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We are an independent financial firm that has been helping the good people of West Michigan and beyond establish and maintain their long-term financial goals for many years.
James F. Parker, Registered Securities Principal, partners with you to develop a course of action based on your values, comfort level, current situation, and timeline. If you don't understand something, we want to explain it to you. If you’re not sure about a particular investment, we’ll tell you why we think it would work for you. Or we’ll find an alternative you can be comfortable with. We think you will agree that our way is anything but impersonal.
We think we’ve got the best jobs in the world. We help people work toward the goals they cherish—and we love doing it. Every day, there’s yet another reward that keeps us coming back to work enthusiastically. Along with our broker/dealer, Commonwealth Financial Network, our knowledge, expertise, and experience will help you to pursue your financial goals.
If you’re a current client, you’ll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor (the kind we like!).
If you’re not currently acquainted with our firm, we’ve established this website as a way for you to get to know us and understand how we can help you achieve your financial goals. We’ve tried to make your visit to our virtual office very similar to the experience of our real office. But we are well aware of the shortcomings of computers and monitors, which is why we invite you to contact us to schedule a complimentary meeting and get to know us!
We appreciate your interest in our firm and sincerely look forward to serving you.