Blue Water Financial

The Financial Planning Company, located in Royal Oak, MI, specializes in smarter investment management tailored to meet the unique needs of their clients. With a focus on personalized financial strategies, they aim to differentiate themselves through their comprehensive approach to financial planning. Led by President Brewster Smith and Partner Carr Cavender, the firm emphasizes a commitment to client education and engagement. Their expertise extends beyond traditional financial services, ensuring clients receive well-rounded support in achieving their financial goals. Generated from the website

Located in Royal Oak, MI, Coastal Equities serves as an independent broker-dealer specializing in a diverse range of investment products and advisory services. With a focus on empowering financial advisors and registered investment advisors (RIAs), Coastal Equities equips them with the necessary resources and cutting-edge technology platforms to offer tailored financial guidance to clients. Emphasizing compliance oversight, practice management, and advanced technology solutions, Coastal Equities strives to enhance advisors' operational efficiency and autonomy in navigating the intricate financial services sector. At Coastal Equities, the core mission revolves around providing a comprehensive suite of wealth management solutions to foster effective client engagement. By fostering a supportive environment that encourages advisors to thrive independently, Coastal Equities plays a pivotal role in bolstering advisors' capabilities in delivering accurate and efficient financial services. Through a commitment to innovation and personalized support, Coastal Equities stands out as a valuable partner for financial professionals seeking to excel in today's dynamic financial landscape. Generated using this brand's available information

Daniel Investment Group, Inc. is an independent financial services firm based in Royal Oak, Michigan. Founded in 1997 by Jim, Nick, and Eric Daniel, the company offers impartial financial services and aims to lower investment costs for their clients. Partnering with Commonwealth Financial Network, one of the leading Registered Investment Adviser broker dealers in the United States, Daniel Investment Group provides a wide range of investment choices to help clients achieve their financial goals. With a focus on seamless and efficient service, the company utilizes back-office and technology support to ensure client satisfaction.Generated from the website