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+1 248-731-9500
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251 Pierce, Birmingham, MI, 48009
Downtown Birmingham
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470 ftMaple & Old Woodward
0.2 miWoodward & Daines
1.2 miTroy Transportation Center
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Specialties
Investment Advisory, Advanced Life Insurance Design, wealth transfer, charitable planning, retirement planning, business succession planning, executive benefits
History
Established in 1939.
Building a firm with an excellent reputation over 75 years takes continual learning, focus, excellent service and the right solutions. Building a legacy as Rudi Leitman and Robert Schechter have done takes being part of your community and caring about our clients’ financial health… and their families.
