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Mariner Wealth Advisors

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Mariner Wealth Advisors

36700 Woodward Avenue, Suite 201
Bloomfield Hills, MI 48304 | View on Google Maps

Donald B Jeffery Jr., CFA

(248) 258-6866 | fax: (248) 258-9295

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Helping community banks optimize the returns on their investment portfolios since 1934. An SEC registered, fee-only investment advisor and financial consultant offering investment portfolio advisory services for banks. Other services include: asset liability/interest rate risk management consulting, investment portfolio accounting, trust department portfolio management consulting, valuation of mortgage servicing rights, and strategic planning.

Member Since: 2000

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Mariner Wealth Advisors

Mariner Wealth Advisors

Mariner Wealth Advisors