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Top 30 financial advisors of 593 near 48371
Out of 400,000+ nationwide
John B
CFP®, CPA
Oakland Twp, MI
J Robert Bergmann Advisors, LLC
Trust, relationships, and work ethic. Three core values I take very seriously when serving you and your family. Working with me, you can expect honesty, good judgement, and strong character. Reliable and responsive to your financial needs, I place your interests ahead of my own and strive to always be a positive, empathetic, and collaborative partner. Disciplined and organized, with a sense of curiosity, my goal is to achieve results that will help and support the wellbeing of your family. With more than 30 years of financial and business experience, my hope is to share the knowledge, experience, and a little wisdom developed over that time to help you achieve your next goals in life.
Carla A
CFP®
Lake Orion, MI
Nectarine
With more than 15 years of experience in the wealth management industry, Carla founded Ametrine Wealth with the vision of helping people–particularly women–take control of their financial futures. She prides herself on creating a compassionate, trusting environment for clients and removing the barriers that keep people from setting and achieving their financial goals. Carla’s clients value her financial planning insight, ability to break down complex topics, attention to detail, and approachable demeanor. Originally from Massachusetts, Carla initially envisioned a career in science. She graduated magna cum laude from Washington and Lee University and received a Masters in chemistry from Northwestern University. However, long hours in the lab made her realize her preference for engaging with people over compounds, and she decided to put her analytical skills to use in the financial sector. Carla holds an MBA in Finance and General Management from the University of Chicago Booth School of Business and is a Certified Financial Planner Practitioner(TM). Carla lives in Lake Orion with her husband, Jarod, and her two greatest accomplishments, daughters Brinley and Chloe.
Grant F
Series 66
Lake Orion, MI
Edward Jones
Daniel H
Series 63, Series 66
Shelby Township, MI
Edward Jones
Brian H
Series 63, Series 66
Lake Orion, MI
Edward Jones
Mark F
CFP®, Series 63, Series 65
Rochester, MI
Edward Jones
Abbey B
Series 66
Washington Township, MI
Edward Jones
Hilary R
CFP®, ChFC®, Series 66
Clarkston, MI
Edward Jones
Adam B
Series 66
Oxford, MI
Edward Jones
John D
Series 66
Washington Township, MI
Edward Jones
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Top 30 financial advisors of 593 near 48371
Out of 400,000+ nationwide