We have been working with individuals and businesses in southeastern Michigan, more specifically Wayne, Oakland, Macomb and surrounding counties for almost 40 years. John Dunwoody has particular knowledge in the qualified plan area, commencing his career as a pension attorney on August 1, 1975.
Each of our relationship agents has extensive personal and professional experience.
Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide whether in a personal, IRA or pension account, is a roadmap to working toward a more secure financial future.
We’re looking forward to using our extensive knowledge to help you pursue your financial goals.