Mary E. Ward

Services Offered

• Holistic financial planning
• Investment management
• Insurance strategy development

About

Mary E. Ward is a financial consultant based in Birmingham, Michigan, affiliated with Oppenheimer. She specializes in holistic financial planning and investment strategy design tailored to each client's unique goals and risk tolerance. With a focus on high net worth individuals, families, corporate executives, and businesses, Mary employs an in-depth discovery process to understand her clients' specific financial situations. Her services include investment management and insurance strategy development, aimed at growing and protecting client assets.

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