Wealth Management Service

We are a firm built on traditional values: hard work, loyality, uncompromising quality, and personal service. We greatly value the trust and confidence that is required when choosing to work with a financial services firm, and always strive to earn that trust.

LPL Financial located in Bloomfield Hills MI is a trusted financial advisory firm dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert guidance they offer a range of investment strategies and financial planning services tailored to individual needs. Their experienced advisors work closely with clients to navigate the complexities of finance and create a roadmap for future success. Generated from this place's information

Institutional Investment Consulting (IIC) is a national, objective single-source provider of institutional investment consulting services, specializing in a holistic approach to plan consulting that covers various areas such as plan documents, architecture, communication, investments, corporate governance, and vendor management. Committed to prioritizing client interests, IIC distinguishes itself through high-quality advice and comprehensive support. Led by Managing Director Michael W. Kozemchak, IIC's specialized team is dedicated to easing the complexities of retirement planning and investment management for its clients. The firm operates as a registered investment advisor, ensuring compliance and integrity in its service offerings while fostering strong client relationships. Generated from the website