STRIVING FOR GOOD. FOR RESULTS. FOR IMPACT.

CURIOUS? EXCITED? CONTACT US!

CONNECT

Address:

2226 South Airport Road West Suite C
Traverse City, MI 49684

Phone:

800.499.3000 | 231.933.4396

Fax/Other:

231.929.9612

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

 

 


  • Investment management
  • Specializing in Sustainable, Responsible, Impact Investing 
  • Socially Responsible Screening Services
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products






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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck