Financial Planners in Traverse City

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“A great company with amazing people! We are extremely happy with the wide range of services they offer .“

“Kevin is amazing... He knows his stuff. He not only does my taxes he also handles my retirement investments. He handles your investments like they are his own. He cares about his clients and their best interests. Kevin takes his time and explains to you. If you want someone who cares about your investment future and takes the time for your investment Kevin is the one. I highly recommend.“

“Robert Revett does a great job of keeping ahead of the trends. He always gives an honest opinion and works hard to do what is right for YOU. I can't ask for anyone better.“

“Exceptional in every regard, Eric has the clients interest in planning and developing a financial plan for the future and we know this from having him as our financial planner for over twenty years.“

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“Connor Primeau traveled from Traverse City to the Brutus Friendship Center to meet with me about health insurance. He was very knowledgeable and helpful. He helped me, guided me, to the best plan for my needs. Such a relief to have this done before January! He was really organized and has answered all my questions. I have called him with a few questions and very prompt calling me back. I will recommend Connor and this company to others. The only thing I would change is I would like to have been given a business card with his name on it (so I know how to spell it correctly.)“