Leaderise Development LLC

CAPTRUST is a comprehensive wealth planning and investment advisory firm based in Clarkston, MI, offering tailored financial advice to individuals, retirement plan sponsors, and nonprofit organizations. With a focus on fiduciary duties and investment management, CAPTRUST provides expert guidance and resources to help clients achieve their unique financial goals and missions, boasting a nationwide team of advisors committed to excellence in delivering trustworthy financial advice. Generated from their business information

We don't just help with investment planning, we help with life planning. At Stoney Creek Advisors, we use a high-touch, high-concept, independent approach to building personalized financial plans for our clients' lives...

Bridgeriver LLC is a full-service, financial services company providing comprehenseive portfolio and investment strategies for those retiring or about to retire. Our mission is to provide you with innovative financial concepts, to create financial clarity and improve your quality of life. Making strong commitments to you and building life-long relationships are tenets of our success. Dan Casey is a Best-Selling author and a Registered Investment Advisor with clients across the nation who works on the unique challenges of those retiring or about to retire. He is the CEO of Bridgeriver Advisors and editor of "Retirement Monthly", the long running print newsletter. Today he helps hundreds of retirees bridge the gap between their working years and the retirement of their dreams. Dan has written two books, "Forget the Casserole - Help me Deal, Heal and Live!", a finance book for widows. And his best-seller book, "The Coming Inflation Crisis and the 4 Step Action Plan for Retirees." Which hit best-seller status on Amazon, 8/12/2014. He accomplished this with the help of Barbara Corcoran from ABC's hit show, Shark Tank and Doris Biscoe, former co-anchor of Channel 7 Action news. Dan speaks in front of hundreds of retirees a month in and around the greater Detroit area and nationwide in his recent visit to the prestigious Highpoint University where he was awarded a visiting scholar award.