Investment services in Ann Arbor, MI

In addition to serving their own clientele, from 2002 to 2007 Mike & Adam were employees in the case planning department of Sigma Financial. They provided training, advice, investment strategies and financial planning recommendations to approximately 1,200 investment professionals across the country. They are also licensed in life, health and disability insurance and hold both the Accredited Investment Fiduciary® and Certified Wealth Strategist® designations.