Contact us

We are looking forward to meeting you! Please fill out the form below and our staff will contact you within the next 24 hours. If an appointment is needed outside of our regular office hours, we will make arrangements. If you are new to the area or haven’t seen us before, you can schedule a complimentary meeting with either of our advisors.

Lobby Hours: Monday – Thursday 9:30-5 pm / Friday 9:30-4 pm

Phone: 231-947-3992 | Fax: 231-947-3995

Address: 1040 E. Front Street, Traverse City MI, 49686