Investment banking solutions in Bloomfield Hills, Michigan

Mi BANK is a trusted financial institution located at 3707 West Maple Road in Bloomfield Hills, Michigan, United States. As a bank specializing in finance, we are dedicated to helping nonprofits share their stories and providing tailored solutions to meet the needs of businesses. Our commitment to supporting entrepreneurs in Michigan sets us apart, making us a valuable partner for those looking to achieve their financial goals.

Bank of America Private Client Advisor Robert (Bob) W Kruse is located at 39577 Woodward Avenue in Bloomfield Hills, Michigan. As a Senior Vice President and Private Client Advisor, Bob offers tailored advice and guidance to nonprofit organizations, endowments, and high-net-worth individuals and families. With years of experience at Bank of America, Bob has a deep understanding of wealth preservation and future planning. He is also actively involved in community organizations such as the YMCA and youth sports clubs. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They listen carefully to each client's needs and goals before creating strategies to meet them. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by providing personalized approaches and resources from Bank of America. Their commitment is to prioritize client goals and help them achieve financial objectives, whether it's preserving wealth, building legacies, or planning for growth. Bank of America Private Bank values innovation and strives to help clients navigate evolving markets and financial landscapes. They provide disciplined financial strategies and aim to build bridges across generations. Please note that by visiting their website, you may be directed to FINRA’S BrokerCheck. Additionally, investing involves risk, and it's important to consult legal and tax advisors before making financial decisions. Bank of America Private Bank and its affiliates do not provide legal, tax, or accounting advice, and fiduciary standards may not apply in certain situations.

Bank of America Private Client Advisor John Thibault is a finance institution located at 39577 Woodward Avenue, Bloomfield Hills, Michigan, United States. Tune in at 2:00 PM EST on Monday and Friday for the latest insights on managing significant wealth. With over 200 years of experience, we take the time to listen and learn about you and your family before creating personalized strategies to meet your financial goals. Our commitment is to make your goals our priority, whether it's preserving wealth, building philanthropic legacies, or planning for future growth. Bank of America Private Bank values innovation in a constantly transforming world, helping clients anticipate and respond to evolving markets and financial complexities. We provide disciplined financial strategies and a bridge across generations to ensure your financial success. Please note that by visiting our website, you may be directed to FINRA’S BrokerCheck, and we may use relationship-based ads and online behavioral advertising to provide you with information about products and services.

Sal Nissan is a trusted finance institution located at 6755 Telegraph Road in Bloomfield Hills, Michigan. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking to invest, save for the future, or secure a loan, we are here to help you every step of the way. With a focus on customer satisfaction and financial success, Sal Nissan is the go-to institution for all your finance needs in the United States.

JMB Financial Services Group is a reputable finance institution located at 42714 Woodward Avenue in Bloomfield Hills, Michigan, United States. With a focus on providing top-notch financial services, JMB offers a variety of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced team at JMB is dedicated to helping clients achieve their financial goals. Trust JMB Financial Services Group to provide expert guidance and personalized support for all your financial needs.

Thomas Financial Company is a leading finance institution located at 33 Bloomfield Hills Parkway in Bloomfield Hills, Michigan, United States. With a strong reputation for providing expert financial services, Thomas Financial Company offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our team of experienced professionals is dedicated to providing personalized guidance and support. Trust Thomas Financial Company to help you navigate the complexities of the financial world and secure your financial future.

Merrill 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.

The Rashty Group - Morgan Stanley is a prestigious finance institution located at 40701 Woodward Avenue in Bloomfield Hills, Michigan, United States. With a strong reputation for excellence in financial services, the institution offers a wide range of services including investment banking, wealth management, and asset management. Clients can expect personalized attention and expert advice from the experienced team of professionals at The Rashty Group - Morgan Stanley. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, this institution is dedicated to helping you achieve your financial goals.

Merrill 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.

The Bell and Stillwater Group - Morgan Stanley is a leading financial institution located at 40701 Woodward Avenue in Bloomfield Hills, Michigan, United States. Specializing in wealth management, investment banking, and asset management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and innovative solutions, we strive to provide the highest level of expertise and guidance to our clients. Contact us today to learn more about how we can help you secure your financial future.

The Jacobs Group - Morgan Stanley is a prestigious finance institution located at 40701 Woodward Avenue in Bloomfield Hills, Michigan, United States. With a strong reputation for excellence in financial services, The Jacobs Group - Morgan Stanley offers a wide range of investment and wealth management solutions for individuals, businesses, and institutions. Their team of experienced professionals provides personalized advice and guidance to help clients achieve their financial goals. Whether you're looking to grow your portfolio, plan for retirement, or secure your financial future, The Jacobs Group - Morgan Stanley is dedicated to helping you succeed.

Lawrence S Stillwater - Morgan Stanley is a finance institution located at 40701 Woodward Avenue in Bloomfield Hills, Michigan, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized advice and tailored strategies to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Lawrence S Stillwater - Morgan Stanley is committed to helping you navigate the complex world of finance with confidence and peace of mind.

Mackinac Partners LLC is a reputable finance institution located at 180 High Oak Road in Bloomfield Hills, Michigan, United States. With a strong track record of providing expert financial services, Mackinac Partners LLC offers a range of financial solutions to meet the needs of its clients. Their team of experienced professionals are dedicated to helping individuals and businesses navigate the complexities of the financial world, providing tailored strategies and guidance to achieve financial success. Whether you are looking for assistance with restructuring, mergers and acquisitions, or other financial matters, Mackinac Partners LLC is committed to delivering top-notch service and expertise.

Merrill Lynch Financial Advisor Edwin T Berg is a finance institution located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, United States. The team at this institution is dedicated to understanding your values and helping you achieve your financial goals. They offer personalized wealth management strategies tailored to your individual needs and aspirations. With access to the investment insights of Merrill and the banking solutions of Bank of America, they can help you navigate today's changing market conditions and plan for your legacy. Whether you are planning for retirement, saving for a home, or funding a child's education, they are committed to helping you make informed decisions and reach your financial goals. From personalized planning to investment strategies, Merrill Lynch Financial Advisor Edwin T Berg is here to help you achieve financial success.

Edward Jones is a renowned financial institution located at 1145 West Long Lake Road in Bloomfield Hills, Michigan, United States. Specializing in personalized investment services, Edward Jones offers a wide range of financial solutions to help individuals achieve their long-term financial goals. With a commitment to building strong client relationships and providing expert financial advice, Edward Jones is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

The Nauer Group - Morgan Stanley is a leading financial institution located at 40701 Woodward Avenue in Bloomfield Hills, Michigan, United States. Specializing in finance, they offer a wide range of services including investment banking, wealth management, and asset management. With a team of experienced professionals, The Nauer Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Nauer Group - Morgan Stanley is committed to providing top-notch financial advice and solutions tailored to your individual needs.

Merrill 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.

Merrill 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.

Merrill Lynch Financial Advisor Pete Gargasoulas is a finance institution located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, United States. Supported by the global resources of Merrill Lynch, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to changes over time. By starting with a conversation, they help you identify and prioritize your most important goals, whether it's transferring wealth, pursuing your passions, or planning for the future. Drawing upon research in behavioral finance, Merrill offers an Investment Personality Assessment to better understand your preferences and customize your financial approach. The institution's mission is to help you achieve your financial goals by getting to know you personally and designing a personalized plan to manage, grow, and preserve your wealth. With access to Merrill's investment insights and banking solutions from Bank of America, they work with you to develop an approach tailored to your needs. By regularly reviewing your goals and financial approach, they help you stay on track and adjust as needed. Let Merrill Lynch Financial Advisor Pete Gargasoulas help you reach your financial goals and live your best financial life.

etween 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.

LSIA, located at 39533 Woodward Avenue in Bloomfield Hills, Michigan, is a leading finance institution in the United States. With a strong reputation for excellence and expertise in the financial industry, LSIA offers a wide range of services to its clients, including investment management, financial planning, and wealth management. The institution prides itself on its commitment to providing personalized solutions tailored to meet the unique needs and goals of each individual client. With a team of experienced professionals and a dedication to customer service, LSIA is a trusted partner for individuals and businesses seeking to achieve their financial objectives.

Merrill Lynch Financial Advisor Anthony Latos is a finance institution located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, United States. The institution focuses on personalized wealth planning, helping clients identify and prioritize their financial goals. With a team of experienced Financial Advisors and a Client Associate, they offer comprehensive wealth management services, including investment management, retirement planning, and tax-efficient portfolio management. The team holds professional designations such as Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER (CFP), ensuring that clients receive expert advice tailored to their individual needs. By leveraging the resources of Merrill and Bank of America, they develop customized financial approaches to help clients achieve their long-term goals. Through ongoing communication and regular reviews, the team helps clients navigate life changes and market fluctuations to stay on track towards financial success. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Anthony Latos is dedicated to helping clients reach their financial aspirations.

Merrill Lynch Financial Advisor Mark O'Donnell is a finance institution located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. They offer a range of financial services, focusing on understanding each client's unique financial situation, goals, and priorities. Their approach involves developing personalized plans to help clients manage, grow, and preserve their wealth, while also considering long-term impacts. The team at Merrill Lynch Wealth Management believes in staying connected with clients to track changes in their lives and financial goals, and adjusting their approach accordingly. They offer investment insights, personalized financial strategies, and comprehensive financial solutions to help clients achieve their goals. The institution also provides access to banking solutions from Bank of America. By working with a dedicated Merrill advisor, clients can benefit from personalized investment strategies and comprehensive financial solutions tailored to their needs. The institution emphasizes a client-centered approach, focusing on what matters most to each individual and their family. With a commitment to helping clients reach their financial goals, Merrill Lynch Financial Advisor Mark O'Donnell aims to provide personalized financial guidance and support to clients at every stage of their financial journey.

Merrill Lynch Financial Advisor M. David Geraghty is a finance institution located at 39577 Woodward Avenue, Bloomfield Hills, Michigan, United States. David has been a Financial Advisor at Merrill since 2008, bringing with him fifteen years of experience from Share Capital Wealth Management and Center One Mortgage Corporation. He holds a Bachelor of Arts in Economics with a minor in Business from Western Michigan University and obtained the Chartered Retirement Planning Counselor designation in 2010. David is deeply involved in the Bloomfield Hills community, coaching youth sports and serving on committees for local non-profit organizations. At Merrill Lynch Wealth Management, David focuses on building personalized financial plans centered around your goals and priorities. He believes in starting every relationship with a conversation to truly understand what matters most to you and your family. By utilizing the Investment Personality Assessment, David can tailor a financial approach to help you pursue your goals and provide guidance on important financial decisions.

Merrill Lynch Financial Advisor Adam J Bornstein is located at 39577 Woodward Avenue, Bloomfield Hills, Michigan, United States. With over 30 years of experience in the financial services industry, Adam provides quality service to affluent individuals, focusing on retirement planning and utilizing Merrill's resources to navigate the financial landscape. He holds a bachelor's degree from the University of Wisconsin and a Master's degree from Northwestern University, as well as the Certified Investment Management Analyst® (CIMA®) professional designation. Adam and his team at Merrill Lynch Wealth Management work to build strong client relationships based on trust and personalized service, creating tailored wealth management plans centered on individual goals and priorities. By understanding each client's unique financial situation and aspirations, Adam helps them pursue their objectives through personalized investment strategies. With access to the global resources of Merrill and banking solutions from Bank of America, Adam aims to help clients manage, grow, and preserve their wealth while staying informed and prepared for the future. Through ongoing conversations and periodic reviews, Adam and his team ensure that clients' financial approaches are aligned with their evolving life goals and market conditions, helping them stay on track to achieve what matters most to them.

Merrill Lynch Financial Advisor Jason May, located at 39577 Woodward Avenue, Bloomfield Hills, Michigan, United States, offers personalized wealth management strategies tailored to your unique financial picture. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jason May can help you pursue your financial goals through a flexible and personalized approach. By participating in the community and volunteering with local organizations, Jason May upholds the Merrill tradition of serving the community. The Merrill Personal Wealth Analysis™ can help you build a personalized plan centered on your goals and aspirations. With a focus on what matters most to you - family, goals, and priorities - Jason May will work with you to understand your financial situation today and where you want to be tomorrow. By developing a personalized financial strategy and providing transparency on potential risks and opportunities, Jason May aims to help you achieve your financial goals while managing investment risk. Life is constantly changing, and your financial needs are evolving. Through a one-on-one relationship, Jason May can help you navigate these changes and make informed decisions to reach your financial goals. Get to know Jason May and start planning for your financial future today.

Merrill Lynch Financial Advisor Nicole R. Christians is a trusted finance institution located at 39577 Woodward Avenue, Bloomfield Hills, Michigan, United States. Nicole R. Christians has been recognized by various financial industry publications for her exceptional client service. With access to the global resources of Merrill Lynch, Nicole and her team are dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your financial goals and priorities, creating flexible strategies tailored to your needs. Whether you are planning for retirement, buying a home, or funding your child's education, Nicole will work with you to develop a personalized plan to help you achieve your goals. With a deep understanding of your full financial picture, Nicole can provide investment insights and banking solutions to help you manage, grow, and preserve your wealth. Through ongoing conversations and regular check-ins, Nicole will help you stay on track to reach your financial goals. Let Merrill Lynch Financial Advisor Nicole R. Christians help you navigate the complexities of your financial life and build a customized investment approach to address your needs and pursue your goals.

Bosart Wealth Management Group is a leading finance institution located at 38505 Woodward Avenue in Bloomfield Hills, Michigan, United States. With a team of experienced financial advisors, Bosart Wealth Management Group provides personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, the institution offers comprehensive financial solutions tailored to each client's unique needs. Trust Bosart Wealth Management Group to guide you towards a secure financial future.

Merrill 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.

Merrill Lynch Financial Advisor Nino J. Aluia is a finance institution located at 39577 Woodward Avenue, Bloomfield Hills, Michigan, United States. They specialize in managing wealth through personalized strategies tailored to individual goals and market conditions. With access to investment insights from Merrill and banking solutions from Bank of America, they offer a comprehensive approach to wealth management. The team is dedicated to building strong client relationships based on trust and personalized service. They believe in understanding clients' priorities and aspirations to create a financial plan that helps them pursue their goals. By staying informed about changes in clients' lives and the financial markets, they aim to keep clients on track to achieve what matters most to them. With a focus on personalized solutions and a commitment to understanding clients' needs, Merrill Lynch Financial Advisor Nino J. Aluia is dedicated to helping clients achieve their financial goals.