MMB Advisors

at LPL

810-350-9054

989-845-7699

8275 Holly Road, Suite 2
Grand Blanc, MI 48439

115 West Broad Street
Chesaning, MI 48616

geraldmorse@mmbadvisors.net

martinmaier@mmbadvisors.net

gregbruff@mmbadvisors.net

davidwroblewski@mmbadvisors.net

aagnew@mmbadvisors.net

Make a plan to fund your future

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, We can help you make a plan to pursue your goals.

Services for your business

Services for your business

Your business has unique needs, and We have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

Helpful content

We offer a full library of resources to help boost your retirement planning and financial knowledge.

How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Learn More
Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Learn More
Intellectual Property and Your Estate

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Learn More

Questions? Let's connect

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