Broker Check

42714 Woodward Ave, Suite B, Bloomfield Hills, MI 48304

  • P. 248.334.9600
  • F. 248.334.9603

A Successful Advisor - Client Relationship

I expect my advisor to...

  • Be well-informed in financial planning and investing
  • Make recommendations based on my needs and objectives
  • Operate with the objective of enhancing my financial well-being
  • Be accessible and to provide prompt, courteous service
  • Communicate information in an understandable manner
  • Inform me of all fees and commissions associated with any investment or service
  • Project reasonable results
  • Complete transactions in a timely fashion
  • Keep my financial situation confidential

We expect our clients to...

  • Feel comfortable discussing needs, objectives and expectations
  • Be forthright about their current financial situation
  • Inform us of changes in financial or personal circumstances
  • Meet with us to review and possibly revise financial strategies
  • Read and review account statements and call with questions
  • Understand that all investments have risk
  • Contact us with any questions or need for further clarification