Institutional Investment Consulting

7 West Square Lake, Bloomfield Hills, MI 48302

248.339.9808

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Services Provided

401k Programs

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Contact

830 W. Lake Lansing Road
Suite 250
East Lansing, MI 48823

517.336.4430

SAVE THE DATE!

CBM Annual Convention & Expo

September 16 - 18, 2026

Traverse City, MI

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