Edward Jones - Financial Advisor: Ross P Wingert

Pezzillo Financial Group, located in Rochester, MI, specializes in providing strategic financial planning services to help clients navigate changing economic conditions and achieve their financial goals. Their comprehensive suite of services includes estate planning, investment planning, retirement strategies, and tailored solutions for business group benefits. Committed to empowering their clients, Pezzillo Financial Group emphasizes clear communication and collaboration, ensuring clients feel confident and informed about their financial decisions. Their unique approach focuses on maximizing income, protecting assets, reducing tax burdens, and creating sustainable retirement solutions. Generated from the website

Kai Lackey is a Private Client Relationship Manager at Citizens Bank, specializing in guiding clients through their financial journeys. With a dedicated advisory team, they focus on creating comprehensive financial plans tailored to individual needs and goals, ensuring ongoing support as life circumstances evolve. Citizens Private Client offers a collaborative approach to financial planning, featuring a team of professionals, including CERTIFIED FINANCIAL PLANNER™ specialists. Clients benefit from exclusive rewards and premium services, designed to enhance their financial well-being and help them achieve their financial aspirations. Generated from the website

Raymond James, located in Rochester, MI, is a reputable financial planning firm catering to the residents of Rochester Hills and nearby Michigan communities. With a focus on providing a diverse array of investment services, Raymond James is a trusted resource for those seeking expert financial guidance in the region. Generated from their available business information