CJ

Claudia Johnson

CEO and Owner

Telemus

Detroit, Michigan


Contact Information

Email
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Company Information

Company
Telemus
Industry
financial services
Employees
51.0
Seniority
Owner
Annual Revenue
7222000.0

Technologies

Outlook Microsoft Office 365 Cloudflare DNS Mimecast CloudFlare Hosting Hubspot Media Temple DNS Amazon SES Linkedin Marketing Solutions DoubleClick Facebook Login (Connect) DoubleClick Conversion Facebook Custom Audiences Google Dynamic Remarketing Google Analytics Mobile Friendly Facebook Widget Google Tag Manager Vimeo Nginx Vidyard WordPress.org Android Render Remote AI Acumatica

Keywords

investment management business & personal management wealth advisory services integrated insurance solutions financial life management asset management insurance protection risk management financial advisory wealth management comprehensive financial counseling tax advisory wealth transfer planning philanthropic management family education business advisory virtual cfo services client engagement process custom portfolio management retirement planning asset allocation strategies estate planning cash flow management cash management solutions investment solutions client focused risk tolerance assessment financial planning tax strategies institutional investing personalized financial advice financial goal setting financial education family governance major life event planning newly independent trust services insurance analysis investment policy statement client relationship management strategic financial solutions holistic financial services financial portfolio diversification complex wealth issues personalized wealth growth financial resource integration financial health review executives financial solutions millennial investing solutions generational wealth planning comprehensive life planning special needs financial planning elder care planning financial services financial consulting consulting management consulting b2b law practice legal services

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