Broker Check

Strategic Partnerships

United Bay Community Credit Union

United Bay Community Credit Union

Continuing our commitment and genuine partnership to area credit unions, we're proud of our relationship with United Bay Community Credit Union. The RichMark team is eager to assist Credit Union members with their financial planning and wealth management needs. 

United Financial Credit Union

United Financial Credit Union

Richmark Private Wealth Management is proud to partner with United Financial Credit Union to bring their members UFirst Financial. Our team is committed to providing a wide range of financial planning services to all of the UFCU members. From college planning to retirement planning and everything in between, we're eager to help you meet your long-term planning goals and objectives.

Preferred First Insurance |<br/>Property &#38; Casualty Insurance

Preferred First Insurance |
Property & Casualty Insurance

Property & casualty insurance plays an important part of everybody's comprehensive financial plan. That's why RichMark Private Wealth Management has partnered with one of Mid-Michigan's leading providers of property & casualty insurance. From home & auto to renter's, boat, and business insurance, Preferred First Insurance is committed to helping to take care of our clients' property & casualty insurance needs. In addition, the RIchMark team is pleased to make our comprehensive wealth management services available to the clients of Preferred First Insurance.

Zimmer &#38; Associates | Health Insurance

Zimmer & Associates | Health Insurance

When an employer-sponsored health insurance plan isn't available, you need to know your health insurance options. That's why we're proud to partner with Zimmer & Associates to ensure our clients' health insurance needs are addressed. Whether it's Medicare Advantage, Medicare supplements, group, or individual health insurance, the Zimmer team can help. This partnership is a two-way street; we're committed to helping the client's of Zimmer & Associates with their wealth management needs.