Colleen Schon - Raymond James

Sapientia Private Wealth Management is a trusted financial advisory firm based in Rochester, MI, specializing in providing comprehensive wealth management services to successful individuals and families. With a focus on preserving wealth, managing risk, and minimizing taxes, their knowledgeable team offers personalized strategies for retirement planning, college planning, portfolio management, and business exit planning. Driven by their commitment to delivering an uncompromised level of personal attention, Sapientia Private Wealth Management takes a holistic approach to address every aspect of their clients' financial lives. Their experienced advisors, backed by professional designations and extensive expertise, provide insightful investment advice tailored to individual needs and goals, ensuring a secure and prosperous financial future.Generated from the website

Family Legacy Wealth Partners is a financial services company based in Plymouth, MI, offering a personalized approach to managing wealth. With a team of experienced professionals, they provide comprehensive financial planning and advice that encompasses all aspects of their clients' lives, aiming to create enduring relationships and make an emotional investment in their clients' families across generations. With a pragmatic approach to wealth management, Family Legacy Wealth Partners caters to families, retirees, and women investors, understanding the unique challenges they face and offering tailored solutions. Backed by the expertise and resources of Raymond James, one of the largest independent financial services companies in the country, they strive to apply their knowledge effectively in pursuit of their clients' goals and objectives, ensuring vital resources for success.Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy