Michigan Rx Brokerage

Concorde Financial Group, located in Utica, MI, specializes in investment management services, including 1031 exchanges, retirement accounts, and real estate investments. With over 50 years of collective experience, the firm is dedicated to addressing clients' unique financial needs through a simplified, four-part process. As a trusted provider of financial management solutions, Concorde Financial Group emphasizes the importance of deferring tax consequences on capital gains, allowing investments to grow. Their team of registered professionals offers expertise across various specialty areas, ensuring tailored strategies for diverse investment goals. Generated from the website

O2 Investment Partners is a private equity firm based in Bloomfield Hills, MI, specializing in acquiring majority interests in lower middle market Family Founder owned businesses. With a focus on B2B services, technology, and select niche industrial companies, O2 seeks out businesses with earnings growth potential and a clear path to creating shareholder value. By partnering with management, O2 Investment Partners aims to build and grow businesses, providing resources and executing growth initiatives. With a flexible and creative approach to structuring transactions, the firm looks for non-sponsor owned companies with strong management teams, a history of growth and profitability, and a diversified customer base. Their geographic focus includes the United States and Canada.Generated from the website

Lakeview Financial Consultants, located on University Avenue in Rochester, MI, offers financial planning and management consulting services to clients in Rochester Hills. Their main objective is to preserve clients' assets while helping them create and grow their wealth by focusing on individual goals and concerns, adhering to financial planning standards to achieve desired outcomes. Generated from their available business information