Muskegon, MI
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Muskegon Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Muskegon.

Top Pro
Pathway Financial Design
4.7
from 19 reviews
  • 13 years in business
  • 40 hires on Thumbtack
  • Top pro on Thumbtack
Mark G.
Verified review

This year I had no choice but to make a change from my past tax preparer and how Gald I was to find Pathway Financial. They are very professional, asked the right questions and the best part is my taxes were done within 7 days. I would certainly recommend Pathway Financial to all my friends and will most definitely return to them for years to come. Great Job!!!!

  • 15 years in business
  • New on Thumbtack
About

*As opposed to other web sites, your information will go ONLY to me. I am Jeanine Kinzie and I will personally handle your quote.

  • New on Thumbtack
About

Wealth Management, Estate Planning, Insurance, Investment, Retirement

  • 15 years in business
  • New on Thumbtack
About

Our wholeistic approach to financial planning reduces inefficiencies and strives to prevent unintended consequences when making financial decisions. Having one point of contact for financial questions saves our clients the time and stress of meeting with multiple professionals. The Comprehensive Difference True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, tracking your progress along the way, and recommending changes where needed. Our comprehensive approach to financial planning uses a collaborative analysis of insurance, investments, business planning, and tax planning strategies. We can also coordinate with your legal and tax professionals.

  • 11 years in business
  • New on Thumbtack
About

If what you thought to be true about . . . How you finance and pay your mortgage Income taxes How you fund and distribute your retirement plans How you pay for college How you finance and pay for major purchases such as cars, etc. . . . turned out NOT to be true, when would you want to know? I am in the financial services business with a very unique approach in that I help people find money they are currently transferring away unknowingly and unnecessarily. The way I do that is by helping you find and identify where losses are happeingin unknowingly and unnecessarily, in your financial life. Then we work on helping you pick the winners. Yes, picking the winners is important, considering the fact that many of us have more money leave our financial situations then we save this is a very powerful concept. I encourage you to take advantage of my Complimentary Financial Consultation where I will show you: How to become a “Wealth Creator” How you can capitalize on the power of compound interest, solidify access to your money, and minimize the losses you may be experiencing from how you make major capital purchases like buying cars and sending your kids to college. The benefits associated with various savings vehicles You will also receive the answers to the 4 toughest financial questions anyone serious about their finances would want to know: What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last through your life expectancy? How much do you need to save on a monthly or annual basis to be able to retire at your current standard of living and your money last till life expectancy? Doing what you are currently doing, how long will you have to work to be able to retire and live your current lifestyle till life expectancy? If you don’t do anything different than you are doing today, how much will you have to reduce your standard of living at retirement for your money to last to your life expectancy? To schedule this consultation call me at our offices (you can find this info via Thumbtack or google Eminence Financial Solutions) another option is to e-mail me through Thumbtack. I look forward to learning more about your business, your family and seeing if we are a good fit. Steve Kitchen Certified Tax Preparer,CCFC Serving in the finance industry for over 18 yrs

About

My goal is to provide you a comprehensive financial needs analysis for families, individuals, and businesses. Strategies are designed to integrate your goals with the objective of providing solutions in the areas of asset management, asset protection and retirement income.

  • New on Thumbtack
About

WPS Financial Services is committed to helping you pursue your long-term financial goals in a way that honors God. By specializing in biblically responsible investing, we can help you honor the Lord by following His plan and principles. We start by evaluating all of your current investments to see how they line up with biblical principles. We use a morally responsible screen to eliminate investing in companies that are involved either directly or indirectly in abortion, pornography, adult entertainment, alcohol, tobacco and gambling. Next, we fit your unique circumstances into a plan that will grow with you.

  • New on Thumbtack
About

Education Planning, Financial Advisor, Retirement Planner

  • New on Thumbtack
About

Serving Grand Rapids, MI, and outlying areas, Ryan Vanderweide and associates are offering the following, but not limited to, services: insurance, investing, retirement, estate planning and wealth management.

About

At The PRICE Futures Group, our futures brokers and market analysts are industry veterans who you can trust to provide you with the highest quality assistance while navigating the full array of futures and option products. For over 2 decades, we have strived to exceed your expectations and empower you with exclusive market analysis, research, and comprehensive financial tools. As a division of Price Holdings, Inc., an employee-owned financial services firm, The PRICE Futures Group is in the unique position to provide our clients access to the full array of trading and investment products. Our product and service offerings may be applied as a complete, full-service solution -- or as individual components to support your existing trading and investment needs.

  • 10 years in business
  • New on Thumbtack
About

Our independent, fiduciary approach to financial planning and investment advice gives us the flexibility to design an implementation strategy for each individual we meet. Instead of utilizing rules of thumb or being constrained by a specific software package, we piece together the best parts of a variety of systems and calculations to present options to our clients. It will be obvious, when you see our work, we bring our independence and customization to bear for each situation. Through our educational approach to guidance, you will begin to understand a little more about your products and services, without feeling overwhelmed.

About

We provide a variety of financial services which includes: Tax Preparaion Credit Restoration Insurance Consulting And much more We love helping people with their financial needs and also with getting approved for loans

About

I educate my clients on the many options available in the financial world today to help empower them to make the best decisions for themselves and their families.

  • New on Thumbtack
About

Primerica is a Main Street company for Main Street North America. Our mission is to help families earn more income and become properly protected, debt free and financially independent.

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