Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Baird is a financial advisor registered with Plante Moran Financial Advisors. James has been a financial advisor since 1999 and is also a partner at Plante & Moran, PLLC. James holds a Certified Financial Planner designation and is licensed in Michigan. James is specializing in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses. Plante Moran Financial Advisors is a large financial advisory firm with over $20 billion in assets under management. The firm is headquartered in Southfield, Michigan and has a branch office in Portage, Michigan.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
02/02/2010 - Present
Plante Moran Financial Advisors (PORTAGE MI)
Active
Inactive
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