David Smith

Financial Advisor

877-338-8827

You know what you value. David K. Smith can help you understand the value of what you own. As an investment professional, David enjoys working with clients to inform them how to use their assets, make investment choices, and develop...

Breann Roe

Client Services Assistant

248-397-4686

248-663-5410

breann.roe@ceterais.com

Breann joins the practice with a dynamic background and a career rooted in human services. From her ten years spent in the dental field, many of them as a Patient Care Coordinator to incredibly rewarding opportunities within the senior...

Office Information

33533 West Twelve Mile Road, Suite 310
Farmington Hills, MI 48331
248-663-5400

Office Hours

Mon-Fri: 8:00AM - 5:00 PM
Sat-Sun: By Appointment Only

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

Investments
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
Retirement
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
Estate
Effective estate management enables you to manage your affairs during your lifetime and beyond. With years of collective experience, we'll help secure your legacy for generations to come.
Insurance
Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.

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