Our Services

Lapeer Financial offers a wide range of investment choices.

We are here to guide you to your financial goals. 

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and cooperating with you in the management of your finances. 

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future suited to your goals.

We look forward to using our expertise to help you pursue your financial goals.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

• Retirement strategies

• Investment recommendations

• Tax management

• Estate conservation

• Insurance and annuity products