Ameriprise Financial Services, Inc.
900 Wilshire Dr.
Ste. 255
Troy, MI
Contact: Lee V. Hart, ChFC
Phone: (248) 244-9160
Independent full service comprehensive financial planning practice specializing in domestic partnerships, wealth management, tax, protection & estate planning.
Bloomfield Hills Financial
200 E. Long Lake Rd.
Suite 170
Bloomfield Hills, MI
Contact: Kevin VanDyke
Phone: (248) 593-3456
Capelli Financial Services Inc.
40950 Woodward Ave., Suite 140
Bloomfield HIlls, MI
Contact: Jason Close
Phone: (248) 594-9282
Capelli Financial Services, Inc. provides counsel that leads to peace of mind, clarity, confidence and comfort. Capelli Financial Services, Inc. is committed to continuously looking for innovative ways to offer our clients the best services in the best possible formats.
Center for Financial Planning, Inc.
40 Oak Hollow St.
Southfield, MI
Contact: Timothy Wyman
Phone: (248) 948-7900
Chase - Middle Market Banking
28660 Northwestern Hwy
Southfield, MI
Contact: David Crimmins
Phone: (248) 799-5817
Comerica Bank - Small Business Banking
188 N. Old Woodward
Birmingham, MI
Contact: Jack Farrow
Phone: (248) 988-4304
Comerica Bank-Private Banking
39400 Woodward Ave.
Bloomfield Hills, MI
Contact: Ronna K. Galin
Phone: (248) 645-8751
Edward Jones Investments
700 N. Old Woodward Ave.Ste. 102
Birmingham, MI
Contact: Tom Aubrey
Phone: (248) 723-5506
At Edward Jones, we're guided by a set of long-standing principles. We opt for proven, long-term investing strategies instead of the latest investment fads. We are committed to a long-term philosophy that emphasizes quality and diversification. We are focused on one client, the long-term investor. All aspects of our business - from the location of our offices to the investments and services we offer - are aligned to help us better understand and meet our clients' unique needs.
Fidelity Investments
280 N. Old Woodward Ave. Ste. 100
Birmingham, MI
Contact: Blaine Dennison
Phone: (248) 642-7444 ext. 54540
For over 60 years, through all kinds of markets, Fidelity has been helping people like you pursue their financial goals. Our private ownership lets us focus on long-term success and stability for our customers.
Guidance & research: You get the insight and information you need to invest with confidence.
Great value: We're committed to lower costs to help your money go further.
Investment choice: A broad range of options can help you invest for any goal.
Exceptional service: You'll get the help you need every step of the way.
Financial Independence, LLC
3883 Telegraph Rd.#203
Bloomfield Hills, MI
Contact: Devany Donigan
Phone: (248) 282-9902
The professionals at Financial Independence have more than 40 years of combined investment experience. We provide educational programs and customized, long term financial strategies to help individuals and business owners work toward achieving financial independence. Whether you need assistance evaluating retirement options or developing a business succession plan, we can help!
Greenleaf Trust
122 Concord Rd Ste. 102
Bloomfield Hills, MI
Contact: Mark Jannott
Phone: (248) 417-5527
Wealth management firm, specializing in providing asset management & trust services to high net worth individuals and related entities.
Hantz Financial Services, Inc.
125 W. Lafayette
Romeo, MI
Contact: Jason Baird
Phone: (586) 752-5540
Fully Intergrated Financial Planning: Investment, Tax, Life Insurance, Disability Insurance, Long Term Care, Mortgage, Estate, Banking, Health Insurance, Retirement Plans, Education Services, Home & Auto Insurance, General Liability Insurance.
Huntington National Bank - Wealth Advisors Group
220 Park St.
Ste. 104
Birmingham, MI
Contact: Bruce Kridler
Phone: (248) 433-0262
Private Banking, Investments and Wealth Management and Personal Trust and Estate Settlement Services provide the best combination of services to help you achieve your financial goals. Our trust professionals will work with your legal and tax advisors to provide the investment management, trust and insurance alternatives that will help preserve the financial rewards of your hard work and fulfill your future plans.
Interlaken LLC
330 Hamilton Row
Birmingham, MI
Contact: Michael Acheson
Phone: (248) 647-3771
J.P. Morgan
1116 W. Long Lake Rd.
Bloomfield Hills, MI
Contact: Bill Thomas
Phone: (248) 645-8415
J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients' interests first.
Lethemon Financial
39533 Woodward Ave. Ste. 225
Bloomfield Hills, MI
Contact: William G. Lethemon
Phone: (248) 731-7829
At Lethemon Financial we work comprehensively with our clients helping them with their wealth management strategy. As your financial advocate, we take the time to understand what you want out of life and how you feel about wealth. We will help guide you along your financial journey. By talking with you about your life and your goals we can anticipate any changes that need to occur in your financial strategy.
Merrill Lynch
32255 Northwestern Hwy
Suite 260
Farmington Hills, MI
Contact: Doug Zack
Phone: (888) 671-4135
Following the combination with Merrill Lynch, Bank of America has become:
*The largest brokerage in the world, with more than 15,000 Financial Advisors and approximately $2.2 trillion in client assets
*A leading provider of global corporate and investment banking services, including commercial lending, global high-yield debt, global equity and global M&A
*A global leader in wealth management, private banking and retail brokerage
Michigan Financial Companies
28411 Northwestern Hwy Ste. 1300
Southfield, MI
Contact: Lori Oancea
Phone: (248) 663-4763
Joe Okros, J.D., M.B.A. and Lori Oancea, J.D., are financial representatives with Michigan Financial Companies, Inc., Member, John Hancock Financial Network. As both attorneys and financial services professionals, they bring a diverse set of skills to evaluate a financial plan from a unique vantage point. As former practicing attorneys, they understand the challenge of being a business owner, employer and client adviser. They are distinctively suited to assist you and your team in meeting your business and retirement goals. “
Morgan Stanley Smith Barney - Joel Shayne
40701 Woodward Ave.
Bloomfield Hills, MI
Contact: Joel Shayne
Phone: (248) 723-1831
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Morgan Stanley Smith Barney - Robert T. Morrow
101 W. Big Beaver Rd. Ste. 1200
Troy, MI
Contact: Robert T. Morow
Phone: (248) 740-7143
With all of today’s noise and uncertainty, people need the right financial advice and resources. That’s what Morgan Stanley Smith Barney intends to help them to navigate their new world. Equipped for advanced financial planning, our Financial Advisors are ready to draw on experts in taxes, insurance, estate planning and more.
Munder Capital Management
480 Pierce St.
Birmingham, MI
Contact: Peter Hoglund
Phone: (248) 647-9200
Northwestern Mutual Financial Network
Beverly Hills, MI
Contact: Brad Zirnhelt
Phone: (248) 320-2834
I am a representative with the Northwestern Mutual Financial Network. The Network's mission is to develop enduring relationships with clients by providing access to expert guidance for a lifetime of financial security. I work with clients to identify their financial security needs and focus on solutions that can help make those financial goals a reality. I help find the right solutions for personal, family or business needs
Pacific Financial Group
380 N. Old Woodward Ave. Suite 126
Birmingham, MI
Contact: Doug Buczak
Phone: (248) 642-6880
An optimal financial strategy enhances the probability of achieving what you desire most in life. Our expertise permits us to design an integrated tax and investment strategy that will facilitate the attainment of your financial objectives.
RDM Holdings, Ltd.
100 Maple Park Blvd.
St. Clair Shores, MI
Contact: Ronald Moore
Phone: (586) 445-7933
Robert W. Baird and Co. Inc.
300 Park St.
Birmingham, MI
Contact: Jay Godfrey
Phone: (248) 594-9959
retirement investments
Tactical Allocation Group
139 S. Old Woodward
Birmingham, MI
Contact: James F. Peters
Phone: (800) 780-4TAG
The founders of Tactical Allocation Group, LLC ("TAG") began their Proactive Investment Management style for "fixed income" investments in 1988. Changing interest rate, credit and economic environments can materially affect the "principal value" of fixed income securities. A traditional fixed income buy and hold strategy fails to capture the capital gain opportunities (or avoid the capital losses) over and above the interest income. TAG's "total return" approach sought to capture the value added from fixed income principal changes.
TD Ameritrade
101 Willits St.
Birmingham, MI
Contact: Kurt Meyers
Phone: (248) 554-4125
We're dedicated to helping you along the path to financial independence: Whether you need a little support from your online broker or a lot, TD AMERITRADE delivers an extensive array of state-of-the-art tools, straightforward pricing and outstanding personal service to help you take your trading or investing plan in the right direction.
The Johnson Wealth Advisors Group/Raymond James & Assoc.
325 N. Old Woodward
Ste. 320
Birmingham, MI
Contact: Jeff Johnson
Phone: (248) 540-3733
We provide conservative financial planning. We work with a select group of families and business owners, overseeing and coordinating their financial affairs.
The Martin-Iacobelli Group of Wells Fargo Advisors
255 E. Brown St. Ste #400
Birmingham, MI
Contact: Anna Gorivodskiy
Phone: (248) 433-8342
The Martin-Iacobelli Group is a team of problem solvers who help find solutions to financial challenges. Issues addressed include retirement, income, education, and estate planning.
UBS Financial Services, Inc.
325 N. Old Woodward
Birmingham, MI
Contact: Tod Winkler
Phone: (248) 645-7041
Wealth Management Services
42714 Woodward Ave
Suite B
Bloomfield Hills, MI
Contact: Kelly Higgins
Phone: (248) 334-9600
