Jim Saros Real Estate Agency

The Woodward Company is an investment banker based in Grosse Pointe Farms, MI, specializing in providing a comprehensive range of private financing services for smaller companies. With over five decades of experience, they have guided numerous clients through complex mergers, acquisitions, and financing transactions, ensuring a personalized approach tailored to each client's needs. Having completed hundreds of transactions across various sectors, including private equity and family-owned businesses, The Woodward Company is equipped to assist clients seeking business loans, partnerships, or expansion strategies. Their services include market assessments, buyer identification, due diligence, and customized solutions focused on helping businesses achieve their financial goals. Generated from the website

Stifel's wealth management process consists of six steps that help get an overview of your current situation, choices available, and what must be done to pursue goals. The process involves gathering relevant financial information, determining your goals, examining current financial status, and formulating a strategy or plan for how to work toward goals given the current situation and future plans.