Susan Hodess, CFPFinancial Advisor
Phone: 248-258-1105 Susan J. Hodess is a Certified Financial Planner (CFP) and President of Capital Consulting Group. She specializes in the areas of individual financial planning, insurance, and qualified retirement planning. Susan received her Certified Financial Planner designation that involves extensive training in the areas of investment, retirement, and estate planning in addition to courses in tax planning and insurance. She is a registered representative with Royal Alliance Associates, Inc. located in New York. She's a long-standing member of the Financial Planning Association (FPA), National Association of Insurance and Financial Advisors (NAIFA) and the Financial Services Institute (FSI). Susan has served on the Board of Directors of Lighthouse PATH and is presently on the Investment COmmittee of Lighthouse of Oakland County. In 2000, Susan was on the Governor's Honor Roll of Outstanding Volunteers. Cureently she serves on the executive committee of the Autism Society of Oakland County Chapter and is active with the Friendship Circle. Susan lives in West Bloomfield with her husband Ron and her two sons.
Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Financial planning and additional investment advisory services offered through ARROW Investment Management, LLC , a registered investment advisor not affiliated with Royal Alliance Associates, Inc. Capital Consulting Group is not affiliated with Royal Alliance Associates, Inc 
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37500 Garfield Rd - Suite 175 Phone: 586-226-8888 |
Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. Financial planning and additional investment advisory services offered through ARROW Investment Management, LLC , a registered investment advisor not affiliated with Royal Alliance Associates, Inc. ARROW Financial Solutions, PLC is not affiliated with Royal Alliance Associates, inc. nor registered as a broker-dealer or investment advisor.
This communication is strictly intended for individuals residing in the states of Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Kentucky, Louisiana, Michigan, Minnesota, North Carolina, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia and Wisconsin. No offers may be made or accepted from any resident outside the specific states referenced.
IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.