Raymond James

Bridgeriver LLC is a full-service, financial services company providing comprehenseive portfolio and investment strategies for those retiring or about to retire. Our mission is to provide you with innovative financial concepts, to create financial clarity and improve your quality of life. Making strong commitments to you and building life-long relationships are tenets of our success. Dan Casey is a Best-Selling author and a Registered Investment Advisor with clients across the nation who works on the unique challenges of those retiring or about to retire. He is the CEO of Bridgeriver Advisors and editor of "Retirement Monthly", the long running print newsletter. Today he helps hundreds of retirees bridge the gap between their working years and the retirement of their dreams. Dan has written two books, "Forget the Casserole - Help me Deal, Heal and Live!", a finance book for widows. And his best-seller book, "The Coming Inflation Crisis and the 4 Step Action Plan for Retirees." Which hit best-seller status on Amazon, 8/12/2014. He accomplished this with the help of Barbara Corcoran from ABC's hit show, Shark Tank and Doris Biscoe, former co-anchor of Channel 7 Action news. Dan speaks in front of hundreds of retirees a month in and around the greater Detroit area and nationwide in his recent visit to the prestigious Highpoint University where he was awarded a visiting scholar award.

Taylor & Morgan is a well-established CPA firm based in Flint, Michigan. The company offers a range of services including CPA services, business services, individual services, valuations, asset management, and payroll solutions. With a team of experienced professionals including Krysta Molsen, Jonathan Jones, Paula Realy, Britney Campbell, Rachelle Zaremba, Carrie Rodriguez, and Zach Hyder, Taylor & Morgan is dedicated to providing quality financial services to its clients. Whether you are a business owner looking for comprehensive financial assistance or an individual in need of personalized financial planning, Taylor & Morgan has the expertise to meet your needs. The company also offers career opportunities for those looking to join a dynamic team in the financial services industry. Conveniently located in multiple cities including Charlotte, North Carolina, Grand Blanc and Troy in Michigan, Taylor & Morgan is easily accessible to clients in these regions. Generated from the website content

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.