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Our Location

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.