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Showing 1 - 12 of 17 results
KAYDAN WEALTH MANAGEMENT, INC.
KAYDAN WEALTH MANAGEMENT, INC.
Fenton, Michigan
1-24 employees
Our singular focus is to make an impactful difference in the lives of our clients and their families. As advocates, we work closely with our clients to clarify the financial landscape and navigate life's most important events. We achieve this through unbiased advice, meaningful portfolio management, and impeccable service. The following principles guide us in all that we do: - We have your best financial interests at heart. We strive to maintain complete objectivity and impartiality in our work and judgment. We provide you with all that you need to make thoughtful investment decisions. - We always conduct ourselves with integrity, dignity, and honesty. - We communicate in a clear and open manner and handle all inquiries/requests as quickly and accurately as possible. - We keep the confidentiality of all information given to us to the full extent permitted by law. - We disclose the services we provide and how we are compensated for them. We perform all services in a fair and reasonable manner and disclose any conflicts of interest. - We maintain and expand our knowledge through continuing education. To learn more about Kaydan Wealth Management and how to engineer your best retirement, subscribe to The Retirement Engineer podcast at www.TheRetirementEngineerPodcast.com or visit www.kaydanwealth.com. Free tools, offers, additional information, etc., here: http://linktr.ee/KaydanWealth Investment advisory services are offered through Kaydan Wealth Management, Inc., a Registered Investment Advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. For important social media disclosures, visit https://www.kaydanwealthmanagement.com/social-media/
Retirement Benefits Rank
Market Leading
ASSET & RISK MANAGEMENT, INC.
ASSET & RISK MANAGEMENT, INC.
Fenton, Michigan
1-24 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Market Competitive
STRATEGIC EDUCATION TECHNOLOGIES, LLC
STRATEGIC EDUCATION TECHNOLOGIES, LLC
Troy, Michigan
1-24 employees
Strategic Education Technologies (SET), is focused on helping families get SET for College and financially SET for Life – without taking unnecessary risks. Since 1994, our sole mission is to help families comfortably afford to send their children to college regardless of the cost; and become financially SET For Life without taking unnecessary risks. We accomplish this through our network of SET Advisors as well as directly with families through our My SET for College Solution platform. My SET for College Solution™ helps families successfully navigate the college admissions and financial aid planning process so their children can attend the college of their choice – regardless of the cost. My SET for Life Solution™ provides financial education programs – backed by results – that help families take control of their financial lives – without taking unnecessary risks. SET for Advisors recruits, develops, and trains financial professionals who want to help families in their local communities become Set for College and Beyond. Our growing company encourages new talent to check us out: (www.mysetsolutions.com) We week Innovators in technology, Marketing and Operations. In addition, Seasoned Client Service Specialists (Financial Aid), Strategic Business Coaches (Financial & Planning), New Business Support Specialists among our Troy Michigan and Cleveland Ohio Offices.
Retirement Benefits Rank
Below Market
MANAGED ASSET PORTFOLIOS, LLC
MANAGED ASSET PORTFOLIOS, LLC
Rochester, Michigan
25-49 employees
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.
Retirement Benefits Rank
Market Competitive
MAINSTAY CAPITAL MANAGEMENT, LLC
MAINSTAY CAPITAL MANAGEMENT, LLC
Grand Blanc, Michigan
25-49 employees
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.
Retirement Benefits Rank
Market Laggard
MKD WEALTH COACHES, LLC
MKD WEALTH COACHES, LLC
Troy, Michigan
1-24 employees
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.
Retirement Benefits Rank
Below Market
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MORAN & COMPANY
MORAN & COMPANY
Rochester, Michigan
1-24 employees
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.
Retirement Benefits Rank
Market Leading
J2 CAPITAL MANAGEMENT, INC.
J2 CAPITAL MANAGEMENT, INC.
Troy, Michigan
1-24 employees
J2 Capitol Management specializes in in-house custom financial planning, tax, estate and investment management. J2 helps you plan, build wealth, and manage risk through a team of in-house fiduciary professionals serving Troy, MI and Cape Coral, FL. By keeping all of the expertise in-house, we create a unique advantage for our clients. We have a higher level of visibility into all of your asset needs and can provide better service than if multiple professionals worked on the individual planning components. Farming out these services increases overall costs and limits the advisor’s visibility and insight into the whole picture. J2 was founded to help clients navigate uncertain markets, reduce risk and plan for a sound future. We will listen carefully, and use our deep understanding of today's economic issues to offer comprehensive investment advice specifically tailored to each client. To learn more, please visit https://j2cm.com/ -- J2 Capital Management is an SEC Registered Investment Advisor.
Retirement Benefits Rank
Market Competitive
DIVERSIFIED FINANCIAL SERVICES INC.
DIVERSIFIED FINANCIAL SERVICES INC.
Washington Township, Michigan
1-24 employees
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.
Retirement Benefits Rank
Market Competitive
NEW TECH FINANCIAL SERVICES LLC
NEW TECH FINANCIAL SERVICES LLC
Bay City, Michigan
50-99 employees
Newtech Dealer Services is one of the industry’s leading innovators in technology, consulting, financial services, and vehicle management. Since 1998, our proven systems and methods have helped dealers throughout the country add more volume and gross.
Retirement Benefits Rank
Market Laggard
KELLCOLE HOLDINGS LLC DBA QOLITY FINANCIAL
KELLCOLE HOLDINGS LLC DBA QOLITY FINANCIAL
Utica, Michigan
1-24 employees
QOLity Financial is a financial planning firm dedicated to providing its clients with a comprehensive planning experience- retirement, cash flow, insurance and estate plan funding. We "plan for more"​. Investment products are offered through LPL Financial, member FINRA/SIPC. LPL provides technology, brokerage, and invested advisory services to over 12,000 financial advisors through the United States.
Retirement Benefits Rank
Market Laggard
SAPIENTIA PRIVATE WEALTH MANAG
SAPIENTIA PRIVATE WEALTH MANAG
Rochester, Michigan
1-24 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
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