About Us
Our Firm
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to reach them after receiving sound financial information.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.
Our Mission Statement
A financial services company committed to integrity and doing the right job for our clients, business partners and neighbors.
Our mission is to provide superior services and products by developing innovative strategies that may improve the quality of life and help satisfy clients’ long term needs. We accomplish this through a comprehensive review of our clients’ investment objectives, combined with a long-term approach to asset allocation.
Our Building
Our building has been home to many businesses over the years!
It was built in the late 1940's and housed Plainwell Electric through the early 1950's. After that, it became a dentist office, optometrist office, dance studio, and a copy center. ​
In 2015, Debbie bought the building and began renovations.
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Since 2016, it has been home to Clearwater Financial.
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