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Showing 1 - 6 of 6 results
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
ROCHESTER WEALTH STRATEGIES
ROCHESTER WEALTH STRATEGIES
Rochester, Michigan
1-24 employees
Rochester Wealth Strategies, LLC is a Registered Investment Adviser.
Retirement Benefits Rank
Market Competitive
KHIRFAN FINANCIAL COMPANY, INC.
KHIRFAN FINANCIAL COMPANY, INC.
Flint, Michigan
1-24 employees
Khirfan Financial was founded by Abdalhakim (Abed) Khirfan, Financial Advisor, in 1988. Established on the principles of hard work, trust, and integrity we strive to offer a comprehensive approach to serve our clients needs. Over the years, we have expanded the practice to include financial services, wealth management, employee benefits, accounting/bookkeeping, and tax planning & returns. Our primary objective is to serve the needs of the medical profession and wealth management clients. Our team includes trained professionals with years of experience to meet your needs. As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. We believe that relationships are formed through trust and integrity and we strive to maintain that in all our dealings. We develop customized plans that are action based and will help you achieve your long term goals. We keep you informed about your plan, suggest new ideas, and promote options that suit your needs. Simply put, we strive to be your trusted advisor. Our mission is to provide the best possible benefits for you and your family. As a financial planning and benefit consulting firm, we understand the need for a comprehensive approach. Our service has been described as “concierge” as we carefully listen to your needs and develop custom plans from a large variety of providers and offer background support to implement, maintain, analyze, and strategize for the future. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Khirfan Financial and Securities America are separate entities. For disclosures please see our website. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Retirement Benefits Rank
Market Laggard
MELONE PRIVATE WEALTH
MELONE PRIVATE WEALTH
Auburn Hills, Michigan
1-24 employees
We seek to help you answer two questions: Do you know exactly how much money it is going to take for you to retire comfortably and to remain comfortably retired? We understand the anxiety and uncertainty those two questions contain. We have developed a unique financial planning process inspired by behavioral investing, informed by history, and driven by leading technology to achieve our client's retirement goals.
Retirement Benefits Rank
Top Benefits
LEGACY CAPITAL INC.
LEGACY CAPITAL INC.
Grand Blanc, Michigan
1-24 employees
Based on my experience selling companies to Google, Oracle, Intel, Symantec, TPG, ARM, McAfee, Gemalto, Seiko Epson, ViaSat, Verifone, and others, I advise emerging technology companies on value creation and realization through strategically driven M&A. Thanks for visiting! -Chris Augur
Retirement Benefits Rank
Below Market
ACORN WEALTH ADVISORS
ACORN WEALTH ADVISORS
Grand Blanc, Michigan
1-24 employees
I am licensed and registered to conduct business in MI.Based on licenses and registrations I hold, I may also conduct business in FL, TX, AL, MS, OH, IN.
Retirement Benefits Rank
Market Laggard