Baldwin Capital Management Inc

Lotus Financial Partners, located in Monroe, MI, specializes in providing financial planning and tax preparation services. They focus on helping clients identify and implement their core values and specific goals through strategic action plans and continual progress evaluation. The firm emphasizes a personalized approach to financial management, encouraging clients to explore potential value in working together for their financial growth. As an independent entity, Lotus Financial Partners collaborates with Sigma Financial Corporation and Sigma Planning Corporation for additional financial services, ensuring a comprehensive offering for their clients. Generated from the website

Walen Financial Group, located in Toledo, OH, is a reputable financial planning company that has been serving clients for over 35 years. With a team of experienced professionals, they offer personalized coaching and planning services to help individuals and businesses achieve their financial goals. From initial consultations to guiding clients through investor mistakes, Walen Financial Group provides a range of resources, including a glossary, calculators, and relevant articles, to empower their clients with the knowledge needed to make informed financial decisions.Generated from the website

Wurz Financial Services is an independent financial advisory firm based in Holland, OH, specializing in financial planning and investment management for lawyers and real estate professionals. With a team of experienced and certified financial planners, they empower ambitious individuals to maximize their financial potential, accumulate extraordinary wealth, and secure a lasting financial legacy. With a personalized and proactive approach, Wurz Financial Services offers tailored financial strategies that optimize personal wealth, from tax efficiency to retirement planning and generational wealth transfers. As fee-only fiduciary advisors, they prioritize low costs and operate in the best interests of their clients, delivering exceptional performance while protecting against downside risk. Whether it's unlocking the full potential of law firm owners' financial future or helping realtors achieve a work optional lifestyle, Wurz Financial Services guides individuals on the path to sustained wealth and success.Generated from the website