9:00 am – 5:00 pm (EDT)

Monday through Friday
Saturday - By Appointment Only

The PNC Center

755 W. Big Beaver Rd., Suite # 2020
Troy, MI 48084-4925

(800) 943-8804

Fax: (248) 942-4886
info@association-financial.com

Welcome to Association Financial Services, LLC — Your Path To A Brighter Future

Sunday, August 9th of 2020

9:00 am – 5:00 pm (EDT)

Monday through Friday
Saturday - By Appointment Only

The PNC Center

755 W. Big Beaver Rd., Suite # 2020
Troy, MI 48084-4925

(800) 943-8804

Fax: (248) 942-4886
info@association-financial.com

Services

Association Financial Services, LLC, and Association Financial, LLC, an affiliated company, offer a diverse range of investment services. Education planning for children or grand children is an investment in our future. We offer personalized financial planning for those seeking a specific goal, as well as retirement planning, wealth management, and many other planning services.

Click on any of the 8 services below to obtain more information and process of each service we offer. If you have any questions, contact us and we’d be happy to help!

Education Planning

College is an investment in your children or grandchildren that provides dividends for a lifetime. Go

Insurance Planning

It’s the process of analyzing what types of insurance are needed for the protection of your assets.

Investment Planning

Placing of funds in the proper investment vehicles based on the your future goals, time horizon, and priorities.
Personalized Financial Planning | Fee-Based Financial Planning Services

Personalized Planning

Planning for a specific personal goal such as a wedding, taking a vacation, buying a home, etc.

Public Notary Services

Appointed by state government to serve the public as an impartial witness in the signing of important documents.

Retirement Planning

Determining retirement income goals and the actions and decisions necessary to achieve these aims.

Social Security Planning

There are many ways to claim Social Security benefits and the difference can be tens of thousands of dollars.

Wealth Management

It’s a consultative process with the purpose of defining and meeting the needs of affluent clients.
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