Take the first step toward reaching your financial goals

Get the information that can help you live a confident retirement.

Attend an Event

We enjoy creating opportunities for our clients, friends, and families to connect outside the office. Throughout the year we host a variety of gatherings and outings as a way to say thank you and spend time together. Take a look at our upcoming events below — we’d love to see you there.

Upcoming Events

For more details and to register for an event, please call our office at 586.739.3440

  • September 29 - Faith & Fellowship Dinner -

    Call 586.739.3440 to RSVP by Sept 23rd

  • October 01 - Faith & Fellowship Dinner -

    Call 586.739.3440 to RSVP by Sept 23rd

  • December 05 - Faith Investment Christmas Party -

    Save the date and please watch for more information in a future newsletter.

Ready to Take the Next Step?

For more information about any of our products and services, schedule a meeting today.

Contact Us
Or Give Us a Call At

586.739.3440