Daniel Investments Inc

Founded in 1981, Flexible Plan Investments is a turnkey asset management program based in Bloomfield Hills, MI, specializing in dynamic risk management and multi-strategy diversification for financial advisers. With a dedicated team of 80 professionals, the firm offers a variety of actively managed strategies across equity, debt, and alternative asset classes, enabling advisers to create diversified portfolios within a single account. As early pioneers in separately managed accounts, Flexible Plan Investments emphasizes innovation and flexibility to adapt to changing market environments. Their OnTarget Investing tool assists advisers in setting realistic benchmarks for clients, enhancing client retention and value through comprehensive support services. Generated from the website

McQueen Financial Advisors Inc, based in Clawson, MI, is a national advisory firm specializing in financial services for institutions since 1999. Led by President Charley McQueen, the firm prides itself on providing personalized attention tailored to each client's unique needs. Offering a range of services including investment management, mergers and acquisitions, and wealth management, McQueen Financial Advisors Inc focuses on delivering sound investment advice with a focus on long-term partnerships and risk management. With a team of experienced professionals, the firm aims to help clients achieve their financial goals through expert, results-oriented service in an ever-evolving market.Generated from the website

WWK & Investments, located in Northville, MI, specializes in providing comprehensive financial planning and investment services tailored for individual investors, including retirement and college planning. Their dedicated team, which includes Chartered Special Needs Consultants, emphasizes a personalized investment selection process to meet the unique needs of their clients. Offering services such as fiduciary workshops and employee education, WWK & Investments is committed to helping clients navigate their financial journey with confidence. They ensure the highest standards of data privacy and security, maintaining a focus on client relationships and trust. Generated from the website