George S. Yau - New York Life

True Harbour Wealth Management & Advisory Group, located in Troy, MI, is committed to helping clients achieve their financial goals through a disciplined investment plan tailored to their risk tolerance and aspirations. Led by Mark Kelly, the firm offers comprehensive investment advice and professional services while taking time to understand each client's unique situation and objectives. The firm provides a range of resources, including newsletters and calculators, to keep clients informed and engaged in their financial journeys. True Harbour emphasizes the importance of continuous review and communication to ensure clients are equipped to navigate their financial futures effectively. Generated from the website

Waddell & Reed, Inc. is a financial services firm based in Grand Blanc, MI, offering a range of investment and wealth management solutions to individuals and businesses. With a focus on personalized financial planning, Waddell & Reed aims to help clients navigate their financial goals and make informed decisions for their future. Generated from their business information