3 Best Financial Services in Warren, MI

“Heemer, Klein & Company, PLLC is one of the leading financial planners in Warren, Michigan. Michelle Chmelko is the principal. The team at Heemer, Klein & Company, PLLC is dedicated to providing their clients professional services and personalized guidance in various financial and business needs. They can offer expert advice to help with tough decisions like asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and succession planning. Their professionals can assist you with your investments by advising on the proper asset allocation according to various factors. They combine expertise and experience with a thorough understanding of your business to produce financial projections to help you manage your business plan and spending.”

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“Craig A. Wagenschutz has been a financial advisor at Edward Jones in Warren, Michigan, since 2018. He completed his Bachelor of Arts at Adrian College. As an Edward Jones financial advisor, he prioritizes understanding your goals before discussing investing your money. Thousands of people and advanced technology support his office, so Craig A. Wagenschutz and his team can help ensure you receive the most current and comprehensive guidance. In addition, they welcome the opportunity to work with your attorney, accountant, and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, they can assist you in developing a complete, tailored approach to help you achieve your financial goals. They also provide evening and weekend web conference sessions for their clients.”

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“Financial Services of America is an independent Financial consultant in Troy, Michigan. Richard David James is the founder and chief executive officer of the firm. Financial Services of America's team of dedicated financial advisors spend time listening to you, explaining recommendations, answering questions, and helping you pursue your goals. They don't just handle your investments. They take a full-service approach to your entire financial picture, designing strategies to help you achieve a successful life plan. The firm offers world-class service to the families they work with and achieves their financial goals. They are proud to provide complete financial services to Michigan families by leveraging their dedicated team of financial advisors and incredible third-party partners. They are happy to celebrate 40 years in business. The company is located in Troy, Michigan.”

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