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Top Financial Advisors In Swartz Creek, MI

For over 20 years, Security First Financial has been a trusted financial advisor, offering personalized financial plans, investment management, retirement planning, estate planning, and tax planning services. With $500 million in assets under management and a team of 15 experienced advisors, Security First Financial has a proven track record of helping clients achieve their financial goals.

By working closely with clients and understanding their unique needs and goals, Security First Financial provides tailored financial solutions to individuals, families, and small business owners. Their fee-based compensation model ensures that client interests are always aligned with their advisors'. However, clients should be aware of potential conflicts of interest, such as commissions from third parties and referral arrangements with insurance companies. Despite these disclosures, Security First Financial aims to maintain their clients' trust and confidence by always putting their clients' best interests first.