Phase 2 Investment Advisers

Sigma Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help manage our clients? wealth by delivering an unprecedented level of personalized service. We Invest in People! BECOME A CLIENT TODAY!

Brookstone Investments, located in Wyoming, MI, is an independent financial services firm dedicated to helping individuals craft tailored retirement strategies through a diverse range of investment and insurance products. Their mission centers on providing clients with the necessary tools, expert advice, and exceptional service to help them achieve their financial goals. Employing state-of-the-art research and technology platforms, Brookstone Investments follows a structured process to assess clients' financial situations and retirement needs, ultimately delivering personalized strategies for their unique aspirations. The firm emphasizes transparent communication and education, offering valuable resources that guide clients through the complexities of retirement planning. Generated from the website

Olsson Investment Group LLC is an independent, family-owned financial firm based in Grand Rapids, MI, boasting over 50 years of collective experience. Established in 1964 by Wally Olsson, the firm focuses on providing conservative financial planning solutions for individuals, families, business owners, foundations, and endowments, prioritizing personal service and consistent investment results. In 2019, Olsson Investment Group expanded its footprint into Kalamazoo through the acquisition of Olmsted Mulhall, the oldest brokerage firm in Michigan at that time. The firm is dedicated to building enduring relationships with clients, maintaining high ethical standards, and striving for professional excellence while keeping investment costs reasonable. Generated from the website