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8AM - 5PM
333 Albert St Suite 400, East Lansing9AM - 5PM
2260 E Saginaw St, East Lansing“I needed to make some revisions, Joe was very helpful, he walked me through the process step by step. Follow up communication was wonderful.“
8AM - 4PM
3721 W Michigan Ave # 100, Lansing“I recently started working with Nick and he has been great to work with. I would recommend him to anyone.“
8AM - 5PM
2182 Commons Pkwy, Okemos“Great guidance with practical advice over the several that we have worked with the firm.“
9AM - 5PM
1146 S Washington Ave, Lansing“Nick Pope is very knowledgeable and informed about market shifts and especially tax implications. I requested a move but he discussed the tax implications and made a much better suggestion.“
8AM - 8PM
801 S Waverly Rd # 101, Lansing“Don't know what we would do without this great team of people to guide us through financial decisions!“
9AM - 4PM
1380 Haslett Rd Ste 12, Haslett“I can highly recommend Aaron Irving as a financial advisor. As we talked with him it was clear that his goals were not centered on his making a buck, but on our achieving our financial goals-- with a strong dose of us enjoying the resources we have. If you think you do not need a financial plan it is likely that you are wrong. Go talk to Aaron. The benefit will be a stronger future for yourself and your family.“
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Financial Planners
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“They have the best staff that gets proven results for all your investment needs and offers good tax planning strategies.“