ISG

www.isgadvisor.com

Advisors. Partners. Trusted Confidants. Friends. Our clients describe us as many different things, but our work remains the same—to take a personal approach to wealth planning, aiming to improve your financial health while guiding and sharing in the milestones that define your life. We invest in you... and are here to offer financial strategies that make sense for where you are and where you're going. Here is why you may want to explore a partnership with us: o You've become uncomfortable with or have questions about managing your investments. o You’re juggling a variety of different things—kids, work, school, household, hobbies, etc.—and need to delegate your financial management to someone you can trust. o You've gone through a life event—divorce, marriage, retirement, inheritance, etc.—that could change the trajectory of your wealth and future years. o You want a proactive financial partner who will lead the charge while prioritizing your goals and personal circumstances. Investment Services Group (ISG) is an independent firm committed to customized attention and strategy. What matters to you is our priority. We're family-owned, and with over 40 years of experience, brothers Mike Brown and Matt Brown—second-generation trusted advisors—are ready to take your call and learn your story. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.) Securities offered through LPL Financial, member SIPC www.sipc.org. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Investment Services Group are separate entities from LPL Financial.

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Advisors. Partners. Trusted Confidants. Friends. Our clients describe us as many different things, but our work remains the same—to take a personal approach to wealth planning, aiming to improve your financial health while guiding and sharing in the milestones that define your life. We invest in you... and are here to offer financial strategies that make sense for where you are and where you're going. Here is why you may want to explore a partnership with us: o You've become uncomfortable with or have questions about managing your investments. o You’re juggling a variety of different things—kids, work, school, household, hobbies, etc.—and need to delegate your financial management to someone you can trust. o You've gone through a life event—divorce, marriage, retirement, inheritance, etc.—that could change the trajectory of your wealth and future years. o You want a proactive financial partner who will lead the charge while prioritizing your goals and personal circumstances. Investment Services Group (ISG) is an independent firm committed to customized attention and strategy. What matters to you is our priority. We're family-owned, and with over 40 years of experience, brothers Mike Brown and Matt Brown—second-generation trusted advisors—are ready to take your call and learn your story. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.) Securities offered through LPL Financial, member SIPC www.sipc.org. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Investment Services Group are separate entities from LPL Financial.

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Country

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State

Michigan

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City (Headquarters)

Grand Rapids

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Employees

1-10

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Founded

1993

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Estimated Revenue

$1,000,000 to $5,000,000

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