Company Email Format Management

Schechter

Financial Services 111 E. Merrill Street 65 employees

Employees: 65
Contacts: 4
Emails: 4
Phones: 2

www.schechterwealth.com LinkedIn

Schechter Overview

Headquarters: 111 E. Merrill Street
Website: www.schechterwealth.com
Industry: Financial Services
Employees: 65
Founded: 1939
Funding: ,
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Investment Advisory Services Advanced Life Insurance Design Life Insurance Portfolio Design Wealth Transfer Charitable Planning Retirement Planning Business Succession Planning Executive Benefits Private Placement Life Insurance Premium Finance Private Capital Estate Planning

About Schechter

Schechter is a third-generation financial services firm based in Birmingham, MI. We advise wealthy families on financial matters, including institutional quality investment management, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable giving. As an independent firm, we are not beholden to any bank or advisory platform. We pick investment opportunities that we believe can help our high-net-worth clients obtain their long-term goals. We have a team of investment specialists, estate planning attorneys, tax experts and financial planners based across the country.

Schechter Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 2; 50.0% coverage

Schechter Org Chart

Sample employees and titles

Name	Title	Location	Contact
Kathy Kirksey	Investment Services Assistant	Southfield, Michigan, United States	Email
Joseph Opiela, Cfa	Wealth Advisor │ VP of Strategic	Detroit Metropolitan Area, United States	Email Phone
Michael B. Schoffman Cfp® Cdfa® Crpc®	Senior Advisor	Los Angeles Metropolitan Area, United States	Email
Gregg A. Michael	Managing Director Institutional	Nashville, Tennessee, United States	Email Phone