Member Directory

Financial/Investment Services


Profile

Bloomfield Hills Financial

www.bloomfieldhillsfinancial.com

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

248-593-5323

  • Financial/Investment Services

Profile

Center for Financial Planning, Inc.

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 $700 million in personal client assets.

24800 Denso Dr. Suite 300
Southfield, MI 48033
Map

248-948-7900

  • Financial/Investment Services
  • Investment Management

Profile

D.B. French & Company, LLC

D.B. French, an Office of Supervisory Jurisdiction of L.M. Kohn & Company combines personal service along with an expanded range of investment alternatives and competitive costs to the client permitting me to address more of my client’s investment needs.

1450 W. Long Lake Rd. Suite 150
Troy, MI 48098
Map

248-502-0814

  • Financial/Investment Services

Profile

Edward Jones/Jonathan Wolfe

700 N. Old Woodward Ave. Suite 102
Birmingham, MI 48009
Map

248-723-5506

  • 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

313-230-9071

  • Banks & Credit Unions
  • Financial/Investment Services

Profile

Fintentional LLC

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 ongoing and limited engagement financial planning with no income or investment minimums.

Birmingham, MI 48009
Map

248-294-0783

  • Financial/Investment Services

Profile

FullPayment, LLC

FullPayment, LLC

www.gofullpayment.com

Loans to get you started, eCommerce & web development to get you online, credit card and payment processing to get you running, analytics and reporting to help you grow, and strategic marketing services that tell the world your story.

300 E. Maple Rd. Suite 340
Birmingham, MI 48009
Map

248-220-4624

  • Financial/Investment Services
  • Banks & Credit Unions

Profile

Greenleaf Trust

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

248-530-6202

  • Financial/Investment Services
  • Investment Management

Profile

JMB Financial Services Group, LLC

JMB Financial Services Group, LLC

www.jmbfinancial.com

Financial Advisors

1301 W. Long Lake Rd. Suite 350
Troy, MI 48098
Map

248-641-7233

  • Financial/Investment Services

Profile

MassMutual Great Lakes

www.greatlakes.massmutual.com

3000 Town Center Suite 3100
Southfield, MI 48075
Map

248-357-7600

  • Financial/Investment Services

Profile

McFawn Financial Services Group, LLC

www.mcfawnfinancial.com

McFawn Financial Services Group LLC is a services firm with more than 30 years of experience in the financial services industry. Our advisors offer individual solutions that include: financial planning, investment needs, asset management, retirement planning, life, disability & long term care, estate planning,etc. Our advisors offer products and services through our broker/dealer, Raymond James Financial Services, Inc.

340 E. Big Beaver Rd. Suite 140
Troy, MI 48083
Map

248-619-0090

  • Financial/Investment Services
  • Insurance

Profile

Merrill Lynch --- Solomon LaMacchio

Merrill Lynch --- Solomon LaMacchio


                         Our group focuses on helping families and business owners articulate their financial goals, create a road map to achieve those goals and help them navigate the bumps along the way to keep them on track. Utilizing our teams skills and experiences, we develop a customized Goals Based Wealth Management Plan designed to achieve our client's unique goals and objectives which is backed by our exceptional service. Our clients work with us because they can trust us; We care about them and they know our sole objective is to provide sound financial guidance for their family and them.

 

39577 Woodward Ave. Suite 100
Bloomfield Hills, MI 48304
Map

248-645-7466

  • Financial/Investment Services

Profile

MiCommunity Bancorp

Bank Holding Company

3707 W. Maple Rd. Suite 113
Bloomfield Hills, MI 48301
Map

248-722-5229

  • Financial/Investment Services

Profile

Northern Financial Advisors Inc.

Northern Financial Advisors Inc.

www.northernfinancialadvisors.com

Northern Financial Advisors is a fee-only financial planning firm.  We help clients accomplish their financial and life goals by advising them on tax, financial planning, investment, retirement and estate planning strategies.

74 E. Long Lake Rd. Suite 200
Bloomfield Hills, MI 48304
Map

248-985-1632

  • Financial/Investment Services

Profile

Northern Trust Company

Northern Trust Company

www.northerntrust.com

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

248-593-9201

  • Financial/Investment Services
  • Insurance

Profile

Quarton International

www.quartoninternational.com

Quarton International advises private companies, publicly-traded companies and private equity funds in merger and acquisition transactions and capital raising.

300 Park St.
Birmingham, MI 48009
Map

248-594-0400

  • Financial/Investment Services

Profile

Raymond James & Associates

Raymond James & Associates

www.raymondjames.com/birminghambranch

We provide conservative financial planning. We work with a select group of families and business owners, overseeing and coordinating their financial affairs.

325 N. Old Woodward Ave. Suite 320
Birmingham, MI 48009
Map

248-540-3733

  • Financial/Investment Services

Profile

Robert W. 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
Map

248-594-9959

  • Financial/Investment Services

Profile

Schechter Wealth

Schechter Wealth

www.schechterwealth.com

Schechter Wealth is a boutique third generation wealth advisory firm. For over 75 years, our  multi-disciplined team consisting of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs and CFA® charterholders has been quietly advising wealthy families on  financial matters including: institutional quality investment advisory services, advanced life insurance planning, income and estate taxes, business succession, and charitable planning.

251 Pierce St.
Birmingham, MI 48009
Map

248-731-9500

  • Financial/Investment Services
  • Investment Management
  • Insurance

Profile

Morgan Stanley Wealth Management - Joel Shayne

www.morganstanleyfa.com/shayne

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.

40701 Woodward Ave. Suite 200
Bloomfield Hills, MI 48304
Map

248-723-1831

  • Financial/Investment Services
  • Brokerage Services

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