William Konchal-Raymond James
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William Konchal-Raymond James is a financial advisory firm based in Dearborn, MI, offering a range of services to business owners, corporate retirement plans, endowments, foundations, families, individuals, retirees, and women investors. Their approach includes corporate retirement plan consulting, education planning, estate and charitable giving trust, financial planning, investment solutions, portfolio management, and retirement planning.
With a team led by William J. Konchal, an experienced WMS Financial Advisor Associate Vice President, Investments, the firm stands out for its commitment to providing personalized financial solutions and its expertise in behavioral finance. They aim to help clients navigate familiar biases such as loss aversion, overconfidence, and mental accounting, while also offering insights and commentary on worthwhile living and leaving a legacy.
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