Wealth management solutions in Reed City, Michigan

Merrill Lynch Financial Advisor Devin Reed Ellis, located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States, offers personalized financial advice and guidance to clients. The institution, led by The Jennings Wohl Group, believes in building strong relationships through teamwork and involvement. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, the team assists clients in identifying and prioritizing personal goals, such as funding education, retirement planning, healthcare costs, and wealth preservation. The Jennings Wohl Group, headquartered in Farmington Hills, Michigan, works with accomplished clients across the United States, streamlining the complexities of significant wealth. Led by founders Jennifer Jennings and Donny Wohl, the team provides tailored programs that align with each client's unique priorities and aspirations. Specializing in advising entrepreneurs, business owners, and professionals, the team offers holistic solutions that integrate Merrill's resources and Bank of America's banking services.

LeBaron Financial Group, located in the picturesque town of Reed City, Michigan, has been providing sound financial advice since 1971. Specializing in investment and insurance planning for families and corporations, we are an independent financial advisory firm affiliated with Harbour Investments, Inc. Unlike advisors tied to national broker/dealers, we have the freedom to explore a wide range of solutions for our clients without any pressure to use specific products. Our boutique firm offers personalized recommendations and a variety of compensation options, including fee-based planning and traditional commission-based products. Our experienced team, led by Jon P. LeBaron and Richard LeBaron, is dedicated to helping clients achieve their financial goals and dreams. Whether you are looking for retirement planning, wealth management, or insurance services, LeBaron Financial Group is here to serve you. Securities and advisory services are offered through Harbour Investments, Inc., with licenses in multiple states. Visit our website for informative videos and to learn more about our services.