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Albion Financial Group, founded in 1982 by Toby Levitt and John Bird, is a nationally recognized fee-only Registered Investment Advisor committed to prioritizing clients' best interests over product sales. With a focus on creating tailored investment strategies, Albion has received accolades such as ranking on CNBC's Top 100 Financial Advisory Firms for four consecutive years. The firm emphasizes a collaborative approach, particularly through its Women of Albion initiative, which supports women at various life stages in understanding and managing their financial lives. By fostering an environment of informed decision-making, Albion aims to guide clients toward a lifetime of sound financial choices. Generated from the website

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

Ameriprise Financial Advisors - Knowlton, Johnston, Kehoe in Portage, MI, is dedicated to helping clients achieve their financial goals through personalized advice and tailored investment strategies. With a vast network of over 10,000 advisors, they focus on understanding individual needs and providing comprehensive financial planning services. The firm emphasizes one-on-one consultations, offering regular meetings to review clients' goals, progress, and investments. Ameriprise Financial's advisors hold various prestigious designations, ensuring they are equipped with the necessary knowledge and ethics to guide clients through their financial journeys. Generated from the website