Contact Us
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
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
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
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
Venice, FL
126 Shamrock Boulevard
Venice, FL 34293
Phone: 941-946-1028
Mon-Fri: 8:30 AM - 5:00 PM
Sat-Sun: By Appointment
Investments 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.