With more than $5 billion of assets under management and clients throughout the United States, Plante Moran Financial Advisors is the one of the nation’s largest independent registered investment advisors based on assets under management. Our integrated affiliate services include investment advisory services, financial planning, trust, insurance consulting, estate planning, business succession, tax planning, and institutional investment services. To learn more, visit Plante Moran Financial Advisors or contact us today to begin assessing you or your organization’s financial goals with one of our specialists. PMFA: Client-centric answers in a product-centric world.
Plante Moran CRESA is a commercial real estate consulting firm providing tenant representation, project management and real estate consulting services. Its experienced professionals provide unbiased, fully integrated real estate services for small, midsized and large companies. To better serve and advise its clients, Plante Moran CRESA is affiliated with CresaPartners, one of the nation’s largest pure tenant representation and corporate services firms.
PMCF is a boutique investment bank providing merger and acquisition services for middle-market transactions in North America and Europe. PMCF has dedicated industry teams providing services to the life sciences, business services, building products and industrial industries. PMCF is headquartered in Southfield, Michigan with additional offices in Chicago, Illinois and Cleveland, Ohio.
At Plante Moran Trust, we believe the best way to provide for a future is to create it. We utilize a fully independent, unbiased investment approach and offer a comprehensive suite of trust services. Our seasoned professionals exist solely to help you preserve, protect, and grow your wealth and have access to a depth of resources through our affiliation with Plante & Moran, PLLC. Plante Moran Trust is unique — and uniquely suited to help you realize and sustain your financial goals when you have a need for the creation of a trust. To learn more, visit Plante Moran Trust or contact us today to begin a assessing your goals with one of our trust specialists. Plante Moran Trust: Specializing in Peace of Mind.
Plante Moran Insurance Agency — As your trusted insurance advisors, we align ourselves with your needs and provide you with a truly customized approach to insurance. Our solutions include the ability to provide insurance consulting or provide this service along with the insurance products themselves based on what you prefer. By evaluating your options, we work to help you ensure that you receive insurance benefit tailored to you, helping to enrich your life and your family’s future. To learn more, visit Plante Moran Insurance Agency or contact us today to begin a assessing your insurance goals with one of our insurance specialists. Plante Moran Insurance Agency: A different breed of insurance advisor.
Plante Moran Insurance Agency is a member of the FINRA. Securities are offered through Valmark Securities, Inc., an unaffiliated securities broker-dealer. Member FINRA/SIPC. Plante Moran Insurance Agency and related entities are separate from Valmark Securities Inc.
