Connect With Us

We appreciate your visit to our website. Ready to discuss your financial goals?

Our expert team is here to provide top-tier service and answer your questions. Contact us today to schedule a meeting and begin your journey toward financial peace of mind. We look forward to partnering with you.

Ithaca Office

Phone: (248) 646-0696
Fax: (248) 809-9634

Michigan Office:
128 S Pine River St. Ithaca, MI 48847

Florida Office:
5548 1st Coast Hwy Suite 203 Fernandina Beach, FL 32034

Operating Hours:
Monday – Friday
9:00 AM – 5:00 PM

Summer Hours:
(Memorial Day – Labor Day)
Mon-Fri 9:00 AM – 5:00 PM

Email: [email protected]

Florida
5548 1st Coast Hwy Suite 203 Fernandina Beach, FL 32034
Michigan
128 S Pine River St. Ithaca, MI 48847