Bob Stone
- Role
- Telemus - Kovitz at Kovitz
- Location
- Detroit, MI, US
- LinkedIn followers
- 500 followers
About Bob Stone
With over 35 years of experience guiding clients through the complexities of wealth…
Experience
Telemus - Kovitz
Present
Skills
- Investments
- Asset Management
- Asset Allocation
- Asset Protection
- 401(K) Retirement Savings Plans
- Captive Insurance
- Investment Management
- Investment Strategies
- Strategic Planning
- Wealth Management
- Profit Sharing
- Portfolio Management
- Due Diligence
- Retirement Planning
- Financial Analysis
- Estate Planning
- Cash Balance
- General Insurance
- Mutual Funds
- Financial Life Planning
- Financial Services
- Finance
- Defined Benefit
- Management
- Alternative Investments
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