Experience Makes all the difference
We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Mario A. Lepore II, CRPS®
First Vice President - Wealth Management
Senior Retirement Plan Consultant
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248-645-7036
Heather A. Brown
Senior Client Service Associate
248-645-4946