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Helping You Find Your FreedomFind your freedom in the Motor City. Our financial advisors can design the path to help get you where you want to be.Get local service from a national brand. We are proud to serve many generations of the same families in the Detroit area.Allow us to create personalized solutions for your unique financial needs including tax planning, investment management, wealth advice and management, fiduciary financial planning, estate planning, risk analysis, trust services and more.