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"The inclusion of a wealth manager on The FIVE STAR Wealth Manager Award list should not be construed as an endorsement of the wealth nor should it be inferred that the responses used from the survey represent the experience of any clients. This award does not evaluate the quality of service provided and the wealth manager may have had unfavorable ratings. The rating is not indicative of the wealth manager’s future performance."
Lou helps clients answer two questions: 1) Do you know exactly how much money it is going to take for you to retire comfortably 2) to remain comfortably retired? As a board CERTIFIED FINANCIAL PLANNER™ professional, Lou provides...
Branden’s career in the financial industry began with Plante Moran Financial Advisors in 2016, after receiving his degree in Finance from the Eli Broad College of Business at Michigan State University. He then moved on to work...
Cindy's career in the financial industry began shortly after college when she moved to New York to work at Morgan Stanley. Her current role includes overseeing administrative functions including but not limited to: operations, client...
Client Relationship Manager
Vito works as a marketing consultant for Lou Melone's team. His activities include communicating information about financial planning and behavioral investing. He updates the website, manages social media and reviews the data and...