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Finance > Social Security Planning

Senior Insurance Solutions

9305 Amherst Dr.
Brighton MI 48114
Phone: 248.396.3967

Contact: Laura Calderaro
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Categories: Finance > Financial Services , Investment Management, Retirement Planning, Social Security Planning, Insurance > Life, Supplemental

We specialize in insurance an financial services. We focus on protecting your retirement funds with safe money options as well as offer life insurance, health, Medicare and supplemental insurance options.

Waddell & Reed Financial Advisors

3380 Travis Pointe Road
Ann Arbor MI 48108
Phone: 734.786.3875
Fax: 734.786.3964

Contact: Kenneth Zehnder
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Categories: Finance > Financial Services , Investment Management, Retirement Planning, Securities Broker/Dealer, Social Security Planning

Our Mission Statement We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. Our Qualifications Waddell & Reed has been working with individuals and businesses for over 75 years. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. We’re looking forward to using our experience to help you pursue your financial goals. Our Services While developing a customized financial program, we will walk you through a step-by-step financial planning process that can help make you feel confident in your financial decisions. Once your goals have been established, we can customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: •Financial Planning •Investments •Retirement Strategies •Estate Planning •Insurance and annuities

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