Wealth Management in Auburn Hills, MI

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List of Firms

Auburn Hills, MI Wealth Management Firms

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Merrill Lynch Wealth Management Advisor Brendan J Clancy
Location 3030 Cross Creek Pkwy, Auburn Hills, MI 48326, USA
Phone (248) 475-1052
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Luminous Wealth Management
Location 7 W Square Lake Rd, Bloomfield Twp, MI 48302, USA
Phone (248) 452-9830
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Merrill Lynch Wealth Management
1 out of 5
Location 3030 Cross Creek Pkwy, Auburn Hills, MI 48326, USA
Phone (248) 475-1000
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Partyka Private Wealth Management of Raymond James
Location 691 N Squirrel Rd #222, Auburn Hills, MI 48326, USA
Phone (248) 276-2812
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Brian Probst - Raymond James
Location 691 N Squirrel Rd, Auburn Hills, MI 48326, USA
Phone (248) 373-2500
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Steward Capital Management Inc
Location 21 E Long Lake Rd # 200, Bloomfield Hills, MI 48304, USA
Phone (248) 647-5990
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Merrill Lynch Wealth Management Advisor William Schmidt
Location 3030 Cross Creek Pkwy, Auburn Hills, MI 48326, USA
Phone (248) 475-1083
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Cornerstone Capital Management
Location 3300 Quail Ridge Cir, Rochester Hills, MI 48309, USA
Phone (248) 340-0329
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Steven Desmet - Raymond James
Location 691 N Squirrel Rd, Auburn Hills, MI 48326, USA
Phone (248) 218-2820
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SEC File# 801-66180
CRD# 132058
Location 36330 Woodward Ave Suite 200, Bloomfield Hills, MI 48304, USA
Phone (248) 362-0900
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Merrill Lynch Wealth Management Advisor Nicole L Murphy
Location 39577 Woodward Ave Suite 100, Bloomfield Hills, MI 48304, USA
Phone (248) 645-7192
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Blackheath Capital Management
5 out of 5
Location 1700 W Hamlin Rd Suite 100, Rochester Hills, MI 48309, USA
Phone (248) 650-8280
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Center for Wealth Management
Location 2950 W Square Lake Rd Suite 100, Troy, MI 48098, USA
Phone (248) 220-4321
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Merrill Lynch Wealth Management Advisor James S McGill
Location 3030 Cross Creek Pkwy, Auburn Hills, MI 48326, USA
Phone (800) 475-1802
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Merrill Lynch Wealth Management Advisor Jonathan E Teal
Location 3030 Cross Creek Pkwy, Auburn Hills, MI 48326, USA
Phone (248) 475-1003
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Cook Wealth Management
Location 21 E Long Lake Rd #104, Bloomfield Hills, MI 48304, USA
Phone (888) 965-6111
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Stonebridge Financial Partners
SEC File# 801-72037
CRD# 155344
Location 2851 High Meadow Cir Suite 110, Auburn Hills, MI 48326, USA
Phone (248) 647-2400
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Daniel Wisniewski - Raymond James
Location 691 N Squirrel Rd, Auburn Hills, MI 48326, USA
Phone (248) 373-5780
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Merrill Lynch Wealth Management Advisor Steven R. Briggs
Location 39577 Woodward Ave Suite 100, Bloomfield Hills, MI 48304, USA
Phone (248) 645-7182
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Merrill Lynch Wealth Management Advisor Kevin M Walker
Location 39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, USA
Phone (248) 645-7456
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Bone Asset Management
4 out of 5
Location 40950 Woodward Ave # 335, Bloomfield Hills, MI 48304, USA
Phone (248) 220-2205
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SEC File# 801-68268
CRD# 144901
Location 38710 Woodward Ave #230, Bloomfield Hills, MI 48304, USA
Phone (248) 792-6600
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Emde Wealth Management
Location 7 W Square Lake Rd, Bloomfield Twp, MI 48302, USA
Phone (248) 821-3633
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Wealth Management Services
5 out of 5
Location 42714 Woodward Ave, Bloomfield Hills, MI 48304, USA
Phone (248) 334-9600
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SEC File# 801-72578
CRD# 158269
Location 7 W Square Lake Rd, Bloomfield Hills, MI 48302, USA
Phone (248) 647-3474
Directions
Wealth Management in Auburn Hills, MI

Where Wealth Management Advisors in Auburn Hills, MI Serve

Auburn Hills, MI is a vibrant city located in Oakland County, Michigan. It is home to several notable landmarks, including the Palace of Auburn Hills, which was once the home of the Detroit Pistons. The city is also home to the Great Lakes Crossing Outlets, a popular shopping destination for locals and tourists alike. Top employers in Auburn Hills include Fiat Chrysler Automobiles, which has its North American headquarters in the city, as well as the technology company, Continental AG. The city is also home to several major highways, including I-75, which runs through the heart of Auburn Hills, and M-59, which connects the city to nearby communities. Auburn Hills is divided into several neighborhoods, each with its own unique character and charm. These neighborhoods include the historic Downtown Auburn Hills, which is home to several local businesses and restaurants, as well as the newer subdivisions of Northpointe and Meadowbrook Village.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Auburn Hills, MI can benefit from a bank in a multitude of ways. Firstly, a bank can provide financial assistance to individuals who may be struggling to manage their finances. This is especially important in Auburn Hills, MI, where the cost of living can be quite high. A bank can offer loans, credit cards, and other financial products that can help residents make ends meet. Additionally, a bank can also provide investment advice to individuals who are looking to grow their wealth. This is particularly relevant in Auburn Hills, MI, where there are many small businesses and startups that may require funding. Lastly, a bank can offer educational resources to residents who may not be familiar with financial management. This can help individuals better understand how to manage their money, save for the future, and avoid debt. Overall, a bank can be an invaluable resource for residents of Auburn Hills, MI, and can help them achieve financial stability and success.

Insurance Broker

Residents of Auburn Hills, MI can greatly benefit from the services of an insurance broker, especially given the city's strong economy and diverse population. With a range of businesses, from automotive to technology, residents may require specialized coverage that a broker can help them obtain. Additionally, Auburn Hills is home to a large number of international students and workers, who may need assistance navigating the complexities of healthcare and insurance in the United States. An insurance broker can provide personalized guidance and support to ensure that these individuals have the coverage they need. Furthermore, with the unpredictable weather patterns in Michigan, residents may require coverage for natural disasters such as flooding or tornadoes. An insurance broker can help residents understand their options and choose the best coverage to protect their homes and belongings. Overall, an insurance broker can provide invaluable assistance to residents of Auburn Hills, helping them navigate the complex world of insurance and ensuring that they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Auburn Hills, MI can benefit greatly from the expertise of a retirement planner. With the city being home to a diverse population, a retirement planner can help individuals navigate the complexities of retirement planning, including tax implications, investment strategies, and estate planning. Specifically, with the city being home to several major corporations, such as Fiat Chrysler Automobiles and BorgWarner, a retirement planner can assist employees in maximizing their retirement benefits and making informed decisions about their 401(k) plans. Additionally, with the cost of living in Auburn Hills being slightly higher than the national average, a retirement planner can help residents create a budget and savings plan that accounts for their unique financial situation and goals. Overall, a retirement planner can provide invaluable guidance and support to Auburn Hills residents as they plan for a secure and comfortable retirement.

Financial Advisor

Residents of Auburn Hills, MI can benefit from the expertise of a financial advisor in several ways. One specific aspect that sets Auburn Hills apart is the city's thriving automotive industry, which provides a significant portion of the local economy. A financial advisor can help residents in this industry navigate the complexities of their compensation packages, including stock options, bonuses, and retirement plans. Additionally, a financial advisor can assist residents in creating a comprehensive financial plan that takes into account their unique goals and circumstances, such as saving for a child's education or planning for retirement. In a rapidly changing economic landscape, a financial advisor can also provide guidance on investment strategies and risk management to help residents make informed decisions about their financial future. Overall, the expertise of a financial advisor can be invaluable to residents of Auburn Hills, MI in achieving their financial goals and securing their financial well-being.

Mortgage Loan Officer

Residents of Auburn Hills, MI would greatly benefit from the expertise of a mortgage loan officer. With the city's growing population and diverse housing market, there are many specific challenges that residents face when seeking a mortgage. For example, Auburn Hills is home to many large corporations, which can make it difficult for self-employed individuals to secure a mortgage. Additionally, the city's proximity to Detroit means that many residents may be interested in purchasing a fixer-upper or a home in need of renovations. A mortgage loan officer can help residents navigate these unique challenges and find the best mortgage options for their specific needs. With the help of a knowledgeable loan officer, residents can feel confident in their ability to purchase a home in Auburn Hills and build a stable financial future.

Tax Services

Residents of Auburn Hills, MI could benefit from the expertise of a tax advisor in numerous ways. One specific area where a tax advisor could be of assistance is in navigating the complex tax laws that govern the automotive industry. Auburn Hills is home to several major automotive companies, including Fiat Chrysler Automobiles and BorgWarner, which employ a significant portion of the city's workforce. A tax advisor could help these companies and their employees understand the tax implications of various business decisions, such as expanding operations or relocating to a different state. Additionally, a tax advisor could provide guidance on tax credits and deductions that may be available to residents who work in the automotive industry, such as the Research and Development Tax Credit or the Alternative Fuel Vehicle Refueling Property Credit. With the help of a knowledgeable tax advisor, residents of Auburn Hills can make informed decisions about their finances and minimize their tax liabilities.

Estate Planning Lawyer

Residents of Auburn Hills, MI can greatly benefit from the services of an estate planning lawyer. With the city's population growing at a steady pace, it is crucial for individuals to have a comprehensive estate plan in place to protect their assets and ensure their wishes are carried out after they pass away. An estate planning lawyer can assist with drafting wills, trusts, and power of attorney documents that are tailored to the specific needs of Auburn Hills residents. Additionally, they can provide guidance on minimizing estate taxes and avoiding probate, which can be particularly beneficial for those with significant assets. With an estate planning lawyer's help, Auburn Hills residents can have peace of mind knowing that their loved ones will be taken care of and their assets will be distributed according to their wishes.

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