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  Office Locations

To meet with a Portfolio Executive at our Grand Blanc, Michigan;
Troy, Michigan; or Naples, Florida offices,
call toll-free (866) 444-6246 to schedule an appointment.

Our Grand Blanc office is open Monday through Friday 8:30 AM to 5:30 PM;
our Troy and Naples offices are appointment only, as noted.


Troy Office Location*: Grand Blanc Office Location: Naples Office Location:

100 East Big Beaver Rd.

10775 South Saginaw St.

999 Vanderbilt Beach Rd.

Suite 103 Building C, Suite F Suite 200

Troy, MI 48083

Grand Blanc, MI 48439

Naples, Florida 34108

(By Appointment Only)


(By Appointment Only)

Map and Driving Directions

Map and Driving Directions

Map and Driving Directions

*Please note our Troy office is located next to the Kona Grill on the south side of East Big Beaver, east of Livernois Rd. (Please do not confuse with a nearby similar address: 100 West Big Beaver.)