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(810) 667-7384
jim@LapeerFinancial.com
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Lapeer Financial

Invested in your Retirement

Lapeer Financial

Invested in your Retirement

Lapeer Financial

Invested in your Retirement

Lapeer Financial

Invested in your Retirement

Words of Wisdom

"Education costs money, but then so does ignorance."

- Sir Claus Moser

Our Approach

Our Approach

We create strategies that are tailored to your goals.

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Our History

Our History

We're prepared to guide you through life's transitions. 

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Shared Values

Shared Values

We operate our business with ethics and integrity.

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Resources

Resources

Let's talk about your investment strategies.

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Welcome to Lapeer Financial!

Lapeer Financial exists to provide lifetime financial guidance to conservative investors who deserve a quality return on their investments by: listening to what people want their financial resources to provide, drawing a road map that appropriately plans our course to their destination, and navigating the beautiful scenery and obstacles that we find along the way.

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Financial Advice Shouldn't Be Complicated.

Financial Advice Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Where do you want to go? We'll get there, together. 

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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