Wealth management strategies in Houghton, Michigan
21 results found
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Insight Wealth Solutions - Private Wealth Services Practice
● ClosedInsight Wealth Solutions is a prestigious private wealth services practice located at 1224 Military Road in Houghton, Michigan. As a leading finance institution, we specialize in providing personalized financial planning and investment management services to high-net-worth individuals and families. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets for future generations, Insight Wealth Solutions is here to provide expert guidance and support every step of the way. Visit us today to learn more about how we can help you achieve financial success and peace of mind.
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Scott Knaffla - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenScott Knaffla is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 902 Razorback Drive in Houghton, Michigan, United States. Scott holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Scott is committed to upholding a code of ethics and providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need help with portfolio management, risk management, or financial planning for special needs families, Scott Knaffla has the knowledge and experience to guide you towards your financial goals. Contact Scott Knaffla today for expert financial advice and personalized wealth management services.
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Tony Fisher - Financial Advisor, Insight Wealth Solutions, LLC
● OpenTony Fisher - Financial Advisor at Insight Wealth Solutions, LLC is a trusted source for personalized financial planning and investment management services. Located at 1224 Military Road in Houghton, Michigan, United States, Tony Fisher offers expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Tony Fisher provides tailored solutions to meet the unique needs of each individual or family. Whether you are planning for retirement, saving for education, or investing for the future, Tony Fisher is dedicated to helping you make informed decisions and secure your financial future.
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Ted Simonsen - Private Wealth Advisor, Insight Wealth Solutions, LLC
● OpenTed Simonsen is a highly experienced Private Wealth Advisor at Insight Wealth Solutions, LLC, located at 1224 Military Road in Houghton, Michigan. With a focus on personalized financial planning and investment strategies, Ted helps clients achieve their long-term financial goals. His expertise in wealth management and commitment to providing exceptional service make him a trusted advisor in the finance industry. Contact Ted Simonsen at Insight Wealth Solutions for expert guidance on managing your wealth and securing your financial future.
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Heath S Johnson - Financial Advisor, Insight Wealth Solutions, LLC
● OpenHeath S Johnson is a Financial Advisor at Insight Wealth Solutions, LLC, located at 1224 Military Road in Houghton, Michigan. With a focus on providing personalized financial advice and guidance, Heath S Johnson helps clients navigate the complexities of managing their wealth. Whether you are planning for retirement, investing for the future, or looking to achieve your financial goals, Heath S Johnson is dedicated to helping you make informed decisions and secure your financial future. Contact Heath S Johnson at Insight Wealth Solutions, LLC today for expert financial advice and personalized wealth management services.
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Erin E Gast - Financial Advisor, Insight Wealth Solutions, LLC
● OpenErin E. Gast is a highly experienced financial advisor at Insight Wealth Solutions, LLC, located at 1224 Military Road in Houghton, Michigan. With a strong background in finance and a dedication to providing personalized financial guidance, Erin helps clients navigate the complexities of wealth management and investment strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Erin E. Gast can help you achieve your financial goals. Contact her today to schedule a consultation and start building a secure financial future.
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H&R Block
● OpenH&R Block is a renowned accounting and finance institution located at 2702 West Houghton Lake Drive in Houghton Lake, Michigan, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block has been a trusted partner for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and maximize their financial well-being. Whether you are looking for assistance with tax filing, financial planning, or other accounting services, H&R Block is committed to delivering top-notch expertise and personalized solutions.
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Joseph M Daavettila, CPA, PLC
● ClosedJoseph M Daavettila, CPA, PLC is a reputable accounting firm located in the heart of Houghton, Michigan. With a focus on providing top-notch financial services, this institution is dedicated to helping individuals and businesses manage their finances effectively. Whether you need help with tax preparation, financial planning, or budgeting, the experienced team at Joseph M Daavettila, CPA, PLC is here to assist you every step of the way. Trustworthy, reliable, and knowledgeable, this institution is your go-to destination for all your accounting and finance needs. Visit them at 417 Shelden Avenue to get started on your path to financial success.
417 Shelden Ave, Houghton, MI 49931, United States -
Edward Jones
● OpenEdward Jones is a reputable financial institution located at 3087 West Houghton Lake Drive in Houghton Lake, Michigan. As a leading provider of financial services, Edward Jones offers a wide range of investment options and personalized solutions to help individuals achieve their financial goals. With a strong focus on customer service and a commitment to building long-term relationships, Edward Jones is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones can provide the expertise and guidance you need to secure your financial future.
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Edward Jones - Financial Advisor: John W Nelson, CFP®|CAP®|AAMS™
● ClosedEdward Jones - Financial Advisor: John W Nelson, CFP®|CAP®|AAMS™ is a reputable finance institution located at 901 West Sharon Avenue in Houghton, Michigan, United States. With a team of experienced professionals led by John W Nelson who holds certifications in Certified Financial Planner (CFP®), Chartered Advisor in Philanthropy (CAP®), and Accredited Asset Management Specialist (AAMS™), the institution provides personalized financial services and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones is committed to providing expert guidance and tailored solutions to meet your individual needs. Trust in Edward Jones - Financial Advisor: John W Nelson, CFP®|CAP®|AAMS™ for sound financial advice and a secure financial future.
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Edward Jones - Financial Advisor: Chris Riesgraf, CFP®
● ClosedAt Edward Jones - Financial Advisor: Chris Riesgraf, CFP®, located at 1107 Ridge Road in Houghton, Michigan, you can trust in the expertise and professionalism of a Certified Financial Planner. Whether you're looking to plan for retirement, invest for the future, or manage your wealth, Chris Riesgraf and his team are dedicated to providing personalized financial advice and guidance tailored to your individual needs and goals. With a commitment to integrity and a focus on helping you achieve financial success, Edward Jones - Financial Advisor: Chris Riesgraf, CFP® is the ideal institution for all your finance needs in Houghton, Michigan.
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U P Financial
● ClosedU P Financial is a leading finance institution located at 510 Shelden Avenue in Houghton, Michigan, United States. Our dedicated team of financial experts is committed to providing top-notch financial services to our clients. Whether you are looking for assistance with investments, loans, or financial planning, U P Financial is here to help. With a strong reputation for excellence and a focus on customer satisfaction, we strive to help our clients achieve their financial goals. Visit us today to see how we can assist you with all your financial needs.
510 Shelden Ave, Houghton, MI 49931, United States -
Charles Roberts - Ameriprise Financial Services, LLC
● OpenCharles Roberts - Ameriprise Financial Services, LLC is a finance institution located at 1224 Military Road in Houghton, Michigan, United States. Each Ameriprise advisor at this institution has "Top areas of focus" to help clients achieve their financial goals. You can review the backgrounds, credentials, and experience of the advisors to find the best match for your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will then reach out to schedule a complimentary initial consultation to discuss your financial plans.
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Flourish Financial Partners - Ameriprise Financial Services, LLC
● OpenFlourish Financial Partners - Ameriprise Financial Services, LLC is a finance institution located at 902 Razorback Drive in Houghton, Michigan, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping you achieve your financial goals. During the initial consultation, we will discuss what is most important to you and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you plan for a secure financial future. Please visit our website for more information on our corporate entities, important disclosures, website rules and regulations, and privacy and security measures. We look forward to assisting you and your loved ones in reaching your financial goals. Contact us today to schedule a meeting. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
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Katy R Vogler - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKaty R. Vogler is a financial advisor at Ameriprise Financial Services, LLC located at 902 Razorback Drive in Houghton, Michigan, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Katy offers a wide range of expertise in asset management, estate planning, retirement planning, and investment strategies. Whether you are a retiree, small business owner, or high net worth individual, Katy can provide tailored financial advice to help you achieve your financial goals. With a commitment to ethical practices and ongoing education, Katy is dedicated to helping her clients make informed decisions and secure their financial future. Contact Katy R. Vogler at Ameriprise Financial Services, LLC for expert financial advice and personalized wealth management services.
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Edward Jones - Financial Advisor: Lori L Born, CRPC™
● ClosedEdward Jones - Financial Advisor: Lori L Born, CRPC™ is a reputable finance institution located at 888 West Houghton Lake Drive in Michigan, United States. With a focus on providing personalized financial advice and services, Lori L Born, CRPC™ is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Lori L Born, CRPC™ offers expert guidance and support every step of the way. Visit us today to learn more about our comprehensive financial planning services.
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Skop's Tax Services
● OpenSkop's Tax Services is a leading accounting and finance institution located at 3840 West Houghton Lake Drive in Houghton Lake, Michigan, United States. With a team of experienced professionals, Skop's Tax Services offers a wide range of tax services to individuals and businesses. From tax preparation to financial planning, Skop's Tax Services is dedicated to helping clients navigate the complex world of taxes and finances with ease and efficiency. Whether you need assistance with filing your taxes or managing your investments, Skop's Tax Services is here to help you achieve your financial goals.
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Jennifer A. Laursen, LLMSW
● OpenWelcome to Jennifer A. Laursen, LLMSW, your trusted partner in mental health and well-being located in the heart of Houghton, Michigan. Situated at 901 Memorial Road, our practice is dedicated to providing compassionate and professional mental health services tailored to meet the unique needs of each individual. Jennifer A. Laursen, a Licensed Limited Master Social Worker (LLMSW), brings a wealth of knowledge and experience in supporting individuals through various life challenges. Whether you're dealing with anxiety, depression, stress, or navigating life transitions, Jennifer is committed to helping you achieve your mental health goals in a safe and supportive environment.
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Kenner Dome
● OpenWelcome to Kenner Dome, your trusted financial partner located in the heart of Houghton, Michigan. At Kenner Dome, we are committed to providing exceptional financial services tailored to meet the unique needs of our community. Whether you're seeking expert advice on personal finance, business investments, or financial planning, our team of experienced professionals is here to guide you every step of the way. Our mission is to empower individuals and businesses in Houghton and the surrounding areas with the knowledge and tools necessary to achieve financial success. We pride ourselves on our personalized approach, taking the time to understand each client's specific goals and challenges.
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John Rasinowich
● ClosedWelcome to John Rasinowich Financial Services, your trusted partner in navigating the complex world of finance. Conveniently located at 19795 West Sharon Avenue in Houghton, Michigan, we are dedicated to providing personalized financial solutions to meet your unique needs. Our experienced team specializes in a wide range of services, including financial planning, investment management, retirement strategies, and tax advisory. At John Rasinowich, we understand that every financial journey is different, and we pride ourselves on delivering tailored advice and exceptional customer service. Whether you're planning for the future or managing current assets, our goal is to empower you with the knowledge and tools necessary to achieve financial success. Visit us today and take the first step towards securing your financial future with confidence.
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Michigan Technological University Kinesiology and Integrative Physiology (KIP)
● ClosedWelcome to the Michigan Technological University Kinesiology and Integrative Physiology (KIP) department, located at 1400 Townsend Drive, Houghton, Michigan 49931. As a part of a renowned university, our department is dedicated to advancing the fields of kinesiology and integrative physiology through cutting-edge research and innovative education. We offer both undergraduate and graduate degree programs designed to prepare students for impactful careers, fostering a student-centered environment that emphasizes hands-on learning and real-world experience. Our students benefit from a wealth of opportunities, including clinical and industry internships, to ensure they are well-equipped to shape the future. Join us at Michigan Tech KIP and embark on a journey of discovery and professional growth.
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