CEO Robert Steinberg, JD, CPA, CFP® and Managing Partner Dan Seder, CFA®, CMT, CFP® were both named Best-in-State Wealth Advisors under the Michigan – High Net Worth category by Forbes – SHOOK RESEARCH: ranking #18 and #19 respectively.
CEO Robert Steinberg, JD, CPA, CFP® and Managing Partner Dan Seder, CFA®, CMT, CFP® were both named Best-in-State Wealth Advisors under the Michigan – High Net Worth category by Forbes – SHOOK RESEARCH: ranking #18 and #19 respectively.
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