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Affinity Financial Advisory is a registered investment advisor operating out of Allen Park since 2005. The fee-based, independent company uses a personal approach to help clients achieve their goals. Their services include investment management, insurance advice, charitable donation management, and retirement, estate, and tax planning. After a conversation about your goals and current finances Affinity Financial Advisory reviews your investments and savings accounts to create a personal investment plan.
Allen Park, MI 48101
Allen Wealth Strategies helps clients make step-by-step plans to better secure their financial future. Based in Southgate, MI, their team has over 80 years of combined experience, and their associates have qualified for multiple Achieving Client Excellence and Million Dollar Round Table awards. Allen Wealth Strategies’ services include investment products, competitive life insurance options, and annuities. Securities are offered through Royal Alliance Associates. The company is authorized to sell securities in Tennessee, Ohio, Michigan, and Florida.
Southgate, MI 48195
Bullis Wealth Strategies is a Royal Oak financial planning company headed by Mike Bullis, a financial advisor with over 18 years of experience. Though based in Detroit, Mr. Bullis manages portfolios for clients in Wisconsin, Arizona, Florida, California, as well as Michigan. The company uses a four-phase process to assess the needs and goals of each client and then develop, monitor, and adjust a financial plan to achieve those goals. Bullis Wealth Strategies offers retirement and estate planning, investment management, insurance help, and general money management.
Cambridge Consulting Group is a Royal Oak company that's been in business since 1985. With more than 3,000 clients and a 97 percent client retention rate, the company aims to provide comprehensive financial advice. A team of specialists guide clients through insurance selection, retirement planning, wealth management, employee benefits, and other long-term financial goals. The group works with both individuals and companies to achieve goals based on customized plans.
Royal Oak, MI 48067
Daniel Investment Group has been operating in Royal Oak since 1997. Their partnership with Commonwealth Financial Network, one of the most prominent Registered Investment Advisory dealers in the United States, gives them access to multiple investment opportunities, so clients benefit from a wide range of options. In addition to managing assets and investments for trusts, corporations, and individuals, the firm helps clients plan their estates, retirements, and overall financial futures.
Royal Oak, MI 48067
DeSERANNO Wealth Planning is a financial management company serving the Grosse Pointe community since 1999. As an independent advisory firm, the company aims to find the best options for each individual client. They specialize in long-term life planning for families and individuals, whether that involves planning for retirement, saving up for college, or analyzing investment strategies. DeSERANNO Wealth Planning also helps clients with estate or budget planning, risk management, and debt reduction strategies
Detroit, ME 48236
Financial Muscle Planning is a fee-only financial planning company based in Detroit. Chris Ball, the company's founder and CEO, is both a NASM-certified personal trainer and a certified financial planner since 2016. His attitude towards fitness influences the goal of his company: to help people take a healthy approach to managing their money. In addition to retirement, insurance, tax, and estate planning services, Financial Muscle Planning helps clients with investments.
Royal Oak, MI 48067
With offices in seven locations across Wisconsin, Harvest Partners Financial has operated in Allen Park, MI since 1990. They believe that everyone needs a financial plan, particularly as the future looks more uncertain. To help their clients have a more successful future, Harvest Partners Financial offers a wide range of financial planning services including retirement planning, portfolio management, estate planning, wealth and risk management, and college funding.
Allen Park, MI 48101
Hoover & Associates is an independent financial advisory company that's been serving individuals and businesses in the Royal Oak community since 1988. As an accredited investment fiduciary, Hoover & Associates advises clients on their 401(k) plans and investments. They also offer services helping clients evaluate their disability, health, and life insurance options and help businesses develop employee benefit plans.
Royal Oak, MI 48067
Hopper-McMillin is a financial advisory firm based in Allen Park. Founded by David O. McMillin, the team at Hopper-McMillin has been offering clients with friendly, personalized solutions for over 20 years. They help clients with a wide range of services including retirement planning, IRA management, cash management, and tax reduction strategies. They also counsel clients on when to take Social Security and life insurance options.
Investment Advisors, Inc. is a Royal Oak financial advisor company headed by Tom Gunn, an executive manager with over fifty years of investment experience. As a fee-only company, Investment Advisors, Inc. aims to provide unbiased investment advice and portfolio management for their clients. Every potential client relationship begins with a no-obligation assessment of their current investments and retirement plans to help establish each client’s goals and investment preferences.
Royal Oak, MI 48073
Based in Royal Oak, M3 Investment Services has offered financial advisory services since 1996. With fifteen advisers, the team at M3 Investment Services hopes to give a personalized experience to individuals looking to make informed decisions about their investment and retirement goals. They help clients plan for and strategize their retirement, manage investments, navigate insurance options, and save for college.
Based in Allen Park, O'Neil Financial is a financial advisor firm offering services to individuals and businesses in the Detroit metro area. Founded by William J. O’Neill over 25 years ago, the company is now a father-son team and helps clients with investment and retirement planning. They help individuals with their IRA and 401(k) accounts in addition to helping clients with their retirement, estate, insurance, and education plans. O’Neil Financial also helps small businesses develop employee benefit packages.
Allen Park, MI 48101
Royal Oak Financial Advisors is dedicated to helping their clients make the most out of their retirement. With more than 50 years of experience combined, the team works with clients to develop a personalized financial plan that realizes their retirement goals. Clients can receive professional help not only with retirement strategies but with tax management, estate preservation, and investment management.
Strategic Financial Partners works with businesses to provide goal-oriented financial planning. Their clients are found in Detroit and throughout Southeastern Michigan and include businesses in the automotive, manufacturing, retail, restaurant, internet, and electrician industries. With over 30 years of experience in the financial industry, Strategic Financial Partners offers marketing and operations performance services as well as advising on a company’s financial performance.
Detroit, MI 48207
TL Financial Group is an investment management company specializing in retirement planning. Based in Southgate, the team at TL Financial Group has over fifty years of combined experience helping clients build customized income strategies. Their services include developing tax strategies, determine whether (and which) insurance options are the best for each client, building an education savings plan, and helping clients with estate planning.
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