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  • “When it is obvious that the goals cannot be reached, don’t adjust the goals adjust the action steps.”

    – Confucius

  • “Live, Love, Laugh, Leave a Legacy”

    – Stephen Covey

  • "Someone is sitting in the shade today because someone planted a tree a long time ago."

    —Warren Buffett

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    Bloomfield Hills Financial

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The Bloomfield Hills Financial Concept

When it comes to financial management, no individual or organization wants to feel forced into a packaged product or solution. Investment decisions vital to your economic security are far too important to be overlooked or left to a machine. You want to work with an investment professional whose primary responsibility is to you, the individual investor.

You need an individual who will take the time to understand your total financial picture, what goals you have, and where you want to be in five, ten, or even twenty-five years. You don’t want to be sold something – you want an investment partner who will help craft the right strategy for you to pursue your financial goals.

Bloomfield Hills Financial is a wealth management firm that provides primary financial care to our clients, their businesses and their loved ones. We believe success in investing is a direct result of prudent, objective planning, discipline, and honesty.

We are an independently owned and managed company, providing investment guidance and excellent customer service to individuals, executives, and business owners to pursue the preservation of their purchasing power throughout their lifetime.

Learn More

Services Outstanding services.

Investments

 

Specific Investments play a key role in your security plan. A strategic approach can help achieve your goals.

 

Insurance

 

Insurance is essential to any comprehensive financial plan. It can protect your family from undue hardships.

 

Retirement

 

Planning for retirement in today’s environment is not what it used to be. How will the retirement landscape change for you?

 

Education Planning

 

As the costs of college tuition continue to increase, it is never too early to start saving for future higher education.

 

Asset Allocation

 

It is important to build a well-diversified portfolio with an asset allocation that fits your risk tolerance, goals and objectives.

 

Estate Planning

 

Adequate estate planning can help eliminate financial burdens for your loved ones.

 

Team Our team of professionals.

Alexis

Andrew

Annette

Beth

Catherine

Corey

Craig

Dan

Danielle

Dominique

Elizabeth

Fabrizio

Felicia

Jared

Jessica

Keri

Kevin

Kindra

Lilly

Maclain

Natalie

Nicholas

Nicholas

Rob

Rose

Tim

35980 Woodward Ave.
Suite 300
Bloomfield Hills, MI 48304

info@bhfinv.com

248-593-5323

 

Securities offered through First Allied Securities, Inc., A Registered Broker/Dealer, Member: FINRA/SIPC

Advisory services offered through First Allied Advisory Services, A Registered Investment Advisory.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for resident of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

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