Member Directory

Financial/Investment Services


Profile

New York Life

https://www.newyorklife.com/agent/oalatto

27777 Franklin Rd., Suite 2220
Southfield, MI 48034
Map

248-534-3422

  • Insurance
  • Financial/Investment Services

Profile

Northern Trust

Northern Trust

https://locations.northerntrust.com/us/mi/bloomfield-hills/10-west-long-lake-road

Northern Trust (Nasdaq:NTRS) is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking solutions to corporations, institutions and affluent individuals. For over 125 years, we have evolved with the changing needs of our clients and our world.

Northern Trust first opened its doors for business in 1889. The Chicago-based global bank, established by Byron Laflin Smith, has more than 20 international locations. Founded the same year the Eiffel Tower was completed and the Dakotas, Montana and Washington became states, Northern Trust has weathered the Great Depression, two world wars and the 2008 financial crisis. The bank not only survived, but thrived during these times of significant market and economic stress.

Complex investment and financial management needs can't be met by standard solutions. That's why we work with our clients to create customized solutions based on their unique set of circumstances. 

10 W. Long Lake Rd.
Bloomfield Hills, MI 48304
Map

248-593-5406

  • Financial/Investment Services
  • Insurance

Profile

Palatine Hill Wealth Management

Palatine Hill Wealth Management

palatinehillwealth.com

Palatine Hill Wealth Management offers financial and family planning services tailored to your specific needs, goals, and future plans. At Palatine Hill, we look beyond your next decision, your next move, and help you focus on the several steps down the road. We are a group of advisors committed to ensuring that the wealth you’ve worked tirelessly to accumulate will work for you in conjunction with your goals and help alleviate stress and concerns.

148 Pierce St., Suite 200
Birmingham, MI 48009
Map

248-345-8945

  • Financial/Investment Services
  • Insurance

Profile

Planning Alternatives

www.planningalt.com

Planning Alternatives is an independent wealth management firm that has served clients since 1983. Our clients value objectivity, personalized service and our unwavering commitment to serving their best interests. Contact us today to discover how we can help you make smart decisions with your wealth.

255 S Old Woodward Ave., Suite 310
Birmingham, MI 48009
Map

248-645-1520 EXT. 259

  • Financial/Investment Services

Profile

Poise Wealth

www.PoiseWealth.com

Our team helps families articulate their vision, assess current progress, and design a written financial plan navigating the course to their future. We accomplish this by creating synergy amongst savings, investments, risk management, legacy, and tax strategies.

251 E Merrill St., Suite 204
Birmingham, MI 48009
Map

248-468-6490

  • Financial/Investment Services
  • Investment Management

Profile

Raymond James & Associates

Raymond James & Associates

https://www.raymondjames.com/detroitcapital/

Committed to building and maintaining strong relationships, Jack strives to help every client achieve financial success – while understanding that the definition of success is unique to each client. He provides a comprehensive approach to wealth management and retirement planning to individuals, families, and businesses.

39400 Woodward Ave. Ste 150
Bloomfield Hills, MI 48009
Map

248-953-0580

  • Financial/Investment Services

Profile

Sageview Advisory

www.SageviewAdvisory.com

Bloomfield Hills Financial is a wealth management organization that provides primary financial care to our clients, their businesses and their loved ones. We believe success in investing is a direct result of prudent, objective planning, discipline, and honesty.

35980 Woodward Ave., Suite 300
Bloomfield Hills, MI 48304
Map

248-593-5323

  • Financial/Investment Services

Profile

Stalt Financial

Stalt Financial

www.staltfinancial.com

Our guiding principle is that a sound financial plan is greater than the sum of its parts. Instead of focusing on the individual elements of your financial portfolio, we collaboratively help create a strategic, comprehensive plan that will evolve with you and your family's unique needs. By blending economic principles with visual simplification, we can help achieve a coordinated and integrated financial model, in which decisions can be tested and measured.

1450 W Long Lake Rd., Suite 185
Troy, MI 48098
Map

248-733-4344

  • Financial/Investment Services

Profile

Stifel

Stifel

www.UffelmanWealthAdvisoryGroup.com

139 S. Old Woodward Ave.
Birmingham, MI 48009
Map

248-731-0940

  • Financial/Investment Services

Profile

VantagePointe Financial Group

VantagePointe Financial Group

www.vpfgroup.com

My Professional Mission is to harmonize your financial dreams with reality.  I love educating individuals, families and business owners in our community how to protect, grow and maintain the money they have all worked so hard to earn.

7 W. Square Lake Rd., Suite 139
Bloomfield Hills, MI 48302
Map

248-858-9957

  • Financial/Investment Services

Profile

Wealth Trac Financial

Wealth Trac Financial

www.wealthtracfinancial.com

Wealth Trac Financial is a fully independent wealth management firm of fiduciary advisors providing financial, estate, retirement, and investment services to individuals and families at every life stage.  Our experienced team of wealth management advisors gets to know you, your family, and your short-term and long-term goals.  Together we determine the best course of action for meeting these goals.  We create comprehensive, custom wealth management plans, tailored specifically to the needs of each client.  Our goal is to continue to exceed expectations, providing our clients peace of mind, confidence, and security in their financial future.

30777 Telegraph Rd
Franklin, MI 48025
Map

248-385-2385
Fax: 248-414-6151

  • Financial/Investment Services
  • Retirement Plans

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