TOP 30 Retirement planning professionals in Wyandotte, Michigan

3 results found

Merrill Lynch Financial Advisor Neil J Sawicki, located at 2912 Biddle Avenue in Wyandotte, Michigan, offers insights, observations, and ideas to help clients pursue their financial goals. Neil is a Wealth Management Advisor and a CERTIFIED FINANCIAL PLANNER professional with the Wyandotte Group, working with families and small business owners to develop financial strategies. With a background as a U.S. Army Veteran and former attorney, Neil brings a unique perspective to the group. Recognized on the 2024 Forbes “Best-in-State Wealth Management Teams” list, Neil and his team at Merrill provide personalized financial plans centered on client goals. 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 goals and priorities, Neil helps develop financial strategies that reflect their investment personality and life priorities. Through ongoing communication and adjustments to the plan as needed, Neil aims to help clients pursue their financial goals and navigate life's changes. With access to the investment insights of Merrill and banking solutions from Bank of America, Neil works with clients to develop customized approaches to address their financial needs. The focus is on turning goals into reality and helping clients manage, grow, and preserve their wealth for the future. By regularly reviewing progress and discussing any necessary adjustments, Neil and his team strive to help clients stay on track to achieve what's most important to them.

Vonda Grant - Raymond James is a reputable finance institution located at 3003 Biddle Avenue in Wyandotte, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, Vonda Grant - Raymond James provides personalized solutions to meet the unique needs of each client. Whether you are looking to grow your wealth or secure your financial future, you can trust Vonda Grant - Raymond James to provide expert guidance and support every step of the way.

Oppenheimer & Co. Inc. is a finance institution located at 3106 Biddle Avenue in Wyandotte, Michigan, United States. The Wyandotte branch has a strong history of commitment to the Downriver community, offering a wide range of financial products and services to individuals, families, and business owners. With a team of experienced Financial Professionals, Oppenheimer specializes in retirement and income planning, investment planning, asset protection, and more. The institution is known for its collaborative culture with Oppenheimer’s Investment Banking and Asset Management divisions, providing clients with a unique blend of local presence and national expertise. With a history dating back to 1881, Oppenheimer is dedicated to maintaining a strong, conservatively managed balance sheet and robust internal controls to protect clients' assets. Please note that Oppenheimer & Co. Inc.'s website and privacy policies may not apply to third-party sites or apps.