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Custom Wealth Solutions

Finance · Plymouth, Michigan

FinancialFinance
Plymouth, Michigan, United States15 employees$1.4M revenue
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Products & Services

FinancialFinanceFinancial Services

About Custom Wealth Solutions

Custom Wealth Solutions helps clients in Plymouth, Michigan plan for retirement with comprehensive insurance services including annuities, life insurance, and long-term care planning. Customizing Your Future.

Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Custom Wealth Solutions is one of 91,386 Financial companies listed in Michigan.

Business Contact Information

Phone
+1 (734) 8443400
Address
41081 Ann Arbor Rd E, Plymouth, Michigan, 48170, United States

Industry & Classification

Industry
Financial
Sector
Finance
Segment
Financial Services
IndustryFinancialFinanceFinancial Services

NAICS Codes

  • 52Finance and Insurance
  • 5239Other Financial Investment Activities
  • 523940Portfolio Management and Investment Advice

SIC Codes

  • 62Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 628Services Allied With The Exchange Of Securities
  • 6282Investment Advice

Company Details

Employees
15 (11-20)
Annual Revenue
$1.4M ($1M-$5M)

Custom Wealth Solutions: frequently asked questions

What does Custom Wealth Solutions do?

Custom Wealth Solutions helps clients in Plymouth, Michigan plan for retirement with comprehensive insurance services including annuities, life insurance, and long-term care planning. Customizing Your Future.

Where is Custom Wealth Solutions located?

Custom Wealth Solutions is headquartered at 41081 Ann Arbor Rd E, Plymouth, Michigan, 48170, United States.

How many employees does Custom Wealth Solutions have?

Custom Wealth Solutions has about 15 employees (the 11-20 range).

What is Custom Wealth Solutions's annual revenue?

Custom Wealth Solutions's annual revenue is estimated at $1.4M (the $1M-$5M range).

What industry is Custom Wealth Solutions in?

Custom Wealth Solutions is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).

How can I contact Custom Wealth Solutions?

Its website is www.customwealthsolutions.com and its phone number is +1 (734) 8443400.

What companies are similar to Custom Wealth Solutions?

Other large financial companies in Michigan include Mahindra & Mahindra Ltd, DKSH Holding Ltd, Auto Owners Insurance and Vision Service Plan.

Largest financial companies in Michigan

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Manufacturing sales in Michigan, 2026

In Michigan, Factur's 2026 study counted 81 manufacturing quotes worth $4.7M and 28 purchase orders over 12 months: 35% of quotes became orders, against 21% nationally. See the Michigan data.

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