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
  • Professionsal account management for individual and institutional investors


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