About
Specialties: Working with successful individuals, business owners; offering fee-based investing, annuities, retirement plans, 401ks and more.
My team and I oversee the financial affairs for select group of families in Rochester Hills and Oakland Township. We provide highly personalized, specific, and actionable strategies for the complex issues facing business owners, self-employed professionals and executives. My branch office administrator, Jackie, has 16 years of industry experience and is dedicated to providing our clients with the highest level of service possible. All aspects of our business are aligned to help us better under...
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Services
Investor Education Programs
Portfolio Review
Saving, Spending and Borrowing Solutions
Fixed-income Investments
Mutual Funds
Managed Account Program
Investment Banking
Portfolio and Retirement Plan Reviews
Individual Retirement Accounts
Annuities
Financial Calculators
Research
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Contact
Current Hours
- Sun CLOSED
- Mon 8:30 AM - 4:30 PM
- Tue 8:30 AM - 4:30 PM
- Wed 8:30 AM - 4:30 PM
- Thu 8:30 AM - 4:30 PM
- Fri 8:30 AM - 4:30 PM
- Sat CLOSED
-
Fri 8:30 AM - 4:30 PMOPEN NOW
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Detailed Information
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- Opening Dateunknown
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