Don Terns Email & Phone Number

Don Terns has more than 15 years of success building and leading a financial services organization and over 25 years of experience as a financial consultant. He has extensive experience managing investor’s portfolios. His business achievements and strong ethical foundation have afforded him recognition throughout the community.By offering his rare blend of creative, financial, and operational strengths, Don continues to assist clients throughout the Southeastern Michigan region, and several other states – focusing on: comprehensive financial planning for individuals, corporations, and institutions.Branch location: 37811 W. 12 Mile Rd., Ste. 101Farmington Hills, MI 48331Phone #: 248-553-3237Meeting locations:Farmington Hills, MIBrighton, MIAreas of focus:*Investment Planning•Portfolio FEE Analysis•Mutual Funds•Stocks & Bonds•College Planning•Fixed Income•Tax-managed InvestmentsRetirement Planning•IRAs•401K•Managing Income in Retirement•Pension PlansRisk Management•Life/Disability/Long Term Care Insurance•Fixed Annuities•Variable Annuities•Business InsuranceEstate/Tax Planning•Fee-Based Planning•Trust Portfolio Management•Collaborate with Advisory Team•Tax Efficiency

Listed skills include Financial Analysis, Financial Modeling, Investments, Banking, and 7 others.

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  Financial Consultant

  Sigma Financial Corporation

  1999 - Present - 37811 West Twelve Mile Rd. Ste 101, Farmington Hills Mi 48331

  Financial ConsultantSigma FinancialPrivately Held; 500-1,000 employees; Financial Services industryCurrently holds this positionSecurities offered through Sigma Financial Corporation, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through Sigma Planning Corporation, a Registered Investment Advisor. Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third-party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Sigma Financial Corporation, Sigma Planning Corporation. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.