CONNECT

Address:

7321 Park Avenue
Allen Park, MI 48101

Phone:

313-388-6000

Fax/Other:

313-388-8996

Services

Financial Planning Services

  • Retirement Planning
  • Portfolio Management
  • Survivor Needs
  • Estate Planning
  • Tax Planning
  • Wealth Management
  • Risk Management
  • College Funding
  • Federal Benefit Planning
  • Business Owner Succession Planning

Financial Planning Products

  • Asset management accounts with unlimited checkwriting and debit/ATM access
  • Traditional brokerage accounts
  • A variety of professionally managed accounts
  • Strategic asset allocation services
  • Special services for retired investors
  • Margin accounts
  • Online account access
  • Money management
  • Individual Retirement Accounts
  • 529 Education Plans
  • Company retirement plans (SIMPLE IRA, SEP IRA, 401(k), 403(b), 457, etc.)
  • Over 10,000 Mutual Funds & Exchange Traded Funds (ETFs)
  • Common and Preferred Stocks, Stock Options
  • Certificates of Deposit, Corporate, Municipal & Government Bonds
  • Hundreds of Variable and Fixed Annuities
  • Limited Partnerships, REITs and Non-correlated investments
  • More than 200 Life, Disability and Long Term Care Insurance Products
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck