Arthur Zaske & Associates
755 W. Big Beaver Rd
Ste. #1700
Troy, MI
Contact: Arthur Zaske
Phone: (248) 687-7200
Arthur Zaske & Associates (“AZA”) was founded in 1997 primarily as a portfolio management firm with the resources to handle a vast scope in investment issues. We take pride in providing clients with expert solutions to complex financial needs. The firm has enjoyed great success, in large part because of our guiding philosophy of always placing clients’ interests first.
Capelli Financial Services Inc.
40950 Woodward Ave., Suite 140
Bloomfield HIlls, MI
Contact: Jason Close
Phone: (248) 594-9282
Capelli Financial Services, Inc. provides counsel that leads to peace of mind, clarity, confidence and comfort. Capelli Financial Services, Inc. is committed to continuously looking for innovative ways to offer our clients the best services in the best possible formats.
Debt Instrument Value, Inc.
PO Box 33065
Bloomfield Hills, MI
Contact: Reiko McKendry
Phone: (248) 895-9689
We buy charged-off debts from banks as investments and place them with third-party collection agencies. Our motto: Treat our customers (debtors) with dignity and respect.
Financial Independence, LLC
3883 Telegraph Rd.#203
Bloomfield Hills, MI
Contact: Devany Donigan
Phone: (248) 282-9902
The professionals at Financial Independence have more than 40 years of combined investment experience. We provide educational programs and customized, long term financial strategies to help individuals and business owners work toward achieving financial independence. Whether you need assistance evaluating retirement options or developing a business succession plan, we can help!
Liberty Capital Management
255 S. Old Woodward
Birmingham, MI
Contact: Clinton Schloop
Phone: (248) 258-9290
Morgan Stanley Smith Barney - Joel Shayne
40701 Woodward Ave.
Bloomfield Hills, MI
Contact: Joel Shayne
Phone: (248) 723-1831
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Morgan Stanley Smith Barney - Robert T. Morrow
101 W. Big Beaver Rd. Ste. 1200
Troy, MI
Contact: Robert T. Morow
Phone: (248) 740-7143
With all of today’s noise and uncertainty, people need the right financial advice and resources. That’s what Morgan Stanley Smith Barney intends to help them to navigate their new world. Equipped for advanced financial planning, our Financial Advisors are ready to draw on experts in taxes, insurance, estate planning and more.
Tactical Allocation Group
139 S. Old Woodward
Birmingham, MI
Contact: James F. Peters
Phone: (800) 780-4TAG
The founders of Tactical Allocation Group, LLC ("TAG") began their Proactive Investment Management style for "fixed income" investments in 1988. Changing interest rate, credit and economic environments can materially affect the "principal value" of fixed income securities. A traditional fixed income buy and hold strategy fails to capture the capital gain opportunities (or avoid the capital losses) over and above the interest income. TAG's "total return" approach sought to capture the value added from fixed income principal changes.
