Advisors near St Clair Shores, Michigan
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USI INSURANCE SERVICES - DETROIT, MI
USI INSURANCE SERVICES - DETROIT, MI
Troy, Michigan
USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.
HIGHLAND ASSOCIATES, INC. - DETROIT, MI
HIGHLAND ASSOCIATES, INC. - DETROIT, MI
Dearborn, Michigan
Based out of Detroit, MI, Highland Associates, Inc. stands as a trusted local partner in navigating the complexities of employee benefits. With a commitment to understanding the unique needs of each client, they offer tailored solutions that prioritize employee well-being and organizational goals alike. Their expertise extends across a spectrum of benefits services, including health insurance, retirement plans, and more. Highland Associates fosters lasting relationships built on trust and reliability, ensuring that clients receive personalized attention and comprehensive support every step of the way. Serving a diverse clientele, their reputation for excellence is exemplified by notable partnerships such as the Board of Trustees of the Indiana Teamsters Health Benefits Fund. Through their website at highland-associates.com, prospective clients can explore their services and discover how Highland Associates can enhance their employee benefits experience.
KOPPINGER & ASSOCIATES - DETROIT, MI
KOPPINGER & ASSOCIATES - DETROIT, MI
Fort Gratiot, Michigan
Koppinger & Associates is a team of dedicated and experienced advisors committed to helping clients better understand specific needs in protecting their business assets, reputation, and bottom line. They help their clients build strong organizations by driving growth and generating results with solutions that take their business to the next level.
APEX GROUP LTD
 - DETROIT, MI
APEX GROUP LTD - DETROIT, MI
Farmington Hills, Michigan
We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world. Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change.
BENEFIT ADVISORS NETWORK - DETROIT, MI
BENEFIT ADVISORS NETWORK - DETROIT, MI
Detroit, Michigan
Benefit Advisors Network helps shareholders of privately held employee benefit brokerage firms improve their performance and profitability through proven growth strategies, proprietary resources, enhanced operating efficiencies, and learning and sharing knowledge.
NEW MILLENNIUM FINANCIAL SERVICES - DETROIT, MI
NEW MILLENNIUM FINANCIAL SERVICES - DETROIT, MI
Dearborn, Michigan
We feel that when most folks meet with their financial planners they have very little understanding of markets and risk. Trusting an advisor to have your best interests at heart is often a difficult choice to make, and as fiduciaries, we strive to build that relationship with you. If one has all the facts and great information often they will make the right choices themselves. We serve business owners, physicians, and retirees. Our focus is on informing you on all aspects of retirement, like health insurance and where to get it. In our effort to optimize your retirement years, we provide assistance and expertise in the following areas: Social security when to take it when to defer for maximum payment. Wealth Management Income planning Investment planning Insurance services We are relationship focused we want to work with you and your family and are committed to annual reviews and changes in your life (death of loved ones, Divorce, Business continuation, .etc). We surround ourselves with only the best partner companies CPA firms and estate planning attorneys by partnering with the local firms Whitehouse & Co. CPA’s, Kirton McConkie, Eveland & Associates, PLLC, and Now CFO to provide comprehensive retirement planning services. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and New Millennium Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. New Millennium Group is not affiliated with the US government or any governmental agency.
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