Tax planning in Bloomfield Hills, Michigan

Merrill Lynch Financial Advisor Lisa London, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, offers a planning-based approach to wealth management to help clients achieve their unique financial goals and values. Whether focusing on family, business, or personal goals, the team at Merrill Lynch works with individuals to design personalized wealth management strategies. With a commitment to building lasting relationships, clients can expect clear communication, frequent follow-up, and straight talk. The team at Merrill Lynch is dedicated to helping clients navigate the complexities of their financial lives and stay on track to achieve their goals. As recognized leaders in the industry, Merrill Lynch advisors provide exemplary client service and personalized investment strategies. With access to the global resources of Merrill and Bank of America, clients can feel confident in their financial future.

Sondra Lee Taylor is a Financial Advisor at Ameriprise Financial Services, LLC located at 39400 Woodward Avenue in Bloomfield Hills, Michigan, United States. As a finance institution, Sondra Lee Taylor offers personalized financial planning services tailored to your specific goals and needs. Each Ameriprise advisor has their own "Top areas of focus" to better serve their clients, so be sure to review Sondra Lee Taylor's background, credentials, and experience to see if their approach aligns with your financial goals. To get started, simply fill out the "Request consultation" form on their website and Sondra Lee Taylor will reach out to you to schedule a complimentary initial consultation. Let Sondra Lee Taylor help you navigate your financial future with confidence and peace of mind.

Wesley McCann is a Financial Advisor at Ameriprise Financial Services, LLC located at 39533 Woodward Avenue, Bloomfield Hills, Michigan, United States. Wesley 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®, 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®. Wesley specializes in providing financial advice to individuals, retirees, small business owners, high net worth clients, seniors, those planning for retirement, and individuals with special needs. Wesley is committed to upholding a high standard of ethics and expertise in asset management, estate planning, investment strategies, risk management, retirement planning, and more. Wesley is dedicated to helping clients make informed decisions and achieve their financial goals."

Sam Felix, a Financial Advisor at Ameriprise Financial Services, LLC, located at 39400 Woodward Avenue in Bloomfield Hills, Michigan, offers personalized financial planning services. Whether you are saving for retirement, education, or a major purchase, Sam provides investment recommendations tailored to your goals and risk tolerance. With regular meetings to track progress and adjust strategies as needed, Sam helps clients stay on track towards their financial objectives. Clients can easily access their accounts and track progress online from any device. To learn more about how Sam can help you achieve your financial goals, schedule a complimentary initial consultation. Sam Felix is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC, is a member of FINRA and SIPC, and cannot guarantee future financial results. Contact Sam Felix today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Vikram Singh is a reputable finance institution located at 7457 Franklin Road, Bloomfield Hills, Michigan, United States. With a focus on providing personalized financial advice and services, Vikram Singh and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones - Financial Advisor: Vikram Singh offers expert guidance and support to help you make informed decisions and navigate the complexities of the financial world. Trust in their expertise and commitment to excellence for all your financial needs.

Merrill Lynch Financial Advisor John Ekleberry is a finance institution located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, United States. The team at Merrill Lynch is dedicated to putting the client's best interest first, focusing on building trust through reliable consistency and attention to detail. They offer tailored financial strategies to help individuals, families, and small business owners pursue meaningful goals, such as ensuring money lasts in retirement and transferring wealth to the next generation. The team at Merrill Lynch works closely with clients to understand their priorities and goals, providing a customized and transparent investment experience. They offer a range of services beyond investments, including access to the credit and lending capabilities of Bank of America. The team is committed to helping clients achieve their financial goals and stay on track, no matter how life and the markets may change. With a focus on personalized service and building strong client relationships, Merrill Lynch Financial Advisor John Ekleberry is dedicated to helping clients achieve financial success.

Michigan Financial Advisors is a leading finance institution located at 40900 Woodward Avenue in Bloomfield Hills, Michigan. Our team of experienced advisors is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, our experts are here to guide you every step of the way. Trust Michigan Financial Advisors to provide you with the expertise and support you need to secure your financial future.

Ryan Valentine Gardner, Associate Advisor at Ameriprise Financial Services, LLC, located at 39533 Woodward Avenue in Bloomfield Hills, Michigan, offers a range of financial services to meet the needs of individuals. Ryan holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethics and ongoing education, Ryan provides personalized financial advice to help clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Ryan Valentine Gardner is dedicated to providing you with the guidance and support you need.

Michael Hannon - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 39533 Woodward Avenue, Bloomfield Hills, Michigan, United States. Michael Hannon holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in wealth management, estate planning, investment fiduciary practices, and portfolio management. With a focus on providing personalized financial advice and solutions to individuals, retirees, small business owners, and high net worth clients, Michael Hannon is dedicated to upholding the highest standards of ethics and professionalism in the financial industry. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, Michael Hannon has the knowledge and experience to help you achieve your financial goals.

Merrill 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.

Michael J Brusca is a financial consultant at Ameriprise Financial Services, LLC located at 39400 Woodward Avenue in Bloomfield Hills, Michigan. As a finance institution, Ameriprise offers a personalized approach to financial planning with advisors who specialize in various areas. By reviewing the backgrounds, credentials, and experience of the advisors, clients can find an advisor that aligns best with their financial goals. To connect with Michael J Brusca or another desired advisor, clients can fill out a "Request consultation" form for a complimentary initial consultation. Take the first step towards achieving your financial goals by scheduling a consultation with Michael J Brusca at Ameriprise Financial Services, LLC.

Wolverine Capital Partners is a reputable finance institution located at 2478 Heronwood Drive in Bloomfield Hills, Michigan, United States. With a focus on providing top-notch financial services and investment opportunities, Wolverine Capital Partners is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to excellence, Wolverine Capital Partners is a trusted partner for individuals and businesses seeking financial guidance and support.

David Parker - Thrivent is a finance institution located at 6905 Telegraph Road, Bloomfield Hills, Michigan, United States. Licensing is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to further engage in planning services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. Visit Thrivent.com for more information on professional designations and requirements.

James Blankenship - Thrivent is a finance institution located at 6905 Telegraph Road, Bloomfield Hills, Michigan, United States. They are licensed in multiple states including AK, AR, AZ, CA, CO, FL, GA, IL, IN, MI, MO, NC, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, and WI. The institution offers advice and guidance through its Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations. Thrivent does not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own professionals in those areas. Insurance products are issued by Thrivent, and securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and a subsidiary of Thrivent. Visit their website for more information on their services and licensed financial advisors.

Life Equities, Inc. is a leading finance institution located at 6785 Telegraph Road in Bloomfield Hills, Michigan, United States. We specialize in providing expert financial services to help individuals and businesses achieve their investment goals and secure their financial futures. With a team of experienced professionals and a commitment to personalized service, Life Equities, Inc. is dedicated to helping our clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you reach your financial goals.

Paul Mulroy - RBC Wealth Management Financial Advisor is a reputable finance institution located at 38505 Woodward Avenue in Bloomfield Hills, Michigan, United States. As a trusted financial advisor, Paul Mulroy offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, Paul Mulroy is dedicated to helping clients navigate the complexities of the financial world and make informed decisions about their wealth. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Paul Mulroy - RBC Wealth Management Financial Advisor can provide the expertise and support you need to secure your financial future.

Merrill Lynch Private Wealth Advisor Frank Migliazzo is a reputable financial institution located at 39577 Woodward Avenue in Bloomfield Hills, Michigan. With a focus on providing personalized wealth management services, Frank Migliazzo and his team offer expert financial advice and guidance to high-net-worth individuals and families. Whether you are looking to grow your investment portfolio, plan for retirement, or protect your assets, Merrill Lynch Private Wealth Advisor Frank Migliazzo is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and start planning for a secure financial future.

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.

Merrill 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.

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.

Merrill Lynch Financial Advisor Anthony Simon, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, is a reputable finance institution with a team of experienced investment professionals. Anthony Simon, a Certified Investment Management Analyst, provides a full range of wealth management services to clients, including retirement planning, investment planning, estate planning, and risk management. With access to the global resources of Merrill, the team at Merrill Lynch focuses on building strong client relationships based on trust and personalized service. By understanding the individual goals and priorities of each client, they create personalized financial plans to help clients achieve their financial objectives. With a commitment to staying informed and adapting to changes in the market and in clients' lives, Merrill Lynch Financial Advisor Anthony Simon is dedicated to helping clients reach their financial goals.

vest 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.

Kenneth Demps - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 39533 Woodward Avenue in Bloomfield Hills, Michigan, offers a wide range of financial services to meet the diverse needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Kenneth Demps provides expert guidance on asset management, estate planning, retirement planning, and investment strategies. The institution's team of professionals is dedicated to upholding the highest standards of ethics and expertise in the field of finance. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Kenneth Demps can help you make informed financial decisions to secure your financial future. Contact them today to schedule a consultation and start planning for your financial goals.

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.

Wealth Management Services is a leading finance institution located at 42714 Woodward Avenue in Bloomfield Hills, Michigan, United States. Our team of experienced professionals specializes in helping clients manage and grow their wealth through personalized investment strategies, financial planning, and risk management. Whether you are looking to build a secure financial future, protect your assets, or plan for retirement, our dedicated team is here to provide expert guidance and support every step of the way. Trust Wealth Management Services to help you achieve your financial goals and secure a prosperous future.

Merrill Lynch Private Wealth Advisor Andrew H McGuire is a prestigious finance institution located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, United States. Specializing in private wealth management, Andrew H McGuire offers personalized financial services tailored to high-net-worth individuals and families. With a focus on building and preserving wealth, the institution provides expert guidance on investment strategies, retirement planning, estate planning, and more. Trustworthy and experienced, Merrill Lynch Private Wealth Advisor Andrew H McGuire is dedicated to helping clients achieve their financial goals and secure their financial future.

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.