Professional ServicesFinancial Planner

Kara Wilcox & Joseph Panfil

Brighton, Michigan

Address10511 Citation Drive, Suite 300, Brighton, Michigan, 48116Get directions

Description

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: Wealth Strategies, Retirement Income Planning, Retirement Savings Planning, Education Planning, Insurance & Annuities, Long Term Care, and 401(k), 403(b), IRA, Roth IRA.

Business Hours

SundayClosed
Monday08:00am – 05:00pm
Tuesday08:00am – 05:00pm
Wednesday08:00am – 05:00pm
Thursday08:00am – 05:00pm
Friday08:00am – 05:00pm
SaturdayClosed