Sue Colosimo
Registered Associate
Sue's Story
Sue joined the team in 1997 and has 30 years of financial services, insurance, and banking industry experience. She serves as a Registered Representative. Sue’s strong technical and analytical background are a perfect fit for her role in investment research, product research, and 401K monitoring.
Sue connects with her clients in a professional manner with a personal touch to foster long-term relationships and help guide them through life’s transitions. She is always eager to help our clients. One of her goals is to help clients understand complex financial topics in a way that is easy to comprehend. Her experience with investment products allows her to execute her role efficiently and effectively. Some of her responsibilities include:
- Personalized financial problem solving.
- Portfolio strategy and investment research.
- 401K and benefit plan monitoring.
- Assisting clients with transfers and rollovers.
Sue understands that clients of any business appreciate high-caliber service which will help achieve a more positive experience. Sue earned her BBA from Penn State University and holds FINRA Series 7 and 63 licenses.
Address: 123 N. Ann Arbor St. Saline, MI 48176 Phone: 734.429.3971
Address: 5813 Red Arrow Hwy. Stevensville, MI 49127 Phone: 269.556.0768
Address: 510 W. 17th St. Holland, MI 49423 Phone: 616.251.1025
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