About the Business
Esther Frederic
Esther Frederic's UCES Protection Plan is an all-inclusive financial membership designed to support your financial opportunities and create and maintain a strong financial future. Our unique collection of services have been carefully chosen to provide protection and opportunity over many financial aspects. With this easy to use system, you and your family can safeguard the assets you have earned and those you will come.
Our team of experts is committed to helping you achieve your financial goals and dreams. Our services include budgeting advice, investment recommendations, debt relief, credit score improvement and more. We also offer tailored packages to meet your individual needs and goals. With UCES Protection Plan you can be sure to find the right combination of services to give you peace of mind and financial security.
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Ashraf Gerges - COUNTRY Financial representative
As a COUNTRY Financial representative, Ashraf Gerges is dedicated to providing financial security for individuals. He works directly with clients to assess their specific needs and assists them in finding the right insurance and financial products and services to protect their current and future financial well-being. With a full range of products available, he can help create a tailored plan to ensure a secure and prosperous future. Mr. Gerges has the expertise to identify the best solution for every individual. He takes the time to listen to his clients and provide personalized advice on how to achieve their financial goals. He believes in building long-term relationships with his clients, and is committed to helping them reach their desired outcome. With a wealth of experience and knowledge, he is the perfect choice to ensure your financial security.
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Allstate Insurance: Kevin A. Vendt
As a Personal Financial Representative in Bethesda, I am dedicated to helping local families protect what matters most to them. My experience and knowledge of the community allow me to provide customers with excellent service and advice. Allstate Insurance: Kevin A. Vendt is here to help you create a plan to reach your financial goals and protect your family, home, car, and more. We can offer free quotes and the opportunity to save money. Call us today for more information. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.
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T K Smith - State Farm Insurance Agent
For over 20 years, T K Smith - State Farm Insurance Agent has been providing top-notch service to the Birmingham Metro area. We recognize that our customers need auto, home, life and financial services for their families and are dedicated to helping them find the right coverage and solutions to meet their individual needs. Our team of experts is committed to providing quality and friendly customer care and are always excited to provide free quotes. With our extensive knowledge and experience, we can help you find the best insurance and investments to protect against life's surprises and reach your goals.You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.
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Kevin Mlynarek: Allstate Insurance Agent
Overview: Helping to protect Lake Orion's loyal customers through insurance whether it's home, auto, life, renters or boaters is what we're all about. From saving for your child's education to preparing for retirement, your financial concerns can likely be addressed in our offices. Our welcoming staff will assist you and your family with feeling secure knowing you're protected by the appropriate level of insurance. Because our community is so important to us, our business truly revolves around philanthropic support. Our agency volunteers for a new community cause every month. From cooking at Grace Centers of Hope to helping to keep the pantry shelves stocked at FISH food pantry helping others in need is the backbone of our agencies. If you're in the Lake Orion, Oakland or Clarkston area, stop by our Lake Orion office to talk about your financial goals for the future or to work out a custom quote. Our office is on South Lapeer Road, across the street from K-mart, and our caring staff is here to treat you like you're part of the family.
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Rich Chambers, CFP, RLP
I am a Fee-Only fiduciary compensated only by you with no incentive to use anything other than what is best for your unique situation. With my guidance, you can find the peace of mind that comes from knowing that you have planned prudently for your future and that your loved ones are protected. My goal is to help you bridge the gap between where you are and where you want to be with planning that is customized to your personal situation. Clients and I work as partners to design a life plan that combines your values, dreams and financial resources. Whether you are just setting out on your financial journey or seeking to protect and enjoy the wealth you've accumulated, I help you along the way with objective advice that puts your financial interests first. I offer the Kinder EVOKE™ Method, a life-centered approach to Financial Planning, provides a supportive financial framework for living the most meaningful and rewarding life you can imagine.
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Allstate Insurance : Roger Francis
Our family has had a long-standing relationship with Allstate for many years. We are proud to offer quality, service-oriented insurance options for our customers. We strive to make them feel like family when they come to us for their needs. At Allstate, there is a wide selection of products and services that our customers can choose from. From homes to auto to boats, we can provide insurance coverage for your valuable assets. In addition to insurance protection, we can also provide products designed to help you secure your financial future. Whether it's planning for retirement or saving for your children's education, we understand the importance of considering your long-term security. We want to help you protect what you have now and prepare for the future. Our team is dedicated to helping you reach your financial goals. For a personalized quote today, contact our agency and get a great rate in just a call or click away!
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Violetta Kaminska - COUNTRY Financial representative
As a COUNTRY Financial representative, I am committed to helping people provide financial security for themselves and their families. This is accomplished by working closely with individuals to better understand their specific needs and offering a comprehensive range of insurance and financial products and services to protect their present and secure their future. Violetta Kaminska - COUNTRY Financial representative understands the importance of providing personalized advice and customized solutions tailored to each unique situation. We have the expertise, experience and technology to deliver the best possible customer service and provide the right answers to every financial question. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.
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The Neve Group
My name is Ernie Neve, CPA and I am a Certified Tax Coach with over two decades of experience helping our clients keep more of what they earn. My strategy is straightforward and direct. My staff is trained to help you now and in the future! The biggest mistake taxpayers make is not planning. Even if you and your tax preparer are great at organizing receipts for April 15, you may not know that you can write off your kid's braces as a business expense, and there would be nothing you could do about it. Tax planning is an invaluable form of financial defense and will guarantee results. Our tax coaching plans are about finding ways to reduce your taxes. What should you do? When should you do it? How should you do it? Our tax coaching offers several advantages over other accounting services or tax preparers. First, it is essential for protecting your finances. Second, it guarantees results. Contact The Neve Group today to learn more!
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Liquid Equity Partners
At Liquid Equity Partners, we are proud to offer individuals and families a wide range of financial services. We specialize in creating tailored plans that fit your individual needs, whether you are single, part of a family, a business owner, an experienced investor, or a union worker. For individuals and families, our financial experts can help you grow your financial assets in a low risk way. Whether you're looking for ways to fund college tuition, pay off your home, or prepare for retirement, we have the solutions. Business owners can rely on us to provide the best strategies and solutions with the lowest amount of risk. With our help, they can grow their business and achieve their financial goals. Investors can take advantage of our broad array of options to expand their portfolios. We offer strategies backed by hard assets as collateral and short-term ventures that are less volatile than traditional investments. We also help first responders build their financial assets while protecting their interests from illness, injury and death. Our goal is to help them create a safety net so they can rest assured knowing their finances are secure. No matter what stage of life you’re in, Liquid Equity Partners can work with you to design a plan that meets your needs.
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Security First Financial
Creating an estate plan that includes a will and trust is essential for protecting your family. Security First Financial has an affiliate relationship with a reliable estate planning attorney, allowing them to provide this service at an affordable price. Their Complete Will & Trust Package includes a Revocable Living Trust, Last Will and Testament "Pour-Over" Will, Durable Power of Attorney for Finances, Health Care Power of Attorney, Burial and Final Instructions Worksheet, Asset and Liability Worksheet, Instructions for Successor Trustee, and Power of Attorney and Guardian (if applicable). Additionally, clients can opt for a Financial Audit and Recommendations. Security First Financial and its representatives specialize in financial services and do not offer tax, legal or estate planning services. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.
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Allstate Insurance: James Heins
As a Personal Financial Representative for Allstate Insurance: James Heins in New York, I have the knowledge and experience to help local families protect the things that matter most to them. My mission is to provide my customers with exceptional service and to help them develop strategies to reach their financial goals. My team has extensive experience in the insurance industry and we strive to ensure our clients receive the best possible coverage at competitive rates. We are committed to helping our customers make informed decisions about their coverage options and offer a free quote to help them determine how much they can save.
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Guardian Wells Financial
Guardian Wells Financial is dedicated to providing sound financial advice and protecting assets with financial instruments for retirees and pre-retirees. Our team of experienced advisors are committed to offering clear, concise and understandable information to ensure that our clients’ financial needs are met. We strive to provide a sincere needs based approach to financial security so that our clients can make informed decisions about their future. Our team has a wealth of knowledge and integrity, giving us the confidence to provide reliable advice and guidance. We are proud to have built a company that offers excellent service and puts client satisfaction at the forefront. We look forward to helping people attain financial stability and security.
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Veritas Federal Credit Union
VFCU is a financial institution that focuses on providing competitive rates and lower fees for its members. Membership is open to Nissan employees, Tier 1 and Tier 2 suppliers, vendors, contractors in North America and their family members. Additionally, select employer groups are also eligible to join. Our mission is to look out for the well-being of our members, offering a secure and supportive environment where they can access the best financial services for their needs. At VFCU, members enjoy more than just competitive rates and lower fees. We provide a friendly and welcoming atmosphere, where members become part of a family that has their back. With personalized attention to each individual, members have access to an array of services that will help them reach their financial goals.
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New York Life
As a Licensed Agent for New York Life, the largest mutual life insurance provider in America, my main mission is to help you and your family build a vision for your short and long term financial objectives. I can assist you in achieving these goals by providing strategies for Protection, Accumulation, and Distribution. Our process creates plans that are tailored to each individual's or family's needs. We offer insurance, investments, and retirement solutions along with professional guidance to help you maintain financial health throughout your life. No matter what life throws at you, New York Life is here to help you, your family, and your business. We have been providing reliable and long-lasting services since 1845, and we make sure to keep our promises to protect our policyholders and their beneficiaries. To back up our pledges, we have an impressive cash reserve of $23.3 billion*, which demonstrates our capability to meet our obligations. On top of that, we have been paying dividends for many years, including during the Great Depression and the Great Recession. We have also received the highest financial strength ratings from any life insurer.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.
