Bloomfield Hills Financial, a financial services firm based in Bloomfield Hills, Mich., has acquired Michael Dallas Retirement Solutions, an independent financial advisory firm with more than $103 million of client assets based in Fort Worth, Texas, First Allied Securities announced Monday.
Bloomfield Hills Financial is an independent financial planning and wealth management advisory firm with more than $1 billion of client assets that provides investment management and asset allocation and retirement planning for retirees and pre-retirees. It specializes in serving auto-industry employees. Bloomfield Hills is associated with First Allied, which provides support services for independent financial advisors.
Michael Dallas Retirement Solutions provides financial planning and investment guidance to individuals, executives, and business owners. It will operate under the Bloomfield Hills name.