Overview

I have a financial planning firm that I started in 2001. I have 3 brokers that work for me and together we have 600 clients. Our office is on Woodward Ave in Bloomfield and we have been at this location for 9 years. My firm does all manner of financial planning with an emphasis on retirement services. We are looking to grow the business by adding clients and feel that we have the right size and scope to look at acquiring a practice. Our business model is very client-centered as we provide a diverse set of benefits to our clientele. We also put on a number of client events throughout the year that help us maintain close interpersonal relationships with our clients.

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