Plymouth, MI
Financial planning is not simply about balances, investment selections and portfolios. It’s about you – your personal goals, desires for your family and the legacy you want to leave. That is why your financial strategy – and your financial advisor – should be connected with your individual needs, your lifestyle and your unique objectives.
The Downtown Plymouth branch is differentiated by others in the industry because we offer a boutique-like atmosphere. We truly strive to go beyond the expectations of our clients to provide appropriate advice and superior service.
On average, our financial advisors bring 20 years of experience in the financial services industry and each is truly focused on the unique needs of their clients. Each financial advisor is supported by an individual dedicated sales associate with an average of 14 years’ experience and most with at least a Series 7 license. It is a team that understands the needs of our clients and one that goes above and beyond to meet those needs.
If you have any questions regarding the products and/or services that our branch has to offer, feel free to contact me at 734.416.1666 or 800.758.0037.
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Alp Onder |