Top 10 Financial Services Companies in Bloomfield Hills

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Below is the list of Top 10 Financial Services Companies in Bloomfield Hills ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Bloomfield Hills

1. Mackinac Partners

Industry: Financial Services

Location: Bloomfield Hills, Michigan

Website: mackinacpartners.com

Company Size: 11-50

Company Address: 74 West Long Lake, Bloomfield Hills, Michigan, United States

Mackinac Partners Contact Details

Name Title LinkedIn Phone Email
Craig Boucher Managing Director
Michael Nowlan Senior Managing Director
Jim Weissenborn Managing Partner
Requires/Intent
Document Management & E-signature Solutions
Hedge Fund & Private Equity Consulting
Compliance & Regulatory Advisory
and more

2. Macquarie Equipment Finance

Industry: Financial Services

Location: Bloomfield Hills, Michigan

Company Size: 51-200

Company Address: 2285 Franklin Road, Bloomfield Hills, Michigan, United States

Macquarie Equipment Finance Contact Details

Name Title LinkedIn Phone Email
Jeff Reardon Vice President Sales
Carol Williams Healthcare Account Manager
Requires/Intent
Digital Payment & Subscription Solutions
Online Advertising & SEO
ESG & Sustainable Finance Consulting
and more

3. Planning Alternatives

Industry: Financial Services

Location: Bloomfield Hills, Michigan

Website: planningalt.com

Company Founded: 1982

Company Size: 11-50

Company Address: 36800 Woodward Avenue, Bloomfield Hills, Michigan, United States

Planning Alternatives Contact Details

Name Title LinkedIn Phone Email
Nathan Mersereau President
Requires/Intent
Document Management & E-signature Solutions
Financial Auditing & Reporting
Branding & Public Relations
Risk Management & Compliance
Mobile App Development For Financial Services
and more

4. Lau & Lau Associates, Llc

Industry: Financial Services

Location: Bloomfield Hills, Michigan

Website: lau-financial.com

Company Founded: 1940

Company Size: 11-50

Lau & Lau Associates, Llc Contact Details

Name Title LinkedIn Phone Email
Jonathan Lau President
Leslie Sikes Executive Assistant
Jennifer Lawrance Receptionist
Requires/Intent
Investment Advisory
Hedge Fund & Private Equity Consulting
and more

5. Trp Capital Partners

Industry: Financial Services

Location: Bloomfield Hills, Michigan

Website: trpfund.com

Company Founded: 1997

Company Size: 1-10

Company Address: 2555 South Telegraph Road, Bloomfield Hills, Michigan, United States

Trp Capital Partners Contact Details

Name Title LinkedIn Phone Email
Joe Leger Private Equity Associate
Requires/Intent
Quality Control & Assurance
Compliance & Regulatory Advisory
Insurance & Underwriting Services
Business Strategy & Growth Consulting
Loan Origination & Servicing Platforms
and more

6. Synergy Capital Solutions

Industry: Financial Services

Location: Bloomfield Hills, Michigan

Website: synergycapitalsolutions.com

Company Founded: 1984

Company Size: 11-50

Company Address: 39533 Woodward Avenue, Bloomfield Hills, Michigan, United States

Synergy Capital Solutions Contact Details

Name Title LinkedIn Phone Email
Judson Snell Director Of Marketing
Gary Lannen Client Solutions Advisor
Doug Fosler Vice President, Client Solutions
Requires/Intent
Fraud Detection & Prevention
Omnichannel Customer Support
Financial Forecasting & Modeling
Credit Rating & Analysis
Treasury & Cash Flow Management
and more

7. Schwartz & Co.

Industry: Financial Services

Location: Bloomfield Hills, Michigan

Website: gjsco.com

Company Founded: 1976

Company Size: 11-50

Company Address: 3707 West Maple Road, Bloomfield Hills, Michigan, United States

Schwartz & Co. Contact Details

Name Title LinkedIn Phone Email
Matt Whitty Associate Director Of Institutional Services
Laura Powers Chief Financial Officer
Requires/Intent
API Integration For FinTech
Cybersecurity & Data Protection
HR & Talent Acquisition
Document Management & E-signature Solutions
and more

8. Tip Capital

Industry: Financial Services

Location: Bloomfield Hills, Michigan

Website: tipcapital.com

Company Founded: 1999

Company Size: 51-200

Company Address: 40950 Woodward Avenue, Bloomfield Hills, Michigan, United States

Tip Capital Contact Details

Name Title LinkedIn Phone Email
Jim Merrilees Vice President, Specialty Markets Group
Joan Mueller Manager
Kymber Jenkins Crisis Team Manager
Omer Lee Tip
Requires/Intent
ERP For Financial Institutions
Fraud Detection & Prevention
Debt Collection & Recovery
Automation & Workflow Optimization
Risk Management & Compliance
and more

9. Bridgeriver Advisors Llc

Industry: Financial Services

Location: Bloomfield Hills, Michigan

Website: bridgeriverllc.com

Company Founded: 2001

Company Size: 1-10

Company Address: 74 West Long Lake Road, Bloomfield Hills, Michigan, United States

Bridgeriver Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Dan Casey Registered Investment Advisor
Requires/Intent
Portfolio Management
Technology Consulting
Performance Tracking & KPI Analytics
ERP For Financial Institutions
and more

10. Institutional Investment Consulting Inc.

Industry: Financial Services

Location: Bloomfield Hills, Michigan

Website: iic-usa.com

Company Founded: 2003

Company Size: 11-50

Company Address: 7 West Square, Bloomfield Hills, Michigan, United States

Institutional Investment Consulting Inc. Contact Details

Name Title LinkedIn Phone Email
Michael Kozemchak Managing Director
Requires/Intent
Mortgage & Loan Processing
Treasury & Cash Flow Management
Financial Auditing & Reporting
and more
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Bloomfield Hills Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Craig Boucher Mackinac Partners Managing Director
2 Michael Nowlan Mackinac Partners Senior Managing Director
3 Jim Weissenborn Mackinac Partners Managing Partner
4 Jeff Reardon Macquarie Equipment Finance Vice President Sales
5 Carol Williams Macquarie Equipment Finance Healthcare Account Manager
6 Nathan Mersereau Planning Alternatives President
7 Jonathan Lau Lau & Lau Associates, Llc President
8 Leslie Sikes Lau & Lau Associates, Llc Executive Assistant
9 Jennifer Lawrance Lau & Lau Associates, Llc Receptionist
10 Joe Leger Trp Capital Partners Private Equity Associate
11 Judson Snell Synergy Capital Solutions Director Of Marketing
12 Gary Lannen Synergy Capital Solutions Client Solutions Advisor
13 Doug Fosler Synergy Capital Solutions Vice President, Client Solutions
14 Matt Whitty Schwartz & Co. Associate Director Of Institutional Services
15 Laura Powers Schwartz & Co. Chief Financial Officer
16 Jim Merrilees Tip Capital Vice President, Specialty Markets Group
17 Joan Mueller Tip Capital Manager
18 Kymber Jenkins Tip Capital Crisis Team Manager
19 Omer Lee Tip Capital Tip
20 Dan Casey Bridgeriver Advisors Llc Registered Investment Advisor
21 Michael Kozemchak Institutional Investment Consulting Inc. Managing Director

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