We help busy professionals, couples and their families bring their future dreams into today's decisions.

General Info

Direct Financial, LLC, is an independent Registered Investment Advisory (RIA) firm located in Oxford, MI. We work with busy professionals, their families and businesses by providing them with a holistic approach to their wealth management. As a fiduciary firm, we work for our clients and are accountable to them alone. Period. We have 13 years of experience simplifying our clients sophisticated and complex lives. Our business name was changed in 2011.

Categories

Investments, Financial Planning Consultants, Investment Advisory Service, Investment Management, Retirement Planning Services

Services/Products

Budgeting, Cash Flow Management & Determining Net WorthInsurance PlanningInvestment Administration (Asset Management)Education Planning Tax Planning Retirement PlanningEstate PlanningCharitable Giving ETF 401(k) Plans for Businesses

Location

* We work by appointment only; no walk-ins.

Other Link

Independent Registered Investment Advisory firm.