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. Their company is based on the principle that education and understanding of your current financial situation are vital to successfully making prudent financial decisions. Their 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 education and understanding of your current financial situation. They strive to create financial stability and security for each client while planning for financial independence. They strive to create financial peace and security while planning for financial freedom for each client. The firm is 15.3 miles from downtown Detroit. Contact them to request a fee analysis.
SPECIALTY:
Risk Management, Business, Financial and Retirement Planning, Investment Strategies, Goal Setting, Budgeting, Taxes & Estate Strategies
TBR® Inspection Report:
CORNERSTONE FINANCIAL SERVICES, LLC
24359 Northwestern Highway, Suite 225, Southfield, Detroit, MI 48075 DIRECTIONS
Since 2011
Here’s The Deal:
Cornerstone Financial Services, LLC is one of the best financial services located in Southfield. They have the freedom to structure their business to serve their clients best. CFS utilizes various support firms to bring their clients the best investment options, technology, research, and support. Their team of experts creates customized, easy-to-understand road maps which guide clients to retirement success. They focus on helping their clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet short. and long-term objectives. They strive to obtain a deep understanding of their client's needs that they solve with highly sophisticated financial planning and tailored portfolio management.
SPECIALTY:
Financial Planning, Wealth Management, Estate Planning, Insurance, Tax, Legal, Debt Management, 401k, Succession Planning & Equity Financing Management
TBR® Inspection Report:
THE MATHER GROUP
19 Clifford Street, Detroit, MI 48226 DIRECTIONS
Since 2011
Here’s The Deal:
The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive financial planning services with their client's best interests in mind. They provide a free investment audit to expose the cost of owning each of your investments. They maintain a solid commitment to their employee's continuing education and professional growth. Their comprehensive planning services cover 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 aim to minimize cost wherever possible and provide complete transparency about their fees, outlined in their firm’s public disclosure documents. Contact them to make an appointment.
SPECIALTY:
Investment and Risk Management, Tax Reduction for Stock Option Exercises, Executive Benefits, Stock Options, Employer Services, Philanthropic, Financial, Estate, Retirement & Tax Planning