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.
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!
J.P. Morgan
1116 W. Long Lake Rd.
Bloomfield Hills, MI
Contact: Bill Thomas
Phone: (248) 645-8415
J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients' interests first.
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.
