30 Local Investment Advisors
Available to Match With Your Specific Needs Find an Investment Advisor - Your first step in getting expert advice you can trust!
Check for Availability in Your Area
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Sample Listing of Michigan, MI Financial Advisor
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RICK BARNETT
2442 E. Maple Ave Flint, MI
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WE help people determine where they are today and where they want to be in all areas of their financial life. We develop plans that make your hopes and dreams become a living reality and assist in determining your financial priorities and obstacles. We believe everyone can benefit from a comprehensive financial plan. However, the important issue is for you to decide that the process can help you.
Call or e-mail us today. 800-425-7044
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Derrick Winke
1700 W. Big Beaver, Ste. 355 Troy, MI
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Specialist in the field of taxation, providing services since 1981. We prepare most every type of federal, state or local return for individuals, small busineses, partnerships, corporations, trusts, estates, LLC's and other taxable entities. All principles are Enrolled Agents "EA" licensed to practice before the IRS by the U.S. Department of Treasury, Accredited Tax Preparers "ATP", and Accredited Tax Advisors "ATA", Certified Divorce Financial Analyts "CDFA"
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Trinity Tax & Financial Services, Pllc
6696 Dixie Hwy., Ste. 5 Clarkston, MI
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Complete tax and financial services firm. Services include tax, accounting and financial planning for individual and business.
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Prudential Financial
101 W Big Beaver Suite 705 Troy, MI
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Full Service Personal and Business Financial Advising:
Services Include: Comprehensive Personal and Business Financial Advising, Retirement, Estate and Education Planning, Business Continuation Analysis, Group Benefits and Medical Plan Analysis, Speaking Engagements (Workshops or Seminars)and Complimentary Initial Interviews, 401k, 403(b), 457, IRA plan review and rollovers.
Product Solutions: Life and Disability Insurance both Group and Personal(Individual), Long Term Care Insurance, Group Medical and Dental, Group Retirement Plans, Individual Investment Accounts, IRA accounts, Managed Asset Accounts, Stocks, Bonds, Mutual Funds Money Market Accounts and Fixed and Variable Annuities.
Work with clients in three ways:
Needs based solutions focused on specific concerns or goals,
Free or fee based financial planning,
Fee based asset management.
Truly independent third party analysis with non-proprietary approach to product solution and implementation.
Motto: "Building financial futures Together"
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