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With more than 70 years of combined experience, Financial Consultants & Wealth Managers, Cynthia Brown Komarek and Grant C. Birkley are financial advisors who assist their clients with wealth management. Our services help to guide clients throughout their financial lives, from saving for retirement and education funding to living in retirement and managing their wealth transfer strategies for future generations. We assist a range of clients, including individuals, business owners and families, with access to a broad array of company resources including research, market specialiests, and a breadth of services. Our mission is to assist you in understanding the opportunities and potential rewards that become available when you take a proactaive approach to your personal financial situation. We strive to educate our clients regarding financial concepts behind investing, retirement, estate investment planning and wealth preservation strategies, thereby helping you understand your situation and meet your goals for a more secure financial lifestyle.
Who We Are
Financial Consultant & Wealth Manager
Senior Registered Assistant