How We Work
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
James Stovall
CERTIFIED FINANCIAL PLANNER™ | Senior Vice President
(231) 861-2468
James began his career in the financial services industry in 1995 and is qualified as a General Securities Principal (Series 24), General Securities Representative (Series 7), an Investment Adviser Representative (Series 66) held...
Jerad Hurd, CPRS™
LPL Financial Advisor
Jerad joined the SSB Financial Services team in 2021. Serving our northern markets primarily, Jerad takes a consultative approach in assisting clients in all aspects of their financial lives.Jerad is qualified as a General...
Anna Flood
Client Services Administrator
(231) 861-2468
With a passion for serving others, Anna has been in customer service since 2002 and specifically in the financial services industry since 2011. When not at work, Anna and her husband are very involved with their church and they enjoy...