Broker Check

(248) 982-6148
7 West Square Lake Road
Bloomfield Hills, Michigan 48302
*by appointment only



Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the educational or client appreciation events below look interesting, please give us a call or email Jim at We’ll be happy to add you to our guest list.


Coming Soon

April 10, 2018 - December 31, 2020 7:00p - 7:00p Alaskan Standard Time

We have many events in the works. Follow up with us to see what's new, or to be added to our Client Appreciation Events List, just use the "Have a Question about the Event?" box to the right!

Event Registration

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