Charles Davis III21 Kercheval Ave. Suite 270 Grosse Pointe Farms, MI Charles Davis III 21 Kercheval Ave. Suite 270 Grosse Pointe Farms, MI
Company Title: Principle Company: Goodrich, Davis, Peabody Type Registered Investor: Yes Education B.A.,Economics, Wabash College 1965 MBA, Finance, University of Chicago 1967 Associate Professor, Financia & Ecponomics, Walsh College 1983-2007 Years Experience Years Experience: 33 Service Hourly Financial Planning Engagements,IRA, 401k, Roth IRA, QDRO Rollovers,Reverse Mortgage,Retirement Planning,Investment Consulting & Allocation Design,Estate Tax Planning,Individual Income Tax Planning,Mortgage Refinancing,CD Alternative,Alternative Investments,Real Estate Investment Planning,Planning For Personal Finances & Budgeting,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,High Yield Bank Accounts,Stock Market Alternative,Wealth Management,Investment & Portfolio
Alan Mirza6435 28th Avenue Hudsonville, MI Alan Mirza 6435 28th Avenue Hudsonville, MI
Company Title: CFP Company: Ameriprise Financial Service Retirement Income Accumulation Planning,Business Income Tax Planning,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Annuities,Alternative Asset Class Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Fee-Only Comprehensive Financial Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Life
Adam Walsh28411 Northwestern Hwy Southfield, MI Adam Walsh 28411 Northwestern Hwy Southfield, MI
Company Company: Michigan Financial Companies Type Investment Advisor Rep: Yes Education Bachelors of Business Administration in Personal Financial Planning from Western Michigan University in 2004 Years Experience Years Experience: 7 Service Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Captive Insurance,High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability Insurance,Retirement Pla
Yasmin Elrada22200 Ford Rd Dearborn Heights, MI Yasmin Elrada 22200 Ford Rd Dearborn Heights, MI
Company Title: President, Financial Advisor Company: LPL Financial Service Portfolio Engineering,High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Medicaid,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Captive Insurance,Life Settlements,Pension for Highly Compensated Owners,Stock Market Alternat
KENNETH MAY128 S. FOREST STANDISH, MI KENNETH MAY 128 S. FOREST STANDISH, MI
Company Title: REGISTERED REPRESENTATIVE Company: THE SMALL BUSINESS DOCTOR INC. Service Retirement Income Accumulation Planning,Business Income Tax Planning,Long-Term Health Care Planning,Business Succession & Liquidation Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Investment & Portfolio Management,Investment Consulting & Allocation Design,Planning For Personal Finances & Budgeting
Gene Wittstock2000 Town Center Southfield, MI Gene Wittstock 2000 Town Center Southfield, MI
Service Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Captive Insurance,Life Settlements,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Medicare Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning Engagements,Fee Only Po
Chet Spence3227 Washtenaw Suite C2 Ann Arbor, MI Chet Spence 3227 Washtenaw Suite C2 Ann Arbor, MI
Company Title: Financial Advisor Company: New England Financial Type Investment Advisor Rep: Yes Education The American College; ChFC, CLU Western Michigan Universty; BA English/Communications Years Experience Years Experience: 14 Service Pension for Highly Compensated Owners,Income for Life/ Preserve Principal,Disability Insurance,Retirement Planning,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Fee-Only Comprehensive Financial Planning,IRA, 401k, Roth IRA, QDRO Rollovers,Wealth Management,Annuities,Long-Term Health Care Planning,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strate
Anthony Agbay1450 W. Long Lake Road Troy, MI Anthony Agbay 1450 W. Long Lake Road Troy, MI
Company Title: Senior Vice President - Investments Company: The Agbay Group, A Wealth Advisory Company Type Investment Advisor Rep: Yes Education Drexel University, BS Finance Years Experience Years Experience: 15 Service Fee Only Portfolio Management,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Health Care Insurance,Retirement Planning,Long-Term Health Car
Andrew Perri4763 South Old Us 23 Suite D Brighton, MI Andrew Perri 4763 South Old Us 23 Suite D Brighton, MI
Company Title: President Company: Pinnacle Wealth Management Type Investment Advisor Rep: Yes Education BA Degreee in Business Management and Finance from Central Michigan University Years Experience Years Experience: 14 Service Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Business Income Tax Planning,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Fee-Only Comprehensive Financial Planning,Retirement Planning,Real Estate Investment Planning,Annuity Ideas & Strategy Planning
Anthony Rogalski888 W. Big Beaver Rd. Troy, MI Anthony Rogalski 888 W. Big Beaver Rd. Troy, MI
Company Title: Financial Advisor Company: Waddell & Reed Type Investment Advisor Rep: Yes Registered Investor: Yes Education Central Michigan University Years Experience Years Experience: 8 Service Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability Insurance,Retirement Planning,Long-Term Health Care Planning,Business Succession & Liquidation Planning,Estate Tax Planni
Data Provided by:
|