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Our objective is to provide you with an alternative to traditional investment management that enables you to achieve your financial goals with less risk and volatility.

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Terry McMullen, CPA, CFP, PFS

To implement these Investment Advisory Services and begin achieving above market rates of return with less risk and volatility contact us at (800) 449-6976, or e-mail us.

We have a better way!

Our office is located at 125 N. Hanselman Street, Bad Axe, Michigan 48413

CLICK HERE for a map and to obtain driving directions.

 

 

 

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