Name

Steve Pierce

Company

piercefinancial

E-mail

Contact Steve Pierce (piercefinancial)

Website

http://SPierceFinancial.com

Office Phone

(734) 975-8750

Cell Phone

(734) 975-8750

Alt. Phone

(800) 346-0396

Fax

(734) 531-0732

Description

To delegate the management & accumulation of wealth. Investments that promote optimism & improve lives. Securities & Investment Advisory Srvcs through Raymond James Fin Srvcs member FINRA/SIPC.

About Me

 I’M AN ANN ARBOR NATIVE... who returned after five years in New York City to raise my growing family near family. I met my beloved wife, Julie in the UMS Choral Union, Ann Arbor’s annual-Messiah choir. We married inside of six months after our meeting due to our shared passion for music. We have a daughter, Lara, aged 8, and three sons, Benjamin, aged 6, Harrison, aged 4, and William, aged 1.  

I started PIERCE FINANICAL after 10 years of industry experience that began on Wall Street  ()New York City) (Read my Mission Statement).  I'm motivated by a genuine desire to help improve your life and to advocate and exemplify our shared “pursuit of happiness” by using investments made available through Raymond James Financial Services, Inc., member FINRA/SIPC. I was inspired by several men including my grandfather Benjamin Morgan -who started  three companies near Dayton in 1923 and steered them through the Great Depression until his death at age 90 -and by my father-in-law and brother-in-law who both founded companies while supporting families of their own.

IT’S AN HONOR AND PRIVILEGE... to work in this capacity where in exchange for your trust, I commit all available resources to you. I take responsibility for managing your wealth to help provide freedom and hope. My purpose is to help you enjoy your life by saving energy for activities you find more fulfilling. This proud exchange of trust is a reward that drives my practice. 

I’ve been recognized as an investment authority by the Ann Arbor News (01/11/2004) and have also appeared in Ann Arbor Business Review. I’m a member of PIMCO Advisors’ Chairman’s Council, Pacific Life’sAdvisory Council, American Funds’ All-American Team, the Ann Arbor Area Chamber of Commerce, Measure for Measure Men’s Choral Society, and St. Paul Lutheran Church.   (http://spiercefinancial.com) 

Areas of Expertise

Retirement plans for realtors.

Testimonials

Steve Pierce offers a financial planning service that is sincere in its desire to serve the needs of clients and is highly successful for his many clients.” November 11, 2007 

 

-Lynn Liston, Owner/ CEO, Town and Country Errands, LLC