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We have been there. At Fortress Financial Planning, with over 20 years of experience, we have helped thousands of clients accomplish their goals by following a sound financial strategy that is tailor fit to their needs and risk tolerance. We help you design and implement the blueprint of your dreams. We know it can be tough, but we will help you through. It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you’re in the driver's seat for years to come. Don’t be satisfied with tradition. Take control, free yourself, and live the life you want. Ready for the next step? We can help.
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The advisor listed is an Ameriprise financial advisor in St Clair Shores. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Live life brilliantly.What matters most to you in life? It's a big question. And it's one of many questions I'll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won't. Why? Because your vision of the future is unique and I'm committed to helping you achieve it. Let's start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.I'm here to help you live the life you've earned. When you have the right advisor, life can be brilliant.
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Kelly Capital partners is a unique retirement planning firm. We design retirement plans specifically for the individual making sure we're concentrating on their goals and concerns for the future. We incorporate several types of retirement planning software so that we can achieve the most probable scenarios, using investments and insurance. We are independent fiduciaries meaning we are not tied to any brokerage firm, bank etc. We have a 3 meeting process which includes a full retirement plan withincome, investment, healthcare, tax and legacy planning.
Our Financial Consulting services help small businesses with budgeting, forecasting, and financial planning. We work with you to create a financial strategy that fits your business needs and helps you achieve your financial goals.
A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.
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