Your Financial Partners

Management and Finance. He is a General Securities Principal, holds various other Financial Industry Regulatory Authority registrations, and is licensed for Life, Health and Variable Contracts insurance. Since 1985, Charles has gained...

Always an independent entrepreneurial spirit, Neil began launching businesses even as a youngster. His interests led to a Business Administration degree from Saginaw Valley State University. Neil has worked with major financial...

Mr. Bates is a graduate of Northern Michigan University. He also holds both the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. Since 1982, Bill's experience as a wealth management professional...