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Use the calendar below to schedule a free consultation with our team

We will discuss your goals and current financial situation to see if we are a good fit for one another

This meeting will be a 30-min phone call

You can also give us a call at 586-731-6020 for more information

Already a client?
Please contact your respective office.

414 East Street,
Rochester, MI 48307
586-731-6020

4800 Fashion Square, Suite # 485
Saginaw, MI 48604
586-731-6020

Securities and advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: IN,IL,TX,MI,NC,AZ,VA,FL,OH,CO,AK, AL, CA, DC, GA, IA, ID, KY, MA, MD, ME, MN, MS, NM, NY, OR, PA, SC, TN, WA, WI

LPL Financial Form CRS

414 East Street, Rochester, MI 48307
4800 Fashion Square, Ste 485, Saginaw, MI 48604

Ph: 586-731-6020
Fax: 586-731-6160

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