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Ready to take your success even further?
Our comprehensive wealth management relationship matches your unique goals and concerns with our extensive experience and capacities. This allows us to help solve your concerns, protect your wealth, take advantage of your opportunities and advance your plan.
Book an AppointmentNot sure who to contact?
Do you have a question that doesn’t necessarily require an appointment with your advisor? Our team consists of experienced, licensed professionals in many aspects of wealth management who are available to help save you time and answer your questions. Let us help you identify who would be the best fit for your question. For more answers to more common questions, please check our FAQ page.
Our Client Experience Team - helps with questions about:
- Account opening and maintenance
- Contributions and disbursements
- Identifying fees or understanding your statement
- Transfers
- Scheduling appointments
- Change in family status (i.e. birth, marriage, death)
Do you need help registering for an event, signing up for our mailing list, or joining us for a Kaydan Cares event? Reach out to our Marketing Department for help.
Do you have specific questions about investments, portfolio performance or general inquiries about market conditions? Book a teleconference with our Senior Investment Analyst for quick answers.
Locations
Auburn Hills Office
2701 Cambridge Court Suite, 412
Auburn Hills, MI 48326
Office Hours
Monday - Friday 8:30 AM - 5:00 PM
Appointments
Early morning and evening appointments are available upon request.
Book an AppointmentFenton Office
329 West Silver Lake Road
Fenton, MI 48430
Office Hours
Monday - Friday 8:30 AM - 5:00 PM
Appointments
Early morning and evening appointments are available upon request.
Book an Appointment