Review DIRECT FINANCIAL, LLC In oakland, michigan, united-states | Finance In Oakland
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DIRECT FINANCIAL, LLC
6001 N Adams Rd, Ste 205
Oakland,
Michigan,United-states - 48304
Detailed description is I help retirees and baby boomers nearing retirement preserve and safely grow their wealth without the stress and fear of running out of money in retirement Rob Shampine is a wealth manager at Direct Financial, LLC.
He focuses on providing wealth management solutions to small businesses, owners and executives in the Greater Detroit Area, and remotely across the United States.
Together with his partners, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving.
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Rob founded Direct Financial, a Registered Investment Advisor (RIA) in 2011, and serves his clients in a fiduciary capacity.
He uses a consultative process to gain a detailed understanding of his clients' deepest values and goals.
He then employs customized recommendations designed to address each client's unique needs and goals beyond simply investments.
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Successful individuals, families and businesses work with Rob to: .
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• Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.
• Provide customized small business 401(k) plans to meet the exacting requirements of today's regulatory environment.
• Make smarter decisions in today's fast-paced, uncertain political, economic and social environment.
• Obtain an independent second opinion from a top financial advisor in their community.
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Previously, Rob spent six years as a financial advisor with New York Life, Guardian Life and OneAmerica.
He also served as President of Innovative Wealth Strategies, LLC.
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Rob is a widely-recognized leader in a national financial advisor community that serves small CPA firms and their clients.
He's been cited on Fox, NBC, ABC and CBS, and has over 15 years of experience..
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For more information on our services, please visit us at www.dfadvisor.com.
Established in the recent years DIRECT FINANCIAL, LLC in oakland , michigan in united-states.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
Sweets and food are the ideal combination for any foodies to try and this DIRECT FINANCIAL, LLC is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
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