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]