Strategic financial planning in Farmington, Michigan

Consolidated Financial Corporation is a leading finance institution located at 29905 Middlebelt Road in Farmington Hills, Michigan, United States. With a strong reputation for providing top-notch financial services, Consolidated Financial Corporation offers a wide range of financial solutions to individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or help with financial planning, the experienced team at Consolidated Financial Corporation is dedicated to helping you achieve your financial goals. Trust in Consolidated Financial Corporation for all your financial needs.

H.W. Kaufman Financial Group, located at 30833 Northwestern Highway in Farmington Hills, Michigan, is a renowned insurance agency with a history of over 50 years. Founded on the principles of partnership, integrity, and excellence, H.W. Kaufman Group operates a global network of over 60 offices worldwide. Privately owned and free from the influence of Wall Street, the institution offers innovative solutions across various services such as brokerage, underwriting, premium financing, real estate, claims, loss control, and risk management. Led by Chairman, President, and CEO Alan Jay Kaufman, the flagship subsidiary Burns & Wilcox specializes in difficult-to-place risks and maintains relationships with top insurance carriers. With a team of dedicated professionals, including Executive Vice Presidents Danny Kaufman and Jodie Kaufman Davis, H.W. Kaufman Group continues to shape the future of the insurance industry. Other key members such as Harvey Goldenberg, Blaise D’Antoni, Chris Zoidis, and Denis Brady play crucial roles in the company's growth and success. With a focus on strategic partnerships and client relationships, the institution aims to provide top-notch services and solutions in the insurance sector.

Transworld Business Advisors of Ann Arbor-Farmington Hills is a leading financial institution located at 455 East Eisenhower Parkway in Ann Arbor, Michigan. Our team of expert advisors specialize in helping businesses buy, sell, and grow their enterprises. With a strong focus on personalized service and attention to detail, we are dedicated to helping our clients achieve their financial goals. Whether you are looking to sell your business, acquire a new venture, or need assistance with strategic planning, our experienced team is here to guide you every step of the way. Contact us today to learn more about how Transworld Business Advisors can help you succeed in the competitive world of finance.

Graystone Consulting in Farmington Hills, MI is a branch of Morgan Stanley, a renowned global financial services firm. Located at 35055 West 12 Mile Road, Farmington Hills, Michigan, this institution offers comprehensive financial advisory services to individuals, families, and businesses in the area. With a team of experienced financial advisors and access to the resources of Morgan Stanley, Graystone Consulting is dedicated to helping clients achieve their financial goals and secure their financial future.

Morgan Stanley Financial Advisors is a renowned finance institution located at 35055 West 12 Mile Road in Farmington Hills, Michigan, United States. Our team of expert financial advisors is dedicated to providing top-notch financial services and guidance to help our clients achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is a trusted partner for all your financial needs. Contact us today to learn more about how we can help you secure your financial future.

GreenPath Financial Wellness - Partnerships is a leading finance institution located at 36500 Corporate Drive in Farmington Hills, Michigan, United States. Our mission is to provide individuals and organizations with the tools and resources they need to achieve financial stability and success. Through strategic partnerships with businesses, non-profits, and government agencies, we offer a wide range of financial wellness programs and services tailored to meet the unique needs of our clients. Whether you are looking to improve your credit, reduce debt, or save for the future, our team of experts is here to help you every step of the way. Visit us today to learn more about how we can help you achieve your financial goals.

Merrill Lynch Financial Advisor Robert G Hendrian is a prominent finance institution located at 39001 West 12 Mile Road in Farmington Hills, Michigan, United States. As a trusted financial advisor, Robert G Hendrian offers expert guidance and personalized financial solutions to help clients achieve their financial goals. With a strong reputation for professionalism and integrity, clients can rely on Merrill Lynch Financial Advisor Robert G Hendrian for sound financial advice and strategic investment planning.

Mark McFee is a financial advisor at Ameriprise Financial Services, LLC located at 35405 Grand River Avenue in Farmington, Michigan. As a finance institution, Mark McFee offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies as needed, and track overall success. Clients have secure access to their investments and accounts at any time from any device. Mark McFee is registered in states where securities business is conducted, as listed on FINRA's BrokerCheck website. Initial consultations provide an overview of financial planning concepts, and referrals are welcomed to help friends and family 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. Contact Mark McFee to schedule a complimentary consultation and learn more about reaching your financial objectives.

Paul Tepatti, a financial advisor at Ameriprise Financial Services, LLC located at 35405 Grand River Avenue in Farmington, Michigan, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Paul provides personalized investment recommendations and portfolio strategies. Regular reviews and updates ensure that clients stay on track, with access to their accounts and progress anytime, anywhere. By scheduling a complimentary initial consultation, clients can begin the process of financial planning and goal setting. With a commitment to transparency and client satisfaction, Paul Tepatti is registered in states where securities business can be conducted. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, offering a range of financial services and resources to support clients in reaching their financial aspirations.

Daniel Pozdol - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 31555 West 14 Mile Road in Farmington Hills, Michigan, offers a wide range of financial services to meet the needs of individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Daniel Pozdol is equipped to provide expert advice on asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. Whether you are looking to plan for your future, manage your investments, or navigate complex financial situations, Daniel Pozdol is dedicated to helping you achieve your financial goals. Contact him today to learn more about how he can help you secure your financial future.

Jeffrey Hess - Financial Advisor at Ameriprise Financial Services, LLC, located at 32255 Northwestern Highway, Farmington Hills, Michigan, United States, specializes in providing personalized financial strategies for individuals and families of all generations. Partnering with employers to offer financial education benefits, they empower their workforce to make informed decisions for a more confident financial future. The institution's approach involves engaging in meaningful conversations about distinct financial priorities, whether it's planning for education, retirement, or personal investments. Backed by the Ameriprise Investment Research Group, clients can receive guidance on market conditions and investment impacts. Investment products are not insured by the FDIC or any federal agency, and investment risks may include possible loss of principal. Securities are offered by Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Jeffrey Hess is properly registered to conduct securities business in certain states. A complimentary initial consultation provides an overview of financial planning concepts, and referrals are welcomed to help friends and family achieve their financial goals.

At Merrill Lynch Financial Advisor Aaron R Garcia, located at 39001 West 12 Mile Road in Farmington Hills, Michigan, our team is dedicated to building strong client relationships based on trust and personalized service. We focus on your family, goals, and priorities, adapting as they change over time. Our experienced advisors will work with you to identify and prioritize your financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. We believe in understanding your unique investment personality and preferences to customize a financial approach that aligns with your goals. Our Investment Personality Assessment helps us gain a deeper understanding of how you think and feel about investing, allowing us to tailor our strategies to what matters most to you.

The Loupee/Graziani Group - UBS Financial Services Inc. is a reputable finance institution located at 32300 Northwestern Highway in Farmington Hills, Michigan. With a focus on providing top-notch financial services, the institution is dedicated to helping clients achieve their financial goals and secure their future. With a team of experienced professionals, they offer a wide range of services including wealth management, investment planning, retirement planning, and more. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, The Loupee/Graziani Group - UBS Financial Services Inc. is committed to providing personalized solutions to meet your financial needs.

ZENITH Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 32255 Northwestern Highway, Farmington Hills, Michigan, United States. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. The institution provides regular meetings to review progress and update strategies as life changes. Clients can easily access their investments and track their progress online. Ameriprise advisors are supported by the Ameriprise Investment Research Group to provide guidance on market conditions. The institution offers flexible lending solutions for major purchases or cash flow management. Ameriprise financial advisors are registered in certain U.S. states. The initial consultation provides an overview of financial planning concepts. Ameriprise Financial cannot guarantee future financial results. Users agree to the terms of the Ameriprise Financial Website Rules and Regulations. Member FINRA and SIPC. They appreciate referrals and will reach out to help friends or family members achieve their financial goals.

The Schneider Group - Ameriprise Financial Services, LLC is a finance institution located at 32255 Northwestern Highway, Farmington Hills, Michigan, United States. They offer complimentary initial consultations and personalized financial strategies for individuals of all generations. Their team of professionals, backed by the Ameriprise Investment Research Group, closely monitors market conditions to provide guidance on investments. Ameriprise emphasizes financial literacy and multi-generational financial planning to help families achieve their unique financial goals. Clients can expect a tailored approach and informed decision-making for their future. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for all clients. Contact them today to discuss your financial priorities and goals.

UHY LLP, CPA is a reputable accounting and finance institution located at 27725 Stansbury Street in Farmington Hills, Michigan, United States. With a team of experienced Certified Public Accountants, they provide a wide range of services including tax preparation, auditing, financial consulting, and more. Their dedication to client satisfaction and attention to detail sets them apart as a trusted partner for individuals and businesses seeking expert financial guidance. Visit UHY LLP, CPA for all your accounting needs and experience the difference of working with a top-tier financial institution.

Equitable Advisors is a finance institution located at 30665 Northwestern Highway, Farmington Hills, Michigan, United States. We are a strategic and opportunistic group of investors and advisors who specialize in helping entrepreneurs take their businesses to the next level. Our team invests in companies seeking capital for start-up, expansion, and growth, utilizing our own equity as well as that of partners. With a diverse set of business disciplines and real estate expertise, we provide valuable knowledge and support to help grow your business. Visit us at 30665 Northwestern Hwy, #100 Farmington Hills, MI 48334 to learn more about our team of advisors.

The Detroit Group - Morgan Stanley is a finance institution located at 35055 West 12 Mile Road in Farmington Hills, Michigan, United States. As part of the global financial services firm Morgan Stanley, The Detroit Group offers a wide range of financial services and investment opportunities to clients in the Detroit area. With a team of experienced professionals and a commitment to excellence, The Detroit Group - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future.

Steven L. Rotenberg, PLLC is a reputable institution located at 30445 Northwestern Highway in Farmington Hills, Michigan, United States. Specializing in accounting, finance, and legal services, this institution provides expert guidance and support to individuals and businesses in navigating complex financial and legal matters. With a team of experienced professionals, Steven L. Rotenberg, PLLC offers personalized solutions and strategic advice to help clients achieve their financial goals and overcome legal challenges. Whether you need assistance with tax planning, financial analysis, or legal representation, this institution is dedicated to delivering high-quality services tailored to meet your specific needs.

Wing Lake Capital Partners, located in Farmington Hills, Michigan, is a trusted finance institution that offers personalized solutions to help businesses overcome financial hurdles and achieve sustainable growth. With a focus on understanding each client's unique challenges and aspirations, Wing Lake provides flexible funding options based on potential rather than just credit scores. By consolidating multiple debts into manageable plans and offering strategic guidance, Wing Lake empowers businesses to regain control and steer towards a future filled with opportunities. Their team of seasoned advisors in Detroit work closely with clients to craft tailored solutions that nurture innovation and drive success. Whether it's restructuring debt, securing funding, or navigating the complexities of the financial system, Wing Lake is committed to being a reliable partner every step of the way. Say goodbye to hidden costs and daily deductions with Wing Lake Capital Partners, where your business's prosperity is the top priority.

Taal Ashmann - Morgan Stanley is a leading financial institution located at 35055 West 12 Mile Road in Farmington Hills, Michigan, United States. Specializing in finance, they offer a wide range of services including investment management, wealth planning, and retirement solutions. With a team of experienced professionals, Taal Ashmann - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Visit their office today to learn more about how they can assist you with your financial needs.

Wealth Point Management Partners of Raymond James is a leading finance institution located at 31500 Northwestern Highway in Farmington Hills, Michigan, United States. As a trusted partner in wealth management, we provide tailored financial solutions and expert advice to help our clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, we strive to deliver personalized service and innovative strategies to optimize our clients' financial success. Contact us today to learn more about how we can help you secure your financial future.

Tenured Wealth Management of Raymond James is a premier finance institution located at 31500 Northwestern Highway in Farmington Hills, Michigan, United States. With a team of seasoned professionals, we provide expert wealth management services to help our clients achieve their financial goals. Our comprehensive approach includes investment planning, retirement planning, estate planning, and more. Trust in our experience and expertise to secure your financial future.

Mark Corbin - Raymond James is a prominent finance institution located at 31500 Northwestern Highway in Farmington Hills, Michigan, United States. With a focus on providing expert financial advice and services to individuals and businesses, Mark Corbin - Raymond James is dedicated to helping clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, the experienced team at Mark Corbin - Raymond James is committed to providing personalized solutions tailored to your specific needs. Trust in Mark Corbin - Raymond James to help you navigate the complex world of finance with confidence and expertise.

Corporate Accounting Services, CPA's is a premier accounting and finance institution located at 25882 Orchard Lake Road in Farmington Hills, Michigan, United States. Our team of Certified Public Accountants (CPA's) are dedicated to providing top-notch accounting services to businesses of all sizes. Whether you need assistance with tax preparation, financial planning, or auditing, our experienced professionals are here to help. With a commitment to accuracy and integrity, Corporate Accounting Services, CPA's is your trusted partner for all of your accounting needs.

High Achievement Center, located at 27620 Farmington Road in Farmington Hills, Michigan, is a leading institution in finance and health coaching services. Our expert coaches provide tools and guidance to help you transform your approach to life and achieve your goals. Whether you are looking to improve your personal development, leadership skills, budgeting, purpose and vision, relationship management, or business success, we have the expertise to support you every step of the way. Success doesn't happen by accident - it takes planning and strategic thinking. At High Achievement Center, we offer a blend of strategies to help you plan your way to success. Contact us today for a free coaching consultation and start your journey towards a more fulfilling and successful life.

The Jennings Wohl Group is a finance institution located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, the institution helps clients achieve their desired lifestyles. When connecting with an advisor, clients can start by providing their name and location. It is important to note that investing involves risk, and there is always a potential for loss. The institution offers a wide range of services, including brokerage, investment advisory, and financial planning. Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and investment adviser, offers investment products sponsored by affiliates of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A. The institution strives to provide clients with relevant and useful information about products and services, and offers a variety of certifications and marks to ensure quality service. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed by banking affiliates of Bank of America Corporation, including Bank of America, N.A. Securities, strategic advisory, and other investment banking activities are performed by investment banking affiliates of Bank of America Corporation. With a strong global presence, Bank of America Merrill Lynch offers a range of financial services to clients worldwide.

Wasserman Wealth Management, located at 31700 Middlebelt Road in Farmington Hills, Michigan, is now part of Buckingham Strategic Wealth. Our team of experienced advisors offers comprehensive investment and financial planning services to help clients achieve greater comfort, security, and wealth growth. With a commitment to providing personalized attention, we listen to your needs and goals to develop tailored strategies for your financial journey. Established in 2003 as Wasserman Wealth Management, our team joined Buckingham in 2024 to leverage their extensive resources and expertise. By tapping into Buckingham's vast network, we can focus on building strong client relationships, offering timely advice, and sharing industry-leading insights on market trends, financial planning, and tax developments.

Mark Miller - Morgan Stanley is a reputable finance institution located at 35055 West 12 Mile Road in Farmington Hills, Michigan, United States. With a strong presence in the financial industry, Mark Miller - Morgan Stanley offers a wide range of services including wealth management, investment banking, and asset management. Their team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Mark Miller - Morgan Stanley is committed to helping you succeed.

Paul Hack - Raymond James is a finance institution located at 31500 Northwestern Highway in Farmington Hills, Michigan. As a branch of the renowned Raymond James financial services firm, we offer a wide range of investment and wealth management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized financial solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to help you every step of the way. Visit us today to learn more about how we can help you secure your financial future.