Contact us

WE ARE BACK! And practicing common safety measures. If you don’t have a mask, we are providing them along with hand sanitizer and chocolate-to-go!

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

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. We look forward to seeing you soon!


To receive more information regarding our services, please feel free to fill out this online form and a member of our staff will contact you within 24 hours.


Toll Free: 800-968-2588 | Phone: 231-947-3992 | Fax: 231-947-3995

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