8AM - 4:30PM
850 Lawrence Ave STE 3, Jackson“Kevin is the guy that I trust with my money. He listens to what your investment goals are, and together creates a strategy to get there. He is very knowledgeable and honest. Two very important attributes for a financial advisor.”
8:30AM - 5PM
3738 Lansing Ave suite e, Jackson“Lynn helped me to find information about an old policy when I couldn't find the information otherwise. It gave me so much peace of mind learning that everything is properly in place for my elderly mother. I am ever so grateful. She offered other guidance too about reducing taxes. Thank you.”
9:00 AM - 5:00 PM
1035 Laurence Ave STE 3, Jackson9AM - 5PM
1339 Horton Rd, Jackson
“Max has been very helpful with information and suggestions for both my and my parents investment accounts. Very good Schwab location. Highly suggest them over small county banks.”