Thanks so much for your interest.
The best way to shift your thinking about financial services is to set up a meeting with us. We’ll sit down and talk - human to human - about how we can add our strengths to yours.
If you have any questions or need to update your personal information, please contact us at (231) 534-9299.
Last updated February 19, 2019
When we meet, determine what services you need, provide investment advice to you and process transactions for your account, we’ll ask you to provide us with necessary information. Within the constraints of our conversation, we may recommend other services using that information (e.g. suggesting you refinance a student loan).
This is typically what we’ll need to collect:
Name and address
Social Security or taxpayer identification number
Accounts at other institutions
We know how annoying that can be, and frankly it’s just flat-out wrong.
At TFC we treat information about current and former clients and their accounts confidentially. We may access information and provide it to third parties only to complete a transaction you’ve requested or providing other services to you.
At your request, we may disclose information to attorneys, accountants, lawyers, securities professionals and others to assist us, or them, in providing services to you. We may also share information with companies that perform services on our behalf, such as the companies that we hire to perform marketing or administrative services. Companies we may hire to provide support services are not allowed to use your personal information for their own purposes. We may make additional disclosures as permitted by law. We also maintain physical, electronic, and procedural safeguards to protect information. Employees and our professional service representatives are required to comply with our established information confidentiality provisions. If your personal information with us becomes inaccurate, or if you need to make a change to that information, please contact us.
This website is a publication of Tremonte Financial Consultants LLC. The firm is registered as an investment adviser with the state of Michigan and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio.