Helping provide world-class financial services for our clients’ needs
Helping provide world-class financial services for our clients’ needs
How we work with you
We are faith-oriented and treat everyone with dignity and respect. Our goal is to create an environment where people choose to work and have joy in their job. We embrace integrity and trust in each other, and this helps us be effective and achieve consensus in making important decisions for our team and our clients.
We invest our time in learning more about you and your loved ones. Our financial expertise and comprehensive advice help you see where you stand today, tomorrow and beyond.
Office information
Operating Hours:
Monday–Friday, 9 a.m. to 5 p.m.
Address:
12640 Grafton RdCarleton, MI 48117
Phone:
734-869-2122Operating Hours:
Monday–Friday, 9 a.m. to 5 p.m.
Address:
161 W Water St.Oak Harbor, OH 43449
Phone:
419-874-4378Operating Hours:
Monday–Friday, 9 a.m. to 5 p.m.
Our solutions
News and insights
Balancing today’s priorities with tomorrow’s goals
Planning for the future can be overwhelming and stressful, but it doesn’t have to be. Working with a financial advisor can help you set and meet your financial goals through every stage of your life. Take a look at how your financial needs and priorities can change in your 30s through retirement. ⬇️
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Strong and stable
We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 120 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2.4 million clients, as well as the communities in which they live and work.