Financial Planners in Traverse City

“Connor Primeau traveled from Traverse City to the Brutus Friendship Center to meet with me about health insurance. He was very knowledgeable and helpful. He helped me, guided me, to the best plan for my needs. Such a relief to have this done before January! He was really organized and has answered all my questions. I have called him with a few questions and very prompt calling me back. I will recommend Connor and this company to others. The only thing I would change is I would like to have been given a business card with his name on it (so I know how to spell it correctly.)“

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“A great company with amazing people! We are extremely happy with the wide range of services they offer .“

“Terry Stanfill is knowledgeable in his field and brings a joyful presence wherever he goes. He recently spoke in one of my classes and shared a lot of great, practical advice. If you’re in the area, check this place out — these people truly care!“

“Exceptional in every regard, Eric has the clients interest in planning and developing a financial plan for the future and we know this from having him as our financial planner for over twenty years.“

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“Robert Revett does a great job of keeping ahead of the trends. He always gives an honest opinion and works hard to do what is right for YOU. I can't ask for anyone better.“