Contact Us

Connect with an Advisor

Connect with an Advisor

Schedule an appointment directly with one of our advisors on a day and time of your convenience. We look forward to meeting you, learning about your financial goals, and helping you Live with Confidence

Step 1

Schedule Your Appointment
Meet with one of our advisors whether in-person or virtually.

Step 2

Discuss Your Goals
We’ll listen and learn about you and the goals you want to achieve.

Step 3

Create a Tailored Plan
We’ll develop a custom strategy in alignment with your goals.

Our Locations & Teams

Brighton, MI Headquarters

135 West North Street

Brighton, MI 48116
Phone: 810-229-6446

Fax: 810-229-6775


Mon-Fri: 8:30 AM - 5:00 PM

Sat-Sun: By Appointment


Our Brighton Team

Northville, MI

175 Cadycentre, Suite 325

Northville, MI 48167
Phone: 248-924-3129

Fax: 248-924-3150

 

Mon-Fri: 8:30 AM - 5:00 PM

Sat-Sun: By Appointment


Our Northville Team

Ludington, MI

401 West Ludington Avenue

Suite 102

Ludington, MI 49431
Phone: 231-757-2951

Fax: 231-351-5900


Mon-Fri: 8:30 AM - 5:00 PM

Sat-Sun: By Appointment


Our Ludington Team

Jackson, MI

2501 Spring Arbor Road

Jackson, MI 49203
Phone: 517-788-5378

Fax: 517-783-4674

Mon-Sun: 8:30 AM - 5:00 PM


Our Jackson Team

Venice, FL

126 Shamrock Boulevard

Venice, FL 34293
Phone: 941-946-1028

Mon-Fri: 8:30 AM - 5:00 PM

Sat-Sun: By Appointment


Our Venice Team

Investments Team

Our Investment Team

Colorado

Our Colorado Team




You deserve a financial plan you can feel confident about.

Get the most of your 401(k) with the strategies given in our free guide.

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