Financial/Investment Services
As a not-for-profit financial institution, we return revenue to members by providing lower loan rates and higher savings rates. Our field of membership is broad and includes educational and government employees; students and alumni; retirees; and residents in the lower peninsula of Michigan .We have consistently achieved Bauer Financial's (www.bauerfinancial.com) highest rating, five stars, and boast a member satisfaction rate of 97%.
Federally insured by NCUA. Equal Housing Lender.
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.
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.
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.
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.
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.
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.
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.
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.
