Woods Financial

RBC Wealth Management in Grosse Pointe, MI, is dedicated to helping individuals, families, business owners, and corporations achieve their financial goals through tailored wealth planning and long-term management strategies. With a client-centered approach, they focus on ensuring that wealth builds legacy while navigating the complexities of life changes and empowering future generations. The firm leverages over US$3.4 trillion in global assets under administration and a team of approximately 2,200 financial advisors in the U.S. to provide top-tier investment insights and proactive solutions. As a division of the Royal Bank of Canada, RBC Wealth Management emphasizes values-based service, diversity, and community support to foster meaningful relationships that support clients' aspirations. Generated from the website

L.M. Kohn & Co., based in Grosse Pointe Farms, MI, is an independent family-owned hybrid Registered Investment Adviser (RIA) and Broker-Dealer, founded by Larry Kohn in 1990. The organization aims to empower financial advisors by offering a supportive platform that emphasizes autonomy, transparency, and innovative technology, allowing advisors to build their own brands without constraints from traditional firms. With a focus on helping advisors implement cost-effective practices, L.M. Kohn prioritizes a collaborative approach to compliance and operational efficiency. The firm prides itself on maintaining an accessible management team and a robust advisor network, fostering long-lasting relationships within the financial advisory community. Generated from the website

Stifel in Grosse Pointe Farms, MI, is a local establishment that offers a range of financial services to individuals and businesses. Specializing in investment banking, wealth management, and advisory services, Stifel aims to assist clients in achieving their financial goals through personalized strategies and expert guidance. Generated from their business information