Broker Check

20381 Hall Rd
Macomb Township, MI 48044

Peter Marsh | Ron Thompson

(586) 229-2169



At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Peter and his wife, Betsy, live in Shelby Township. They have been married 25 years and have one daughter, Darcy, a graduate of Michigan State University. Music is very important to all of Peter’s family. It’s how Peter and Betsy met,...

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Ron and his wife Becky live in Macomb Township. They have four children, Ashley who graduated from Oakland University, Cameron who is studying Criminal Justice through Macomb Community College, Mitchell who is studying Engineering at...

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