With over 50 years of combined experience in the industry, we have the knowledge and resources to help clients make the most of their investment opportunities. As a part of Raymond James, a reputable independent financial services company, we are committed to delivering quality service and tailored solutions to our clients.
1st Source Bank Wealth Advisory Services
1st Source Bank Wealth Advisory Services, located at 500 Renaissance Drive in St. Joseph, Michigan, is a finance institution dedicated to helping you secure your future and achieve your unique financial goals. Our team of seasoned financial experts is committed to understanding your aspirations and creating a personalized wealth management strategy tailored to your needs. With transparent fee structures, regular performance reviews, and clear communication, we strive to provide exceptional service and build lasting relationships based on trust and transparency. Our services range from crafting investment strategies and retirement plans to estate and succession planning. Whether you're an individual, family, corporation, non-profit organization, or municipality, we offer portfolios designed to meet your specific investment needs. Our experienced financial planners will work closely with you to create a customized roadmap for your financial future, ensuring that your legacy is protected and your assets are distributed according to your wishes.
Summit Financial Consulting
Summit Financial Consulting is a family-owned finance institution located at 43409 Schoenherr Road in Sterling Heights, Michigan. Since 1987, the Wink Family has been providing all-inclusive financial services to individual and corporate clients in Southeast Michigan. With a focus on financial planning, portfolio analysis, and tax reduction, our team is dedicated to helping clients pursue and maintain financial security. As an independent, private investment firm, we prioritize customer service and always act in the best interest of our clients. Our comprehensive planning process ensures that we create a financial plan that considers your current needs and plans for the future in a tax-efficient manner. We offer services such as investment planning, tax planning, health insurance planning, college planning, retirement income planning, and estate planning assistance.
Thrivent Financial
Thrivent Financial is a finance institution located at 487 Seel Drive in Adrian, Michigan, United States. We believe that everyone deserves a financial plan they can be confident about, and it all starts with the right financial advisor. Our goal is to understand your unique situation and goals so we can help you achieve financial success. Our free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. Whether you're just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate life's challenges and opportunities. We offer charitable planning options and generosity programs to help you give back to your community. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization that provides advice, investments, insurance, banking, and generosity solutions.
KorthaseFlinn Insurance & Financial Services
Located at 1150 Boyne Avenue in Boyne City, Michigan, KorthaseFlinn Insurance & Financial Services is a leading choice for insurance and financial services in Northern Michigan. With a legacy of client trust and superior personal service dating back to 1926, our family-owned business operates five offices throughout the Midwest, serving over forty thousand clients. As an independent insurance agency, we proudly represent a variety of carriers, offering personal insurance, employee benefits, and business insurance solutions to protect what matters most to you. Whether you're looking for bodily injury liability, property damage coverage, medical payments, uninsured/underinsured motorist damage coverage, physical damage coverage, or rental coverage/loss of use, we have you covered.
KorthaseFlinn Insurance & Financial Services
KorthaseFlinn Insurance & Financial Services is a leading independent insurance and financial service agency located in Traverse City, Michigan. With a legacy of client trust and superior personal service since 1926, we are dedicated to helping our clients protect what matters most. Our agency operates five offices throughout Northern Michigan, serving over forty thousand clients in the Midwest. We offer a wide range of personal insurance, employee benefits, and business insurance solutions to meet the unique needs of our clients. As an independent agency, we proudly represent multiple carriers, giving our clients more options and flexibility when it comes to their insurance coverage.
Cornell Agency Inc.
Cornell Agency Inc. is an insurance agency located at 201 Huron Street in Grayling, Michigan, United States. We specialize in protecting your most valuable assets, whether it be your home, car, rental property, watercraft, motorhome, scheduled property, or motorcycle. Our experienced team can help you choose the right insurance coverage for your specific needs. For businesses, we offer a variety of options to meet the needs of our commercial clients. We understand that choosing the right insurance can be overwhelming, and that's why we are here to guide you through the process.
Ottawa Kent - Holland
Ottawa Kent - Holland is an independent insurance agency located at 1 South Waverly Road in Holland, Michigan, United States. With strong relationships with reputable insurance companies, we provide you with a wide range of options to choose from. Our experienced insurance advisors are dedicated to serving as your advocate, from selecting the right coverage to assisting with claims. At Ottawa Kent, we treat our customers like family and prioritize integrity and trust in all our interactions. With over 50 years of experience in Western Michigan, we believe in the Golden Rule of treating others as we would want to be treated. Our team is committed to using cutting-edge innovations to make our clients safer, healthier, and more productive.
Fireside Insurance Planning
Fireside Insurance Planning is an insurance agency located at 352 12th Street in Plainwell, Michigan, United States. With over 25 years of experience in the industry, we specialize in helping clients grow and protect their assets for a secure financial future. Our approach is personalized and focused on understanding your unique needs and financial goals. We do not sell products, but instead offer tailored solutions based on your individual situation. Our goal is to build a long-term partnership with our clients to ensure their assets are protected and their legacies secure. Contact us today for a consultation and start planning for a brighter tomorrow.
Susan Monce - State Farm Insurance Agent
Susan Monce - State Farm Insurance Agent is a reputable insurance agency located at 2012 West Milham Avenue in Portage, Michigan. Susan has been serving as a State Farm Agent since 1994, with a total of 36 years of experience in the insurance industry. She is licensed in Auto, Fire, Renters, Life, and Health insurance, ensuring that her customers receive comprehensive protection for all their needs. Susan's dedication to exceptional service and her passion for helping others stem from her education at Michigan State University. As a longtime resident of Portage, she has a deep understanding of the local community and its specific insurance needs. Whether it's protecting vehicles, homes, rental properties, or personal well-being, Susan is committed to ensuring her customers have the right coverage to safeguard their assets.
Agnew Insurance Agency
Agnew Insurance Agency, located at 716 West Milham Avenue in Portage, Michigan, is a trusted insurance agency serving clients in Kalamazoo and surrounding areas. Since 2015, we have been dedicated to providing affordable insurance services and helping clients find the right coverage for their needs. Our team is committed to offering top-notch customer service and treating every client like family. When you contact us, you can expect to speak with a real person who is ready to assist you. Whether you need to review an existing policy or explore new insurance options, we are here to help. We specialize in business insurance and understand the importance of protecting your assets and employees. Don't wait until it's too late – contact Agnew Insurance Agency today at 269-488-5907 or email us to set up insurance services. Trust us to guide you towards the insurance solutions you need to stay protected.
Matt Gorham - State Farm Insurance Agent
Matt Gorham - State Farm Insurance Agent is a reputable health and insurance agency located at 7055 Tower Road in Battle Creek, Michigan, United States. Situated off of Beadle Lake, near the Moonraker, this institution specializes in providing various insurance services to the community. With a strong focus on auto insurance coverage, the team at Matt Gorham - State Farm Insurance Agent is dedicated to helping customers navigate the complexities of insurance policies. As a second-generation State Farm Insurance agent, Matt Gorham understands the importance of proper coverage and servicing the community of Calhoun County, MI. With a background in coaching and a passion for excellence, Matt and his team are committed to helping individuals and families protect what matters most. From car insurance to life insurance, the institution offers a wide range of insurance products to meet the diverse needs of their clients.
Medicare Planning Solutions of Michigan
Medicare Planning Solutions of Michigan is an insurance agency located at 425 West Huron Street, Milford Charter Township, Michigan, United States. Medicare is the federal health insurance program for those 65 years and older, as well as younger individuals with certain disabilities and End-Stage Renal Disease. The agency helps individuals understand the requirements and benefits of Medicare Parts A, B, C, and D. The founder and CEO, Scott, is a Certified Senior Advisor with over 30 years of experience specializing in Wealth Management, Asset Preservation, and Tax-Efficient Income Planning. Scott is known for his attention to detail, good listening skills, patience, empathy, and dedication to his clients. He is a reliable source of information for retirees and those approaching retirement.
Roger Williams - State Farm Insurance Agent
Roger Williams - State Farm Insurance Agent is an insurance agency located at 3928 Dix Highway in Lincoln Park, Michigan, United States. As a dedicated husband and father, Roger Williams understands the importance of protecting your family and assets. With a background in education, Roger now uses his expertise to help clients navigate the complexities of insurance and ensure they are adequately covered. The agency specializes in Auto Insurance, Home and Business Insurance, Life and Health Insurance, and Property Insurance. Whether you are in Lincoln Park, Allen Park, Southgate, Wyandotte, Taylor, Romulus, Dearborn, or anywhere else in Michigan, the team at Roger Williams - State Farm Insurance Agent is ready to assist you.
MFE Insurance Brokerage
MFE Insurance Brokerage is a specialized insurance agency located at 344 North Old Woodward Avenue in Birmingham, Michigan, United States. We offer tailored insurance coverage for businesses in the hospitality, event planning, production, agriculture, and cannabis industries. Our client portal allows you to easily manage your policies, file claims, and issue certificates of insurance 24/7. At MFE Insurance Brokerage, we understand the unique risks faced by businesses in these industries and provide customized insurance solutions to meet your specific needs. Whether you are managing a hotel, restaurant, hosting events, or producing films, our team of experts is here to help you navigate the complexities of the insurance world.
Bill Gengle - State Farm Insurance Agent
Bill Gengle - State Farm Insurance Agent is located at 1301 Bridge Street in Charlevoix, Michigan, United States. As an insurance agency, we provide a range of services to help protect you and your assets. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the coverage that best fits your needs. Driving on rural roads may seem peaceful, but it comes with its own set of risks, including sharing the road with farm vehicles. We offer tips to help you stay safe while driving in the countryside. Additionally, with the increasing prevalence of data breaches, we provide information on how you can protect yourself and prevent hacking.
Mark Newhouse - State Farm Insurance Agent
Mark Newhouse - State Farm Insurance Agent is a locally owned insurance agency located at 3403 Veterans Drive in Traverse City, Michigan. Mark Newhouse has been proudly serving the Traverse City community and its surrounding areas since 1996. As a husband, father, and grandfather, Mark understands the importance of protecting what matters most to you and your family. Mark and his team of insurance professionals are dedicated to helping you manage the risks of everyday life, whether it be through auto, home, condo, renters, boat, business, or life insurance. They are committed to providing personalized assistance in a caring and simple manner, building relationships with their customers to provide great service and help manage life's uncertainties.
Williams, Douglas & Associates, Inc.
Williams, Douglas & Associates, Inc. is your local Houghton Lake independent insurance agency located at 1900 West Houghton Lake Drive in Houghton Lake, Michigan, United States. Our dedicated staff is committed to helping our clients and prospective clients understand how they fit into the state's insurance system and how to protect their assets through risk transfer. We offer a convenient place to find information to manage your insurance program. As your insurance agent, our goal is to educate you on the importance of transferring personal or business risks to an insurance company and help you navigate the insurance process. We believe in open and honest communication with our clients and are available 24 hours a day for any questions or concerns.
Troy Peterson - State Farm Insurance Agent
Troy Peterson - State Farm Insurance Agent is an insurance agency located at 2499 84th Street Southwest in Byron Center, Michigan, United States. Situated in front of Byron Meats and across from Byron Family Restaurant, our team is dedicated to helping you find the right coverage for your budget. With quick and easy-to-understand quotes, we aim to make the insurance process simple so you can get back to enjoying life. As a longtime resident of Byron Center, I, Troy Peterson, understand the importance of protecting your loved ones and assets. Our team members are chosen for their ability to help customers better understand their insurance needs without pressuring them into unnecessary coverage. We are here to listen, understand your personal circumstances, and suggest ways to protect you and your family against potential losses.
Rich Sheldon - State Farm Insurance Agent
Rich Sheldon - State Farm Insurance Agent is a trusted insurance agency located at 217 East Todd Avenue in Reed City, Michigan. With over 20 years of experience, we are dedicated to providing our customers with personalized insurance services to protect what matters most to them. As a husband, father, and grandfather, Rich Sheldon understands the importance of safeguarding your loved ones and assets. We offer FREE quotes for a variety of insurance needs, including Home, Auto, Health, and Life Insurance. Our team is committed to finding coverage options tailored to your unique needs and budget. Rich Sheldon is a Delta College Graduate with a Bachelor's degree in Business Administration/Management from Northwood University. He is actively involved in the Reed City community, participating in organizations such as the Rotary Club, Downtown Development Authority Board, and Chamber of Commerce. Rich and his team strive to provide top-notch coverage and ensure that clients fully understand their policies.
Neil Brown - State Farm Insurance Agent
Neil Brown - State Farm Insurance Agent is located at 233 West Adams Street in Ionia, Michigan. As an insurance agency, Neil Brown is dedicated to helping individuals and families protect what is important to them. With a background in insurance for both businesses and individuals, Neil aims to be a trustworthy and reliable "good neighbor" for all his clients. Born and raised in southern Michigan, Neil graduated from Michigan State University before settling in Ionia with his wife, Melissa. He is committed to providing personalized service to each client, understanding that everyone has unique insurance needs. Neil sees himself as a teacher, guiding clients through the process of finding the right insurance coverage to safeguard and grow their personal assets.
Jeff Kiessling - State Farm Insurance Agent
Jeff Kiessling - State Farm Insurance Agent is a reputable insurance agency located at 676 Capital Avenue Southwest in Battle Creek, Michigan. With over 30 years of experience with State Farm, Jeff and his team are dedicated to helping individuals and families protect what matters most to them. They offer personalized coverage options at fair prices, taking the time to listen and build relationships with each customer. Whether you need car insurance, homeowners insurance, business insurance, or life insurance, Jeff Kiessling and his team are here to help. The team at Jeff Kiessling - State Farm Insurance Agent includes experienced professionals like Evan, Melissa, Andrew, Emily, Penny, and Andrew, who are committed to providing excellent customer service and helping clients with their insurance needs. From auto and home insurance to life and business insurance, the team is ready to assist you in protecting your assets and loved ones.
Mike Leahy - State Farm Insurance Agent
Mike Leahy - State Farm Insurance Agent is an insurance agency located at 7101 Dixie Highway in the City of the Village of Clarkston, Michigan, United States. Situated at the corner of Dixie Highway and White Lake Rd, next to Nieman's Market, the agency is dedicated to helping clients make smart decisions when it comes to their insurance and financial service needs. Mike Leahy, with years of experience in the insurance industry, leads a team that assists clients in customizing insurance plans to protect their assets and take advantage of available discounts. From auto and home insurance to life and health insurance, the agency offers a one-stop solution for various insurance needs. Mike Leahy, a Michigan native with a background in nursing and business, understands the diverse insurance needs of the community in Oakland County. The agency serves areas such as Clarkston, Davisburg, Waterford, Orion, Lake Orion, Oxford, White Lake, Auburn Hills, and Pontiac. Committed to community involvement, the agency collaborates with local organizations and charities to give back to the community.
Chuck Knuth - State Farm Insurance Agent
Chuck Knuth - State Farm Insurance Agent is an insurance agency located at 3570 Plymouth Road in Ann Arbor, Michigan. Situated at the corner of Plymouth Rd and Green Rd behind the BP Station, Chuck Knuth and his team are dedicated to helping individuals, families, and businesses manage the risks of everyday life and plan for their financial future. As a father, home owner, business owner, and active member of the community, Chuck Knuth understands the importance of protecting assets and loved ones. With over 24 years of experience in the insurance industry, more than half of which have been with State Farm, Chuck is passionate about providing exceptional customer service and finding the right coverage for each individual's needs.
Lademan Insurance Agency
Lademan Insurance Agency is a trusted insurance agency located at 16093 Eureka Road in Southgate, Michigan. Since 1947, we have been committed to providing personalized insurance solutions that protect what matters most to you. With three generations of owners, we understand that insurance is all about people, and we always strive to do what's best for our clients. At Lademan Insurance Agency, we offer a range of coverage and risk management solutions for individuals and companies of all sizes. Our interactive graphics can help you understand your unique risks and find the right insurance solutions to meet your needs.
Adams Law - Law Office of Kevin Adams
Adams Law - Law Office of Kevin Adams is a professional institution located at 45209 Helm Street in Plymouth, Michigan. Specializing in accounting, finance, and law, our firm serves businesses and individuals in Southeastern Michigan. With a focus on estate and tax planning, our team of experienced professionals offers a wide range of legal services. From preparing wills, trusts, and powers of attorney to assisting with federal estate tax planning, our firm is dedicated to meeting the sophisticated estate planning needs of our clients. With two CPA’s and two qualified tax preparers on staff, we have over thirty years of combined experience in areas such as IRS audits, tax return preparation, and business transactions.
Hayley A. Silverberg
Hayley A. Silverberg is a reputable law institution located at 39555 Orchard Hill Place in Novi, Michigan, United States. Specializing in family law, the institution offers solutions for your family's needs before, during, and after divorce. With over 15 years of experience, Attorney Hayley A. Silverberg understands that every situation is unique and deserves a tailored approach. Facing divorce or challenges within the family law system can be daunting, but the institution is here to help. Offering free consultations through January 31, 2023, they provide guidance on protecting yourself during the divorce process, understanding child custody, managing assets, determining child support, and exploring options for resolving issues outside of litigation and trials.
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