Overview

Had a thriving practice for more than 30 years with several advisers in the office as well as out. Located in downtown Grand Blanc, MI. I have 2 offices within a brand new building currently to fill as well as entertain the idea of another location if an adviser were to join us or simply work out of their home but yet use the full services of the staff in our office. Looking to build our adviser network. Open to ideas...

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred
Resources
Loading...