EP Wealth Advisors

Richmond Brothers, a family-owned financial services firm based in Jackson, MI, offers personalized retirement and financial planning services that prioritize the unique needs of each client. Established in 1994, they emphasize a friendly, hands-on approach to financial wellness rather than the impersonal, numbered service often found elsewhere. The firm is led by CEO and Co-Owner Matthew J. Curfman, who shares his decades of experience in financial planning through educational initiatives like the FearLESS Retirement program. Richmond Brothers provides tailored strategies and investment solutions, focusing on both immediate retirement needs and long-term wealth management aspirations. Generated from the website

Empower your financial future with Preferred Wealth Management. Located in Charlotte, Michigan, this firm offers personalized financial planning for individuals seeking guidance towards retirement and beyond. Through comprehensive education and investment strategies, Preferred Wealth Management fosters confidence and clarity in your financial journey for all people in the Lansing, MI area.

Welcome to Merrill Lynch in Ann Arbor, MI. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.