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“Melissa De Rosario and Michael Pesendorfer took over after my initial advisor left and have done an amazing job of getting my investments organized and communicating with me on any goal or personal changes. Highly recommend them.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I was looking for the best certified financial planner near me and stumbled upon the financial planning company. They seemed to match my financial planning needs and am a big fan of their academic based investment strategy. I really like how they are a fee only fiduciary and put their client needs first! It’s a cool little investment firm in royal oak and I’m happy to recommend them.”