Investment Adviser Representative
The State Wealth Advisors Helps Consumers across the State Reach Financial Security Earlier
Taking the lead to further meet the financial planning and advisory needs of its customers across the state, The State Wealth Advisors provides a complete array of financial planning, investment and insurance services for businesses and households throughout Michigan.
With a commitment to help customers reach financial security earlier in their financial planning, The State Wealth Advisors is equipped to provide more comprehensive financial planning services to families and businesses. In doing so, The State Wealth Advisors connects with customers sooner and more frequently through all their life transitions.
Financial security comes in many forms. From "catch up" programs for customers of the baby boomer generation who face retirement on the horizon to succession plans for business owners who want to secure the future for their families and key employees. The professionals of The State Wealth Advisors offer the right combination of experience and ideas to earn the distinction of being "your financial partner for life."
World-class Financial Services
Through Cetera Investment Services LLC, (Member FINRA/SIPC) clients have the ability to implement all of their financial strategies with ease and simplicity. The State Wealth Advisors is conveniently located in The State Bank offices across mid-Michigan. These partnerships work to maximize potential for success by providing an open door to all financial options.