Best Investors
Account
Sign in
Best Investors
Account
Sign in
29409 Haggerty Road Suite 200, Novi, MI 48377 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-17 |
Branch Locations
831 Evans City Road, Renfrew, PA 16053 • United States
29409 Haggerty Road Suite 200, Novi, MI 48377 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Accurate Investment Solutions, Inc. | Butler | PA | 12/2017 | 10/2018 |
| Accurate Solutions Group, Llc. | Butler | PA | 05/2015 | 03/2026 |
| Asg Investment Management Llc | Butler | PA | 01/2018 | 03/2026 |
| C2 Private Wealth | Novi | MI | 03/2026 | Present |
| Senior Planning Advisors, Llc | Novi | MI | 03/2026 | Present |
Senior Planning Advisors, LLC (d/b/a C2 Insurance Services); 29409 Haggerty Rd. Suite 200, Novi, MI 48377; Sale of insurance products; Agent/Consultant; Start date 03/2026; Approximately 80 hrs. per month; Market and sell insurance products. Insurance and annuities, sales for insurance products; Life Insurance, LTC, Fixed Indexed Annuities and Disability Insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-04 |
Reach out to this advisor