Budd, Melone & Co. Financial Consulting Group Employee Directory
Financial ServicesMichigan, United States1 Employees
Budd, Melone & Co. Financial Consulting Group provides financial planning and fee-based asset management services. Its planning team comprises CERTIFIED FINANCIAL PLANNER professionals who begin with a thorough intake interview to understand a client’s financial situation. After assessing needs, the firm prepares a comprehensive plan that evaluates all aspects of the client’s financial picture. Based on the review, it proposes an investment strategy that accounts for the client’s tax status and selects a fee structure appropriate to the client relationship. The company is based in Auburn Hills, Michigan, operating as a small practice in the financial services sector.