Mission Investment Services

800-567-6328
Info@MissionInvestmentServices.com

What We Do

At the Private Member Group, we weave the entire financial package together. From everyday banking, wealth management, and retirement planning to college saving plans, we work with you to create a personal plan designed around your individual needs. We have been proudly serving the Michigan area for over 70 years.

We may customize a sophisticated long-term plan in a variety of areas including:

Life Insurance
Retirement planning
Asset management
Financial planning
Reviews of retirement or qualified plans
Tax-advantaged strategies
Investment advising
College planning
Estate planning
Trust Administration
Insurance planning
Small business planning
Long-term care planning