Bloomfield Hills Financial
200 E. Long Lake Rd.
Suite 170
Bloomfield Hills, MI
Contact: Kevin VanDyke
Phone: (248) 593-3456
Capstone Group LLC
1000 Town Center
Southfield, MI
Contact: Jim Niedzinski
Phone: (800) 211-6629
Center for Financial Management One
1625 W. Big Beaver Rd.
Troy, MI
Contact: Kelly Higgins
Phone: (248) 649-1144
Center for Financial Planning, Inc.
40 Oak Hollow St.
Southfield, MI
Contact: Timothy Wyman
Phone: (248) 948-7900
Comerica Bank - Small Business Banking
188 N. Old Woodward
Birmingham, MI
Contact: Jack Farrow
Phone: (248) 988-4304
Comerica Bank-Private Banking
39400 Woodward Ave.
Bloomfield Hills, MI
Contact: Ronna K. Galin
Phone: (248) 645-8751
Fidelity Investments
280 N. Old Woodward
Birmingham, MI
Contact: Blaine Dennison
Phone: (800) 682-4746
Independent Financial and Insurance Services
201 W. Big Beaver Rd.
Troy, MI
Contact: Romy F. Gingras, CFP®, CLU
Phone: (248) 743-4014
ING Funds, Inc.
797 W. Peninsula Ct.
Oxford, MI
Contact: Marcus Anderson
Phone: (248) 880-8011
Interlaken LLC
330 Hamilton Row
Birmingham, MI
Contact: Michael Acheson
Phone: (248) 647-3771
LPL Financial Services, Inc.
401 S. Old Woodward
Birmingham, MI
Contact: Sharon Viano
Phone: (248) 203-0905
Mercer Advisors
39555 Orchard Hill Place
Suite 380
Novi, MI
Contact: Troy W. Wyman
Phone: (248) 449-1155
Merrill Lynch
39577 Woodward Ave.
Bloomfield Hills, MI
Contact: Virginia Hommel
Phone: (248) 645-7160
Merrill Lynch - Doug Zack
Farmington Hills, MI
Phone: (248) 737-6242
Merrill Lynch - Rance Bradley
Farmington Hills, MI
Contact: Rance Bradley
Phone: (248) 851-3968
Moniva Capital Group LLC
39555 Orchard Hill Place
Suite 600
Novi, MI
Contact: Gordon Djordjevski
Phone: (248) 465-8642
Moniva Capital is a Registered Investment Adviser as a capital finder firm for the state of Michigan. We specialize in alternative financing rather than traditional bank financing. We do but are not limited to account receivables financing, business acquisition, commercial bridge loans, equipment leasing, specialty work trucks, and factoring credit card receivables.
Morgan Stanley
220 Park St.
Birmingham, MI
Contact: Harold Rossen
Phone: (248) 258-1750
Morgan Stanley-Franklin Office
7457 Franklin Road, Suite 200
Bloomfield Hills, MI
Contact: Katherine Solomon
Phone: (248) 538-5624
Munder Capital Management
480 Pierce St.
Birmingham, MI
Contact: Peter Hoglund
Phone: (248) 647-9200
Raymond James
344 N. Old Woodward
Ste 300
Birmingham, MI
Contact: Joseph M. Caserio
Phone: (248) 540-3733
RDM Holdings, Ltd.
100 Maple Park Blvd.
St. Clair Shores, MI
Contact: Ronald Moore
Phone: (586) 445-7933
Robert W. Baird and Co. Inc.
300 Park St.
Birmingham, MI
Contact: Michael Allison
Phone: (248) 594-9959
retirement investments
Smith Barney - Christopher Letts
201 W. Big Bever Rd.
Suite 1250
Troy, MI
Contact: Christopher Letts
Phone: (248) 740-7105
Smith Barney - Joel Shayne
40701 Woodward Ave.
Bloomfield Hills, MI
Contact: Joel Shayne
Phone: (248) 723-1831
TAG Tactical Allocation Group
600 S. Admas Rd.
Birmingham, MI
Contact: James F. Peters
Phone: (800) 780-4TAG
UBS Financial Services, Inc.
325 N. Old Woodward
Birmingham, MI
Contact: Bill Molfetto
Phone: (248) 645-7041
Wealth Advisory Team at Merrill Lynch
DDDP Wealth Adv. Team at Merrill Lynch
Farmington Hills, MI
Contact: David L. Spence
Phone: (248) 737-6824
World Asset Management
255 E. Brown St.
Birmingham, MI
Contact: Robert Kay
Phone: (248) 901-0860
