Overview

Looking to acquire small to mid-size books in the Metro Detroit area. I have access to over 5 locations spread throughout the Metro area to see clients at their convenience. I stake my claim in financial planning, working with clients to create a plan to enhance their financial situation while utilizing all aspects of the financial markets. I treat each client as if they are my family because my family are my clients.

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Clearing Firm / Custodian

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Third Party Money Managers

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Variable Annuities

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