Contact Us

7900 Kirkland Court, Portage, MI 49024
Phone: 269-978-0238
Toll Free: 866-451-3005
Fax: 269-978-0219
Zack Alkhamis, Retirement Wealth Manager
Tim McAfee, Registered Principal
Matthew Jarrell, Retirement Wealth Manager
Jacqueline Warr, Client Service Manager
Zachary Alkhamis, Registered Administrative Associate
Bobbi Alkhamis, Operations Manager
Sandy McAfee, Administrative Assistant


Request for Information or Appointment

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