Ameriprise Financial Advisors

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

Galea Financial-LPL Financial, situated in Canton, MI, operates as an independent broker-dealer, specializing in a diverse range of investment products, advisory services, and holistic wealth management solutions. Collaborating primarily with financial advisors, institutions, and registered investment advisors (RIAs), they equip professionals with essential resources and cutting-edge technology platforms to offer tailored financial advice. With a strategic focus on compliance oversight, practice management, and innovative technology services, Galea Financial-LPL Financial is dedicated to empowering advisors for seamless client interactions. Notably, their mission revolves around enhancing the efficiency, precision, and autonomy of financial advisors in navigating the intricate financial services realm, enabling them to excel in delivering personalized guidance to their clients. Generated using this brand's available information

Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.