Macomb, MI Hall Rd Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

4

Of 12,719 advisors across 4,078 offices

Location

17957 Hall Rd

Macomb MI 48044-4557

Advisors at this office

4

Advisors at this office

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Thomas V

CFP®, Series 66

Macomb, MI

Ameriprise

Thomas Van Doorne Jr Jr. is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Ameriprise Financial Services, LLC and previously spent nine years at LPL Financial LLC. He is co-owner of Firma Financial Planning, through which he manages his Ameriprise business. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Rachael C

Series 66

Macomb, MI

Ameriprise

Rachael Chartier is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and previously worked for nine years at LPL Financial. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, focusing on income sources, Social Security options, and withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Gerald P

Series 63, Series 65

Macomb, MI

Ameriprise

Gerald Purdy is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial for 16 years. He is also co-owner of Firma Financial Planning, an investment-related business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities and uses a centralized consulting team to deliver tailored, non-discretionary retirement recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Thomas V

Series 66

Macomb, MI

Ameriprise

Thomas Vandoorne is a financial advisor with Ameriprise in Macomb, MI, holding a Series 66 designation and 18 years of industry experience. He previously worked at LPL Financial for 16 years before joining Ameriprise in 2025. Outside of his advisory role, he co-owns Firma Financial Planning, which manages his Ameriprise business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that delivers non-discretionary, research-driven recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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