Broker Check

20381 Hall Rd
Macomb Township, MI 48044

Peter Marsh | Ron Thompson

(586) 229-2169

 

Mission Statement

Our mission statement is to help our clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with us, their trusted and knowledgeable advisors. We aim to accomplish this through education, training integrity, and outstanding client service.