Wealth transfer planning in Michigan

Legacy Wealth Advisors, located at 41700 Hayes Road in Clinton Township, Michigan, is a finance institution that values treating clients like family. Instead of just focusing on transactions, we prioritize understanding your goals and envisioning your ideal retirement. Our goal is to provide you with peace of mind knowing that you will have the financial means to maintain your desired standard of living in retirement. We take a comprehensive approach to retirement planning, offering transparent, seamless, and proactive service. This means you no longer have to juggle multiple financial professionals – we handle everything for you. By utilizing a disciplined investment process, we can create a portfolio tailored to your risk tolerance and financial objectives.

Financial Planning & Investments, Inc. - Crown Capital Securities is a leading finance institution located at 7859 East Michigan 36 in Whitmore Lake, Michigan, United States. Specializing in financial planning and investment services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized solutions and tailored investment strategies, we strive to provide the highest level of service and expertise to our clients. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Financial Planning & Investments, Inc. - Crown Capital Securities is here to help you every step of the way.

Glanz Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 32255 Northwestern Highway, Farmington Hills, Michigan, United States. The team at Glanz Wealth Advisors has been recognized with the Ameriprise Client Experience Award for their dedication to providing exceptional service to their clients. With personalized advice and over 125 years of experience, Ameriprise Financial Advisors help clients reach their financial goals in the short and long term. Clients can trust their financial advisor to set them up for success. The institution offers consultations to discuss financial planning concepts and does not guarantee future financial results. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Users of the site agree to abide by the rules and regulations set by Ameriprise Financial. Clients can refer friends and family to the institution for assistance in achieving their financial goals.

Generational Wealth Management is a premier finance institution located at 244 East Main Avenue in Zeeland, Michigan, United States. Our expert team specializes in helping clients build and preserve wealth for future generations through personalized financial planning and investment strategies. With a focus on long-term success and legacy building, we strive to provide top-notch service and guidance to our valued clients. Contact us today to start securing your financial future with Generational Wealth Management.

Longstreet Elder Law & Estate Planning, PC is a reputable law firm specializing in elder law and estate planning. Located at 607 North Broadway in Hastings, Michigan, United States, their team of experienced lawyers provides expert legal advice and guidance to seniors and their families. With a focus on helping clients navigate the complexities of planning for the future, Longstreet Elder Law & Estate Planning, PC offers personalized solutions tailored to each individual's unique needs and circumstances. Whether you are looking to create a will, establish a trust, or address issues related to long-term care, this firm is dedicated to providing top-notch legal services with compassion and professionalism.

Dallo Estate Planning, PLLC is a finance and law institution located at 31731 Northwestern Highway in Farmington Hills, Michigan, United States. The institution specializes in helping clients plan for the future by creating personalized estate plans that align with their financial goals and legacy wishes. Services offered include wills, trusts, living wills, powers of attorney, and elder law services. Joe Dallo, the founder, brings a unique blend of financial planning expertise and legal knowledge to provide clients with tailored solutions to protect their assets and families. Clients praise Joe for his professionalism, honesty, and dedication to helping them achieve their estate planning goals. Whether you're planning for the future or need assistance with probate, Dallo Estate Planning is committed to providing peace of mind and support for you and your loved ones. Contact them today to schedule a consultation and start planning for your future.

The Estate Planning Law Group, located at 332 East Main Street in Northville, Michigan, is a trusted law firm specializing in estate planning services. Our team of experienced lawyers is dedicated to helping individuals and families protect their assets and ensure their wishes are carried out through comprehensive estate plans. Whether you need assistance with wills, trusts, probate, or other estate planning matters, our knowledgeable attorneys are here to provide personalized guidance and support. Contact us today to schedule a consultation and start planning for your future.

Dakroub Group is a reputable Estate Planning and Probate Law Firm located in Dearborn, Michigan. With a team of experienced attorneys, we specialize in helping individuals and families create comprehensive estate plans to protect their assets and ensure their wishes are carried out. Our services include wills, trusts, powers of attorney, and more. We also assist clients with probate proceedings, guiding them through the legal process with care and expertise. Trust Dakroub Group to provide personalized and professional legal services for all your estate planning needs. Visit us at 1 Parklane Boulevard, Dearborn, Michigan, United States.

Macomb Estate Planning is a trusted law firm located at 42550 Garfield Road in Clinton Township, Michigan. Specializing in estate planning, our team is dedicated to helping families create personalized plans that meet their unique needs. We work closely with each client to understand their specific situation and provide expert guidance every step of the way. Whether you are looking to create a will, establish a trust, or plan for long-term care, Macomb Estate Planning is here to help. Visit our website for more information and to schedule a consultation.

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.

Campbell Retirement Planning Centers, Inc. is a reputable finance institution located at 5334 Dixie Highway in Waterford Township, Michigan, United States. Our dedicated team of financial experts specializes in helping individuals plan for a secure and comfortable retirement. With years of experience and a commitment to personalized service, we offer a range of retirement planning services tailored to meet each client's unique needs and goals. Whether you are just starting to plan for retirement or looking to maximize your current savings, Campbell Retirement Planning Centers, Inc. is here to help you navigate the complexities of financial planning and achieve your retirement dreams.

Rochester Wealth Strategies is a premier financial institution located at 439 South Main Street in Rochester, Michigan, United States. Specializing in wealth management and financial planning, our team of experienced professionals is dedicated to helping 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, Rochester Wealth Strategies is committed to providing personalized solutions tailored to your unique needs. Contact us today to schedule a consultation and start building a solid financial foundation for tomorrow.

SGH Wealth Management is a leading finance institution located at 17550 West Eleven Mile Road in Lathrup Village, Michigan, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, SGH Wealth Management offers tailored solutions to meet your needs. Trust us to provide expert guidance and support as you navigate the complexities of the financial world.

Firma Financial Planning CFP® is a leading finance institution located at 17957 Hall Road in Macomb, Michigan, United States. As a CERTIFIED FINANCIAL PLANNER™, our team of experts is dedicated to providing top-notch financial planning services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and expert advice, Firma Financial Planning CFP® is committed to helping clients secure their financial future.

Jake Willis - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 7700 Byron Center Avenue Southwest in Byron Center, Michigan, offers a wide range of financial services. Jake Willis 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®. These certifications demonstrate Jake Willis' expertise in asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Jake Willis can provide personalized financial advice tailored to your needs. Contact Ameriprise Financial Services, LLC today to schedule a consultation with Jake Willis and start planning for your financial future.

Estate Planning & Elder Law Services, P.C. is a reputable law firm located at 1056 Charles H Orndorf Drive, Brighton, Michigan, United States. Specializing in estate planning and elder law, our team of experienced lawyers is dedicated to helping individuals and families navigate the complexities of planning for the future. Whether you need assistance with wills, trusts, probate, Medicaid planning, or long-term care issues, our knowledgeable attorneys are here to provide personalized and compassionate legal guidance. Contact us today to schedule a consultation and start securing your legacy.

Estate Planning & Elder Law Services, P.C. is a reputable law firm located at 21500 Haggerty Road in Northville, Michigan. Specializing in estate planning and elder law, our team of experienced lawyers provides expert guidance and support in matters related to wills, trusts, probate, Medicaid planning, and more. With a commitment to personalized service and a deep understanding of the complexities of estate and elder law, we strive to help our clients protect their assets and ensure their wishes are carried out effectively. Contact us today to schedule a consultation and take the first step towards securing your future.

Rutkowski Law Firm Asset Protection & Estate Planning is a leading institution in Michigan, specializing in estate planning, asset protection, Medicaid planning, and elder law. Our team works closely with clients through virtual meetings and in-person consultations to provide peace of mind through thoughtful planning. We ensure that your plans and objectives are met so that your loved ones will not have to worry or suffer after you have passed away. Our legal team takes a very personal approach to help clients with financial properties, tax planning, medical and financial decisions, inheritance security, and much more. We also work with financial advisors, accountants, and insurance agents to ensure all needs are met. Whether you need a Will, Trust, Asset Protection Plan, or Medicaid Crisis Planning, our team is here to help. Contact us for a virtual meeting and let us assist you in creating a solid plan for your future.

The Estate Planning Law Group is a trusted legal institution located at 4251 Cascade Road Southeast in Grand Rapids, Michigan. Our team of experienced lawyers specializes in helping clients navigate the complexities of estate planning, ensuring their assets and wishes are protected for the future. Whether you need assistance with drafting a will, establishing a trust, or navigating probate proceedings, our knowledgeable attorneys are here to provide personalized guidance and support. Contact us today to schedule a consultation and start planning for tomorrow.

Rutkowski Law Firm Asset Protection & Estate Planning is a leading institution located at 312 East Street in Rochester, Michigan, United States. Specializing in estate planning, asset protection, Medicaid planning, and elder law, our firm offers private and convenient virtual meetings as well as in-person consultations to serve families in achieving their goals and addressing their concerns. With a focus on providing peace of mind through thoughtful planning, our team works closely with clients to ensure their plans and objectives are met. Our mission is to help families avoid worry or suffering by assisting with financial properties, tax planning, medical and financial decisions, inheritance security, and more. We take a personal approach to estate planning, working collaboratively with financial advisors, accountants, and insurance agents to meet the needs and desires of our clients.

LADIES IN LAW is a team of dedicated Estate Planning & Asset Protection Attorneys located at 1442 Brush Street in Detroit, Michigan. Our all-female team specializes in providing personalized legal services to help you protect your assets and plan for the future. With years of experience and a commitment to excellence, we strive to ensure that our clients receive the highest level of care and attention to detail. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Doug McPhail Estate Planning Attorney is a trusted legal institution located at 800 East Ellis Road in Norton Shores, Michigan. As a dedicated estate planning attorney, Doug McPhail provides expert legal services to help individuals protect their assets and plan for the future. With years of experience and a commitment to personalized client care, Doug McPhail Estate Planning Attorney is the go-to destination for comprehensive estate planning solutions. Whether you need assistance with wills, trusts, or probate matters, Doug McPhail is here to guide you through the process with professionalism and integrity. Trust Doug McPhail Estate Planning Attorney to secure your legacy and provide peace of mind for you and your loved ones.

Centennial Wealth Advisory is a finance institution located at 9475 West Watergate Road in McBain, Michigan, United States. We specialize in helping individuals create well-thought-out strategies to address their financial needs and concerns, particularly when it comes to planning for retirement. Through our Plan to Retire Well process, we analyze your current financial situation and provide recommendations to help you reach your financial goals. Our experienced professionals understand the importance of confidence in your financial future, which is why we offer no-obligation consultations to help you get started on the path towards owning your tomorrows. We are an independent financial services firm that offers retirement strategies using a variety of financial tools tailored to your individual needs and objectives.

Sherwood & Coupe Wealth Management - Morgan Stanley is a premier financial institution located in Grand Rapids, Michigan. Our team of expert financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on long-term growth and financial security, we offer a range of investment options and strategies tailored to each client's unique needs. Visit us at 5122 Cascade Road Southeast to learn more about how we can help you secure your financial future.

Wood Wealth Management is a leading finance institution located in Grand Rapids, Michigan. Our team of experienced professionals are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on long-term growth and preservation of capital, we offer a comprehensive range of services including investment planning, retirement planning, and estate planning. Visit us at 1600 East Beltline Avenue Northeast to learn more about how we can help you secure your financial future.

HS&C Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 100 South Greenville West Drive in Greenville, Michigan, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts, although no written analysis or recommendations are given. While we cannot guarantee future financial results, we are committed to working with individuals and corporate entities to create personalized financial strategies. We adhere to strict privacy and security regulations to ensure the protection of our clients' information. To learn more about our services and to schedule a meeting, please visit our website or contact us directly. Thank you for considering HS&C Wealth Management - Ameriprise Financial Services, LLC for your financial needs.

HS&C Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 5136 Cascade Road Southeast, Grand Rapids, Michigan, United States. Our Ameriprise financial advisors are individually registered to do business in certain U.S. states. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. Please note that you will not receive written analysis or recommendations during this meeting. While Ameriprise Financial cannot guarantee future financial results, we are committed to helping you achieve your financial goals. We adhere to strict website rules and regulations to ensure the privacy and security of our clients. Thank you for considering us to assist your friends or family members with their financial needs. Our team looks forward to reaching out to them soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and we prioritize the privacy and security of our clients through our Online Security Guarantee and About Email Fraud policies.

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.

Kuttin Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 26200 Town Center Drive in Novi, Michigan, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations to discuss financial planning concepts. While they cannot guarantee future financial results, they are dedicated to helping clients achieve their financial goals. Users of the site are bound by Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC, ensuring the security and privacy of clients' financial information. Clients can refer friends or family members to the institution for assistance in achieving their financial goals.

The Voyage Wealth Advisory Group at Ameriprise Financial Services, LLC is a top-rated finance institution located at 4750 Venture Drive in Ann Arbor, Michigan. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized financial planning services tailored to your individual goals and risk tolerance. Our team will work with you to develop a comprehensive investment strategy, regularly review your progress, and adjust as needed to help you achieve your financial objectives. With secure online access to your accounts, you can easily track your progress towards your goals at any time. Schedule a complimentary initial consultation to learn more about how we can help you reach your financial goals. Please note that Ameriprise financial advisors are registered to do business only in certain U.S. states. Visit our website for more information and important disclosures.