Michigan

2020-11-11T23:45:46+00:00

Meet Dave Stanley: Grandville

David D. Stanley specializes in helping pre-retirees and retirees build, preserve and protect retirement assets. Dave founded Integrity Financial Service, LLC, and has been helping his clients with their financial needs for over thirty years. He strives to educate his clients on how to prepare for retirement, minimize the impact of market volatility on their assets, and deal with the challenges of increased longevity.

Dave believes that a proper financial strategy blends both time-proven tactics and innovative new technologies to develop reliable income streams. As a professional, he is a Registered Representative with DH Hill Securities, LLLP, holding a Series 6 and 63 licenses in the State of Michigan and is also a Certified Estate Planning Professional.

Dave has been married for 22 years to his wife, Sandra, who is a professional interpreter and translator, and they have one son, David. They love living in West Michigan and enjoy its rich heritage.

 

__________________________________________________________________________________________________________________________________________________________

Meet Joe Uppleger: Howell

Joe Uppleger, founder and President of Safe Future Financial, LLC, serving our clients as we do our own family. Joe Uppleger, as host of Safe Money Radio Show and a National Presenter, Joe has enjoyed helping people all across the nation protect their retirement money. Over the years, Joe has helped people protect millions of dollars in retirement assets, and not one of those people has ever lost a penny from market downturns.

“There is something truly wonderful about being able to help people have peace of mind about their finances.”

 

 

 

 


Meet Tim Klein: Bay Harbor

Tim Klein, Bay Harbor Michigan, owner of Bay Harbor Financial Group, LLC, will share his approach to a no-nonsense approach to build guarantees into your important retirement funds.

Tim, a long time resident of Western Michigan, specializes in helping people reduce their taxes and provide for a retirement income built of guarantees.

 

 

 

 


Meet Sean Sparkman: Clawson

Sean started off in the insurance industry working with labor union members in their homes with simple plans to comprehensively protect their families. Today, he works with a very diverse clientele serving all of their retirement and insurance needs, making a complicated process very simple and easy to understand.

Sean has helped many people save money on their taxes and looks forward to assisting you.

 

 

 

__________________________________________________________________________________________________________________________________________________________

Meet Michael Passer: Bloomfield Hills

Michael is a Financial Advisor and Retirement Specialist working with clients on achieving their goals in retirement. Taking a strategic approach, providing reliable income, and a significant legacy for your family, and long-term care protection. Including safety from losses on your hard-earned assets, tax efficiency, and a long list of other major hurdles that come with achieving the ideal retirement. Michael knows the challenges that come with a significant life decision and treats everyone
with the care and attention that he would for one of his family members.

 

 

 

 

 

__________________________________________________________________________________________________________________________________________________________

Meet Bill Duggan: Detroit

Bill has been guiding clients to manage their financial lives since 1988. Bill spent 13 years in banking as a Trust Officer in Florida and Michigan, five years as a broker with Smith Barney in Troy, MI, and has owned his firm since 2004, located in Almont, MI, which is 40 miles north of Detroit.

Bill has always put his clients’ interests first. While securities licensed, Bill maintains a perfectly clean record with FINRA, which you can check for yourself by going to FINRA Broker Check.

 

 

 

 

Find an Agent

  • This field is for validation purposes and should be left unchanged.