Member Directory Investment/Retirement ServicesNew SearchPrev1NextEdward JonesProfilewww.edwardjones.com/mark-chrobak4064 Livernois Rd.Troy, MI 48098-3295248-275-1060Fax: 844-848-3134Mark Chrobak, Financial AdvisorFinancial/Investment Services, Investment/Retirement ServicesF.I.T. Financial GroupProfilewww.ameripriseadvisors.com/team/fit-financial-group1450 W. Long Lake Rd., Ste. 365Troy, MI 48098-6330248-817-3200248-568-2135Fax: 248-817-3205F.I.T. Financial Group is a financial advisory practice of Ameriprise Financial Services, LLC. The three partners of F.I.T. Financial Group are Matthew Flynn, who heads up our Retirement Planning group, Sherrie Ingham, who heads up the Financial Planning area, and William Turner, who heads up our Wealth Management division. Each partner has more than 20 years’ experience in the industry.Our company’s clients come in two areas, Corporate Retirement Plans and Individuals. Our Corporate Retirement Plan business is small and mid-size Corporations, while our Individual clients are mostly executives and retirees, residing in the United States.Mr. Matthew T. Flynn, Financial Advisor/Managing PartnerFinancial/Investment Services, Brokerage Services, Business Consulting, Employee Benefit Services, Investment/Retirement ServicesFidelity InvestmentsProfilewww.fidelity.com778 W. Big Beaver Rd.Troy, MI 48084-4934800-682-4746Mr. Michael Ralston, Director, ComplianceFinancial/Investment Services, Investment/Retirement Services, Brokerage ServicesFinancial Center for WomenProfilewww.financialcenterwomen.com20505 W. 12 Mile Rd.Southfield, MI 48076-5410734-738-6300Ms. Danielle Workman, Private Wealth AdvisorBusiness Consulting, Financial/Investment Services, Insurance, Investment/Retirement ServicesFinancial Solutions of MichiganProfilewww.fsmfinancial.com2855 Coolidge Hwy., Ste. 202Troy, MI 48084-3216248-792-9050Fax: 248-792-6734Mrs. Gina Cetnar, CFP®, LPL Registered PrincipalFinancial/Investment Services, Insurance, Investment/Retirement ServicesGenisys Credit Union JobsProfilehttps://www.genisyscu.org/1960 E. Big Beaver Rd.Troy, MI 48083-2021248-528-0302Theresa Doan, Director of Social ResponsibilityFinancial Institutions, Financial/Investment Services, Investment/Retirement Services, Mortgage or Title Services, Lending/Business-ResidentialGordon Advisors, P.C.Profilewww.gordoncpa.com1301 W. Long Lake, Ste. 200Troy, MI 48098-6319248-952-0200Fax: 248-952-0290Mai Xiong, Marketing ManagerTax /Consulting Services, Accounting, Audits/Auditors, Business Consulting, Investment/Retirement ServicesLake Michigan Credit UnionProfilewww.lmcu.org734 W. Long Lake Rd.Troy, MI 48098-5803248-848-7124Fax: 248-592-5535Jeremy SchubertFinancial Institutions, Lending/Business-Residential, Insurance, Investment/Retirement Services, Financial/Investment ServicesLindsay Goebel State Farm AgencyProfilewww.lindsaygoebel.com5069 Livernois Rd.Troy, MI 48098-3201248-250-6800248-670-8954Lindsay Goebel, Agency OwnerInsurance, Financial/Investment Services, Investment/Retirement ServicesMichigan Schools and Government Credit UnionProfilehttps://www.msgcu.org/4555 Investment Dr.Troy, MI 48098-6338586-263-8800, ext. 566Financial Institutions, Financial/Investment Services, Lending/Business-Residential, Investment/Retirement Services, Mortgage or Title ServicesOUR Credit UnionProfilewww.ourcuonline.org6693 Rochester Rd.Troy, MI 48085-1302248-549-3838Fax: 248-549-0203Mr. Jeff Glaser, Director of MarketingFinancial Institutions, Investment/Retirement Services, Lending/Business-ResidentialPaul Dries, AWMA™ - Edward Jones InvestmentsProfilehttps://www.edwardjones.com/paul-dries45174 Cass Ave.Utica, MI 48317-5507586-254-0881Fax: 586-288-7607Financial/Investment Services, Investment/Retirement ServicesPreferred Financial PartnersProfilewww.preferfp.com755 W. Big Beaver Rd., Ste. 2050Troy, MI 48084-4900248-263-6706Fax: 248-357-6684Ms. Colleen Schueneman, President & CEOFinancial/Investment Services, Insurance, Investment/Retirement ServicesPrudential AdvisorsProfilehttps://www.prudential.com/office/detn-detn101 W. Big Beaver Rd., Ste. 705Troy, MI 48084-5241248-743-3440Fax: 248-457-4907Investment/Retirement Services, Insurance, Financial/Investment ServicesSchluter & HughesProfilewww.schluterhugheslaw.com43902 Woodward Ave., Ste. 210Bloomfield Hills, MI 48302-5022248-692-7392Fax: 248-956-1510Attorneys/Legal Services, Investment/Retirement ServicesSentinel GroupProfilewww.sentinelgroup.com/employers3001 W. Big Beaver Rd., Ste. 302Troy, MI 48084-3104781-914-1246At Sentinel Group, we engineer solutions that make your benefits easy and ensure you always get a “Sentinel-worthy” client experience. You want a partner who promotes financial wellness, encourages retirement readiness and empowers individuals to succeed in a way that is easy for your people, your business and you. We’re able to deliver everything you need – all in one place – and provide a holistic consultative strategy to your benefits package! Our expert benefit consultants help simplify the benefits process for employers, and our financial planners put it all into perspective for individuals.Ed Maga, Senior Benefits AdvisorInsurance, Financial/Investment Services, Investment/Retirement ServicesStalt FinancialProfilewww.staltfinancial.com5700 Crooks Rd., Ste. 212Troy, MI 48098-2825248-733-4344At Stalt Financial, we believe a sound financial plan is more than the sum of its parts. Our firm is founded on the principle that proper financial planning is much more than investment management or reliance on a financial product. Our process is built on collaboration and is designed to focus on our clients’ specific goals and vision for the future. We primarily help a few specific groups: business owners working to identify and address their Wealth Gap, families who have loved ones with special needs, and high net worth professionals and their families. Daniel Zech, Co-Founder/Financial AdvisorFinancial/Investment Services, Investment/Retirement Services, InsuranceStoney Creek Advisors LLCProfilewww.stoneycreekadvisors.com445 S. Livernois Rd., Ste. 105Rochester Hills, MI 48307-2575248-266-2900Fax: 248-266-6185Mr. William A. Waggoner II, President/CCOFinancial/Investment Services, Insurance, Investment/Retirement ServicesStraightLineProfilewww.straightline.com165 Kirts, Ste. 100Troy, MI 48084-5214248-269-8366Fax: 248-269-8390Ms. Bethany Mosshart, COO/Director of AdminFinancial/Investment Services, Investment/Retirement ServicesWealth Strategies Group, LLC Member-2-Member SavingsProfilewww.wsgllc.net/welcome200 E. Big Beaver Rd.Troy, MI 48083-1208248-680-4622586-300-2210Fax: 248-680-4623Wealth Strategies Group, LLC is an independent, comprehensive financial services firm. Our mission is to reduce your stress and help you simplify your financial life. The financial planning and investment advisory business is just as much about relationships as it is about dollars and cents. We build relationships with clients based upon shared values, treating clients like family and friends. We take the time to explain everything so you feel comfortable, confident, and in control of your money. We work with many of the finest financial institutions in the world to obtain the products and services that fit our client’s needs. Our customized programs are designed to diversify your investments and manage your wealth while delivering a high level of personalized service. Wealth Strategies Group, LLC maintains professional associations, memberships, and designations to ensure we are always up-to-date on any changes within the industry, tax and estate legislation, and investment programs. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at 248-680-4622. We look forward to hearing from you. Charles Vercellone, ChFC®, AIF®, Owner / Financial AdvisorFinancial/Investment Services, Investment/Retirement ServicesNew SearchPrev1NextMember Directory | Chamber Events | Member Account | Member Events | Member Job Listings | Member-2-Member Savings | Member News | Request for Information Upcoming EventsThu21 Young Professionals Volunteer Day with UCFSNov 21st @ 9:00 AM Register Wed4 Leadership Enrichment: The Leadership-Management ConnectionDec 4th @ 8:30 AM Register Thu12 Holiday Luncheon, presented by Walsh CollegeDec 12th @ 11:00 AM Register Tue17 Coffee, News & Networking, presented by HRPro/BeneProDec 17th @ 8:30 AM Register Thank you to our Platinum Members Our Focus is Your Business Become a Member SIGN-UP TO RECEIVEThe Weekly E-Newsletter, the TC Insider Name Company Email Address 4 + 13 = SIGN UP