Top 5 Financial Services Companies in Auburn Hills

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Below is the list of Top 5 Financial Services Companies in Auburn Hills ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Auburn Hills

1. Retirement Resources

Industry: Financial Services

Location: Auburn Hills, Michigan

Website: theretirementresource.org

Company Founded: 1982

Company Size: 11-50

Company Address: 1625 North Opdyke Road, Auburn Hills, Michigan, United States

Retirement Resources Contact Details

Name Title LinkedIn Phone Email
Advisor Loren W. Olson President
Victoria Quibell Insurance Broker
Traci White Office Manager | Bookkeeper
Ron Miller Financial Advisor
Nancy Verhei Chief Executive Officer
Mike Davis Owner
Requires/Intent
Online Advertising & SEO
HR & Talent Acquisition
Sales & Lead Generation Strategy
IoT-enabled Smart Banking Solutions
and more

2. Budd, Melone & Co., A Registered Investment Advisory Firm

Industry: Financial Services

Location: Auburn Hills, Michigan

Website: buddmelone.com

Company Founded: 2009

Company Size: 1-10

Company Address: 3121 University Drive, Auburn Hills, Michigan, United States

Budd, Melone & Co., A Registered Investment Advisory Firm Contact Details

Name Title LinkedIn Phone Email
Joseph Budd Managing Partner, Cfp , ChfcÂ
Requires/Intent
ERP For Financial Institutions
Technology Consulting
Insurance & Underwriting Services
Mergers & Acquisitions Advisory
Sales & Lead Generation Strategy
and more

3. Sha Retirement Group

Industry: Financial Services

Location: Auburn Hills, Michigan

Website: sharetirement.com

Company Founded: 2004

Company Size: 1-10

Company Address: 3254 University Drive, Auburn Hills, Michigan, United States

Sha Retirement Group Contact Details

Name Title LinkedIn Phone Email
David Anderson Partner
Jessica Luebbe Cleaning
Requires/Intent
Performance Tracking & KPI Analytics
Insurance & Underwriting Services
Risk Management & Compliance
Loan Origination & Servicing Platforms
and more
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Auburn Hills Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Advisor Loren W. Olson Retirement Resources President
2 Victoria Quibell Retirement Resources Insurance Broker
3 Traci White Retirement Resources Office Manager | Bookkeeper
4 Ron Miller Retirement Resources Financial Advisor
5 Nancy Verhei Retirement Resources Chief Executive Officer
6 Mike Davis Retirement Resources Owner
7 Joseph Budd Budd, Melone & Co., A Registered Investment Advisory Firm Managing Partner, Cfp , ChfcÂ
8 David Anderson Sha Retirement Group Partner
9 Jessica Luebbe Sha Retirement Group Cleaning

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