Member Directory

Financial/Investment Services

 

Serving Birmingham-Bloomfield and the surrounding community for over 20 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.


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!


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.

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.

Chief Financial Credit Union holds three branches in 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.

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.

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.

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.

Wealth management firm, specializing in providing asset management & trust services to high net worth individuals and related entities.

We are a full-service Budget and Financial Planning company, including Property and Casualty, Life Insurance, Tax Preparation, Mortgage and Refinancing, and Credit Repair.

Danielle’s mission is to help clients and their families to make sound financial decisions, guiding them toward continual financial success and the lives they desire. She takes a detailed, yet practical, approach to help her clients grow their wealth and attain their financial goals and objectives.  Danielle understands that all families are unique and enjoys working closely with her clients to address all their needs, including planning for education, retirement, business succession, charitable giving, and all other special situations and life events. She also focuses on helping women after the death of a loved one or after a divorce.

Danielle Workman is a registered representative of Lincoln Financial Advisors Corp.  Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC), registered investment advisor and an insurance agency. Insurance offered through Lincoln affiliates and other fine companies.  CRN-2923830-012720

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.

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. 


For more than 130 years, Oppenheimer & Co. Inc. has provided our clients with the financial expertise and insight to help achieve their goals. Oppenheimer’s proud tradition of providing innovative, customized solutions to our clients sets us apart from our competitors. We believe in independent thinking that leads to innovative strategies tailored to the needs of our clients. Oppenheimer is proud of its reputation as a Firm that helps individuals, families, corporate executives, foundations and endowments, charities, pension plans, businesses, and institutions.

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

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.

If you are a business experiencing economic challenges related to coronavirus, there is strong likelihood you are or will soon be available to get money from the government to help. E-mail us at info@sbacoronavirusloanassistance.com or call us at 1-866-722-4243 for more information. We are here and available to help you. We will get through this just as we’ve risen to so many great challenges. We can ensure that America’s economy regains strength and continues to be a light unto the rest of the world.

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.

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