Overview

We have a client relationship business in the West Michigan area and have a passion for doing what is right for the client and creating a great relationship. We have been serving Western Michigan for 18 years. Always looking for ideas on how to expand our business model and looking to acquire or merge with other firm to create the best relationships for the client. We have had several successful mergers and acquisitions as well as succession plans and have experience in that area.

Market
Advisor/RIA
Last Activity
this week

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