We are an independent financial planning firm specializing in wealth management, retirement income strategies, and comprehensive financial planning.
The only bank headquartered in Livingston County.
For over 125 years, Chelsea State Bank has been the community's trusted financial resource; a safe, sound bank with strong and deep local ties. Member FDIC.
The success Comerica has shared for more than 170 years is a testament to its strong relationship focus, conservative principles, and dedicated workforce – the more than 7,400 colleagues who serve as
Financial Advisor that is focused on the needs of individual investors and business owners that are looking for tailored solutions to reach their financial goals.
Flagstar Bank, headquartered in Troy, Michigan, is the largest banking company headquartered in Michigan, & a top-tier national mortgage originator. Call for more information. 517-552-3675
Lake Trust Credit Union has over 180,000 members and more than $1.7 billion in assets. With branches that stretch from Lake Michigan to Lake Huron, they are committed to creating stronger Michigan.
We specialize in Life, Home, Auto, Farm, Lake Estate and Business Insurance. Call or email us anytime for a free policy review.
An established financial planning firm with more than 27 years of experience.