Developing Long Term Relationships Based on Knowledge, Trust, and Integrity

Our Locations

Kalamazoo Office

1350 W. Centre Ave. Suite 200
Portage MI, 49024
Phone: 269-321-7472

Grand Rapids Office

333 Bridge St. NW Suite 600
Grand Rapids MI, 49504
Phone: 616-752-4500


Fax: 866-302-8110

Our Mission

Our mission is to be our client’s most trusted advisor and a resource for ALL their financial concerns and objectives.