Financial advisory services in Michigan
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GEM Asset Management LLC
● ClosedGEM Asset Management LLC is a finance institution located at 261 South Main Street in Plymouth, Michigan, United States. We specialize in providing comprehensive asset management services to individuals, businesses, and institutional clients. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through strategic investment planning and portfolio management. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, GEM Asset Management LLC is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial objectives.
261 S Main St, Plymouth, MI 48170, United States -
Jeremiah Merkau - Thrivent
● ClosedJeremiah Merkau - Thrivent, located at 9450 South Main Street in Plymouth, Michigan, is a finance institution that offers a range of financial products and services. Licensing for insurance products is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional for assistance in those areas. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may also choose to engage in Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
9450 S Main St ste101, Plymouth, MI 48170, United States -
Cody Borke - Thrivent
● ClosedCody Borke - Thrivent is a finance institution located at 9450 South Main Street, Plymouth, Michigan, United States. Licensing can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Financial advisors and professionals who are appropriately appointed and licensed provide insurance products, securities, and investment advisory services. Only financial advisors are credentialed to provide investment advisory services. For more information about professional designations and requirements, visit Thrivent.com/designations.
9450 S Main St #101, Plymouth, MI 48170, United States -
Jay Kempf - Thrivent
● ClosedJay Kempf - Thrivent is a finance institution located at 9450 South Main Street in Plymouth, Michigan, United States. Specializing in providing financial guidance to clients at various stages of life, from Retirement and Small-Business Planning to Investment Management and Tax-Saving Strategies. As a resident of the Plymouth community, Jay Kempf is dedicated to serving the financial needs of individuals in the area and surrounding regions. Licensing is available through the State Insurance Department's website, as Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients can benefit from Thrivent's Financial Planning Framework, which includes a review and analysis of their financial situation. Additionally, Dedicated Planning Services are offered for those seeking further planning engagement for a fee.
9450 S Main St #101, Plymouth, MI 48170, United States -
Cole Launius - Thrivent
● ClosedCole Launius - Thrivent is a finance institution located at 400 Renaissance Center in Detroit, Michigan, United States. At Thrivent, values are the guiding compass for every decision made. Cole Launius, a dedicated financial professional, believes in upholding integrity and living by his values every day. With a strong foundation in family and faith, Cole is committed to helping clients align their financial choices with what matters most to them. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Licensing information is available through the State Insurance Department's website. Thrivent does not provide legal, accounting, or tax advice, so clients are encouraged to consult their own professionals in those areas.
400 Renaissance Center Ste 1010, Detroit, MI 48243, United States -
Russell Winkler Private Wealth Management of Raymond James
● OpenRussell Winkler Private Wealth Management of Raymond James is a premier financial institution located at 27333 Meadowbrook Road in Novi, Michigan, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored investment strategies, we strive to provide our clients with the highest level of expertise and support. Trust Russell Winkler Private Wealth Management of Raymond James to guide you towards financial success.
27333 Meadowbrook Rd Ste 110, Novi, MI 48377, United States -
Marci Blankenship - Thrivent
● ClosedMarci Blankenship - Thrivent is a finance institution located at 340 North Main Street, Plymouth, Michigan, United States. They believe that financial advice should be tailored to each individual's unique needs, just like a nice suit. They are committed to helping people achieve their financial goals by providing personalized strategies for every stage of life, whether you are just starting out in your career or planning for retirement. Thrivent sees money as a tool, not the end goal, and is driven by a higher purpose to help people make the most of what they have been given. Their financial professionals offer advice and guidance through their Financial Planning Framework, and can further assist with Dedicated Planning Services for a fee.
340 N Main St Suite 207, Plymouth, MI 48170, United States -
Mark Johnson - Thrivent
● ClosedMark Johnson - Thrivent is a finance institution located at 19 Washington Street in Monroe, Michigan, United States. At our Thrivent office, we focus on connecting faith and finances for good, helping you make wise financial decisions so you can live more generously. With over a decade of experience in the financial services industry, we offer services such as investment management, retirement income planning, life insurance, extended care planning, and more. Our goal is to provide sound financial guidance using a variety of strategies tailored to your individual needs. We believe in giving back to our community and spreading the value of generosity in everything we do. Our licensing information can be found on the State Insurance Department's website, and we do not provide legal, accounting, or tax advice. Thrivent offers advice and guidance through our Financial Planning Framework, with additional planning services available for a fee.
19 Washington St, Monroe, MI 48161, United States -
Kim Dwyer - Thrivent
● ClosedKim Dwyer - Thrivent is a finance institution located at 19 Washington Street in Monroe, Michigan, United States. Our financial guidance aims to educate and empower individuals to achieve their unique goals. We are licensed to serve clients in Arizona, Florida, Indiana, Kentucky, Michigan, Missouri, Ohio, and Texas. Our services are available in Northeast Michigan, with locations in Novi, Northville, Shelby Township, and Monroe. We offer advice and guidance through our Financial Planning Framework, which includes a comprehensive review and analysis of a client's financial situation. Clients have the option to further their planning engagement with us through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
19 Washington St, Monroe, MI 48161, United States -
George Papadopoulos CPA/PFS, CFP
● ClosedGeorge Papadopoulos CPA/PFS, CFP is a finance institution located at 39555 Orchard Hill Place in Novi, Michigan, United States. With over 30 years of experience, George Papadopoulos is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP). The firm offers comprehensive financial planning services, focusing not only on the numbers but also on the individual's values and principles. What sets George Papadopoulos CPA/PFS, CFP apart from other advisory firms is their personalized approach to financial planning. Clients are not just clients, but friends, and the firm strives to build long-lasting relationships based on trust and understanding. In addition, clients who choose to work with George Papadopoulos will receive personal income tax services at no extra cost.
39555 Orchard Hill Pl, Novi, MI 48375, United States -
Carmen Haag - Thrivent
● ClosedCarmen Haag - Thrivent is a finance institution located at 39500 Orchard Hill Place in Novi, Michigan, United States. Licensing information can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Licensed agents and financial advisors provide insurance products, securities, and investment advisory services. For more information on professional designations and requirements, visit their website or FINRA's Broker Check. Please consult your attorney or tax professional for legal, accounting, or tax advice.
39500 Orchard Hill Pl Ste 170, Novi, MI 48375, United States -
The Jennings Wohl Group
● OpenThe Jennings Wohl Group is a finance institution located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, the institution helps clients achieve their desired lifestyles. When connecting with an advisor, clients can start by providing their name and location. It is important to note that investing involves risk, and there is always a potential for loss. The institution offers a wide range of services, including brokerage, investment advisory, and financial planning. Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and investment adviser, offers investment products sponsored by affiliates of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A. The institution strives to provide clients with relevant and useful information about products and services, and offers a variety of certifications and marks to ensure quality service. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed by banking affiliates of Bank of America Corporation, including Bank of America, N.A. Securities, strategic advisory, and other investment banking activities are performed by investment banking affiliates of Bank of America Corporation. With a strong global presence, Bank of America Merrill Lynch offers a range of financial services to clients worldwide.
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States -
Senior Planning Advisors
● ClosedSenior Planning Advisors is a finance institution located at 38695 West Seven Mile Road in Livonia, Michigan, United States. Our mission is to help individuals plan for the next chapter of their lives by making sound decisions for a retirement they love. We offer retirement education courses that provide the tools needed to have the best retirement possible. Our courses have received rave reviews from attendees who have found them extremely valuable in preparing for retirement. We cover topics such as tax management, wealth preservation, estate planning, charitable giving, and Social Security benefits. Our team of professionals spends over 50 hours designing a custom plan for each client to ensure their financial goals are met.
38695 W Seven Mile Rd #125, Livonia, MI 48152, United States -
White Pine Investment Company
● ClosedWhite Pine Investment Company is a Registered Investment Advisory (RIA) firm located at 17199 North Laurel Park Drive in Livonia, Michigan. As your investment advisor, our main priority is to create a solid plan based on sound investment principles. We offer wealth management services to clients in the Greater Metro Detroit area and beyond. Our approach to stock selection follows the strategies of investment legends such as Warren Buffet and Benjamin Graham. We focus on analyzing companies' future cash flows, revenue growth, competitive advantages, and management strength to determine their intrinsic value. Our goal is to help you achieve your financial objectives through customized financial strategies tailored to your unique situation.
17199 N Laurel Park Dr # 209, Livonia, MI 48152, United States -
LMR Advisors LLC
● ClosedLMR Advisors LLC is a finance institution located at 33300 Five Mile Road in Livonia, Michigan, United States. As an established financial advisory firm, LMR Advisors LLC offers a wide range of services to help individuals and businesses make informed decisions about their financial future. With a team of experienced professionals, LMR Advisors LLC provides personalized guidance and strategic planning to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, LMR Advisors LLC is dedicated to providing expert advice and exceptional service to meet your financial needs.
33300 Five Mile Rd Suite 202, Livonia, MI 48154, United States -
Jordan Blanchard - Thrivent
● ClosedJordan Blanchard - Thrivent is a finance institution located at 19045 Farmington Road, Livonia, Michigan, United States. At Legacy Consultants, our team of professionals represents Thrivent, the largest fraternal benefit society in the country. We strive to be the most competent and caring financial planning group in the area, guided by our faith to empower clients to reach and protect their financial goals. Our team, Raeann, David, and Rick, formed Legacy Consultants to provide customized financial guidance that supports your goals and values. We offer three levels of service: life event specific financial planning, assets under management investment advice, or dedicated planning. Our financial advisors focus on providing purpose-based advice that aligns with what you care about most. Whether you need life insurance, supplemental disability insurance, or have questions about financial planning, we are here to help you navigate your financial journey.
19045 Farmington Rd, Livonia, MI 48152, United States -
Raeann Kusch - Thrivent
● ClosedRaeann Kusch - Thrivent is a finance institution located at 19045 Farmington Road, Livonia, Michigan, United States. At Legacy Consultants, the team strives to be the most competent and caring financial planning group in the area, guided by their faith. They are dedicated to empowering clients to reach and protect their financial goals while also promoting a spirit of joyful generosity. The team at Legacy Consultants represents Thrivent, the largest fraternal benefit society in the country. They offer customized financial guidance to support clients' goals and values, viewing clients as an extension of their family. The team, consisting of Raeann, David, and Rick, formed Legacy Consultants with a focus on helping clients make the most of their assets to plan a legacy that continues to support loved ones and causes even after they are gone. The institution offers comprehensive financial advice and strategies, with a flexible approach to meet clients' evolving needs and life changes. Clients can engage with the team at various levels, including life event-specific financial planning, asset management investment advice, or dedicated planning.
19045 Farmington Rd, Livonia, MI 48152, United States -
Bluewater Investment Strategies
● OpenBluewater Investment Strategies is a finance institution located at 33604 Grand River Avenue in Farmington, Michigan, United States. Our mission is to help individuals achieve their financial goals by creating personalized investment strategies tailored to their specific needs. We understand the hard work and dedication our clients put into building their wealth, and we take the responsibility of managing their money seriously. As a fiduciary, we always act in our clients' best interests and strive to build long-lasting relationships based on trust, honesty, and integrity. Contact us today to start planning for your financial future with Bluewater Investment Strategies. Advisory services offered through Bluewater Investment Strategies, a Member of Advisory Services Network, LLC. Please note that Fidelity Investments is an independent company and not affiliated with Bluewater Investment Strategies.
33604 Grand River Ave, Farmington, MI 48335, United States -
Samantha Rice - Thrivent
● ClosedSamantha Rice - Thrivent is a finance institution located at 13424 Dix Toledo Road in Southgate, Michigan, United States. Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent available in select states. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC.
13424 Dix Toledo Rd, Southgate, MI 48195, United States -
Danielle Kerns - Thrivent
● ClosedDanielle Kerns - Thrivent is a finance institution located at 2615 West Jefferson Avenue, Trenton, Michigan, United States. Licensing information can be found through the State Insurance Department's website, accessible via the National Association of Insurance Commissioners website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement through Dedicated Planning Services, which provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products in select states. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Financial advisors at Thrivent are credentialed to provide investment advisory services. For more information on professional designations and requirements, visit Thrivent's website or FINRA's Broker Check.
2615 W Jefferson Ave, Trenton, MI 48183, United States -
Carson Wealth
● OpenCarson Wealth is a finance institution located at 31313 Northwestern Highway, Farmington Hills, Michigan, United States. Our financial advisors can help design a path to help you achieve your financial goals. We offer personalized solutions for tax planning, investment management, wealth advice, fiduciary financial planning, estate planning, risk analysis, trust services, and more. We understand the importance of family finances and the complexities that come with it. Our team of professionals is dedicated to helping you navigate through the ever-changing economy and financial challenges. Whether you are a Millennial inheriting wealth or an older client concerned about your children's financial preparedness, we are here to assist you every step of the way.
31313 Northwestern Hwy Suite 122, Farmington Hills, MI 48334, United States -
David Parker - Thrivent
● ClosedDavid Parker - Thrivent is a finance institution located at 6905 Telegraph Road, Bloomfield Hills, Michigan, United States. Licensing is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to further engage in planning services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. Visit Thrivent.com for more information on professional designations and requirements.
6905 Telegraph Rd Suite 110, Bloomfield Hills, MI 48301, United States -
James Blankenship - Thrivent
● ClosedJames Blankenship - Thrivent is a finance institution located at 6905 Telegraph Road, Bloomfield Hills, Michigan, United States. They are licensed in multiple states including AK, AR, AZ, CA, CO, FL, GA, IL, IN, MI, MO, NC, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, and WI. The institution offers advice and guidance through its Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations. Thrivent does not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own professionals in those areas. Insurance products are issued by Thrivent, and securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and a subsidiary of Thrivent. Visit their website for more information on their services and licensed financial advisors.
6905 Telegraph Rd Suite 110, Bloomfield Hills, MI 48301, United States -
Merrill Lynch Private Wealth Advisor Robert L Hamilton
● OpenMerrill Lynch Private Wealth Advisor Robert L Hamilton, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, offers industry-leading research and expert analysis to help clients stay ahead. Bob Hamilton and his team work closely with individuals, families, and institutions to address the complex challenges of preserving, enhancing, and managing wealth. Through a collaborative team approach, they strive to understand clients' unique needs, priorities, and goals to create individually tailored financial strategies. As a client of Merrill Private Wealth Management, you have access to services and resources typically reserved for large institutions. The team works with individuals, families spanning multiple generations, business owners, and executives, using a goals-based wealth management approach to create personalized strategies. Merrill Private Wealth Management is committed to providing highly personalized one-on-one service, with knowledgeable and rigorously trained private wealth advisors focusing on understanding clients' goals and developing multigenerational wealth strategies.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Wealth Management: Remstad Richard
● OpenMerrill Lynch Wealth Management: Remstad Richard is a finance institution located at 3030 Cross Creek Parkway, Auburn Hills, Michigan, United States. They offer a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed with timely insights on market trends and the global economy to help you make informed decisions. With three different ways to connect with Merrill, you can choose the path that works best for you. Get the latest insights on inflation, interest rates, volatility, and your investments from the Chief Investment Office. Take a quick quiz to receive actionable next steps for your long-term financial goals. Remember that investing involves risk, and it's important to consult legal and tax advisors before making any financial decisions. Merrill offers brokerage, investment advisory, and other services, with important differences between each. Speak with your Merrill financial advisor to learn more about these services. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its agents. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
3030 Cross Creek Pkwy, Auburn Hills, MI 48326, United States -
Cascade Partners
● ClosedCascade Partners is a finance institution located at 1000 Town Center in Southfield, Michigan, United States. With a team of experienced professionals, Cascade Partners offers a wide range of financial services to businesses, including mergers and acquisitions, capital raising, and strategic advisory. Their expertise and personalized approach make them a trusted partner for companies looking to navigate complex financial transactions and achieve their growth objectives.
1000 Town Center Suite 1100, Southfield, MI 48075, United States -
ReadySet Conglomerate Group
● OpenReadySet Conglomerate Group is a leading finance institution located at 19133 West McNichols Road in Detroit, Michigan, United States. With a strong focus on providing innovative financial solutions, our team of experts is dedicated to helping our clients achieve their financial goals. Whether you are looking for investment opportunities, financial planning services, or assistance with mergers and acquisitions, ReadySet Conglomerate Group is here to help. Contact us today to learn more about how we can support your financial needs.
19133 W McNichols Rd, Detroit, MI 48219, United States -
Principal Equity Capital Advisors LLC
● ClosedPrincipal Equity Capital Advisors LLC is a reputable financial institution located at 19122 West McNichols Road in Detroit, Michigan, United States. They specialize in providing expert advice and guidance on equity capital investments, helping clients navigate the complexities of the financial market to maximize their returns. With a team of experienced professionals, Principal Equity Capital Advisors LLC is dedicated to delivering personalized solutions tailored to each client's unique financial goals and objectives. Whether you are a seasoned investor or new to the world of equity capital, you can trust Principal Equity Capital Advisors LLC to provide you with the expertise and support you need to achieve financial success.
19122 W McNichols Rd, Detroit, MI 48219, United States -
Rbc Wealth Management
● OpenRBC Wealth Management is a leading financial institution located on West 3rd Street in Royal Oak, Michigan, United States. With a strong focus on providing personalized and comprehensive financial services, RBC Wealth Management offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our team of experienced professionals is dedicated to helping you navigate the complexities of the financial world. Trust RBC Wealth Management to provide you with the expertise and support you need to secure your financial future.
W 3rd St, Royal Oak, MI 48067, United States -
Buckingham Strategic Wealth
● ClosedBuckingham Strategic Wealth, located at 1055 East South Boulevard in Rochester Hills, Michigan, is a finance institution dedicated to providing peace of mind to clients through comprehensive financial planning services. The team at Buckingham Strategic Wealth focuses on helping clients preserve and grow their assets to meet their personal goals, while staying calm, strategic, and focused on navigating the challenges of financial markets. With a history of providing advisory services since 2000, the team at Buckingham Strategic Wealth offers fiduciary advice on a range of financial planning topics including goal setting, estate planning, tax efficiency, charitable giving, and college planning. By leveraging Buckingham's extensive resources, the team is able to constantly monitor and adjust financial plans to help clients achieve success.
1055 E South Blvd #230, Rochester Hills, MI 48307, United States
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