The 30 Best Financial consulting in Bloomfield Hills, Michigan

Mark Robert Rush, a financial advisor at Ameriprise Financial Services, LLC, located at 39400 Woodward Avenue in Bloomfield Hills, Michigan, offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. With a focus on retirement planning, education savings, and major purchases, Mark helps clients track their progress and adjust their approach as life changes. Clients can access their investments and accounts anytime, anywhere, and schedule a complimentary initial consultation to learn more about how Mark can help them achieve their financial goals. Ameriprise Financial Services, LLC is a registered investment adviser and member of FINRA and SIPC, providing a range of investment products and services to clients in the United States. Mark Robert Rush is properly registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Contact Mark today to discuss your financial priorities and take the next step towards a more confident financial future.

Merrill 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.

Merrill Lynch Financial Advisor Christopher George Malley is a prominent finance institution located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, United States. With a focus on providing expert financial advice and guidance, Christopher George Malley and his team offer a wide range of services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Christopher George Malley is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to help you navigate the complexities of the financial world with confidence.

Merrill 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.

Paul Zajciw - Financial Advisor at Ameriprise Financial Services, LLC, located at 39400 Woodward Avenue in Bloomfield Hills, Michigan, offers personalized financial planning services to help clients achieve their goals, whether it's saving for retirement, education, or a major purchase. Paul provides investment recommendations tailored to individual risk tolerance and goals, with regular reviews and updates as life changes. Clients can access their accounts and track progress online securely. Schedule a complimentary initial consultation to learn more about how Paul can help you reach your financial goals. Paul Zajciw is registered in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, with a commitment to privacy and security for clients.

Located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, Merrill Lynch Financial Advisor Steven R. Briggs offers personalized wealth management services to help clients pursue their financial goals. The Briggs Mains Barber Wint Group believes in building strong relationships through teamwork and involvement. By utilizing the global investment capabilities of Merrill and the banking convenience of Bank of America, the institution aims to be your primary source for financial advice and guidance. The team at Merrill Lynch works closely with clients to understand their unique financial needs and goals, designing customized wealth management approaches to help manage investment risk and turn aspirations into reality. With a focus on client service and personalized attention, the institution provides a range of core services to help clients achieve their financial objectives. Recognized for their exemplary client service, the advisors at Merrill Lynch have received accolades from Forbes and Bank of America Corporation. Whether you are planning for retirement, saving for a major purchase, or funding a child's education, Merrill Lynch Financial Advisor Steven R. Briggs is dedicated to helping you navigate your financial journey with confidence and peace of mind.

Mitchell R. McCann - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 39533 Woodward Avenue in Bloomfield Hills, Michigan, is a trusted finance institution specializing in retirement and wealth management strategies. McCann Retirement Strategies has been recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, showcasing their commitment to helping clients achieve their long-term financial goals. With a focus on individualized investment, asset allocation, and portfolio recommendations, Mitchell R. McCann works closely with clients to track progress, adjust strategies as needed, and provide secure access to financial information. By offering complimentary initial consultations, Mitchell R. McCann aims to provide clients with a confident financial future. Securities offered through Ameriprise Financial Services, LLC, ensure that clients receive expert advice and personalized service. With a dedication to client satisfaction and financial success, Mitchell R. McCann is ready to help you achieve your financial goals.

Merrill Lynch Financial Advisor Daniel E. Totonchi, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, offers comprehensive financial services tailored to successful executives, business leaders, and professionals with substantial wealth. With access to Bank of America's full-scale personal and business banking services, clients can benefit from a customized wealth management strategy designed to align with their lifestyle and legacy goals. The team, including experienced Wealth Management Client Associates, follows a disciplined five-step process to profile clients, establish goals, set strategy, implement strategies, and review progress. Their conservative approach to managing wealth focuses on managing risk and growing assets prudently. Recognized by Forbes for exemplary client service, Merrill Lynch Wealth Management Advisors are committed to building strong client relationships based on trust and personalized service. By understanding each client's unique needs and goals, the team at Merrill Lynch aims to create a financial approach that reflects their personality and priorities, helping them achieve their financial objectives.

Katie Jay is a Registered Practice Associate at Ameriprise Financial Services, LLC, located at 39533 Woodward Avenue, Bloomfield Hills, Michigan, United States. As a finance institution, Katie Jay offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. By documenting goals, conducting regular reviews, and adapting strategies as life changes, Katie Jay helps clients track their progress towards financial objectives. Clients can access their investments and accounts securely from any device. Katie Jay conducts securities business with residents of states where she is properly registered, as listed on FINRA's BrokerCheck website. The initial consultation provides an overview of financial planning concepts, and referrals are welcomed to help friends and family members achieve their financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, with a commitment to privacy, security, and online protection for clients.

Patrick D O'Leary - Financial Advisor, Ameriprise Financial Services, LLC, located at 39400 Woodward Avenue, Bloomfield Hills, Michigan, United States, is a finance institution that specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. The institution offers complimentary initial consultations to discuss retirement, education, major purchases, and other financial goals. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Patrick D O'Leary is registered in select states and adheres to FINRA regulations. The institution does not guarantee future financial results. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for clients. Referrals are welcome, and friends and family members can expect to hear from Patrick D O'Leary soon for personalized financial guidance.

Stephen Matthew McKenzie is the Regional Director at Ameriprise Financial Services, LLC located at 39400 Woodward Avenue, Bloomfield Hills, Michigan, United States. As a finance institution, Stephen McKenzie offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device and receive regular reviews and updates as life changes. Stephen McKenzie is registered to conduct securities business in specific states and provides complimentary initial consultations to discuss financial planning concepts. Ameriprise Financial cannot guarantee future financial results, but aims to help clients achieve their goals through tailored financial strategies. For more information, visit the FINRA's BrokerCheck website or contact Stephen Matthew McKenzie for a consultation.

Lauren Keilman is a Registered Practice Associate at Ameriprise Financial Services, LLC, located at 39533 Woodward Avenue, Bloomfield Hills, Michigan, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate her expertise in asset management, retirement planning, estate planning, investment management, and financial planning. Lauren Keilman is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients.

Powers Financial Resources LLC is a finance institution located at 33 Bloomfield Hills Parkway in Bloomfield Hills, Michigan, United States. Our team of experienced financial professionals is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, our experts are here to help. Contact Powers Financial Resources LLC today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Sal Afnan, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, is a reputable finance institution dedicated to providing exemplary client service. The team of talented and experienced individuals at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. Recognized by Forbes for their outstanding wealth management teams and advisors, Merrill Lynch offers access to the global resources of Merrill to help clients achieve their financial goals. With a focus on understanding each client's unique investment style and goals, the team at Merrill Lynch works to create comprehensive strategies designed to maximize financial resources. Whether planning for future expenses, education, business transactions, or wealth preservation, Merrill Lynch offers personalized financial solutions tailored to each client's needs. With a commitment to putting the interests of their customers first, Merrill Lynch continues to provide top-notch service and commitment to help clients navigate the complexities of their financial lives. By offering personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors strive to help clients achieve their goals and stay on track, no matter how life and the markets may change. With a dedicated one-on-one relationship with a Merrill Lynch advisor, clients can expect personalized guidance and support to help them navigate the many paths their life may take.

Keith A Uhler, a financial advisor at Ameriprise Financial Services, LLC, located at 39400 Woodward Avenue in Bloomfield Hills, Michigan, offers personalized investment and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Keith works closely with clients to track progress, update strategies as life changes, and help achieve financial objectives. Clients can access their accounts and investments securely from any device and receive regular updates on their financial progress. By scheduling a complimentary initial consultation, clients can learn more about how Keith can help them reach their financial goals. As a registered advisor with FINRA, Keith can conduct securities business in select states. Ameriprise Financial Services, LLC, is committed to providing a positive financial outlook for clients and ensuring their privacy and security.

Merrill Lynch Financial Advisor Nicholas J Kozak, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, is a finance institution dedicated to providing exemplary client service. The team of talented and experienced individuals at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. Recognized by prestigious publications such as Forbes and Barron's, Merrill Lynch prides itself on setting the standard for wealth management. The advisors at Merrill Lynch focus on understanding your goals, priorities, and aspirations to develop a comprehensive financial strategy tailored to your individual needs. By starting with a conversation to identify and prioritize your goals, the team at Merrill Lynch works with you to create a plan that helps manage, grow, and preserve your wealth for the future.

Merrill Lynch Financial Advisor Daniel L. Girdler is a finance institution located at 39577 Woodward Avenue, Bloomfield Hills, Michigan, United States. They serve successful executives, business leaders, and professionals who have substantial wealth and are looking for sophisticated wealth management strategies. The institution offers access to personal and business banking services, as well as customized portfolio creation with the support of BofA Global Research. They follow a disciplined five-step wealth management process to help clients clarify their objectives and execute strategies effectively. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They have received recognition from financial industry publications for their exemplary client service. The institution aims to simplify complex financial situations and help clients achieve their goals through a personalized financial approach. With a focus on client priorities and market fluctuations, Merrill Lynch Wealth Management Advisors strive to help clients achieve their financial goals.

Joseph Moynihan - RBC Wealth Management Financial Advisor is a prestigious financial institution located at 38505 Woodward Avenue in Bloomfield Hills, Michigan, United States. As a trusted advisor, Joseph Moynihan provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Joseph Moynihan offers expert financial advice and strategies tailored to each client's unique needs. Whether you are planning for retirement, investing for the future, or managing your wealth, Joseph Moynihan - RBC Wealth Management Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Lisa McInerney is a leading finance institution located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, United States. With a strong focus on providing personalized financial guidance and investment strategies, Lisa McInerney and her team are dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Merrill Lynch Financial Advisor Lisa McInerney offers expert advice and tailored solutions to meet your unique needs. Contact them today to start building a secure financial future.

Lou 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.

Merrill Lynch Financial Advisor Jeffrey R Gembis, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, is a reputable finance institution dedicated to providing exemplary client service. Recognized by Forbes for their outstanding wealth management teams and advisors, Merrill Lynch is supported by the global resources of Merrill, with a team of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution believes in involving clients in planning for their financial future, starting by determining their investment style and identifying individual goals that are personally meaningful. With a comprehensive strategy designed to help clients make the most of their financial resources, Merrill Lynch focuses on helping clients pursue their goals and address financial needs. The institution's commitment to customer service, personalized investment strategies, and comprehensive financial solutions from Bank of America sets them apart as a trusted advisor in wealth management.

Merrill 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.

Philip T Barker is a Financial Advisor at Ameriprise Financial Services, LLC located at 39400 Woodward Avenue in Bloomfield Hills, Michigan, United States. Philip holds several certifications including 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®, CERTIFIED FINANCIAL PLANNER™, 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®. Philip is dedicated to providing expert financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, investment strategies, estate planning, and risk management, Philip is committed to helping clients achieve their financial goals. Whether you are looking to plan for your future, navigate a divorce, or prepare for retirement, Philip T Barker is here to provide you with the comprehensive financial guidance you need.

Merrill 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.

Merrill Lynch Financial Advisor Patrick L Moran, located at 39577 Woodward Avenue, Bloomfield Hills, Michigan, United States, is a prestigious finance institution with a team of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution's advisors have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The team at Merrill Lynch Wealth Management understands that no two investors are alike, which is why they work closely with clients to create personalized financial strategies tailored to their individual goals and priorities. By examining key components of a client's life plan and tracking progress towards their goals, the team helps clients make informed investment decisions and trade-offs that align with their personal aspirations.

John J Morad - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 39400 Woodward Avenue, Bloomfield Hills, Michigan, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings and progress reviews ensure that your financial strategy is always up to date. Access your investments and accounts securely from any device. Learn more about how they can help you by scheduling a consultation. They can only conduct securities business with residents of certain states, as listed on FINRA's BrokerCheck website. Contact them to discuss your financial goals and receive an overview of financial planning concepts. Ameriprise Financial cannot guarantee future financial results. They are committed to helping your friends and family achieve their financial goals as well. Feel free to refer them for assistance.

Merrill Lynch Financial Advisor Jason R Stachura, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, is dedicated to helping clients achieve their financial goals through personalized and comprehensive wealth management services. By starting with a conversation to understand your priorities and aspirations, the team at Merrill Lynch works to create a customized financial approach that aligns with your unique needs and preferences. With access to the investment insights of Merrill and banking solutions from Bank of America, they aim to help you manage, grow, and preserve your wealth for the future. The team, comprised of experienced professionals, is committed to building strong client relationships based on trust and personalized service. They provide ongoing support and guidance to help you stay on track towards achieving what matters most to you. Whether you are planning for retirement, saving for a major life event, or passing wealth to future generations, Merrill Lynch Financial Advisor Jason R Stachura is here to assist you every step of the way.

Merrill Lynch Financial Advisor Michael S Cook is a finance institution located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, United States. The institution is dedicated to helping clients define and achieve their financial goals with confidence through sound professional advice and impeccable service. The team at the Cook Group works with clients on an individual basis to develop investment strategies tailored to their specific goals and dreams, actively reviewing and measuring progress along the way. The institution is committed to building long-term relationships with clients, serving as strategists to help shape their wealth accumulation approach. They offer a consultative, objective, and personalized wealth management service that covers a wide range of opportunities, including investments, retirement, estate planning, and philanthropy. The team at Merrill Lynch Financial Advisor Michael S Cook believes in the power of personalized financial planning and regularly reviews and adjusts clients' financial approaches to reflect changes in their lives and goals. They offer access to the investment insights of Merrill and banking solutions from Bank of America to help clients navigate the financial landscape. The team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Melissa P Spickler, located at 39577 Woodward Avenue, Suite 100 in Bloomfield Hills, Michigan, is a finance institution dedicated to providing knowledgeable advice and guidance to clients. The Spickler Wealth Management Group is a cohesive team that brings passion and camaraderie to their work, helping clients navigate the uncertainties of their financial lives and pursue their desired outcomes. With over three decades of experience, they offer empathetic and caring service to a diverse clientele, including entrepreneurs, women in transition, corporate executives, business owners, corporations, and members of the LGBT community. The team focuses on creating deep connections with clients to provide personalized service and attention. They emphasize consistent performance over high returns and follow a disciplined approach to monitor market trends without getting caught up in them. The team offers retirement benefits strategies and helps companies design effective employee benefit plans. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. By understanding each client's unique goals and aspirations, they work together to create a financial approach that reflects their personality and priorities. The team is dedicated to helping clients achieve their goals, regardless of changes in the financial markets or in their personal lives. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Melissa P Spickler is dedicated to helping clients live their best financial life.

Merrill Lynch Financial Advisor Joe Harban, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, offers personalized wealth management strategies tailored to your goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Joe Harban can help you pursue your financial aspirations while managing investment risk. By understanding your unique needs and financial situation, Joe Harban will work with you to develop a customized approach that reflects your personality and helps you achieve your goals. As a dedicated Merrill Lynch Wealth Management Advisor, Joe Harban is committed to putting you first, providing comprehensive financial solutions to address your needs and guide you along the many paths your life may take. With a focus on staying on track regardless of market fluctuations, Joe Harban is here to help you live your best financial life. Please note that investing involves risk, and it is recommended to consult with legal and tax advisors before making any financial decisions.