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Showing result for search by category for "Financial Services"
Burney Ashley
City : Southfield
Telephone : 248-833-5154
Fax : 866-728-5349
Services : Residential mortgages services. Did you know that if you are 62 or older you can generate cash flow, lower your taxes, increase your net worth with a reverse mortgage.
Member Bio : I have put thousands of homebuyers into their dream homes over my past four decades in the Real Estate industry and received hundreds of accolades from them and/or their Realtors. I have a solid reputation in Greater-Detroit and the mortgage industry for being available, delivering on my promises, and customer service beyond my customer’s expectation. In fact, well beyond funding.
Category : Financial Services,Other
Barbara Fanone
City : Chesterfield
Telephone : 586-949-3782
Fax : 586-949-1906
Services : Retirement Planning, Investment Strategies, Insurance Solutions: Life and Long Term Care.
Member Bio : Barbara J. Fanone, Financial Consultant has over 20 years’ experience in helping individuals and their families with wealth accumulation strategies. This experience includes both financial and estate planning. She has extensive experience working with seniors, professionals, business owners and their families. Her focus is to help investors preserve their capital and increase their income by permitting them to maintain their independence throughout retirement. Barbara is affiliated with America Group Retirement Strategy Centers and holds life and health insurance licenses in the State of Michigan. For a list of states in which she is registered to do business, please visit www.prioritywealth.com. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC(www.sipc.org).
Category : Financial Services
Kathleen Kelchner
City : Troy
Telephone : 586-709-7538
Fax : N/A
Services : N/A
Member Bio :
Category : Advertising/Marketing,Assisted Living Communities,Estate Appraisals,Estate Sales,Financial Services,Independent Living Community,Realtor
Dawn Trotto
City : Washington
Telephone : 586-256-0951
Fax : N/A
Services : On the Horizon, PLLC will serve as: - Financial Power of Attorney - Successor Trustee - Personal Representative - Conservator; We also consult those named above in their fiduciary capacity: - Discuss overall responsibilities - Prepare inventory - Prepare accounting(s) - Provide necessary community resources - Navigate through complexities; Other Services: - Organize financial estate - Support with daily money management (e.g. monthly bill paying, bank reconciliations, budgeting, expense tracking) - Prepare financial inventory - Facilitate communication between client, family and professional service teams - Clarify options for decision making - Process required legal documents and paperwork - Assist with care coordination
Member Bio : Dawn K. Trotto has over 25 years’ experience in finance and accounting starting her career in public accounting as a business advisor to closely-held business owners. She obtained her Michigan CPA designation and specialized in estate planning before leaving UHY Advisors as a Manager to gain hands-on experience in the automotive industry. Dawn gained valuable controllership experience as an Executive at American Axle and Manufacturing, Inc. from overseeing the monthly closes, budgeting and forecasting to implementing technical standards in SEC reporting. General Motors provided Dawn additional experience with a $150 billion public OEM through a variety of stretch assignments from the unprecedented bankruptcy and emergence to the aftermath of the $3 billion ignition switch recall. Her 17 years of automotive experience found her in a variety of roles as a trusted advisor supporting multiple Committees of the Board of Directors including Audit, Compensation and Risk by planning, coordinating and preparing the necessary presentations interacting closely with key leaders. Through her career and her own personal experiences, Dawn founded On the Horizon, PLLC, a company serving those in the individual and family services industry. Her passion and focus lies in mitigating the financial abuse of the aging population providing peace of mind in estate preparation, organization and administration through specialized and personalized professional fiduciary services.
Category : Financial Services,Organizing Services,Other