OUR VALUED CLIENTS
Michigan Financial Companies
Our mission is to impact the lives, lifestyles and legacies of our clients and associates. We are a full service financial organization delivering the personalized service that clients desire by providing customized solutions to their goals. Our advisors provide personalized financial planning* for their clients including asset allocation recommendations, college education planning, insurance planning and tax planning* as it relates to investments to help them achieve their financial goals and protect their assets.
Pacific Financial Partners
As a modern regional financial services firm, Pacific Financial Partners has approximately $2 billion under management and over 100 independently associated financial advisors. Pacific Financial Partners thrives cultivating and supporting its’ professionals and practices, who offer a personalized high-touch approach to helping clients reach their financial goals. “Our firm is dedicated to building long-term client relationships which we know must be earned each and every day,” says Luiz Boscardin. “It is our life-long commitment to achieve client service excellence.”
Signature Financial Group, LLC
We are dedicated to providing our clients with up to date industry information while serving as a business partner. We are committed to excellence at every point of contact, and it begins with a dedication to you - to listen, to advise, to build a relationship - and it's an ongoing process.
Keystone Financial Management
Since 2001, we've supported both clients and advisors, offering the support they need, the strength they want, and the tools to help them build a stable financial future, thrive, and grow...whatever that means to you. We’ve found that when advisors and clients find us, they tend to stay.
Edelman Wealth Management
Edelman Wealth Management Group was founded by Scott D. Edelman, who saw that people were not getting the advice they needed to feel secure in their financial future. Scott started his own firm in 1996 and focused on helping people feel that they could realize their lifestyle and financial goals.
Edelman Wealth Management Group was created with the idea that clients were family, not investment accounts. Individual stories mattered more than collective wealth.
Today the team provides personalized insurance and wealth management to clients around the nation.
Capitol Financial Solutions
We are a full-service financial planning firm that specializes in working with business owners, entrepreneurs, and professionals. What this means is that we invest the time to better educate, organize, and prepare our clients for the inevitable financial issues they face. The real benefit is confidence in knowing you are able to protect and preserve your lifestyle, assets, and loved ones.