Michigan Financial Companies

 

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Our Team of Financial Professionals

From Left: Adam C. Walsh, Dane R. Smith, Dan R. Gardner, Jeffrey P. Bearance

 

Our Mission

“Impacting: Lives, Lifestyles and Legacies.”

 

Our Vision

Committed to becoming the “Advisors of Choice” in Financial Services.

 

Our Central Values

We are a First Class, Winning Organization 

Committed to our clients' best interest. Foscused on advisor support. Never satisifed in the pursuit of excellence.