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Colleen Theuerkauf
Wealth Management Specialist
Financial Advisor
31500 Northwestern Hwy
Suite 150
Farmington Hills, MI 48334
Phone: 248-932-5450
Fax: 248-626-2574
Toll-Free: 800-548-8008
Contact Us
Map & Directions |
Our ApproachFinancial planning is one of the most important services that successful people choose to create an extraordinary business career and personal life. It is not a one-time event. Rather it is an ongoing process, a reflection of your attitudes and goals and a continually changing scenario of events that affect your financial affairs … and your life.
We know that every person's financial goals are unique. Using a team-based approach, we are committed to providing thorough planning services, experienced investment advice and personalized support. I invite you to use the information contained on these pages as a supplement to our direct communication. We look forward to serving you.
Your Rights as a Client:- Courteous service
- A trustworthy and competent financial advisor
- Suitable recommendations
- Timely transactions at the best available prices
- Full disclosure of costs and risks
- Clear communications
- Comprehensive statements and trade confirmations
- Prompt error and complaint resolution
- Strict confidentiality
| Click here to read the Raymond James Client Bill of Rights |
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