Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Grosse Pointe, MI area, Paul S Leonard will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Tetra Wealth Management is a financial planning firm in Grosse Pointe Shores, led by David Rakecky, CFP®. We write a financial plan for the parts of your money you choose: saving, retirement, taxes, insurance needs, your kids and your estate. Then we take the follow-through off your plate and work with the attorney or CPA you already have. Investment management is available and never required. Start with a free Compass Review. You leave with a written page of what we found. It's yours whether you work with us or not. Tetra Wealth Management LLC is a registered investment adviser in the State of Michigan. Registration does not imply a certain level of skill or training.
Closed now
Welcome to Ainley Financial Group Associated with Lincoln Financial Advisors/Sagemark Consulting A financial advisor you can trust; an organization you can count on. With Ainley Financial Group and Lincoln Financial Advisors, you get both. Here's how we work: We identify your needs and objectives. We fully analyze and evaluate your personal situation. We give you input and advice to help you make timely, informed decisions.
