Mark Parson, Jill Niles, Paul Parson, Melissa Buehler, Ted Parson

Committed to our clients and community

We are proud to provide wealth management services to our clients, including:
  • Retirement Planning
  • Asset Allocation
  • Investment Recommendations
  • Professional account management for individual and institutional investors

Paul K. Parson

Congratulations Paul Parson, CIMA® Managing Director – Investments

Named among the advisors on the 2020 Forbes Best-in-State Wealth Advisors Ranking. Disclaimer: The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

Contact Us

Owosso Office
201 N. Washington St. | Owosso, MI 48867

Saginaw Office
4300 Fashion Square Blvd., Suite 201 | Saginaw, MI 48867

Phone Fax
989-725-8131 989-723-3840