LVRG Funding - Fueling America's Small Businesses

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Plante Moran is among the nation's largest certified public accounting and business advisory firms. We provide clients with audit; tax; risk management; financial, technology, and business consulting; and wealth management services. Whether you have a single, specific need or require comprehensive service on a worldwide scale, we have the knowledge, experience, and resources to meet your goals. Our professionals specialize by industry. This means our clients benefit from the expertise and advice of teams who know their specific challenges and how to combat them. We bring the full resources of the firm to every client.

William Avery - UBS Financial Services Inc., located in Farmington Hills, MI, specializes in comprehensive and holistic wealth management services, ensuring personalized financial planning tailored to individual goals and life changes. With over 13 years of experience, Senior Vice President Andrew Bocknek, a Certified Financial Planner, is dedicated to guiding multi-generational clients through complex financial landscapes while also being deeply involved in community service organizations. Recognized for excellence in the financial advisory field, Andrew Bocknek has received multiple accolades from Forbes, including placements in the Best-in-State Wealth Management Teams and America's Top Next-Gen Wealth Advisors. His expertise encompasses qualitative and quantitative research, complex insurance strategies, and municipal bond management, further solidifying his commitment to the financial well-being of his clients. Generated from the website