Financial Planning / Services
Our team of professionals has decades of experience in retirement planning and wealth management along with a robust entrepreneurial spirit. Like most entrepreneurs, our focus is on cultivating honest, long-lasting relationships with our clients that typically consist of family, friends and, importantly, our local community. We work with investors at all stages in life from the participants in the group retirement plans that we mange, to the family preparing themselves for sending their children off to college or preparing to retire, all the way through to the fully retired couple enjoying the fruits of their lifetime of hard work and planning the legacy they will leave behind for their loved ones.
No matter who we are working with our mission is the same:
“To preserve and grow our client’s assets to protect their present and enable their future.”
Retirement Planning and Advisory Services. 401K plans, rollover accounts, life insurance, managed accounts and ongoing investment advice. Estate planning strategic partner, 401A, 457 Deferred Comp plans.
BRAG member since 2006 and supporter of networking and business development.
A full service financial planning firm founded in 1999. We currently offer a wide range of financial planning services
Ameriprise has been committed to putting our clients’ needs first. Over the years, we’ve helped millions of people invest billions of dollars so they may pursue what’s important to them.
Comprehensive financial planning and wealth management for busy executive professionals
Financial Advising, Insurance, Retirment Planning, Long Term Care, Retirement.
25614 Jefferson Ave.
St. Clair Shores, MI 48081
59231 Van Dyke
Washington Township, MI 48094
With over 25 years experience working with clients, I have found that each are unique. I really appreciate the time I get to spend with them uncovering their retirement goals and dreams. At Edward Jones, we provide highly personalized service. All aspects of my business are aligned to help me better understand and meet your unique goals and needs. Relationships are key to me and meeting face to face builds strong relationships. I so look forward to getting to know you better.
50 Crocker Blvd, suite 101
Mt Clemens, MI 48043
35275 Gratiot
Clinton Township, MI 48035
Bloomfield Hills, MI 48304
Lotito & Lazzara, P.C. provides Macomb County CPA bookkeeping, accounting and financial services.
32901 23 Mile Road, Suite 150
Chesterfield, MI 48047
I serve my clients by listening and understanding what's most important to them, whether they're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones they care for the most. We can work together to develop specific strategies to help you achieve your goals.
I have worked within the financial industry for several years, specifically at Edward Jones. I served as the Branch Office Administrator for the Richmond, Michigan, office from 2020 until early 2024 before deciding to make a change to become a financial advisor.
About
Michigan Schools and Government Credit Union
Founded
by a small group of educators, Michigan Schools and Government Credit Union has
been providing quality financial services to the community for more than 66
years and welcomes everyone in Michigan to bank with them. They offer a full
range of loan, deposit, checking, credit card, mortgage, and insurance products
for those that live in Michigan. In addition to MSGCU’s products and services,
they provide financial education to their members
and the community through virtual
workshops and in-classroom presentations. MSGCU has branch offices in Macomb,
Oakland and Wayne Counties. The credit union earned a 96% member satisfaction
rating for two decades and five stars, as reported by Bauer Financial, for more
than 30 years. MSGCU has been honored as a Top Workplace by The Detroit Free
Press for many years.
MSGCU
is insured by NCUA and an equal housing lender.
A leading global full-service brokerage and investment bank.
