CONNECT

Address:

4318 Baza Street P.O. Box 559
Leonard, MI 48367

Phone:

248.218.2624

Fax/Other:

248.218.2625

Services Offered

We understand that every client relationship is different, with their own uniqiue objectives and expectations.  With this understanding, we personalize your Service Agreement to address your individual needs. 

 

  •  Customized Communication Schedule

  •  Goals and Action Steps

  •  Financial Analysis

  •  Social Security and Pension Strategies

  •  Insurance Review

  •  Income and Corporate Tax Review

  •  Estate and Legal Documents Review

  •  Complimentary Initial Consultation Friends and  Family 

 

*Jeffrey Roe and LPL Financial do not provide tax or legal advice or services. Please consult your tax or legal advisor regarding your specific situation.

 

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