Top 5 Wealth Management companies in Southfield, Michigan, United States

Cornerstone Financial Services

Cornerstone Financial Services, LLC is an advisory and wealth management firm. It offers asset management, estate planning, insurance, law, accounting, strategic advisory, real estate, private equity, and investment banking services. They include topics ranging from investment and retirement planning to estate conservation and planning methods, tax-efficient company and succession planning, and asset management. Their clients create a complete, unified financial strategy that fits and permits their immediate requirements.

Maximus Wealth Management

Maximus Wealth Management provides financial management and advisory services such as retirement planning, college funding, investment planning, estate conservation, risk management, and insurance. They offer various insurance services such as life, disability, long-term, and health insurance. They recommend products and services that help their clients to meet their unique financial needs.

Lumin Financial

Lumin Financial is committed to delivering the process of setting and accomplishing its financial. Their services include fiduciary services, retirement benefit consulting, wealth management, estate planning, and tax planning.

Keller Thoma

Keller Thoma attorneys have successfully represented clients in matters in federal and state courts. Keller Thoma attorneys have a similar record of success representing clients before federal and state administrative agencies and in arbitration matters. They have promptly counseled clients helping them to navigate through an increasingly complicated maze of employment-related laws and regulations. Their expertise is demonstrated by the frequency with which their attorneys are asked to author and lecture in their fields. Keller Thoma attorneys routinely conduct on-site training to help minimize future litigation.