WEALTH STRATEGIES FINANCIAL GROUP
2000 Town Center, Suite 1600, 16th Floor, Southfield, Detroit, MI 48075 Directions
Since 1880
Here’s The Deal:
Wealth Strategies Financial Group was founded to assist its customers in many aspects of their financial lives. Managing Partner Mike Amine has twenty-six years of industry experience as a financial advisor and managing partner. His staff consists of experienced professionals using a hands-on approach to financial guidance. The firm provides comprehensive and personal services. Their company is based on the principle that education and understanding of your current financial situation. They strive to create financial stability and security while planning for financial independence for each of thier clients. The firm is 15.3 miles from downtown Detroit.
SPECIALTY:
Risk Management, Business, Financial and Retirement Planning, Investment Strategies, Goal Setting, Budgeting, Taxes & Estate Strategies
TBR® Inspection Report:
WAYNE PHILLIPS- AMERIPRISE FINANCIAL, INC.
1001 Woodward Avenue, Suite 500, Detroit, MI 48202 Directions
Since 1996
Here’s The Deal:
Wayne Phillips is a financial advisor at 'Ameriprise Financial Services, Inc., Detroit. Their mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable guidance. The firm takes a comprehensive financial planning approach based on an ongoing relationship with a personal advisor. Their focus is to help clients achieve their financial goals and feel confident, connected, and in control of their economic life. They offer personalized financial advice and a range of product solutions, including investments, insurance, annuities, and banking. They provide experienced advice to help you develop a financial plan and find a broad range of financial solutions to meet your needs.
SPECIALTY:
AMERIPRISE FINANCIAL SERVICES, INC. - Wealth Preservation Strategies, Family Finances, Retirement Income, Insurance, Investment, and Retirement Planning, Executive Compensation and Benefit Strategies, Charitable Giving, Tax Planning & Saving for Education
TBR® Inspection Report:
THE MATHER GROUP
19 Clifford Street, Detroit, MI 48226 Directions
Since 2011
Here’s The Deal:
The Mather Group is an independent and fee-only wealth management firm helping corporate executives and professionals. They provide a free investment audit to expose the actual cost of owning each of your investments. They maintain a strong commitment to their employee's continuing education and professional growth. Their comprehensive planning services cover all aspects of making a smooth financial and lifestyle transition. They start with a detailed analysis of your current status and plan for every goal along the way. They can help you develop a comprehensive plan to consolidate your benefits and ensure your elections account for tax consequences.
SPECIALTY:
Investment and Risk Management, Tax Reduction for Stock Option Exercises, Executive Benefits, Stock Options, Employer Services, Philanthropic, Financial, Estate, Retirement & Tax Planning