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Showing 1 - 9 of 9 results
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
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
Top Benefits
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
ASTRIKE FINANCIAL PLLC
ASTRIKE FINANCIAL PLLC
Midland, Michigan
1-24 employees
CPA and PFS
Retirement Benefits Rank
Top Benefits
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
Top Benefits
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
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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
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
Market Competitive
ALLIANCE FINANCIAL GROUP, INC.
ALLIANCE FINANCIAL GROUP, INC.
Flint, Michigan
1-24 employees
Investment Management for individuals, families, corporations, etc. Full Service Brokerage Services including stocks, municipal bonds, corporate bonds, exchange traded funds, mutual funds, stock options, etc. Individually managed accounts. Over 150 years experience among our 6 principals.
Retirement Benefits Rank
Market Leading