CONNECT

Address:

1779 W Big Beaver Rd
Troy, MI 48084

Phone:

248-643-0033

Fax/Other:

248-643-0066

Join our team at Spectrum

We began this business in 1986 to provide outstanding client-specific financial advice to individuals and families throughout S.E. Michigan.  We specialize in fee-based asset management, estate & tax planning and insurance services.

For those advisors who would like to make a change, but are leery of the paperwork required, know that each advisor here has gone through at least 2 transitions before landing safely here.  We have the team in place to handle the operational, compliance and accountability issues that will inevitably arise during your transition to independence.

For those advisors who are planning for succession and want some control over their client's future, we are also able to structure individualized succession planning templates.

To discuss how our independent financial advisory firm can help you to grow & protect your business, please contect us in confidence at spectrum@spectrumfr.com.

 

 

 

About our Broker-Dealer, United Planners Financial Services:

United Planners has built its business with top quality advisors who are fiduciary minded. They provide full brokerage, insurance, and investment advisory services to over 300 independent financial professionals throughout the country. United Planners executes and clears through Pershing LLC, and has invested in the technology for the best portfolio management, financial planning, research & analysis and client management.  For more information on United Planners, visit their website www.unitedplanners.com.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck