Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.


John Farah, CFP

Senior Vice President–Wealth Management

John was born in Flint and has lived in the Flint area his entire life. He is married and has three adult children. John enjoys a 32-year career in wealth management and has achieved the Certified Financial Planner™ (CFP®) professional certification. He also holds the Series 7, 63 and 65 securities licenses, as well as life insurance and variable annuity licenses. John is a graduate of Central Michigan University with a B.S. in business administration and a 35-year member of the West Flint Optimist Club. John and his family are avid golfers and are current members of the Flint Golf Club.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IA
  • IL
  • IN
  • MI
  • NC
  • NM
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • VA


  • B.S. in Business Administration, Central Michigan University


8235 Holly Road, Suite 4
Grand Blanc, MI 48439
  • (810) 344-8102

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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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