Direct booking

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Joe F

CFP®, CFA®

New York, NY

Fortrove Partners

Hi! My name is Joe Forish and I started Fortrove Partners to help technologists deal with challenges of company ownership / equity compensation. From a young age, I learned about maximizing hard work and doing what you do best while working at my father’s auto dealership. I also saw first-hand both the rewards and challenges of running a business. Prior to Fortrove, I honed my expertise investing in public and private equity. I graduated from Pennsylvania State University with a B.S. in Finance and International Business, and from the Harvard Business Analytics Program, with Distinction. In my free time you will find me skiing an evergreen tree-lined run or longboarding when it’s cloudy and glassy. I live in New York City with my wife Linda.

Startup equity planning Exec comp design Business ownership considerations Technology Professional Founder/Business Owner Established Professionals Gen Y/Millennials (Born 1980-1995)

Advisors near 48357

Out of 400,000+ nationwide

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Lawrence Z

Series 63, Series 65

Fenton, MI

4Square Advisory Services, Inc.

Annuities Real estate investing
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Bassam S

Series 63, Series 65

Orchard Lake, MI

Objective Investments, LLC

Active portfolio management Options & derivatives strategies
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Paul F

CFP®, CFA®, ChFC®, EA

Commerce Township, MI

Tamma Capital LLC

I'm Paul, and I have been right where you are. I have a set of 13-year-old triplets, an 11-year-old, and a spouse with a demanding full-time career. Time is something you feel like you don't have, yet it also haunts you if you don't feel confident about some aspect of your finances. I get what you are going through, working extremely hard and watching the years go by swiftly because that is my life, too. That's why, when my triplets were born, I founded TAMMA. I saw firsthand how my family struggled with financial anxiety and the challenges and pressures it caused. This is one of the reasons I chose to become a financial advisor and build my firm: to help bring peace of mind to others. Now, I offer you that same path to financial health so you can achieve peace and security. Many busy families like yours are experiencing relief and confidence from obtaining a financial advisor in their corner, and you can too.

Wealth management Parents Married/Couples/Partners Gen X (Born 1965-1980)
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Natalie M

Series 63, Series 66

Brighton, MI

Grit and Lavender Financial Planning

Income planning College savings (529s, UTMA, etc.) Debt management
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Robert L

Series 63, Series 65

Brighton, MI

Wealth & Wellness Group, LLC

Wealth management
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Daniel R

Series 65

Holly, MI

Daniel Ryan Financial LLC

Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Scott G

Series 63, Series 65

West Bloomfield, MI

Equity Planning Group, Inc.

College savings (529s, UTMA, etc.)
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Thomas H

CFP®

Farmington Hills, MI

Horton Financial Planning LLC

General retirement planning General tax planning Wealth management Passive / index investing Cash flow / budgeting
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Bernard S

Series 63, Series 65

Novi, MI

Alpha Investment Management, Inc.

Passive / index investing Wealth management
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William W

Series 65, Series 66

Brighton, MI

Fiducial Partners LLC

Active portfolio management
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