Macomb Financial Services Client Experience

Curious about the financial planning process? This document provides an overview of what our clients can expect!

Macomb Financial Services Client Financial Profile

This document contains a list of all of the important information needed from you to begin the financial planning process and build a comprehensive plan.

Macomb Financial Services Firm Brochure / Form ADV

This brochure must be provided to all clients prior to any engagement. It gives you background on Macomb Financial Services and explains our business model and approach to the planning process.

Privacy Policy

The relationship between Macomb Financial Services LLC and our clients is our most important asset. We work every day to maintain your trust and confidence, especially when it comes to protecting the confidentiality, integrity, and security of your personal information.

Disclosure

All written content on this site is for information purposes only. Opinions expressed therein are solely those of Chris Ball, Owner, Macomb Financial Services LLC. Material presented is believed to be from reliable resources and we make no representations as to its accuracy or completeness. Fee only financial planning and investment advisory services are offered through Macomb Financial Services, a registered investment advisory firm in the state of Michigan.

The presence of this web site on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Michigan or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of Michigan.