We serve hundreds of clients in West/Southwest Michigan and Northwest Indiana, north to Cadillac. We have four branch locations for your convenience, and are eager to meet by appointment with you at the office nearest you. You may call us toll free at 888-655-9561, or contact one of our advisors directly.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.
Investment products and services available only to residents of: AZ, FL, IA, IL, IN, MI, MO, NC, OH, SC, TX, VA, WA, WI, WY.
Fee-based advisory services are offered through SSN Advisory, Inc., a registered investment advisor. Advisory services available only to residents of: FL, IN, MI, OH, SC, WI.