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Meet with Us

Let's set up a meeting.  At your first meeting we'll talk about your goals, and your present financial situation.  This is your chance to get farmiliar with us and get any finance questions you have answered.  Generally clients should  bring recent investment and insurance statements, benefit booklets, tax returns, and paystubs.

Learn more about what we'll cover at the first meeting and how we work :

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705 Barclay Circle,  Suite 125 Rochester Hills,  MI 48307

Admin@theathenagrouponline.com  |   248-453-5252

Advisory services offered through Athena Advisory Services, Inc. A Registered Investment Advisor. Tax Planning and Insurance Services offered through the Athena Financial Group.

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