Member Directory Financial/Investment ServicesNew SearchPrev12NextNorthwestern MutualProfilehttps://lindseytocco.nm.com/901 Wilshire Dr., Ste. 300Troy, MI 48084-5611269-569-2228Lindsey M Tocco, Financial RepresentativeInsurance, Financial/Investment ServicesPlante Moran, PLLCProfilewww.plantemoran.com2601 Cambridge Ct., Ste. 500Auburn Hills, MI 48326-2572248-375-7100Fax: 248-375-7101Ms. Samantha BeckerAccounting, Audits/Auditors, Tax /Consulting Services, Financial/Investment Services, Employee Benefit ServicesPNC BankProfilewww.pnc.com755 W. Big Beaver Rd., Ste. 2500Troy, MI 48084-4900248-729-8216248-729-8168Ms. Wendy Nahhat, VP Commercial BankingFinancial Institutions, Financial/Investment Services, Lending/Business-ResidentialPreferred Financial PartnersProfilewww.preferfp.com755 W. Big Beaver Rd., Ste. 2050Troy, MI 48084-4900248-263-6706Fax: 248-357-6684Ms. Colleen Schueneman, President & CEOFinancial/Investment Services, Insurance, Investment/Retirement ServicesPrimericaProfilewww.primerica.com1942 Star-BattRochester Hills, MI 48309-3711586-703-7353Financial/Investment ServicesPrudential AdvisorsProfilehttps://www.prudential.com/office/detn-detn101 W. Big Beaver Rd., Ste. 705Troy, MI 48084-5241248-743-3440Fax: 248-457-4907Investment/Retirement Services, Insurance, Financial/Investment ServicesRehmannProfilewww.rehmann.com1500 W. Big Beaver Rd., 2nd FloorTroy, MI 48084-3522248-952-5000Fax: 248-952-5750Ms. Susan Gibson, Director of Client Svcs.and Bus. Devt.Accounting, Tax /Consulting Services, Financial/Investment Services, Investigative Services, Cyber SecuritySawchuk WealthProfilehttps://www.sawchukwealth.com/101 W. Big Beaver Rd., Ste. 810Troy, MI 48084-5259248-269-9700Fax: 248-269-9710Sawchuk Wealth is dedicated to helping our clients achieve true financial independence. We connect with them on shared values, augmenting financial freedom with purpose and helping them understand and m .ke sense of a radically changing world. We work to align with and protect common sense values that are the foundation of American greatness. We help protect our clients both financially ahd intellectually, so they can adapt and thrive in any environment, and play an important role in securing a bright future for generations to come.Financial/Investment Services, Investment/Retirement ServicesSentinel GroupProfilewww.sentinelgroup.com/employers3001 W. Big Beaver Rd., Ste. 302Troy, MI 48084-3104781-914-1246Kendall Cogan, Marketing SpecialistEd Maga, Senior Benefits AdvisorInsurance, Financial/Investment Services, Investment/Retirement ServicesSequoia Financial GroupProfilewww.sequoia-financial.com5480 Corporate Dr., Ste. 100Troy, MI 48098-2641248-641-7400Fax: 248-641-7405Mr. Joshua RennertFinancial/Investment ServicesStalt FinancialProfilewww.staltfinancial.com1450 W. Long Lake Rd., Ste. 185Troy, MI 48098-6351248-733-4344248-765-3998At Stalt Financial, we believe a sound financial plan is more than the sum of its parts. Our firm is founded on the principle that proper financial planning is much more than investment management or reliance on a financial product. Our process is built on collaboration and is designed to focus on our clients’ specific goals and vision for the future. We primarily help a few specific groups: business owners working to identify and address their Wealth Gap, families who have loved ones with special needs, and high net worth professionals and their families. Daniel Zech, Co-Founder/Financial AdvisorFinancial/Investment Services, Investment/Retirement Services, InsuranceStoney Creek Advisors LLCProfilewww.stoneycreekadvisors.com445 S. Livernois Rd., Ste. 105Rochester Hills, MI 48307-2575248-266-2900Fax: 248-266-6185Mr. William A. Waggoner II, President/CCOFinancial/Investment Services, Insurance, Investment/Retirement ServicesStraightLineProfilewww.straightline.com165 Kirts, Ste. 100Troy, MI 48084-5214248-269-8366Fax: 248-269-8390Ms. Bethany Mosshart, COO/Director of AdminFinancial/Investment Services, Investment/Retirement ServicesStrategic Wealth Advisors GroupProfilehttps://strategicwealthadvisorsgroup.com/8667 Hall Rd.Utica, MI 48317-5534586-203-2275Julie SullivanFinancial/Investment ServicesT & I Credit UnionProfilewww.ticreditunion.org600 N Main St.Clawson, MI 48017-1588248-588-6688Fax: 248-588-6437Ms. Kathy KarnerFinancial Institutions, Financial/Investment Services, Mortgage or Title Services, Lending/Business-ResidentialUBS Financial Services, Inc.Profilewww.ubs.com/branch/troyde2301 W. Big Beaver Rd., Ste. 800Troy, MI 48084-3331248-642-9300Jonathan Strong, Financial Advisor, Chartered Retirement Planning Counselor - UBS Financial Services -Troy Our focus is to use our more than 30 years of professional experience and resources to help individuals and families with their financial, investment and retirement planning. We have a passion for educating our clients to help them truly understand how to create and follow their plan to become successful long-term, lifetime investors. We believe when our clients understand and are engaged in their investment process, it creates a much deeper, meaningful relationship and partnership.Mr. Jonathan H. Strong, CRPC®, Financial AdvisorFinancial/Investment ServicesWealth Strategies Group, LLC Member-2-Member SavingsProfilewww.wsgllc.net/welcome200 E. Big Beaver Rd.Troy, MI 48083-1208248-680-4622586-300-2210Fax: 248-680-4623Wealth Strategies Group, LLC is an independent, comprehensive financial services firm. Our mission is to reduce your stress and help you simplify your financial life. The financial planning and investment advisory business is just as much about relationships as it is about dollars and cents. We build relationships with clients based upon shared values, treating clients like family and friends. We take the time to explain everything so you feel comfortable, confident, and in control of your money. We work with many of the finest financial institutions in the world to obtain the products and services that fit our client’s needs. Our customized programs are designed to diversify your investments and manage your wealth while delivering a high level of personalized service. Wealth Strategies Group, LLC maintains professional associations, memberships, and designations to ensure we are always up-to-date on any changes within the industry, tax and estate legislation, and investment programs. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at 248-680-4622. We look forward to hearing from you. Charles Vercellone, ChFC®, AIF®, Owner / Financial AdvisorFinancial/Investment Services, Investment/Retirement ServicesYeo & Yeo CPAs & AdvisorsProfilewww.yeoandyeo.com691 N. Squirrel Rd., Ste. 100Auburn Hills, MI 48326-2848248-239-0900Fax: 248-239-0910Ms. Tammy Moncrief, CPA, Managing PrincipalTax /Consulting Services, Accounting, Business Consulting, Business Valuations, Financial/Investment ServicesNew SearchPrev12NextMember Directory | Chamber Events | Member Account | Member Events | Member Job Listings | Member-2-Member Savings | Member News | Request for Information Upcoming EventsTue30 Meet the Biz: Building Sellable Value/Closing the Wealth GapApr 30th @ 8:30 AM Register Wed1 Leadership Enrichment: AI - A Tool for the Sales Process?May 1st @ 8:30 AM Register Sun5 Step Up to the Plate, presented by Children's Hospital of MIMay 5th @ 12:00 PMTue7 Women's Business Forum: Spring MixerMay 7th @ 8:30 AM Register Thank you to our Platinum Members Our Focus is Your Business Become a Member SIGN-UP TO RECEIVEThe Weekly E-Newsletter, the TC Insider Name Company Email Address 12 + 3 = SIGN UP