TOP 10 Asset management in St. Clair Shores, Michigan

Bowman Asset Management Inc is a reputable finance institution located at 25801 Harper Avenue in St. Clair Shores, Michigan, United States. They specialize in providing expert financial management services to individuals and businesses, helping them achieve their financial goals and secure their financial future. With a team of experienced professionals, Bowman Asset Management Inc offers personalized investment strategies and comprehensive financial planning to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Bowman Asset Management Inc is dedicated to helping you succeed.

BBG Employee Benefits is an insurance agency located at 26503 Harper Avenue in St. Clair Shores, Michigan. We specialize in providing comprehensive employee benefit packages to businesses of all sizes. Our team of experienced professionals is dedicated to helping companies navigate the complex world of insurance and find the best coverage options for their employees. Whether you are looking for health, dental, vision, or retirement benefits, we have the knowledge and resources to create a customized plan that meets your needs. Contact us today to learn more about how BBG Employee Benefits can help protect your most valuable asset - your employees.

Michigan United Credit Union, located at 4770 Dixie Highway in Waterford Township, Michigan, is a financial institution that was established on July 1, 2021 through the merging of four small-asset sized credit unions. These credit unions, including Birmingham Bloomfield Credit Union, Metro North Federal Credit Union, Lakes Community Credit Union, and Unity Credit Union, came together to provide an enhanced experience for their members with a wider range of products and services. Originally founded on November 23, 1931 as Birmingham Teachers Credit Union, the institution was created to serve teachers and employees of the Birmingham School system. Today, Michigan United Credit Union aims to enrich the financial lives of its members and the communities it serves. Membership is open to those who reside, work, worship, or attend school in the state of Michigan.

Michigan United Credit Union, located at 576 East Lincoln Street in Birmingham, Michigan, is a financial institution offering a wide range of products and services. Established on July 1, 2021 through the merging of four small-asset sized credit unions, Michigan United Credit Union aims to provide top-notch experiences for its members. Originally founded in 1931 to serve teachers and employees of the Birmingham School system, the credit union has since expanded its membership eligibility to include residents, workers, worshipers, and students in the state of Michigan. With branches in Birmingham, Holly, Lake Orion, Shelby, St. Clair Shores, Warren, and Waterford, Michigan United Credit Union encourages individuals to join by opening a "share" account with a minimum deposit of $5. By maintaining this account, members can enjoy a variety of benefits and access services at over 75 credit unions with over 150 locations throughout Michigan and Northern Indiana through Xtend. Additionally, members can order checks online through Harland Clarke and find Shared Branches near them using the Co-op Shared Branch Locator and Xtend shared branch locator.

At Jeff M. Burns, PLC, located at 25400 Little Mack Avenue in St. Clair Shores, Michigan, you can expect discreet, honest, and personalized counsel throughout the probate administration process. Whether you are dealing with probate or trust contest claims such as undue influence, incapacity, or breaches of fiduciary duties, our experienced team is here to help. We also specialize in proper comprehensive planning for estate and succession planning to ensure your assets are protected and distributed according to your wishes. Trust Jeff M. Burns, PLC for all your probate and estate planning needs.

John EF Gerlach Pc is a law firm located at 24220 Jefferson Avenue in St. Clair Shores, Michigan, United States. Specializing in estate planning, this institution helps individuals and families prepare for the future and protect their assets. With a focus on core business strategies, the firm assists clients in the Metropolitan Detroit area in thriving and achieving their goals. The dedicated team at John EF Gerlach Pc understands the importance of estate planning and provides personalized services to ensure that clients' wishes are carried out. By offering guidance and support, the firm helps clients navigate the complexities of estate planning with ease. Please note that contacting the firm through the Internet or form does not establish an attorney-client relationship, and sensitive information should not be shared through this platform.

LPL Financial is a finance institution located at 24220 Jefferson Avenue in St. Clair Shores, Michigan, United States. They offer a range of financial services including investment planning, retirement planning, and wealth management. With a team of experienced financial advisors, LPL Financial is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, LPL Financial can provide personalized solutions to meet your needs.

Jeff Brayton - Raymond James is a finance institution located at 23201 Jefferson Avenue in St. Clair Shores, Michigan, United States. Our team of experienced financial advisors provide personalized investment strategies and wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we strive to provide the highest level of service and expertise to our clients. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Jeff Brayton - Raymond James is here to help you navigate the complexities of the financial world.

Joseph N Trocchio & Co is a reputable finance institution located at 27735 Jefferson Avenue in St. Clair Shores, Michigan. They specialize in providing a wide range of financial services to individuals and businesses in the area. With a team of experienced professionals, they offer personalized solutions to help clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, Joseph N Trocchio & Co is dedicated to providing top-notch service and expertise. Visit their office today to see how they can help you secure your financial future.

Sequoia Financial Group is a finance institution located at 21420 Greater Mack Avenue, St. Clair Shores, Michigan, United States. We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future. Our specialized, in-house Wealth Planning team takes a holistic approach to your finances, delivering comprehensive financial analysis, personalized strategies, and a built-for-you wealth plan you can put into action right away. Our team of investment experts is committed to achieving results for you through a data-driven approach. We prioritize preserving your legacy and ensuring that your wealth lasts for generations to come. Our Family Office advisors work together to provide you with the right resources at the right time, aiming to deliver lasting results. Whether you're just starting out or retiring, Sequoia Financial Group is here to help you navigate the complexities of wealth management. Our investment approach is independent and personalized to your goals and risk tolerance, ensuring that your portfolio is well-suited to your individual circumstances. Stay informed with our in-depth thought leadership and let us help you build your future with a company built and resourced for your needs—now and tomorrow. Let's get started on creating a comprehensive wealth plan that helps you achieve your objectives.

Edward Jones - Financial Advisor: Erin M Rohn, AAMS™ is a highly reputable finance institution located at 23780 Harper Avenue in St. Clair Shores, Michigan, United States. With a focus on providing personalized financial solutions, Erin M Rohn, an Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Erin M Rohn is dedicated to helping you make informed decisions and secure your financial future. Contact Edward Jones - Financial Advisor: Erin M Rohn, AAMS™ today to schedule a consultation and start planning for a brighter financial tomorrow.

Erika Fitzhugh - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 200 Maple Park Boulevard in St. Clair Shores, Michigan, offers a range of financial services to individuals seeking expert advice on wealth management. Erika Fitzhugh holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing personalized financial advice, Erika Fitzhugh is dedicated to helping clients achieve their financial goals. Additionally, Erika Fitzhugh specializes in working with domestic partners, seniors, small business owners, and high net worth clients. Whether you are looking for guidance on portfolio management, insurance products, or retirement planning, Erika Fitzhugh can help you navigate the complex world of finance with confidence and peace of mind.

Edward Jones - Financial Advisor: Mikhail Y Youdin, CFP®|CIMA®|CEPA® is a trusted financial institution located at 27941 Harper Avenue in St. Clair Shores, Michigan, United States. Specializing in comprehensive financial planning, investment management, and retirement planning, Mikhail Y Youdin is a Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), and Certified Exit Planning Advisor (CEPA®). With a commitment to personalized service and a focus on helping clients achieve their financial goals, Edward Jones is a reliable partner for individuals and families seeking expert financial guidance.

Raymond James Financial Services is a finance institution located at 27735 Jefferson Avenue in St. Clair Shores, Michigan, United States. As a full-service financial firm, Raymond James offers a wide range of services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Raymond James Financial Services is committed to providing personalized and comprehensive financial solutions tailored to meet your specific needs.

Blehm Financial is a reputable accounting and finance institution located at 29225 Harper Avenue in St. Clair Shores, Michigan, United States. With a team of experienced professionals, Blehm Financial offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual or a business owner, Blehm Financial is dedicated to providing personalized and comprehensive financial solutions to help you achieve your financial goals. Trust Blehm Financial for all your accounting and finance needs.