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Mainstay Financial Management

  •  Tel: (586) 991-7601
  •  Fax: (586) 991-7594

Mainstay Financial Management

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    • Mission
    • Our Philosophy
    • Who is LPL
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Proactive Planning

for a sound future

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to help manage your goals

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in an ever changing environment

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Mission

Mainstay Financial Management provides wealth management to a select clientele of individuals and their families.  These individuals are a combination of young accumulators, pre-retirees, retirees, and business owners. We help them seek to grow and preserve their assets while simplifying their financial lives. 

Mainstay Financial Management advocates for our clients as if we were caring for our own families.  We aspire to build lasting, meaningful relationships based on trust, integrity, and superior customer service.

About

  • Mission
  • Our Philosophy
  • Who is LPL

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Guided Wealth Portfolio

48593 Hayes Road
Shelby Township, MI
48315 United States

  •  Tel: (586) 991-7601
  •  Fax: (586) 991-7594
  •  tracy.simonds@lpl.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

 

Securities licensed in Michigan, Arizona, California, Colorado, Florida, Mississippi, South Carolina, Tennessee, US Virgin Islands, West Virginia 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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