These are the Top Personal Finance Companies in Michigan (2021)

Sweet

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We’ve made it quick & easy to lower your phone bill, without sacrificing great coverage. SAVE MONEY Nearly 70% of US wireless subscribers are overpaying.

We’ll help you find out if you are, and get you a Sweet deal. Our customers save over $300/yr on average.

FAST & EASY Sign up in seconds. Busy? We deal with the carriers so you don’t have to.

SECURE & PRIVATE We’ll never sell any of your personal information, and we secure it with the same 256-bit encryption technology that banks use. NATIONWIDE COVERAGE Sweet works with the big guys, so you can expect nationwide coverage & fast speeds.

BACKED BY GIANTS Sweet is backed by the entrepreneurs behind trusted companies like Quicken Loans, PayPal, AOL, and more.. .

Greenback Tax Services

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Greenback makes life better for Americans living abroad and aims to take away the anxiety and hassle of helping US expats become and stay compliant with their US taxes while overseas. Greenback understands that filing US taxes while living abroad can be daunting and Greenback was founded on the belief that it doesn’t have to be this way.

Greenback is proud of helping people navigate a ridiculously complex system in a way that makes sense for their individual situation. While it may sound impossible, Greenback makes the process of filing US expat taxes a hassle-free one — a necessary step as part of an expat’s amazing adventure abroad..

United Federal Credit Union

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United Federal Credit Union offers a range of personal and business banking products for its members and communities.

Location Services

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Location Services is a financial services company provides recovery services & more to it’s clients in the Auto Financial Services industry.

Investment Link

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Investment Link is an automated goals-based financial advice service with subscription-based pricing, which makes it affordable and available to everyone. Its technology enables users to maintain full control of their assets and execute the recommended strategies on any brokerage platform they choose.

The company offers users complete access to view their customized, diversified portfolios with total transparency from anywhere, anytime.. .

Quizzle

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Personal finance made fun: Equal parts home, money and credit, shaken and garnished with a taste of Quizzle Town antics.

Dynamic Wealth Solutions LLC

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Registered Investment Advisory Firm

Personal Estate Manager

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The Mission of Personal Estate Manager, Inc. is to provide customers an on-line means to collect, organize, secure and track all personal and financial information for the purpose of estate planning and investment tracking.

To ensure all information is secured in a central location, thus allowing for the easy notification and transfer to the customer’s beneficiaries and heirs preventing any loss of claims. Used for wealth management, disaster recovery and final needs planning.

Personal Estate Manager, Inc. has been organized to fulfill the specific need of notifying beneficiaries or heirs of the customer’s secured stored personal and financial information.

Currently many banks, financial institutions, and insurance companies retain hundreds of billions of dollars in unclaimed assets, including an estimated one out of four, unclaimed life insurance policies. Additionally, there is an estimated 16 billion dollars of matured US Savings Bonds that have never been claimed in a number of governmental entities.

These and other investments often go unclaimed because the heir of a deceased husband, wife, or relative, were unaware they existed. Consequently, Personal Estate Manager, Inc.

provides the tracking and notification services to better inform our customer’s beneficiaries or heirs of these assets. We do all this without storing social security numbers, account numbers, drivers license numbers and/or birthdates.

1st Capital Loans

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1st Capital Loans focus on assisting the small business owner with the growth, development and sustainability of their operations.

Chext

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Every day, we swipe and go. We don’t bother to track our money.

Keeping paper receipts and writing in checkbooks is a major pain. Online banking can take days to post a transaction, so low balance alerts come too late.

Chext makes keeping tabs on your spending collaborative, accessible anywhere, and can even predict your bank account balances in the future!. .

Isabella Community Credit Union

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Isabella Community Credit Union is a non-profit financial cooperative that offers financial products and personal service to its members.

Arbor Financial Credit Union

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Arbor Financial Credit Union provides checking accounts, savings bank, mortgages and loans services to families and businesses.

County National Bank

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County National Bank provides banking products and services in South Central Michigan. It offers personal banking services, including online banking, account management, checking accounts, direct deposits, and savings accounts.

It also provides personal loans, home equity line of credit, automobile loans, agricultural loans financial insurances, student loans, certificates of deposit, certificate of deposit account registry service, and business banking services, including online banking, account management, checking accounts and direct deposits among others.. .

Retirement Wealth Advisors

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Retirement Wealth Advisors delivers sophisticated portfolio management, personal relationships, and holistic financial planning.