TKM Advisory Service

StreamSong Advisors is a registered investment advisory firm based in Grand Rapids, MI, focusing on building strong client relationships while providing customized portfolio management and personalized financial solutions. With a fiduciary duty to always act in the best interests of its clients, the firm tailors its investment strategies to meet the unique needs of individuals and families, ensuring complete objectivity without external commissions or kickbacks. Utilizing a holistic, process-driven approach, StreamSong Advisors delivers distinct investment management services designed to navigate clients' individual financial challenges and aspirations. The firm is committed to proactive management and leverages proprietary research tools to construct unique portfolios that mitigate risk and seize emerging opportunities in the market. Generated from the website

ClearVista Advisors is a boutique financial advisory firm providing wealth management, financial planning, investments and retirement plan consulting. Clients include retirees, executives, retirement plans and women in transition (divorcees or widows). What makes us different? We only serve clients as a fiduciary. When we make a financial recommendation, it needs to be in your best interest today AND we have an ongoing obligation to make sure it is still in your best interest going forward. We are fully independent and currently work with Raymond James, Charles Schwab, TD Ameritrade and Fidelity to custody our client's accounts. *Investment Advisor Representatives are registered with Dynamic Wealth Advisors dba ClearVista Advisors