TRUE Community Investment Services
Categories
Finance/Legal & InsuranceBanks/Banking AssociationsBusiness & Professional ServicesConsultantsEstate and Retirement Planning
About Us
The professionals at TRUE Community Investment Services provide comprehensive financial planning through LPL Financial, the #1 Independent Broker Dealer in the Country as reported by Financial Planning magazine in June 1996-2020, based on total revenue.
We want to be your partner in writing a life story that stretches beyond your imagination and cultivate those legacy-defining moments for the people and places we serve for generations to come. We believe in using a Process to work toward your long-term goals and needs. The Process is called the PGI Investment System.
Want to set up a free no-obligation appointment?
Give us a call today at 517-784-7101 Ext 4305 or get in touch with our experienced, local investment team
Highlights
Rep/Contact Info
Daniel Adams
Investment & Project Support Coordinator
- Phone: (517) 784-7101 ext 4338
- Fax: (517) 768-5540
Terry French
Financial Consultant, CP Federal Investment Services
- Phone: (517) 784-7101x4128
- Fax: (517) 784-3737
- Send an Email
Jamie Potts
Client Services Assistant
- Phone: (517) 784-7101 ext 4250
- Fax: (517) 768-5540
- Send an Email
