TOP 10 Best Wealth management companies in Birmingham, Michigan

Mies & Company, Inc. is a reputable finance institution located at 1064 Oxford Street in Birmingham, Michigan, United States. With a focus on providing top-notch financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management services, or financial planning, Mies & Company, Inc. is here to assist you every step of the way. Visit us today to see how we can help you secure your financial future.

JL Wealth Partners is a finance institution located at 135 North Old Woodward Avenue in Birmingham, Michigan, United States. We specialize in meeting the dynamic needs of each client at every stage of wealth, providing tailored solutions and elevated levels of service. Our team empowers decision-making with expert guidance, offering seamless financial management for families and futures. We convene our network to deliver a full suite of financial solutions, ensuring stability for today and future generations. We offer bespoke investment strategies aligned with your financial objectives, providing access to a sophisticated platform of traditional and alternative investments. Our comprehensive services cater to trusts of all kinds, offering fiduciary oversight, account management, and assistance with distributions and bill-pay services.

Old Woodward Wealth Management is a premier financial institution located in Birmingham, Michigan. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. From investment planning to retirement planning, we offer a wide range of services to meet the unique needs of each individual. Visit us at 280 North Old Woodward Avenue to learn more about how we can help you secure your financial future.

NetDeposited is a leading accounting and finance institution located at 280 North Old Woodward Avenue in Birmingham, Michigan, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, our experts are here to assist you every step of the way. Trust NetDeposited to help you reach your financial goals and secure your financial future.

Williams, Williams, Rattner & Plunkett, P.C. is a prestigious accounting, finance, and law firm located at 380 North Old Woodward Avenue in Birmingham, Michigan, United States. With a team of experienced professionals, they provide expert financial and legal services to clients in the area. Their comprehensive approach and dedication to excellence make them a trusted partner for individuals and businesses seeking top-notch financial and legal advice.

Rebecca Sorensen, CFP, CIMA - UBS Financial Services Inc. is a reputable finance institution located at 325 North Old Woodward Avenue in Birmingham, Michigan, United States. Specializing in financial planning and investment management, Rebecca Sorensen and her team provide personalized services to help clients achieve their financial goals. With a focus on integrity and expertise, they offer comprehensive financial solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Rebecca Sorensen, CFP, CIMA - UBS Financial Services Inc. is dedicated to helping you secure a sound financial future.

The Park Street Group - Morgan Stanley is a prestigious finance institution located at 34901 Woodward Avenue in Birmingham, Michigan, United States. As a part of Morgan Stanley, one of the leading global financial services firms, The Park Street Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals and a commitment to providing top-notch financial solutions, The Park Street Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future.

IGC Integrated Solutions, LLC is a finance institution located in Birmingham, Michigan, dedicated to helping clients navigate their best course. With a focus on mitigating risks and identifying growth opportunities, IGC conducts unbiased assessments and connects clients with trusted professionals who deliver customized solutions. The IGC Network consists of highly selective experts in key areas for both businesses and individuals. President and founder Amy Goula brings over 20 years of experience to the table, ensuring personalized and tailored approaches for each client. Testimonials praise IGC's ability to establish lasting relationships and provide valuable support in various financial aspects. Whether you're looking for risk protection, wealth management, estate planning, or company solutions, IGC Integrated Solutions, LLC is the place to go for expert advice and assistance.

Philip Ohman - Raymond James is a reputable finance institution located at 325 North Old Woodward Avenue in Birmingham, Michigan, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment options and financial planning solutions tailored to meet the unique needs of their clients. The team at Philip Ohman - Raymond James is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Philip Ohman - Raymond James is committed to providing expert guidance and personalized service to help you make informed financial decisions.

KMG Fiduciary Partners is a trusted finance institution located at 401 South Old Woodward Avenue in Birmingham, Michigan, United States. We specialize in providing expert fiduciary services to help our clients manage their assets and achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of each client. Trust KMG Fiduciary Partners to guide you towards a secure financial future.

Huntington Investment Co, located at 220 Park Street in Birmingham, Michigan, is a trusted finance institution that has been serving clients for over 100 years. Our experienced advisors are dedicated to helping you achieve your financial goals, whether it's planning for retirement, managing investments, or protecting your assets with insurance. We believe in personalized service, tailored to your unique needs, and our transparent approach ensures that you understand every step of the process. Our team of professionals, including Private Bankers and Investment Representatives, are here to guide you through major life events and help you make informed decisions about your money. With a focus on maximizing your wealth and safeguarding your assets, Huntington Investment Co is committed to putting your interests first. Visit us today to learn more about our services and how we can help you secure your financial future.

Richard Tropea - Raymond James is a trusted financial institution located at 325 North Old Woodward Avenue in Birmingham, Michigan. With a focus on personalized service and expert financial advice, our team is dedicated to helping clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, our experienced professionals are here to provide tailored solutions to meet your needs. Visit us today to learn more about how we can help you secure your financial future.