Financial analysis services in Bloomfield Hills, MI
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Merrill Lynch Financial Advisor Jennifer L. Mains
● ClosedMerrill Lynch Financial Advisor Jennifer L. Mains, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, is dedicated to helping clients prioritize and pursue their financial goals. With over 25 years of experience in the industry, Jennifer Mains, along with her team at The Briggs Group, offers personalized financial planning services for high-net-worth individuals, families, and businesses. Jennifer's approach to wealth management is consultative and objective, focusing on goals-based planning and developing strategies tailored to each client's unique needs. She holds various industry certifications and licenses, including the Chartered Retirement Planning Counselor designation, and is committed to providing excellent service to her clients.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor John Boukamp
● ClosedMerrill Lynch Financial Advisor John Boukamp, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, John Boukamp and his team are dedicated to building strong client relationships based on trust and personalized service. By participating in the community and volunteering with local organizations, they strive to understand your unique needs and priorities. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, they can create a customized financial approach designed to help you pursue what matters most to you. With a focus on ongoing communication and regular reviews, they aim to help you stay on track to achieve your goals, no matter how your life and the markets may change. Partner with John Boukamp to design and implement a personalized plan that reflects your personality and helps you address fluctuations in the market, while providing the advice you need to reach your financial goals.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States -
Lifecycle Financial Planners, Inc.
● ClosedLifecycle Financial Planners, Inc. is a finance institution located at 40950 Woodward Avenue in Bloomfield Hills, Michigan. Whether you are looking for comprehensive financial planning services or just an overview of your current financial situation, our team at Lifecycle Financial Planners, Inc. is here to help. Our services include business planning, wealth management, investment strategies, retirement analysis, estate planning review, insurance, goal setting, asset allocation, tax planning, and more. Consider starting with our Lifecycle Financial Review (LFR) to get a clear picture of your financial goals and how we can help you achieve them. Visit us at our office in Bloomfield Hills or contact us for more information.
40950 Woodward Ave #140, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor Alex R. Wint
● ClosedMerrill Lynch Financial Advisor Alex R. Wint is a finance institution located at 39577 Woodward Avenue, Bloomfield Hills, Michigan, United States. With a focus on helping clients pursue their financial goals, Alex R. Wint offers personalized wealth management strategies to address changing market conditions. The institution prides itself on its advisors who have received recognition for exemplary client service, including being named to Forbes "Best-in-State Wealth Management Teams" in 2023 and 2024. Through the Merrill Personal Wealth Analysis™, clients can work with Alex Wint to create a personalized plan centered on their goals and aspirations. By understanding each client's unique financial situation and priorities, Alex Wint aims to design an approach that reflects their individual needs. With access to investment insights from Merrill and banking solutions from Bank of America, clients can feel confident in their financial future. Whether planning for retirement, saving for a home, or funding a child's education, Alex Wint is dedicated to helping clients achieve their goals through thoughtful and personalized financial strategies.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor Robert H. Cunningham
● ClosedMerrill Lynch Financial Advisor Robert H. Cunningham, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, offers personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, Robert Cunningham and his team can help you pursue your financial goals through wealth management strategies. They prioritize building strong client relationships based on trust and personalized service, focusing on what matters most to you and your family. By conducting a Personal Wealth Analysis and utilizing the Investment Personality Assessment, they aim to understand your goals and priorities in order to create a customized plan designed to help you achieve financial success. Regular check-ins and adjustments to your financial approach ensure that it remains aligned with your evolving life and goals. As a Chartered Retirement Planning Counselor™ and Certified Financial Planner™, Robert Cunningham is registered to do business in multiple states and is committed to providing you with the guidance and expertise needed to navigate the complexities of your financial life. Contact Merrill Lynch Financial Advisor Robert H. Cunningham to start building a personalized investment approach that addresses your needs and helps you pursue your financial goals.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor Kevin M. Walker
● Closedetween brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor. Merrill Lynch Financial Advisor Kevin M. Walker, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, is dedicated to helping clients manage their wealth and pursue their financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Kevin and his team provide personalized wealth management strategies tailored to each client's unique needs and priorities.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor John Boukamp IV
● ClosedMerrill Lynch Financial Advisor John Boukamp IV is a finance institution located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, United States. With a deep understanding of your financial picture, John Boukamp IV can help create a personalized wealth management strategy tailored to your goals. The institution offers access to investment insights from Merrill and banking solutions from Bank of America. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered around your goals and aspirations. With a focus on understanding your priorities and aspirations, John Boukamp IV aims to help you achieve financial success by making informed investment decisions. The institution offers tools to help you keep track of changes in your life and financial goals, ensuring that your financial approach is always up to date. By providing insights, resources, and personalized advice, John Boukamp IV works with you to develop an approach designed to address your specific financial needs. Through ongoing communication and regular reviews, the institution helps you stay on track to achieve what matters most to you. With a focus on your personal goals and aspirations, John Boukamp IV helps you create a financial approach that reflects your unique personality. By working with a dedicated Merrill advisor, you can access personalized investment strategies and comprehensive financial solutions to address your needs and pursue your goals. The institution also offers the latest investment insights, tips, and strategies to help you live your best financial life. John Boukamp IV is registered to do business in multiple states and holds certifications as a Chartered Retirement Planning Counselor™. Investing involves risk, and it is recommended to consult legal and tax advisors before making any financial decisions. The institution offers a broad range of brokerage, investment advisory, and other services to help you achieve your financial goals.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States -
Brett Gardner - Associate Advisor, Ameriprise Financial Services, LLC
● OpenBrett Gardner - Associate Advisor at Ameriprise Financial Services, LLC, located at 39533 Woodward Avenue in Bloomfield Hills, Michigan, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Brett provides investment advice, asset allocation, and portfolio recommendations tailored to each client's needs. Regular meetings and progress tracking ensure that clients stay on track, with easy access to investments and accounts from any device. Brett Gardner is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The initial consultation offers an overview of financial planning concepts, with no written analysis or recommendations provided. Ameriprise Financial cannot guarantee future financial results. Clients can expect a positive and secure experience, with a focus on privacy and online security. Referrals are welcomed, with Brett Gardner reaching out to help friends or family members achieve their financial goals. Schedule a complimentary initial consultation to learn more about how Brett Gardner can assist in reaching your financial objectives.
39533 Woodward Ave Ste 150, Bloomfield Hills, MI 48304, United States -
Nick Holton - Associate Advisor, Ameriprise Financial Services, LLC
● OpenNick Holton is an Associate Advisor at Ameriprise Financial Services, LLC located at 39533 Woodward Avenue in Bloomfield Hills, Michigan, United States. Nick Holton holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Nick Holton's expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and insurance products. Nick Holton is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for retirement planning, investment strategies, or estate planning, Nick Holton can help you navigate the complex world of finance with confidence and knowledge.
39533 Woodward Ave Ste 150, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor Abraham K Post
● ClosedMerrill Lynch Financial Advisor Abraham K Post is a finance institution located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, United States. The mission of the institution is to truly understand each client and their financial priorities. The team at Post & Associates works with families, individuals, and businesses to design and implement personalized wealth management plans that align with their financial goals. With a focus on open communication and outstanding client service, the institution aims to exceed expectations and build long-term relationships with clients. Post & Associates offers access to the banking services of Bank of America and the investment insights of Merrill, providing clients with a wide range of resources and expertise. The institution specializes in managing retirement savings plans, such as 401(k) plans, and offers support to plan sponsors in executing their fiduciary responsibilities.
39577 Woodward Ave Suite 01-300, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor Danielle Mihelich
● ClosedMerrill Lynch Financial Advisor Danielle Mihelich, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, is dedicated to making a powerful difference in the lives of their clients. Their primary goal is to support clients in achieving their personal and family dreams through unparalleled personal service. The institution offers wealth management services that deliver comprehensive financial strategies designed to provide solutions for all areas of clients' financial lives. They work with individuals, families, and businesses to help build and maintain wealth, always putting their clients' interests first and striving for excellence in every aspect of their practice. Merrill Lynch Financial Advisor Danielle Mihelich believes in a personalized approach to financial planning, starting with a conversation to identify and prioritize clients' goals. They offer the Investment Personality Assessment to gain a deeper understanding of clients' investing preferences and customize financial approaches accordingly. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop strategies to address their financial needs.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor John D Rochow
● ClosedMerrill Lynch Financial Advisor John D Rochow, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, is a trusted finance institution specializing in wealth and investment management. With over 14 years of experience, John D Rochow works with high-net worth individuals, family offices, and institutions to provide customized advice in investment management, wealth planning, liquidity event strategies, and more. As a Certified Private Wealth Advisor and Certified Plan Fiduciary Advisor, John D Rochow has been recognized by Forbes for his expertise and dedication to his clients. The institution offers personalized services and guidance for all aspects of your financial life, focusing on building strong client relationships based on trust and personalized service. With a team of talented and experienced individuals, Merrill Lynch Wealth Management is committed to helping clients achieve their financial goals, no matter how they may change over time. By understanding each client's unique priorities and life plan, John D Rochow and his team create personalized financial strategies with measurable goals to help clients stay on track and adjust their approach as needed. Whether you are welcoming a new family member, buying a home, or planning for retirement, Merrill Lynch Financial Advisor John D Rochow is dedicated to helping you navigate life's changes and achieve your financial goals.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor Cary N. Wieting
● Closedvest in securities or other financial products. Prior to investing, you should consider your investment objectives and risk tolerance. Merrill Lynch Financial Advisor Cary N. Wieting, located at 39577 Woodward Avenue, Bloomfield Hills, Michigan, United States, is committed to understanding your unique financial situation and helping you pursue your goals. With a personalized approach and access to the global resources of Merrill, our team of experienced professionals will work with you to create a customized investment strategy tailored to your needs. Whether you are planning for retirement, saving for education, or seeking to grow your wealth, we are here to provide guidance and support every step of the way. Our mission is to help you achieve your financial goals and build a strong foundation for your future. Contact Merrill Lynch Financial Advisor Cary N. Wieting today to schedule a consultation and start planning for a brighter tomorrow.
39577 Woodward Ave, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor Philip M Appel
● ClosedMerrill Lynch Financial Advisor Philip M Appel is a finance institution located at 39577 Woodward Avenue, Bloomfield Hills, Michigan, United States. The Stulberg Group, founded in the 1950s by David Stulberg, manages the finances of wealthy families and institutions across the country. With over 300 years of combined experience, the group focuses on risk management and proactive investment strategies to protect assets and make smart decisions during market fluctuations. The group aims to simplify the financial affairs of clients by managing cash flows, constructing diversified investment portfolios, providing estate planning strategies, and offering financing and banking solutions. The team at Merrill Lynch Financial Advisor Philip M Appel tailors portfolios on a custom basis for each client, emphasizing patience, conviction, and value-based discipline in their investment strategy. The group also specializes in alternative investments, providing clients access to successful alternative managers such as private equity and hedge funds. The team is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They offer services such as Merrill Personal Wealth Analysis™ to help clients build personalized financial plans centered on their goals. The institution has received recognition from financial industry publications for exemplary client service.
39577 Woodward Ave Suite 100, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor Michael P. Tyranski
● ClosedMerrill Lynch Financial Advisor Michael P. Tyranski is a finance institution located at 39577 Woodward Avenue, Bloomfield Hills, Michigan, United States. Providing clients with personalized wealth management strategies, access to banking services, and customized portfolios, our team aims to help clients achieve their financial goals and secure their legacy. Our experienced team, including Senior Wealth Management Client Associates, is dedicated to building strong client relationships based on trust and personalized service. Recognized by Forbes for our exemplary client service, we are committed to helping clients navigate the complexities of their financial lives and stay on track to achieve their goals. With Merrill Personal Wealth Analysis™, we can help build and document a personalized plan centered on your goals. Let us work together to create a financial approach that reflects your personality and priorities, and helps you address fluctuations in the market and changes in your life. With Merrill Lynch Wealth Management Advisors, you can trust that your financial well-being is our top priority.
Bloom-Wood Center, 39577 Woodward Ave Suite 100, Bloomfield Hills, MI 48304, United States -
Lou Nader - Financial Advisor, The Nader Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC
● OpenLou Nader is a Financial Advisor at The Nader Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC located at 39400 Woodward Avenue in Bloomfield Hills, Michigan, United States. Lou Nader holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Lou Nader's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. Lou Nader is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial advice, including veterans and military personnel. Contact Lou Nader at The Nader Advisory Group for expert financial guidance tailored to your unique needs and goals.
39400 Woodward Ave Ste 255, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor Philip S Dunham
● ClosedMerrill Lynch Financial Advisor Philip S Dunham is a finance institution located at 39577 Woodward Avenue, Bloomfield Hills, Michigan, United States. The institution specializes in Wealth Management, offering personalized financial strategies tailored to each client's goals and priorities. The team, known as The Dunham/Bórquez Group, has over 75 years of combined international business experience in various industries. They provide services such as Brokerage and Wealth Management Advice, Retirement Planning, Commercial Lending, and access to Banking Services through Bank of America. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis™ to help clients document and achieve their financial goals. By regularly reviewing and adjusting financial approaches, the team aims to help clients stay on track towards their objectives.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor Jim Pollard
● ClosedMerrill Lynch Financial Advisor Jim Pollard, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, is a finance institution supported by the global resources of Merrill. Their team is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities to create a customized financial approach that evolves with you over time. Through conversations and assessments, they help you prioritize your financial goals and provide insights and resources to help you achieve them. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop a personalized plan to address your financial needs. The institution's mission is to understand you and what matters most to you, helping you design and implement a personalized plan to manage investment risk and pursue your financial goals. They offer the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. By checking in regularly and revisiting your financial approach, they aim to help you stay on track to achieve what's most important to you. Let Merrill Lynch Financial Advisor Jim Pollard help you reach your goals and create a financial approach that reflects your personality and priorities.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Private Wealth Advisor Dana M Locniskar
● OpenMerrill Lynch Private Wealth Advisor Dana M Locniskar, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, offers industry-leading research and expert analysis to help clients stay ahead and keep their priorities front and center. As a multi-generational legacy team, they specialize in helping client families streamline the complexities of significant wealth, providing continuity and connectivity across life stages and priorities. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. Griffin, a member of the Locniskar Pursel Bucher Biddinger Group, began his career at Merrill in 2010 and provides high-net worth clients with sophisticated wealth management strategies. Adi, who joined Merrill in 2014, serves as the team's business manager, contributing to strategy and ensuring execution related to the team's business plan and goal deliverables.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Private Wealth Advisor Theodora T Obilo
● OpenMerrill Lynch Private Wealth Advisor Theodora T Obilo is a finance institution located at 39577 Woodward Avenue, Bloomfield Hills, Michigan, United States. The institution offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth. The team, led by Bob Hamilton, works closely with individuals, families, and institutions to address the challenges of preserving and enhancing wealth through tailored financial strategies. With a focus on asset allocation, diversification, and rebalancing, the private wealth advisors at Merrill Private Wealth Management aim to meet specialized needs with personalized service based on trust. The institution provides access to services and resources typically reserved for large institutions, offering a goals-based wealth management approach to put clients at the center of every strategy.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, 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 Private Wealth Advisor Thomas S Pursel
● OpenLocated at 39577 Woodward Avenue in Bloomfield Hills, Michigan, Merrill Lynch Private Wealth Advisor Thomas S Pursel offers industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. As a multi-generational legacy team, they specialize in streamlining the complexities of wealth management for client families. The team provides continuity and connectivity across life stages and priorities, ensuring each family's long-term legacy is nurtured through customized advice and guidance. The private wealth advisors at Merrill Private Wealth Management are highly trained to meet specialized needs with trust and personalized service. Griffin, a member of the Locniskar Pursel Bucher Biddinger Group, provides high-net worth clients with sophisticated wealth management strategies to help them achieve their goals while managing risk. Adi, the team's business manager, plays a key role in creating and executing strategies related to the team's business plan and goal deliverables.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Private Wealth Advisor Matthew Biddinger
● OpenLocated at 39577 Woodward Avenue in Bloomfield Hills, Michigan, Merrill Lynch Private Wealth Advisor Matthew Biddinger offers industry-leading research and expert analysis to help clients keep their priorities front and center. As part of a multi-generational legacy team, they specialize in streamlining the complexities of significant wealth for client families. The team provides continuity and connectivity across life stages and priorities, nurturing each family's long-term legacy through customized advice and guidance. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with relationships based on trust and personalized service. Matthew Biddinger, who began his career at Merrill in 2010, provides high-net worth clients with sophisticated wealth management strategies designed to help them achieve their goals while managing risk. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and has been recognized by Forbes for his excellence in wealth management.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States
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