Bill Duggan is a Certified Financial Fiduciary, always puts the interests of his clients first, and upholds the highest standards of honesty, fairness, integrity, and professionalism.

Bill has been helping clients manage their financial lives since 1988. He spent 13 years in banking as a Trust Officer in Florida and Michigan, five years as a broker with Smith Barney in Troy, MI, and has owned his firm since 2004, 40 miles north of Detroit, in Almont.

More information about Bill can be found in the About Us Tab above