- Investment, Securities
At Tri-Star, we all pride ourselves on helping clients achieve their financial goals through personalized wealth management solutions. Whatever your financial needs, we’re ready to help with a full range of services, including:
• Wealth Management
• Trust Administration
• Financial Planning
• Non-profit and Foundation Fund Management
• 401(k) Solutions for Businesses
You won’t find a more caring and knowledgeable team of professionals to provide clarity and guidance on your journey to realizing your financial goals. We understand that each situation is unique and we take the time to understand your specific needs. In addition, Tri-Star is part of Callan Associate’s Independent Advisor Group which means our investment team has access to some of the nation’s brightest minds in economics and finance.
Tri-Star is proud to be a privately-held, Michigan-chartered, trust-only bank with $1.8 billion in assets. We are regulated by the State of Michigan and held to the standards of the FDIC and the Federal Reserve. Let’s connect soon – we know we can make a difference in your life.
On the corner of McDonald and Main Street.