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Our Firm Profile

Our Values and Culture Shape the Way We Operate at Every Level


Our Mission Statement

At our firm, we have the client—and only the client—in mind.

Our mission is to impact the lives, lifestyles and legacies of our clients and associates. We are a full-service financial organization delivering the personalized service that clients desire by providing customized strategies to meet their goals. Our advisors provide personalized financial planning* for their clients including asset allocation recommendations, college education planning, insurance planning and tax planning* as it relates to investments to help them pursue their financial goals and mitigate risk to their assets.

Recognition:

Our President & CEO, Nick Valenti, was honored in April by Corp! Magazine as one of Metro Detroit's Most Valuable Professionals for 2017.



***Featured in Crain's Business and the Troy Times; Ranked #13 on Crain's Detroit Business Insurance List.

GAMA Master Agency Award, 2008-2018;


****Named one of the 101 Best and Brightest Companies to Work For by the Michigan Business and Professional Association in

2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018 & 2019. 


****National Best and Brightest Companies to Work For

2012, 2014, 2015, 2016, 2017, 2018 & 2019.


***Consistently ranked in the top 3 Small Companies of SE Michigan by the Detroit Free Press.

Top Workplaces, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018 & 2019


**Congratulations Kim for being recognized by Crain's Detroit as one of the Notable Women in Finance!


WE ARE STRONGLY COMMITTED TO DIVERSITY AND EQUAL OPPORTUNITY

*Securities offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. We are strongly committed to diversity and equal opportunity.

**Crain's 2018 Notable Women is a ranking by Crain’s Detroit Business publication. The Notable Women were nominated by their peers. Criteria included: career accomplishments, involvement in nonprofits and community organizations, and evidence that they mentor others in their field. Third-party rankings and recognitions are not a guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

***The Top Workplaces award is issued by the Detroit Free Press and given to 150 employers. Employees anonymously nominate their employer and provide feedback that includes but is not limited to compensation, work-life balance, leadership, communication and professional development opportunities. The workplaces are ranked by employee size and winners determined by Energage Culture Tech. Winners do not pay a fee for employee participation or to accept the award, however, they may purchase a plaque publicizing the award. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For more information, go to https://www.freep.com/story/money/business/top-workplaces/2019/11/08/2019-detroit-free-press-top-workplaces-winners-list/2489695001/.

****2019 101 Best and Brightest is a ranking by The Best and Brightest Companies to Work For®. Firms are assessed on but not limited to the following categories, communication, work-life balance, employee enrichment based on their company profile and a random selection of anonymously surveyed employees. Firms apply for the award and winners may purchase merchandise, trophies and plaques. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. For more information, go to https://thebestandbrightest.com/events/metro-detroits-2019-best-and-brightest-companies-to-work-for/

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