Michigan Business Advisors

Rehmann is a fully integrated financial services and business advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. For 80 years, Rehmann has provided forward-thinking solutions to our clients. With nearly 900 associates in Michigan, Ohio, and Florida, we are the momentum behind what’s possible. We focus on the business of business – allowing organizations and individuals to focus on what makes them extraordinary. We help you look to the future with confidence, thanks to our unrivaled expertise and integrity. Through our partnerships with our clients and communities, we drive impact that empowers our world.

UBS is a leading financial services firm offering a comprehensive range of wealth management, asset management, and investment banking solutions tailored to meet the unique needs of distinguished clients and corporate institutions globally. With a commitment to creating superior value for clients, shareholders, and employees, UBS stands out through its expertise, innovative advice, and responsible business practices. The firm also provides specialized services for North American subsidiaries of Swiss corporations, along with insights on wealth trends and family office best practices. UBS prioritizes security, urging clients to be vigilant against potential fraud and emphasizing their dedication to safeguarding sensitive information. Generated from the website

Crooked Tree Capital Advisors, based in Petoskey, MI, is dedicated to providing comprehensive financial planning, wealth management, and fiduciary consulting services for individuals, families, and businesses. Established in 2012, the firm prides itself on building strong relationships grounded in honesty and integrity, catering to a diverse clientele that includes corporate executives, business owners, educators, clergy, and retirees seeking objective financial advice. With a focus on personalized financial strategies, Crooked Tree offers an array of services including retirement planning, risk management, investment planning, and tax planning. Their consultative approach ensures that clients receive tailored solutions aimed at achieving their financial goals and securing long-term peace of mind. Generated from the website