Trudeau Wealth Management, located in Birmingham, MI, is a leading financial advisory firm that specializes in providing personalized wealth management solutions to its clients. Led by Stephen Trudeau, a seasoned Senior Vice President and Wealth Management Advisor with over 35 years of experience, the firm is committed to delivering quality strategies tailored to meet the unique needs of each individual. With a focus on long-term relationships and exceptional client service, Trudeau Wealth Management strives to be the primary source of financial advice for its clients, helping them confidently pursue their life goals.
Supported by a dedicated team of professionals, including Victoria Trudeau, an accomplished Account Vice President and Financial Advisor, and Joseph Bartell, a knowledgeable Financial Advisor with expertise in retirement plans, Trudeau Wealth Management offers comprehensive financial planning services. From portfolio allocation and strategy to retirement planning and insurance needs, the firm provides a wide range of services to ensure that clients' financial lives are in capable and caring hands. Recognized for their expertise and commitment to excellence, the team at Trudeau Wealth Management has received industry recognition, including being named Forbes Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams.
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