Grand Blanc

Grand Blanc, MI
Request an Appointment

Contact

9475 Holly Road

Suite 203

Grand Blanc, MI 48439

Specialties

Estate Planning Financial Planning Investment Solutions Retirement Planning Trust Services

Branch Manager

CHERYL ALLAN

BRANCH MANAGER ASSOCIATE DIRECTOR-INVESTMENTS
See all licenses

About the Branch

Aurum Capital’s Grand Blanc office is located in one of the fastest growing areas of southern Genesee County, with easy access to I-75. Our branch is home to a small group of Financial Professionals, supported by experienced sales assistants to provide our clients with reliable service. We leverage the extensive resources of Aurum Capital in order to offer a broad range of financial products and services, including: professional money management, corporate & executive services, retirement services, financial planning, insurance and annuity products, estate planning and trust services.

Our clients and Financial Professionals benefit from Aurum Capital’s non-proprietary, open architecture technology platform that promotes independent, objective advice tailored to the needs of each unique investor. We pride ourselves on a rich history of helping our clients achieve their financial goals.

Join Aurum Capital

Our Story in Numbers

*Stats as of December 31, 2024

931

Financial Professionals

$129.5

Billion Client Assets under Administration

88

Branch Offices across the United States

Aurum Capital and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Aurum Capital becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.

Read More