Complete the form below to find Financial Planning Services in your area.
Start your Search for: Financial Planning Services
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Sample Listing of Michigan, MI Financial Planners
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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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Shirley Robinson Accounting Ltd.
G1187 W Bristol Rd Suite B Flint, MI
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Our business does accounting for profit and non-profit, payroll processing, tax preparation for personal, partnerships, limited liability companies, corporations, and sole proprietors. We were established in 1988 with over 30+ years in this field. We have been doing efiling since 1990 and Refund Anticaption Loans since 1998. Our motto is "we're here to serve you". We are a Christian company with a full staff to attend to your needs. The accounting software we use is Quickbooks and we are all experienced in its applications. As owner of this Company my nickname is "TAXDOCTOR" and I also am a Quickbooks Pro Advisor.
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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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