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Founded in 1910, BDO Seidman is a professional services firm that provides assurance, tax, financial advisory and consulting services to public and privately held companies. The firm specializes in accounting, tax and business consulting services. Its finacial advisory services include litigation support, fraud investigation, investment banking, business valuation and corporate real estate. It also specializes in assurance, risk advisory and industry consulting services. Its tax planning and business consulting services include business acquisitions and dispositions, cost segregation, family wealth planning and nonprofit tax services. BDO Seidman serves its clients through more than 30 offices, one of which is located in Kalamazoo, Mich.
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 Kalamazoo, MI area, Jason Reed 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.
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 Kalamazoo, MI area, Daniel Liehr 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.
Our mission is to provide personalized service, quality investments, and give you the confidence to make sound financial decisions. Our partnership will help you build customized goals tailored to your needs NOW and in the FUTURE.
TriFound
At TriFound, we believe we are here to help clients achieve the life and Legacy they deserve, and we do that through communication. Our company is built on the foundation of three - financial, legal and tax services all working together under one roof to craft a holistic plan suited for you and your loved ones. If your financial advisor, attorney and CPA aren't regularly communicating with one another, ask yourself why and come see the possibilities.
Philip Brandt, Senior Advisor at Brandt Wealth Advisors: My fee-based advisory services place me on the same side of the table as my clients and I take my fiduciary role seriously by always putting my clients' needs first. I currently serve clients in Michigan, Indiana, Florida and Georgia. Shelly Brandt, Senior Associate: I have worked in financial services for more than 15 years. From my humble beginning as a bank teller to my current partnership in the firm, I have learned many things along the way. I currently hold insurance licenses in Michigan, Indiana, and Illinois.
