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(888) 829-0894 [email protected] 44028 Mound Road, Suite 4 Sterling Heights, MI 48314 Watch Our Free On Demand Video

Bari Vallas was an attorney practicing in civil litigation for 20 years before teaming up with our firm.  As Funding Coordinator, Bari assists with the review and organization of asset information for each client, prepares a customized Family Wealth Inventory, and works diligently with our clients and their financial institutions to make sure their assets are properly funded in coordination with their estate plans.

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