Financial/Investment Services
Profile
Baird Private Wealth Management
www.rwbaird.com
Robert W. Baird is a privately held private wealth advisor, in business for nearly 100 years. My team works with individuals to help them reach their financial goals, I call it the SWAN method of investing, where the client can Sleep Well At Night.
300 Park St., Suite 240
Birmingham, MI 48009-3410
Map
248-594-9959
- Financial/Investment Services
Profile
Barbara Merten-Dubensky, CPCU - State Farm Insurance
www.barbmd.com
Serving Birmingham-Bloomfield and the surrounding community for over 24 years.
State Farm, perhaps best known for their quality
personal lines products and services, is also one of the largest writers of
small business insurance. Business property,
general liability, workers comp, and supplemental workplace benefits such a group life and key man insurance.
Let us help protect you and your assets with personalized solutions that compliment your business and retirement planning strategies, including annuities, life insurance, disability and long term care insurance.
State Farm is the nation’s largest Life Insurance provider, and #1 in Customer Satisfaction among Life Insurance Providers 5 years in
a Row (JD Power & Associates).
Call us today!
280 N Old Woodward Ave., Ste 100
Birmingham, MI 48009
Map
248-647-4266
- Insurance
- Financial/Investment Services
Profile
Center for Financial Planning, Inc.
www.centerfinplan.com
Established in 1985, The Center provides highly personalized wealth management services concentrated in Comprehensive Financial Planning and Investment Management.
Collectively our team of professionals manages over $1.5 Billion in personal client assets.
24800 Denso Dr., Suite 300
Southfield, MI 48033
Map
248-948-7900
- Financial/Investment Services
Profile
Chief Financial Credit Union
www.chiefonline.com
Chief Financial Credit Union holds three branches in Birmingham, Pontiac, Dearborn and Rochester Hills, with our HQ in Rochester Hills as well. We are truly a one stop financial shop, offering all the products and services our members need from birth to retirement. We pride ourselves on financial education and giving back to our local communities.
200 Diversion St.
Rochester Hills, MI 48307
Map
248-253-7900
- Banks & Credit Unions
- Financial/Investment Services
Profile
Comparion Insurance Agency, a Liberty Mutual Company
www.comparioninsurance.com/insurance-agent/michigan/shelby-township-0423
Your local Comparion office has licensed agents specializing in auto, home, pet and life insurance. We're committed to helping you find the right coverage for your insurance needs including options from other carriers. Call us today to reach a local agent!
13001 23 Mile Rd., Suite 102
Shelby Township, MI 48315
Map
586-532-7298
- Insurance
- Financial/Investment Services
Profile
F&M Bank
www.fm.bank
Through the years, The Farmers & Merchants State Bank has made it our number one goal to be here for you. That will never change. F&M’s commitment is to ensure that community banking continues to grow and prosper by providing quality customer service and effectively supplying the right products to meet the financial needs of individuals, farmers, businesses, and industries within our market area. F&M has been a stable financial institution for over 125 years and that will not change!
220 Park St., Suite 104
Birmingham, MI 48009
Map
248-914-0880
- Banks & Credit Unions
- Financial/Investment Services
Profile
Fifth Third Private Bank
www.53.com
For individuals and families with complex wealth planning needs, Fifth Third Private Bank offers an indepth wealth planning process that is built on your unique requirements and objectives, that incorporates, Investment Management Banking, Trust Services and Estate Settlement SErvice.
300 Park St., Suite 300
Birmingham, MI 48009
Map
248-430-1368
- Banks & Credit Unions
- Financial/Investment Services
Profile
Financial Center for Women
www.financialcenterwomen.com
The Financial Center for Women was born from the idea that women need specialized financial planning, confidence, and resources as they navigate through life’s challenges.
We welcome women, couples and families. Our passion is helping you overcome divorce and the death of a loved one. During these traumatic life events women need to focus on their future and put themselves first, for once.
We are retirement planning specialists.
Understanding your financial situation can be complex and stressful. Knowing where you stand and what you need to do to move forward can give you the confidence you need.
We want you to achieve your goals.
Whatever they may be.
This is why most initial meetings start with an exercise in understanding your goals and dreams.
We are not just your financial advisor, we are a trusted partner that you can count on.
You are unique, so are your goals and dreams. Our mission, at the Financial Center for Women, is to provide a place where you are empowered to make them a reality.
20505 W. 12 Mile Rd.
Southfield, MI 48076
Map
734-738-6300
Fax: 248-948-4082
- Financial/Investment Services
- Insurance
Profile
Fintentional LLC
www.fintentional.com
Fintentional LLC is a fee-only financial planning firm that specializes in providing objective financial advice to help clients build, manage, grow, and protect their assets through life's transitions. Fintentional offers Comprehensive Financial and Investment Planning services with no income or investment minimums.
Birmingham, MI 48009
Map
248-294-0783
- Financial/Investment Services
Profile
Gleba & Associates
www.GlebaAndAssociates.com
We are retirement plan experts for businesses, and help individuals become retirement ready. We simplify wealth with an award-winning, team approach that empowers our clients to make choices that fit their values and aspirations, treating them like family.
5435 Corporate Dr., Suite 230
Troy, MI 48098
Map
248-879-4510
Fax: 248-879-4560
- Financial/Investment Services
- Investment Management
Profile
Greenleaf Trust
www.greenleaftrust.com
Wealth management firm, specializing in providing asset management & trust services to high net worth individuals and related entities.
34977 Woodward Ave., Suite 200
Birmingham, MI 48009
Map
248-530-6200
- Financial/Investment Services
- Investment Management
Profile
Integrated Fiduciary Advisory Services
https://www.integratedfas.com/
INTEGRATED
We were founded on the belief that to fulfill our fiduciary duty we must operate in an unbiased and objective manner. We work closely with clients and their key advisors on both the institutional and individual level to provide solutions for complex financial situations supporting the creation and preservation of wealth.
OUR VISION
To create a positive and lasting impact on our clients by working solely in their best interest.
40950 Woodward Ave., Suite 350
Bloomfield Hills, MI 48304
Map
248-952-9385
- Financial/Investment Services
Profile
John Frank Rare Coins
www.johnfrankrarecoins.com
JOHN FRANK RARE COINS prides itself on the reputation we built over the last 30 years as a trusted, respected dealer in rare coins and precious metals in Oakland County, Michigan.
725 S. Adams Rd., Suite 135
Birmingham, MI 48009
Map
248-644-8818
- Financial/Investment Services
Profile
Karcher Agency
www.karcheragency.com
Karcher Agency has been providing insurance & financial services to our clients since 1934. We are a family owned and run company who just welcomed the fourth generation in.
23498 Michigan Ave
Dearborn, MI 48124
Map
313-277-8096
- Financial/Investment Services
- Insurance
Profile
LaMacchio Financial Group
www.lamacchiogroup.com
Solomon provides guidance on important matters, such as financial, retirement and estate planning. He believes that building a strong relationship with each client and their family is essential in being able to provide comprehensive financial strategies. That doesn’t mean simply picking investments though, but working with every individual, family or business owner to build a personalized financial plan. He helps
set up the foundation for future decision making. He believes that financial plans are not one-size-fits- all, but rather his client-focused practice works with each client to create a plan that seeks to work the best for them and their lives.
Solomon began his career in retail banking before moving into the investment side of finance, giving him an overall view of finance. This allows his wealth management approach to be consultive, customized and focused on his client. Whether it is preparing for retirement, saving for college education or building a legacy, Solomon works closely with his clients to address any financial complexities they may encounter in life and his personalized approach aims to craft a plan that has been stress tested against a variety of situations, as well as be able to grow and change along with financial needs and goals.
Solomon grew up in the Metro Detroit area and graduated with a degree in Marketing from Oakland University. He has 7 years of experience in the financial industry as well as an active presence in his community. As a cancer survivor, Solomon is very active with the American Cancer Society, where he serves as a board member on the Detroit Associate Board of Ambassadors as well as being involved in Relay for Life. His experience with cancer as a younger person was one of the major reasons he became a financial advisor. He wants to be able to help people, not just through the good times, but also to be the professional person you can lean on during the most challenging of times.
Solomon lives in Ferndale with his wife Lauren, their three children and their dog Louie. Solomon enjoys spending time with family, including being involved in the various sports and teams his children are involved in. He enjoys trying new restaurants with his wife, golfing with friends, enjoying family times and simply relishing life.
200 E Big Beaver Rd., Suite 149
Troy, MI 48083
Map
248-457-4568
- Financial/Investment Services
Profile
Michigan Schools and Government Credit Union
www.msgcu.org
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.
1943 S. Telegraph
Bloomfield Township, MI 48302
Map
586-263-8800 Ext. 562
- Banks & Credit Unions
- Financial/Investment Services
