O
xford Harriman & Co. may be
a new name in wealth man-
agement for metro Detroit,
but the Cleveland-based practice
has already solidly established itself
nationally across the East Coast.
The company initially opened the
doors to its Michigan office in 2019
and is growing steadily. By October
1, 2020 Oxford Harriman partners
Albert Berger, Michael Finkelstein
and David Gallina will move from
Troy to a new, larger location at 2550
S. Telegraph Road in Bloomfield
Hills.
The new location will offer more
capacity to handle the Company's
growing client base. Oxford
Harriman will also be looking to add
financial advisors to their team over
the next two years to manage this
growth.
What’s behind the steady success?
“We care more about preserving
your money than anyone who
doesn’t share your last name,”
Finkelstein says. And he means it.
He views himself as a conduit to
help you achieve your financial
goals. “As independent advisers,
we pride ourselves on providing
comprehensive investment solutions
that are in the best interests of our
clients rather than promoting product
sales,” Finkelstein says. “We won’t
sell you something or make an
investment that you don’t need or
understand.”
“Financial management and
investment decisions can be complex
and we strive to simplify how people
save and plan.” He goes on to say
“Our clients work very hard for their
money and we are highly focused
on finding ways to save and invest
efficiently in addition to preserving
their assets.”
Likewise, Berger finds it rewarding
to guide people as they accumulate
wealth or prepare for retirement.
“My family emigrated from the
Soviet Union in 1974. They are hard-
working people and good savers,
but, at that time, did not have a
relationship with a trusted advisor
to steer them toward a productive
investment strategy. These are the
type of people I want to help.”
Oxford Harriman specializes
in investment management,
investment planning, retirement
guidance, college savings strategies
and insurance products. By having
professionals in seven offices with a
wide variety of experience, advisors
have the distinct ability to consult
a team member to find the best
solution for their clients.
When clients choose to work with
Oxford Harriman they receive access
to professionals with varied and
complementary experience in wealth
management. “The team approach
gives our clients the ability to reach
an associate to address an issue or
help with an order at all times,”
Gallina says.
Berger earned his bachelor’s degree
in finance from Michigan State
University and his MBA from Wayne
State University. He is a CERTIFIED
FINANCIAL PLANNER ™
professional with 15 years of
experience. Finkelstein received his
bachelor’s degree in accounting as
well as his MBA from the University
of Michigan. He was formerly a
CPA and is a Chartered Financial
Analyst with 20 years of experience
managing stock portfolios for
individuals and institutions. Gallina
is a specialist in corporate retirement
plans and investment planning
with 30 years of proven experience.
He was also a branch manager for
several investment institutions before
becoming an independent advisor.
Collectively, the team has
an expansive base of industry
credentials. However, Finkelstein
notes "What truly matters is our years
of experience and how we treat our
clients. New clients can expect to
find that we take a holistic approach
to their financial situation. We
coordinate all aspects of investment
planning such as allocation strategies,
tax-efficient investing, estate
planning, and insurance to make
sure all of your needs are addressed.
Our goal is for you to understand
and have confidence in the plan we
have developed with you.” While
Berger admits that any time is a good
time to begin working with a trusted
financial advisor, the challenges
brought forth in 2020 make it
particularly important today.
“Now, people are reconsidering
their priorities in life and what’s
important to them", he says. "They
may want to adjust that retirement
date or build their dream home.
There are numerous reasons to work
with a financial advisor. At Oxford
Harriman, we recognize investment
planning is a dynamic process which
is why we meet and communicate
with our clients often.”
Finkelstein adds: “We serve an
important role, and the current
market volatility — along with
the uncertain economic outlook
and changing regulations — have
highlighted this need.”
More people than ever are reaching
out for financial advice at this time.
“I tell my clients to think of their
family as a business,” says Berger.
“They are the CEO and we serve as
the CFO, here to help you execute
your plans. Things change all the
time. Whether it’s a new career,
retirement, or another significant life
event people are emotional about
their money. We are here to offer
independent, third-party counsel and
make sure decisions are made with
the proper long term perspective.”
Oxford Harriman provides
comprehensive wealth management
services customized to your needs.
Stephanie Angelyn Casola | Sponsored by Oxford Harriman & Co.
— ADVERTORIAL —
Oxford Harriman & Co.
New address as of Oct. 1, 2020:
2550 S. Telegraph Road, Suite 114
Bloomfield Hills, MI 48302
Albert Berger | 248.731.7596
Michael P. Finkelstein | 248.385.5933
David Gallina | 248.952.5208
OxfordHarriman.com
Investment products and services are
offered through Wells Fargo Advisors
Financial Network, LLC (WFAFN),
Member SIPC. Oxford Harriman & Co.
is a separate entity from WFAFN.
FACING PAGE IS SPONSORED CONTENT