PDB Investments & Insurance Ag

James K Penson is a Licensed Financial Representative with Primerica serving SOUTHFIELD and its surrounding areas.

Speir Financial Services LLC, founded by James J. Speir, is a Southfield, MI-based independent financial advisory firm dedicated to providing continuous financial guidance for individuals and families. The firm specializes in wealth management, retirement planning, and insurance services, emphasizing the protection of clients' financial futures. With a focus on informed decision-making, Speir Financial Services is committed to addressing the financial concerns of diverse clientele, including those facing aging financial capacity challenges. Their expertise extends to topics such as SEP IRAs and long-term care planning, ensuring that clients are well-equipped to navigate their financial journeys. Generated from the website

Alpha & Omega Financial Services is a financial firm based in Southfield, MI, offering a range of financial planning and advisory services to individuals and businesses. With a focus on personalized solutions, the company aims to help clients achieve their financial goals and secure their financial future. Specializing in investment management, retirement planning, and wealth preservation, Alpha & Omega Financial Services provides comprehensive financial guidance tailored to each client's unique needs and objectives. The firm prides itself on its commitment to transparency, integrity, and client satisfaction. Generated from their business information