Kara Wilcox & Joseph Panfil
Fax: (810) 229-6071
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
| Saturday | Closed |
| Sunday | Closed |
About us
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: Wealth Strategies, Retirement Income Planning, Retirement Savings Planning, Education Planning, Insurance & Annuities, Long Term Care, and 401(k), 403(b), IRA, Roth IRA.
Call Today
| Tags | Financial Planning & Investments, Wealth Strategies, Disability Income Insurance, Annuities |
| Products | Retirement planning (IRA'S/Pensions/401k's/403b's), Life & Long Term Care Insurance, Educational planning (529's/UGMA/UTMA) |
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