March 1, 2022: We’re open for in-person appointments again! at … learn more
March 1, 2022
We've missed your faces and are happy to share that both offices are open to in-person appointments again. To book an appointment, click "Get Started" at the bottom of any page on our website. See you soon!
June 24, 2022
Don't toss your identity - Shred-it! Drive-up and drop-off your personal and confidential documents to be securely destroyed in seconds with the help of Shred-It.
July 18, 2022
Join us as we review the financial markets and economy from the 1st half of 2022 and forecast the remainder of the year. This is not a live event. Please sign up below for a copy of the recording.
October 17, 2022
Join us as we review the financial markets and economy from the 3rd quarter of 2022 and forecast the remainder of the year. This is not a live event. Please sign up below for a copy of the recording.
October 24, 2022
October 24th kicks off our 9th Annual One Warm Coat Drive. Please join us by donating your gently used, clean, warm coats for all ages to our collection box at our Offices. Coat and donation collection concludes Dec. 16th.
October 31, 2022
Stop by our Fenton Office with your mini-monsters for a Halloween Treat. Join us and other local businesses as we safely uphold a spooky and sweet tradition.
December 16, 2022
Today is the final day to donate to our 9th Annual One Warm Coat Drive. Thank you for your support and generousity.
January 16, 2023
Join us as we review the financial markets and economy from the 4th quarter of 2022 and forecast 2023. This is not a live event. Please sign up below for a copy of the recording.