Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.
Fixed insurance products and services offered through CooperDavis Financial Group or CES Insurance Agency.
Our Purpose: Impact
We Believe: Informed decisions improve outcomes
What makes us Unique:
Our Services on Your Terms – Are you looking for comprehensive wealth planning? Disciplined investment management? A consultation on a specific topic? We bring flexibility, transparency and fairness to our client engagements.
Mission Accepted – When you enter a comprehensive engagement with our firm, we are accepting the mission to proactively inform your financial decision making. That responsibility is now ours.
Not Only You, Your Family, Too – Maximum impact is created when all members of your family are making informed financial decisions and the lines of communication are open. We seek to partner with your family to make this a reality.
Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CooperDavis Financial Group, LLC. CooperDavis Financial Group, 4095 Embassy Drive SE, Suite B, Grand Rapids, MI 49546, 616.575.3517. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html
