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Midland Office
148 E Main
Suite 218
Midland, MI 48640
Toll Free: (800) 276-0271
Fax: (989) 839-9476
Please click for directions to our locations, Midland and Saginaw.
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News Release
In today's complex and volatile marketplace,
it's next to impossible for a single Financial
Consultant to stay abreast of all the changes
taking place in capital markets. In the past,
it was not uncommon to find single practitioners
among various professional groups:
brokers, lawyers, CPAs and doctors. Today
that is more of an exception than a norm.As a team, we are better equipped to help individuals and businesses achieve their investment objectives. In addition, we are prepared (upon your request) to build reciprocal relationships with your current tax and legal advisors to reduce the unnecessary paper trail that may arise from poor professional communication.
Mission Statement
Our mission is to preserve and build wealth for our clients. Preservation of wealth comes first and foremost and is paramount to our mission. We preserve and build wealth using our collective expertise to deliver personalized professional service, innovative financial solutions and superior investment advice.
Investment Philosophy
As a team, we will take the time necessary to ask the right questions so as to better understand your financial needs and investment goals. The LeRoy / Bartnikowski Group is proud to offer investors the skills of a highly trained financial team. We believe that each client is unique. We are committed to providing guidance suitable to all market conditions and client situations. We believe in a disciplined, long-term approach to building and preserving wealth. We educate clients about the value of building a high quality portfolio with: stocks, bonds, mutual funds, annuities, unit investment trusts, FDIC insured certificates of deposit and other complementary investment instruments.