Creating financial independence for Family!

General Info

Our familys firm has been dedicated to serving West Michigan since 1985. We love getting to know you personally and learning about exactly what it is you value the most so that we can design a financial plan that best represents those values. Our advisory team consists of people from a wide range of backgrounds who serve our community not because its our job, but because we truly have a passion for leading our clients through the phases of their financial life with confidence instead of fear.

HoursCLOSED NOW

Regular Hours:

Mon - Fri	8:00 am - 4:30 pm
Sat - Sun	Closed

Contact Info

Phone:

Main - 269-329-0010

Fax - 855-600-6939

Address:

536 Romence Rd Portage, MI 49024

Email:

Contact Us

Link:

www.primerica.com

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Categories

Financial Planning Consultants, Investment Advisory Service, Retirement Planning Services

Services / Products

Education Savings Plans, Diversification, Investment Advisors, Retirement Planning, Equity Investments, Financial Consultants, Financial Management, Fee-Based Financial Planning, Investment Planning, Insurance Planning, IRA Rollovers, Financial Education Workshops, Debt Eleminations Plans, Inheritance Planning, Family Financial Planning, Asset Management, Charitable Trusts, SEP Individual Retirement Accounts, Annuities, Money Market Accounts, Investments, Mutual Funds, Term Life Insurance, Individual Retirement Accounts, Roth Individual Retirement Accounts, Index Funds

Accreditation

Better Business Bureau