Lingeman, Daniel Agt

Jack Rosely, AGT - UBS Financial Services in Farmington Hills, MI, is dedicated to providing a planning-based approach to wealth management, emphasizing risk management and understanding clients' priorities. Their team is committed to making a meaningful impact on both personal and professional lives, focusing on liquidity, longevity, and legacy to help clients achieve their financial goals. As a leading global wealth manager with over 160 years of experience, UBS has demonstrated resilience through various market challenges, earning the trust of clients worldwide. The firm offers distinct investment advisory and brokerage services, ensuring that clients receive tailored financial strategies to navigate ongoing market volatility and achieve long-term success. Generated from the website

Jonathan Modiano is a Managing Director in Wealth Management based in Farmington Hills, MI, offering tailored financial planning services that focus on clients' priorities, goals, and concerns. With a strong emphasis on helping clients navigate major life changes, Modiano's approach is designed to empower individuals to embrace opportunities that enhance their financial well-being. Recognized for his expertise, Modiano has been named among Forbes' Best in State Wealth Advisors and America's Top Next-Gen Wealth Advisors. He holds a Bachelor's degree in Business Administration with a major in Finance and a minor in Economics from Western Michigan University, underscoring his commitment to providing informed financial advice. Generated from the website

Steinberg, Mark Agt is a reputable company based in Farmington Hills, MI, specializing in providing professional services to its clients. With a focus on quality and reliability, the company offers a range of solutions to meet the needs of individuals and businesses in the local community. Generated from their business information