Bank of America

Equity Planning Group Inc. is an independent Registered Investment Advisory firm based in West Bloomfield, MI, that has been providing investment and insurance solutions since 1985. Founded by Nate Goldberg, a Certified Financial Planner, and supported by his son Scott, the firm focuses on delivering personalized financial guidance while maintaining a fiduciary responsibility to prioritize clients' best interests. The firm offers a comprehensive range of services including investment management, life and disability insurance, and annuities, with portfolios tailored to each client's time horizon and risk tolerance. Emphasizing a value-oriented investment strategy, Equity Planning Group Inc. caters to individuals, retirees, small business owners, and corporations, enabling them to achieve their financial goals efficiently and effectively. Generated from the website

Bank of America in West Bloomfield, MI, offers a comprehensive range of financial services including banking, credit cards, home loans, auto loans, and wealth management tailored for individuals and small businesses. Their mobile banking app provides a user-friendly experience with customizable alerts, secure login options, and features like photo check deposit for convenient banking on the go. The bank promotes various programs such as Preferred Rewards, which can help customers save on fees and earn rewards across different financial products. With a focus on community engagement and customer-centric services, Bank of America aims to empower clients through better money habits and informed financial decisions. Generated from the website

Alan Sasson - Raymond James is a financial services institution located in Farmington, MI. This branch offers a range of investment and wealth management services, catering to individual and institutional clients. With a team of experienced professionals, the bank focuses on providing tailored financial solutions to help clients achieve their financial goals. Generated from this place's information