Secure Financial Inc

Lotus Financial Partners, located in Monroe, MI, specializes in providing financial planning and tax preparation services. They focus on helping clients identify and implement their core values and specific goals through strategic action plans and continual progress evaluation. The firm emphasizes a personalized approach to financial management, encouraging clients to explore potential value in working together for their financial growth. As an independent entity, Lotus Financial Partners collaborates with Sigma Financial Corporation and Sigma Planning Corporation for additional financial services, ensuring a comprehensive offering for their clients. Generated from the website

We specialize in working with Seniors, Boomers and Beyond. We help our clients avoid mistakes that can drain retirement savings. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with you.

UBS Financial Services Inc. is a prominent provider of wealth management, investment banking, and asset management services in the United States, committed to delivering tailored advice and solutions for distinguished investors, families, and corporate clients. With a focus on creating superior value for clients and shareholders, UBS strives to stand out in the industry through its expertise and execution. The firm emphasizes the importance of insights in navigating complex financial landscapes, offering resources such as the UBS Global Wealth Report and the Family Office Quarterly journal. By leveraging their extensive capabilities, UBS aims to connect clients with essential market developments and foster informed decision-making in their investment strategies. Generated from the website