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Showing 1 - 12 of 21 results
JACK V. BUTTERFIELD INVESTMENT COMPANY
JACK V. BUTTERFIELD INVESTMENT COMPANY
Jackson, Michigan
1-24 employees
With four generations of family-ownership spanning more than 70 years, Jack V. Butterfield Investment Company is a full service investment firm, located in downtown Jackson, Michigan, helping individuals, families and businesses secure their financial futures. We believe that "trust"​ is one of the most important aspects in a successful financial plan, so you can trust that we'll be here to advise you.
Retirement Benefits Rank
Market Leading
WWK INVESTMENTS, LLC
WWK INVESTMENTS, LLC
Northville, Michigan
1-24 employees
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org www.sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Retirement Benefits Rank
Market Competitive
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
Saline, Michigan
1-24 employees
Prepare trades of accounts and trade, Prepare summary reports for quarterly meetings with clients, attend some meetings with clients, research and analysis including a tax savings analysis,keep track of continuing education credits, update excel spreadsheets, write-up summaries, help clients get money out of a closing plan, attend conferences, etc.
Retirement Benefits Rank
Market Leading
MPM WEALTH ADVISORS INC
MPM WEALTH ADVISORS INC
Holland, Ohio
1-24 employees
At MPM Wealth Advisors, we believe retirement planning should be as unique as you are. That's why we take the time to truly understand your needs and desires, so we can create a plan tailored specifically to you. Our Retire right process takes into account all aspects of your financial life, from investments, social security, taxes to estate planning, with the goal of maximizing your retirement income, minimizing risk and, helping you thrive in retirement. Step 1 – Plan We’ll look at the whole picture together. Have you always dreamed of traveling the world? Which charitable giving opportunities inspire you? What kind of legacy do you want to leave for your heirs? As we get to know you, we can create a plan that honors your values, addresses your concerns and provides you with a clear financial roadmap to achieve your goals. Step 2 – Invest Next, your advisory team will assess the timing of your goals along with your comfort level with risk and develop a personalized investment strategy. We don't believe anyone can consistently time the market or pick winning stocks. We follow an evidence-based approach to investing that focuses on global diversification, targeting premiums of returns, reducing expenses and turnover and minimizing taxes. Step 3 – Thrive Let MPM focus on the money, so you can focus on enjoying the special moments in life. Meet with your advisory team regularly to review your plan, if your circumstances change, or when you have questions, concerns or ideas you want to discuss. We have our finger on the pulse of the financial landscape and will let you know if we recommend any changes to your plan. *Content provided on this page, by MPM Wealth Advisors, should not be construed as investment advice.
Retirement Benefits Rank
Top Benefits
MFC BENEFITS, LLC
MFC BENEFITS, LLC
Milford, Michigan
1-24 employees
MFC Benefits owned by William Schoof, is a growing Employee Benefits & HR Solutions firm. Since 1986, we have assisted clients with knowledgeable benefits guidance and exemplary service. Our philosophy is passionately focused to design customer-specific insurance programs that will provide our clients with comprehensive solutions and help manage the key components of a successful employee benefit package. The MFC Benefits strength is that we can help meet any employee benefit and HR objectives by developing benefit designs to control costs and support the needs of your employees while alleviating some of the challenges of the current employee benefits environment. We will work on your behalf for commissions received from the carriers selected rather than charging consulting fees. MFC Benefits is a resource rich company that delivers tailored benefits solutions to local and national organizations. Our business and customer service practices, high level of expertise, and ability to design customer-specific programs and solutions provides our clients with comprehensive solutions to implement and manage the key components of a successful employee benefits package. We believe MFC Benefits is best qualified to proactively partner with your company to: - Evaluate, design, and deliver coverage alternatives. - Achieve the most effective access to insurance carriers. - Educate your employees regarding benefits and utilization. * Assist in enrollments and employee coverage changes. * Assist your HR with employee communication. * Help keep your HR up to date on Health Reform changes effecting your employee offerings. - Effectively communicate and increase employee knowledge and overall satisfaction.
Retirement Benefits Rank
Market Leading
ALAN B. LANCZ & ASSOCIATES, INC.
ALAN B. LANCZ & ASSOCIATES, INC.
Toledo, Ohio
1-24 employees
Alan B. Lancz & Associates, Inc. is a nationally recognized investment advisory firm that is a fiduciary looking at your best interest. We have earned a global reputation for our disciplined and transparent approach to our financial, retirement and wealth management strategies. For important disclosures: http://www.ABLonline.com/disclosure
Retirement Benefits Rank
Market Competitive
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GARRISON FINANCIAL, LLC
GARRISON FINANCIAL, LLC
Toledo, Ohio
1-24 employees
Garrison Financial can provide access to a network of professionals that offer Comprehensive and Integrated Benefit Strategies to help Business Owners and the Human Resources Officers of small to middle market sized companies reduce the administrative burden and expenses associated with their complex Payroll, Group Insurance, Retirement Plan, and Workers' Compensation offerings. In addition, Garrison financial can work closely with many individual clients and their families on their personal risk management and wealth strategies. (CRN201410-165635).
Retirement Benefits Rank
Top Benefits
AVERY WEALTH, INC.
AVERY WEALTH, INC.
Jackson, Michigan
1-24 employees
At Avery Wealth, we understand that managing wealth isn't simply about acquiring assets. It's about you. That's why our approach and the services that we provide focus on our clients. Building an ongoing relationship with you is integral to all that we do. We believe that an understanding of your life goals and your financial objectives will provide the foundation for providing distinct solutions to address the financial complexities in your life. When it comes to achieving your goals, you are best served by a deliberate process that begins before we ask you to commit to a long-term relationship with us. It starts with a “Discovery Meeting” focusing on you and your life. We will discuss your values, personal and professional goals and relationships, assets and interests. In addition, we will ask you to share your thoughts on questions such as: What does financial success look like to you? What resources do you have? What challenges do you face? We believe our approach fosters a relationship grounded in fiduciary obligation and incorporates the best academic evidence on how markets can be used to pursue financial independence. We combine that with a commitment to provide world-class client service and meet every client's highly individualized wealth-management needs. We believe an investment portfolio should directly reflect our clients’ financial and life objectives. That’s the simple principle on which Avery Wealth was founded and continues to do business today.
Retirement Benefits Rank
Top Benefits
WASHINGTON AVENUE ADVISORS, LLC
WASHINGTON AVENUE ADVISORS, LLC
Lansing, Michigan
1-24 employees
Washington Avenue Advisors, LLC ("WAA") is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where WAA and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. WAA does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.
Retirement Benefits Rank
Market Competitive
FOUR FINANCIAL MANAGEMENT
FOUR FINANCIAL MANAGEMENT
Ann Arbor, Michigan
1-24 employees
Four Financial Management was founded in 2008 by four industry veterans with long tenures at a major brokerage firm. Our goal is provide customized financial consulting that best suits the unique circumstances and objectives of our clients.PhilosophyThe firm’s overriding philosophy seeks to preserve the value of client portfolios during market declines. We believe that portfolios that utilize disciplined risk management strategies fare better than those of a typical buy and hold investor. Quite simply, limiting losses allows a portfolio to potentially recapture those losses faster with the objective of keeping the portfolio growing once the market rebounds. All of the investment strategies developed by Four Financial Management are modeled after the same investment approaches used by university endowment funds which also incorporate this disciplined risk management style.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks for FINRA/SIPC, please see ‘Contact and Personal Info’ section above. Four Financial Management is a Registered Investment Advisor and is a separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which the Registered Advisors related to this site are registered to do business, please visit www.fourfinancial.com.
Retirement Benefits Rank
Market Leading
COSTELLO FINANCIAL PLANNING, INC.
COSTELLO FINANCIAL PLANNING, INC.
Ann Arbor, Michigan
1-24 employees
Costello Financial Planning is a family-owned business. We are a fiduciary fee-only financial planning firm located in Bend, OR, and Chicago, IL. Since starting in financial planning in 2015, our first clients were family. As we grow, our philosophy stays the same: Treat clients like family, and everything will take care of itself. We believe this is the primary reason clients partner with us and often refer their friends, family, and colleagues. As a fee-only firm, Costello Financial Planning does not sell any products, and it never receives any commissions or kickbacks. Clients work with us because of our evidence-based philosophy and ongoing client-centric approach. Rob Costello is a Certified Financial Planner and Paul Costello is a Certified Public Accountant.
Retirement Benefits Rank
Top Benefits
FINANCIAL INDEPENDENTS INC.
FINANCIAL INDEPENDENTS INC.
Lansing, Michigan
1-24 employees
FINANCIAL INDEPENDENTS INC. is a financial services company based out of 15851 SOUTH US 27, LANSING, Michigan, United States.
Retirement Benefits Rank
Market Laggard