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Financial Advisors Licensed to practice in Clarkston, Michigan

The Strategic Planning Group
10 N Lapeer Street,
Lake Orion, MI   48362
Call : (248) 929-8955

We believe most of us have the same basic goals when it comes to financial planning:1. Protect our assets2. Save taxes3. Build wealth4. Keep the process as simple as possibleOur Fiduciary ResponsibilityLegally bound by the fiduciary standard when serving clients:We will always put our clients’ interests first – ahead of our own, of our firm and our employees. As defined by federal law, we will act as a fiduciary.When selecting investments, we will seek the most suitable investments for our... read more>>

LPL Financial
31731 Northwestern Hwy.,
Farmington Hills, MI   48334
Call : (248) 987-8054

Our clients' needs come first. We are committed to providing the highest quality and objective counsel, customized wealth management solutions, and unparalleled service to every client. In today's complex environment, we add value to the financial decision-making process by utilizing our experience and expertise to guide our clients through the maze of issues facing them and their families. We always strive for excellence in our clients relationships and promise to do our utmost to... read more>>

Stoney Creek Advisors, LLC
Suite 105,
Rochester, MI   48307
Call : (248) 266-2900

Stoney Creek Advisors, LLC, is an independent, fee-based RIA firm located in Rochester Hills, MI. We believe financial concerns should not keep you up at night, and you should not have to be a financial advisor to understand your finances and how they can work for you. We continuously manage your investments against losing massive amounts of money, using a time-tested, rules-based system that removes emotion from investing. Our definition of investment success is participation in growth during... read more>>

Gibson & Company - Private Wealth Advisors
101 W. Big Beaver Road,
Troy, MI   48084
Call : (248) 202-2919

At Gibson & Company, we provide our clients with comprehensive financial planning and world-class active investment services.We work together with you to create a "big picture" financial plan for your life, and focus on the simple and powerful financial decisions you will need to make along the way to reach all your financial goals - to make the life you hope for in the future, a reality.

CPR Investments, Inc.
5746 24 Mile Road,
Shelby Township, MI   48316
Call : (586) 553-4078

WHY CPR INVESTMENTS?At CPR Investments, we are constantly working to grow our clients? funds while minimizing loss. As with most goals, investing requires purposeful, intelligent and consistent action. Unlike a passive "buy-and-hold" philosophy, CPR Investments takes an "act-and-achieve" approach. By acting to protect your capital during poor markets and building your capital during strong markets, CPR Investments is constantly at work for you! We understand that sound investing is a very... read more>>

Lincoln Financial Advisors
1000 Town Center, 26th Floor,
Southfield, MI   48075

At Lincoln, we use a holistic, fee-based financial planning process, which systematically addresses your specific and most important areas of concern and need. Often, those needs fall into at least one of these four categories: 1. Achieving Financial Independence 2. Investment Planning 3. Estate Planning 4. Business Owner PlanningOnce we understand your specific needs and goals, we address them in three ways: 1. We bring creative design ideas to the table in the areas of wealth preservation, as... read more>>

Financial Engines Advisors, LLC
39775 Traditions Drive,
Northville, MI   48168
Call : (248) 348-3535

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

Financial Engines Advisors, LLC
39425 Garfield Rd,
Clinton Township, MI   48038
Call : (586) 978-7998

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

Financial Engines Advisors, LLC
900 Victors Way,
Ann Arbor, MI   48108
Call : (734) 585-2870

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

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  • Minimum 5 years of Experience
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