Columbia Asset Management

Shotwell Rutter Baer is a financial planning firm based in Ann Arbor, Michigan, specializing in creating tailored retirement plans that align with individual clients' visions and goals. Their comprehensive approach involves understanding clients' finances, identifying obstacles, and developing actionable strategies to achieve financial freedom. The firm's process includes a series of meetings to establish a solid foundation for financial plans, utilizing innovative tools and financial software to provide personalized recommendations. By fostering long-term relationships, Shotwell Rutter Baer aims to empower clients with the knowledge and resources needed for financial security both now and in the future. Generated from the website

Michigan Investment Fund is a financial services firm based in Ann Arbor, MI, specializing in investment management and advisory services. With a focus on strategic financial planning and portfolio management, the company aims to help clients achieve their long-term financial goals through tailored investment solutions. Generated from their business information

Boardwalk Wealth Management, located in Ann Arbor, MI, specializes in people-focused financial planning tailored for busy professionals, including small business owners and affluent individuals. They offer a range of services, including investment management, risk management, and retirement planning, all aimed at aligning clients' financial goals with personalized strategies. By engaging in a comprehensive process that includes discovery, data gathering, and strategy design, Boardwalk Wealth Management strives to empower clients to live within their means while preparing for future aspirations. Their commitment to education and empathy sets them apart, as they prioritize understanding clients' unique financial situations and needs. Generated from the website