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Financial Planning Consultants in Shelby Township

Kristen Palazeti

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135 N. Old Woodward, Suite 200, Birmingham, MI

248-833-6671

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Kristen Palazeti

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135 N. Old Woodward, Suite 200, Birmingham, MI

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Birmingham, MI.

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John Low

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260 East Brown Street, suite 300, Birmingham, MI

248-833-6670

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John Low

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260 East Brown Street, suite 300, Birmingham, MI

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Birmingham, MI.

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Kim Dwyer - Thrivent

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48601 Hayes Road, suite A, Shelby Township, MI

248-719-8520

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Kim Dwyer - Thrivent

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48601 Hayes Road, suite A, Shelby Township, MI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Kim Dwyer is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Shelby Township, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Kim Dwyer - Thrivent

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Fifth Third Private Bank - John Richards

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300 Park St., Suite 300, Birmingham, MI

313-316-9804

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Fifth Third Private Bank - John Richards

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300 Park St., Suite 300, Birmingham, MI

Welcome to Fifth Third Bank – home to the best mobile banking app for customer satisfaction among regional banks, as ranked by J.D. Power!* Take advantage of our suite of banking products and we’ll help you find a solution that fits your unique financial needs. Find out how we can help you with checking, savings, credit cards, mobile banking, and... Read More about Fifth Third Private Bank - John Richards

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Nina Schuppe - Thrivent

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55921 Gratiot Avenue, New Baltimore, MI

586-817-3311

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Nina Schuppe - Thrivent

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55921 Gratiot Avenue, New Baltimore, MI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Nina Schuppe is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in New Baltimore, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Nina Schuppe - Thrivent

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Mariner

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39533 Woodward Ave, Suite 330, Bloomfield Hills, MI

844-442-6326

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Access a wealth of knowledge and solutions.

Mariner

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39533 Woodward Ave, Suite 330, Bloomfield Hills, MI

Access a wealth of knowledge and solutions.

A wealth of knowledge and solutions.

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Equitable Advisors

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201 W Big Beaver Rd, #300, Troy, MI

Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence... Read More about Equitable Advisors

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Taylor King - Thrivent

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55951 Gratiot Avenue, Chesterfield, MI

586-277-1344

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Taylor King - Thrivent

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55951 Gratiot Avenue, Chesterfield, MI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Taylor King is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Chesterfield, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Taylor King - Thrivent

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Jason Buchan - Thrivent

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55921 Gratiot Avenue, New Baltimore, MI

734-516-2964

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Jason Buchan - Thrivent

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55921 Gratiot Avenue, New Baltimore, MI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jason Buchan is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in New Baltimore, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Jason Buchan - Thrivent

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Aaron Collins - Thrivent

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85 Macomb Place, Mount Clemens, MI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Aaron Collins is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Mount Clemens, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Aaron Collins - Thrivent

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Kyle Kuykendall - Thrivent

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48601 Hayes Road, Suite A, Shelby Township, MI

817-521-9492

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Kyle Kuykendall - Thrivent

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48601 Hayes Road, Suite A, Shelby Township, MI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Kyle Kuykendall is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Shelby Township, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Kyle Kuykendall - Thrivent

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Tyler Prisby - Thrivent

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51675 Van Dyke Ave., Shelby Twp., MI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Tyler Prisby is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Shelby Twp., MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Tyler Prisby - Thrivent

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First Command Financial Advisor - Timothy Janz, RICP®

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22800 Hall Rd, Suite 240, Clinton Township, MI

586-262-4663

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First Command Financial Advisor - Timothy Janz, RICP®

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22800 Hall Rd, Suite 240, Clinton Township, MI

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Tim Janz joined First Command Financial Services as a Financial Advisor in November 2022, following a 20-year career in the United States Coast Guard, where he attained the rank of Chief Warrant Officer 2. Tim understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives... Read More about First Command Financial Advisor - Timothy Janz, RICP®

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Ian Cole - Thrivent

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85 Macomb Place, Mount Clemens, MI

248-421-8975

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Ian Cole - Thrivent

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85 Macomb Place, Mount Clemens, MI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Ian Cole is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Mount Clemens, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Ian Cole - Thrivent

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Bridge Business Credit

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900 Wilshire Drive, Suite 305, Troy, MI

When banks say no to your business, we can help.

Bridge Business Credit, formerly known as Great Lakes Business Credit, was established in 2002 and recapitalized in 2020. Its experienced team of dedicated financial professionals serve companies with potential that are unable to obtain bank financing. By working to understand their client's business, Bridge Business Credit structures flexible financing with asset-based lines of credit. Eligible collateral for credit includes: accounts... Read More about Bridge Business Credit

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Ann Escandon - Thrivent

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14460 Lakeside Circle, Ste 250, Sterling Heights, MI

440-567-0930

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Ann Escandon - Thrivent

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14460 Lakeside Circle, Ste 250, Sterling Heights, MI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Ann Escandon is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Sterling Heights, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Ann Escandon - Thrivent

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Thomas Reband - Thrivent

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14460 Lakeside Cir, Ste 250, Sterling Heights, MI

586-738-5773

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Thomas Reband - Thrivent

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14460 Lakeside Cir, Ste 250, Sterling Heights, MI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Thomas Reband is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Sterling Heights, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Thomas Reband - Thrivent

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Jonathan Munson - Thrivent

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14460 Lakeside Cir, Ste 250, Sterling Heights, MI

586-726-8899

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Jonathan Munson - Thrivent

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14460 Lakeside Cir, Ste 250, Sterling Heights, MI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jonathan Munson is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Sterling Heights, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Jonathan Munson - Thrivent

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Paul Mucci - RBC Wealth Management Financial Advisor Verified by Yext

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38505 Woodward Ave., Suite 150, Bloomfield Hills, MI

Strengthening your financial securityâ„ 

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

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Fifth Third Preferred - Giulio Isom

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67855 Van Dyke Avenue, Washington, MI

586-336-3605

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Fifth Third Preferred - Giulio Isom

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67855 Van Dyke Avenue, Washington, MI

Welcome to Fifth Third Bank – home to the best mobile banking app for customer satisfaction among regional banks, as ranked by J.D. Power!* Take advantage of our suite of banking products and we’ll help you find a solution that fits your unique financial needs. Find out how we can help you with checking, savings, credit cards, mobile banking, and... Read More about Fifth Third Preferred - Giulio Isom

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Fifth Third Private Bank - Joe Lucas

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300 Park St., Suite 300, Birmingham, MI

313-230-2148

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Fifth Third Private Bank - Joe Lucas

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300 Park St., Suite 300, Birmingham, MI

Welcome to Fifth Third Bank – home to the best mobile banking app for customer satisfaction among regional banks, as ranked by J.D. Power!* Take advantage of our suite of banking products and we’ll help you find a solution that fits your unique financial needs. Find out how we can help you with checking, savings, credit cards, mobile banking, and... Read More about Fifth Third Private Bank - Joe Lucas

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Mariner

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38710 Woodward Ave., Suite 230, Bloomfield Hills, MI

248-792-6600

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Mariner

Mariner Verified by Yext

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38710 Woodward Ave., Suite 230, Bloomfield Hills, MI

Access to a wealth of knowledge and solutions.

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Mariner

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338710 Woodward Ave., Suite 200, Bloomfield Hills, MI

248-258-6866

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Mariner

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338710 Woodward Ave., Suite 200, Bloomfield Hills, MI

Access to a wealth of knowledge and solutions.

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Kyle Kuykendall - Thrivent

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55921 Gratiot Ave, Chesterfield, MI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Kyle Kuykendall is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Chesterfield, MI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Kyle Kuykendall - Thrivent

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First Command Financial Advisor - Anthony Bloink

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22800 Hall Rd, Suite 240, Clinton Township, MI

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Anthony Bloink joined First Command Financial Services as a Financial Advisor in July 2017. A graduate of Central Michigan University with a bachelor's degree and Saginaw Valley State University with a Master's degree in Administration, Anthony holds Series 7 and 66 securities licenses plus state life, health, annuities and variable life insurance licenses. Anthony is committed to helping his clients... Read More about First Command Financial Advisor - Anthony Bloink

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