Avoid being financially burned, come and see us at Key Concerns!

We are a Registered Investment Advisor Firm, which means we are "fee-based planners". Our main office is in Trenton, but we do have an office in Monroe in Harwood Plaza on LaPlaisance Road. We provide the services of Experienced Professional Investment Managers to manage our clients accounts, while we assist them with all of their planning needs, including retirement income projections and estate planning. Our niche market is being able to offer ongoing professional management of the 401k plans for employees of Ford, DTE Energy, GM, U of M, AT& T and others WHILE they ARE STILL WORKING - not just after they retire. A reasonable fee is charged for this management service.

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Financial Services