GREGORY J. SCHWARTZ & CO., INC. is an accounting company based out of 3707 W. MAPLE ROAD, BLOOMFIELD HILLS, Michigan, United States.

Angle Advisors is an independently owned investment bank. We provide merger & acquisition advisory, private capital raising, and related financial analytical services. Our clients include multinational corporations, privately-held companies, private equity funds, and public sector entities. Our global transactions are supported by nearly 40 professionals in the United States, Germany, and China. For additional information, please visit www.angleadvisors.com.

Managed Asset Portfolios, LLC (MAP) is an independent SEC-registered investment advisory firm with a commitment to global value investing. With successful beginnings as a Single-Family Investment Office for one of the wealthiest families in North America, we opened our doors to outside investors in 2001. Today we proudly service families, family offices and institutions throughout the United States and Canada.

Planning Alternatives is an independent wealth management firm that has served clients since 1983. Our clients value objectivity, personalized service and our unwavering commitment to serving their best interests. Contact us today to discover how we can help you make smart decisions with your wealth.

We believe in crafting customized strategies that give you confidence in your future. Our plan is to cater to your needs through education and unparalleled personal service, dedicated to your financial freedom, with strategies that aim to provide security during economic uncertainty. With over 100 years of expertise, our team of professionals help you understand your finances and how to maximize your investments. As your life evolves, we are here to help guide your journey to financial success and stability. We are Financial Advisors who invest in you. At Spartan Wealth, we strive to build life-long partnerships with our clients. Securities and advisory services offered through Cadaret Grant Co., Inc., member FINRA/SIPC. www.finra.org, www.sipc.org. Spartan Wealth Management and Cadaret Grant & Co. Inc. are separate entities. Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Investing is much more complicated today than it was several years ago. The variety of mutual funds, ETFs, stocks, bonds, and international securities continues to grow. With so many choices and increasingly volatile financial markets, it has become more difficult for individual investors to monitor their own portfolios and make timely investment decisions. However, the decisions an investor makes today and in the future can significantly affect his or her long-term financial security. Mainstay Capital Management, LLC (MCM) was founded to help investors who do not have the time or inclination to give their retirement savings accounts and other investments the thorough research and analysis they require. Through our portfolio development and management process, MCM takes full advantage of the investment options available in a client’s 401(k), 403(b), IRA, or other type of managed account to meet his or her long-term goals and tolerance for risk. Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with more than $3.8 billion under management. Unlike many other firms, MCM has no ties to, nor receives commissions or compensation from any broker, mutual fund company, banking institution, or insurance company. At Mainstay Capital Management we are committed to providing professional, personalized service. After a thorough analysis, Mainstay will manage a portfolio designed to meet your specific needs. Whether you have a long-term time horizon and are looking to maximize gains, or would like to generate current income and minimize volatility, our team will manage your portfolio and handle all of the day-to-day investment decisions. Additionally, with a staff of Certified Financial Planners and Chartered Retirement Planning Counselors, Mainstay can offer advice and develop comprehensive solutions for any financial aspect of your life.

MKD Wealth Coaches is an independent financial planning and wealth management firm located in Troy, Michigan. Our expertise is coaching entrepreneurs and families toward clarity around their finances in relation to both their personal lives and their businesses.

Greenwich Capital Group (GCG) is a middle-market focused investment bank. GCG employs a world-class advisory team trained at global firms, with vast experience in executing complex transactions with strategic and financial investors. We bring credibility to our clients through a rigorous, market-tested transaction approach, built around our team’s deep experience, analytical focus and attention to detail. GCG provides thought leadership, market knowledge and extensive relationships, which results in a customized client service experience designed to maximize value. We believe time is of the essence. Our team works relentlessly to run an efficient transaction process, while never losing focus of our clients’ strategic and financial objectives. With each engagement, GCG’s senior bankers have a common goal. We strive to build relationships by representing our clients’ long-term interests in order to earn ultimately their trust. It is our privilege to be called trusted advisors in the middle market.

At Greystone, you have a dedicated, hand-picked team of professionals who are knowledgeable in your personalized areas of focus. Using a systematic and analytical team approach, we bring together a range of specialists, including CPAs and estate planners, to provide robust, well-rounded, creative insights. We work hard to understand the world of finance and how it affects our clients’ objectives using an intuitive and discerning perspective. We aim to provide a robust concierge experience, specifically tailored to implement financial plans designed to guide clients throughout every life stage. As a fiduciary our primary focus is to benefit our clients and act in their best interests. As a fee-only service, we strive for integrity in our financial planning. We are committed to offering unsurpassed insights to each and every client, keeping our eyes on the future success as we help you reach your goals and dreams. Get to know our Greystone team, and you’ll understand what makes Greystone unique. Each and every team member brings a special set of skills to the table, with the specific objective of helping your each your goals.

Preparing Individual and S-Corp tax returns Bookkeeping for S-Corp clients Prepare portfolios for client financial planning meetings Create client expenditure reports Perform bank reconciliations Create client database trackers

The Moran Company, an HMA Company, is a Washington-based health care research and consulting firm focused on the boundary between the public and private sectors in health care. We assist clients in all sectors of the industry in devising business and policy strategies that are simultaneously commercially realistic and politically practical. Moran Company consultants have extensive expertise in the design, implementation and evaluation of all types of payment systems, both in Medicare and the private sector. We can assist clients seeking to understand factors that affect the flow of payments through these systems.

Financial Services Company. Assisting customers with all their financial needs. Residential Mortgage Loans, Modification Assistance, Secured Loans. Financial Counseling. DFS has established a National Presence to better help homeowners find secured loan options. Working with our Corporate Partners we place qualified homeowners with lending partners.