Founder & President
Larry has over 30 years’ experience as a trusted financial professional. Over the past three decades, he has helped scores of valued clients create, protect, and distribute wealth in an effort to greatly enhance their overall quality of life.
Larry is guided by a number of core values upon which he has built the foundation for his success:
- Honesty, integrity and compassion
- Knowledge and objectivity
- Professional excellence
- Open and honest communication
- The satisfaction gained by truly helping another individual
Your financial future is far too important to leave to chance! Call CSI Financial today: (586) 725-5144 or (810) 982-7033 to schedule a complimentary, no-obligation consultation.
To help valued clients create sound financial strategies for enjoying their lives to the fullest.
To provide you with the highest level of service, holistic financial solutions, and creative competence that can only come from decades of experience.