Collaborative Financial Partners - Ubs Financial Services

Oppenheimer & Co is a financial services firm based in Birmingham, MI, specializing in investment banking and wealth management services. With a focus on providing personalized financial solutions, Oppenheimer & Co serves a diverse clientele seeking expert guidance in navigating the complexities of the financial markets. Generated from their business information

Visit our office today located in Birmingham, MI. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Harbor Private Wealth of Raymond James, located in Birmingham, MI, is a financial services firm dedicated to providing comprehensive wealth management solutions tailored to the unique needs of business professionals, multigenerational families, retirees, and family-owned businesses. With a team of experienced advisors, they focus on financial planning, investment strategies, and estate management to help clients navigate their financial journeys. Among their team is Brian Lamb, a Vice President and Wealth Management Financial Advisor, who has built strong relationships with clients since 2000. With a background as an Independent Private Client Advisor and a degree in Finance from Michigan State University, Brian emphasizes the importance of personal connections in financial advising, often going beyond numbers to support clients in their everyday decisions. Generated from the website