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Showing 1 - 12 of 22 results
GREGORY J. SCHWARTZ & CO., INC.
GREGORY J. SCHWARTZ & CO., INC.
Bloomfield Hills, Michigan
25-49 employees
GREGORY J. SCHWARTZ & CO., INC. is an accounting company based out of 3707 W. MAPLE ROAD, BLOOMFIELD HILLS, Michigan, United States.
Retirement Benefits Rank
Market Leading
AZIMUTH CAPITAL MANAGEMENT LLC
AZIMUTH CAPITAL MANAGEMENT LLC
Bloomfield Hills, Michigan
1-24 employees
Azimuth Capital Management LLC (“Azimuth”) is an independent advisory firm that provides investment advisory and related services to its clients. The firm serves a range of clients including high net worth individuals and families, trusts, retirement plans, charitable institutions, endowments, corporations and other entities. Azimuth is devoted to meeting the specific needs of each of its clients, and is comprised of a team of professionals possessing the breadth and depth of experience to meet those needs as well as a passion for delivering exceptional client service.
Retirement Benefits Rank
Below Market
ANGLE ADVISORS, LLC
ANGLE ADVISORS, LLC
Birmingham, Michigan
1-24 employees
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.
Retirement Benefits Rank
Market Leading
P&M CORPORATE FINANCE, L.L.C.
P&M CORPORATE FINANCE, L.L.C.
Southfield, Michigan
25-49 employees
PMCF is a middle market investment bank that provides merger and acquisitions advisory services to individual and family-owned businesses, large public companies, and private equity firms across the globe. Our firm combines its expansive industry and transactional expertise with highly engaged, senior-level bankers to create tailored solutions for all our clients. PMCF helps clients meet their sale, acquisition, financing, and strategic growth objectives through a broad range of services, including: - Sell Side M&A Advisory - Buy Side M&A Advisory - Transaction Planning & Advisory - Capital raising Since its inception in 1995, PMCF has successfully completed over 300 transactions for clients in multiple industry sectors worldwide. Our firm has dedicated teams focused on the plastics & packaging, industrials, business services, software & technology, healthcare, and consumer, food & retail industries. These specialized teams deliver highly creative financial solutions and a level of professional service that consistently exceeds client expectations. PMCF has offices in Chicago, Detroit, and Denver and internationally through its Corporate Finance International (CFI) partner firms. PMCF is an affiliate of Plante Moran, one of the nation’s largest professional services firms. PMCF is a trade name for PMCF Advisors, LLC and P&M Corporate Finance, LLC, a FINRA-registered broker-dealer and SIPC member firm. PMCF Advisors, LLC provides M&A advisory services, and P&M Corporate Finance, LLC provides capital-raising services. These firms are related by common control and professional staffing.
Retirement Benefits Rank
Market Leading
CENTER FOR FINANCIAL PLANNING II, LLC
CENTER FOR FINANCIAL PLANNING II, LLC
Southfield, Michigan
25-49 employees
Center for Financial Planning, Inc. is a privately managed wealth management firm and registered investment advisor. Founded in 1985 and located in Southfield, Michigan, The Center works with clients throughout Michigan and in 38 states. We work to partner with our clients to achieve their financial goals and ultimately to Live Your Plan™. We manage more than $1.1 billion in assets for families and individuals. Center for Financial Planning, Inc. is an independent Registered Investment Advisor. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United Staets are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authjorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Investment advisory services offered through Center for Financial Planning, Inc.® Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
Retirement Benefits Rank
Top Benefits
HURON CAPITAL PARTNERS LLC
HURON CAPITAL PARTNERS LLC
Detroit, Michigan
1-24 employees
Huron Capital brings a people-first and thematic approach to private equity investing in secularly relevant and fragmented sectors of the North American services industry (list below). We pride ourselves on an unwavering commitment to candor, trust, accountability and transparency in our relationships with management teams, investors, advisors and employees. Founded in Detroit in 1999, we partner with entrepreneurs and management teams, empowering their companies to new levels of excellence. We provide resources to help companies grow by professionalizing operations, improving service offerings, executing M&A strategies and accessing new markets. Huron Capital has managed over $1.8 billion on behalf of a global institutional investor base. We fulfill our commitment to all stakeholders by employing a repeatable playbook to drive thoughtful value creation, showcased in over 250 acquisitions since the firm’s inception. Commercial & Industrial Services: -Environmental Services -Facility Services -Infrastructure and Utility Services -Industrial Technology and Automation Services -Test, Inspection, Compliance, and Certification -Transportation and Logistics Services -Value-Added Distribution Professional Services: -Financial and Insurance Services -Tech-Enabled Services Consumer Services: -Residential Services
Retirement Benefits Rank
Top Benefits
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ROCKBRIDGE GROWTH EQUITY MANAGEMENT, L.P.
ROCKBRIDGE GROWTH EQUITY MANAGEMENT, L.P.
Detroit, Michigan
1-24 employees
Rockbridge Growth Equity is a Detroit-based private equity firm with a commitment to helping exceptional companies accelerate growth and build long-term, sustainable value for its stakeholders. Since 2007, Rockbridge has built a track record of success helping both burgeoning entrepreneurs and established businesses successfully navigate their next stage of growth. We believe in a relationship-based investment perspective that builds lasting strategic partnerships focused on long-term results. Rockbridge is uniquely positioned to recognize, analyze, and understand the businesses we partner with through our previous investments in these key sectors. Our agile structure and vast network of resources allows us to move quickly in order to capitalize on any and all investment opportunities. - Business Services - Consumer Services - Financial Services / Technology - Media & Marketing Services - Internet & Software - Sports & Entertainment Established by Dan Gilbert, Brian Hermelin, and Kevin Prokop in 2007, Rockbridge is a unique private equity platform with a distinct investment philosophy focused on long-term business building. Our investment platform combines the flexibility of a financial sponsor with the benefits of a strategic partnership, allowing us to accelerate growth and profitability by leveraging our relationship with the Quicken Loans Family of Companies for unique access to industry and functional expertise. Rockbridge Growth Equity seeks to partner with experienced managers and entrepreneurs who have a desire to build great businesses. Let’s build something great.
Retirement Benefits Rank
Market Competitive
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
PLANNING ALTERNATIVES, LTD.
PLANNING ALTERNATIVES, LTD.
Birmingham, Michigan
1-24 employees
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.
Retirement Benefits Rank
Market Laggard
SPARTAN WEALTH MANAGEMENT
SPARTAN WEALTH MANAGEMENT
Bingham Farms, Michigan
25-49 employees
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.
Retirement Benefits Rank
Below Market
BERINGEA, LLC
BERINGEA, LLC
Farmington Hills, Michigan
1-24 employees
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
Retirement Benefits Rank
Market Laggard
GREYSTONE FINANCIAL GROUP, LLC
GREYSTONE FINANCIAL GROUP, LLC
Bloomfield Hills, Michigan
1-24 employees
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.
Retirement Benefits Rank
Market Leading