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

Responsible for the development and implementation of the firm’s marketing and public relations initiatives. Created a comprehensive suite of marketing materials and established a consistent schedule of communications with shareholders and financial intermediaries. Updated and mainstreamed image to appeal to a larger audience. Managed digital communications and coordinated media buys and placement. Directed a total revamp of the firm's websites. Helped to increase firm assets under management from just below $1 billion to over $3 billion.

Blue Chip Partners, LLC (Blue Chip) is a privately-owned, registered investment advisory (RIA) firm headquartered in Farmington Hills, Michigan. Blue Chip provides comprehensive financial planning and investment management services to high net worth individuals and families. We strive to help our clients get the most life out of their wealth, and to be a great place to work for our employees. Our team of financial advisors has the knowledge and experience necessary to create a customized financial plan that meets your unique needs. On staff, Blue Chip has multiple CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Financial Analyst® designations, Certified Public Accountants, Chartered Market Technician® designations and licensed attorneys (Michigan). Blue Chip’s equity investment management approach focuses on owning individual, high-quality “blue chip” businesses that are dividend growers and/or industry leaders in their respective sectors. Owning individual equities can reduce costs as compared to the typical advisory relationship and provides more opportunities for our team to manage portfolios in a tax-efficient manner. While we do use third-party asset managers for the international stock and bond allocation of the portfolio, we utilize low-cost offerings with an emphasis on strategic diversification. Our investment process is driven by a centralized, in-house investment department and committee that support our financial advisors.  Advisors at Blue Chip have developed specific expertise as it relates to the needs of corporate executives with concentrated stock positions, professionals, and those nearing retirement. Please visit our website at www.bluechippartners.com for more information. Delegate Confidently™ with Blue Chip Partners, an equal opportunity employer. Link to important disclosure information: https://www.bluechippartners.com/disclosures/

We believe the way to help grow and preserve your wealth is active investment management. This is particularly important given the current investment environment and the prospect of rising interest rates in the years to come. We expect that investors utilizing a buy and hold strategy will have returns that they will likely find unacceptable over the next five to ten years. We are a fee-based advisory firm where our interests are in line with your interests. We are viewed as trusted advisors who want to help quarterback your family’s financial affairs, if that is what you wish. We provide advice primarily on investments, but also advice in estate planning, long-term care insurance, life insurance, taxes, mortgage refinancing, and college funding. Our firm, Retirement Income Solutions, Inc. (RIS), is an independent registered investment advisor. Our independence from being owned by a bank, insurance company, mutual fund company or Wall Street brokerage firm enables us to make unbiased recommendations rather than ones that might favor the advisor’s employer. There are few firms in the Ann Arbor and southeastern Michigan area that can provide advice on individual, joint and trust accounts in conjunction with 401ks, 403bs, TIAA-CREF, IRAs and other retirement accounts. RIS can advise on all these areas and provide an integrated strategy for all the accounts that maybe appropriate for your family. A key part of that advice is setting appropriate goals and that means helping clients focus on the important financial issues, not just those issues on the minds of clients. Our educational backgrounds and investment experience cover many years and many investment environments, and we consider education of our clients a key aspect of the services we provide.

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/

Arbor Trust Wealth Advisors, LLC is an independent registered investment advisor ("RIA"​), based in Ann Arbor, providing financial planning, investment and estate and trust administration services to our clients. As THE trusted Wealth Advisor for each of our clients, Arbor Trust Wealth Advisors brings the best of the financial world to everyday life. The cornerstone of each client relationship is much more than investment advice or personalized service: it is the creation and cultivation of a comprehensive wealth management strategy integrating financial planning, trust and estate planning, investment strategies, risk and liability mitigation, tax strategies, philanthropic endeavors and more. We deliver this independent of outside influence, acting as a fiduciary for our clients by placing their needs above everything else we do. With integrity, honesty and practicality guiding us, we help our clients pursue their dreams and goals with confidence. Arbor Trust is a RIA registered with the U.S. Securities and Exchange Commission and located in the State of Michigan. Arbor Trust provides investment advisory and related services for clients nationally. Arbor Trust will maintain all applicable registration and licenses as required by the various states in which Arbor Trust conducts business, as applicable. Arbor Trust renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Please see http://arbortrust.com/terms-of-use/ for important disclosures.

Managed product development for PC applications in banking.

Financial planning, retirement education, and wealth management for those approaching or already in retirement. Insurance products are offered through Senior Planning Advisors, LLC.  Investment Advisory Services offered through Strategic Investment Advisors, LLC, an SEC Registered Investment Advisory firm. Strategic Investment Advisors does not offer insurance products. The insurance products offered by Senior Planning Advisors are not subject to Investment Advisor requirements. Strategic Investment Advisors and Senior Planning Advisors are affiliated companies.

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.

Beringea is a venture capital firm empowering entrepreneurs across the U.S., U.K., and Europe to build great businesses. With offices in Detroit and London and over $715 million under management in the United States and United Kingdom, we provide patient capital and a global footprint to back founders throughout their journey, helping them overcome barriers to scale and build international success stories. Our track record of three decades of successful investing across every major industry has inspired our own entrepreneurial ethos; cultivated an exceptional network throughout the technology and investment communities; and fostered the experience required to create meaningful businesses and deliver value for our shareholders. The diversity of background, opinion, and expertise throughout our transatlantic team reflects the community of founders and companies we support and enables us to collaborate effectively with our portfolio to capitalize on opportunities enabled by technology. www.beringea.com

Over 20 years ago, Kirk W. Dahring, QPFC, CRPS®, AIF®, CHSP and Angela S. Cusmano, CPFA, CRPC®, AIF® came together to collaborate for a client, bringing unique strengths and educational backgrounds to the table. That collaborative approach set the tone for our firm, establishing our belief that together, as a team, we can serve clients better than we can alone. At Dahring | Cusmano and Associates, our passion to work hard and serve others benefits corporate and individual clients all over the United States. Investment advisory services offered through Dahring | Cusmano and Associates, an investment advisor registered through the Securities and Exchange Commission. Securities and investment advisory services offered through NEXT Financial Group, Inc. Member FINRA / SIPC. Dahring | Cusmano and Associates is not affiliated with NEXT Financial Group, Inc. To view other important client information, visit www.nextfinancial.com or www.dca401k.com.

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.