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We’ve all heard the expression “Business Isn’t Personal” before. Yet, it is actually this simple, contrary notion that inspired our professionals to develop our “Making Investing Personal” stance.
We don’t see working with our clients as just business; we enjoy getting to genuinely know each person, their family, and their lifestyle. Our profession isn’t just a job we hold during the day to make a living; it’s a calling we eat, sleep, and breathe.
We don’t see any one investment or strategy as a one-time transaction; our professionals prioritize long-term relationships with clients and focus on improving the entire picture, rather than finding a short-term fix for a problem. We want every person that walks through our door to feel confident that we are upholding the highest levels of ethical and service standards, making your experience as personal as possible.
Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit avantaxwealthmanagement.com/social_policy for more information.
Company Details
- Employees
- 1
- Address
- 17310 Farmington Rd, Livonia,michigan 48152,united States
- Industry
- Financial Services
- Website
- https://www.mipadvisors.com
- Keywords
- Livonia.
- HQ
- Livonia, Michigan
Making Investing Personal Questions
Making Investing Personal's website is https://www.mipadvisors.com
Making Investing Personal's LinkedIn profile is https://www.linkedin.com/company/mipadvisors
Making Investing Personal has
1 employees.
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employees at Making Investing Personal.
Making Investing Personal's industry is
Financial Services
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Making Investing Personal's categories are Financial Services
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Matthew C. Smith, AIF ®
Financial Consultant/ Owner At Making Investing Personal
Holland, Ohio, United States, United States1aol.com
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