Helping members achieve their financial goals most efficiently according to their distinct comfort level is key to Mark. His deep experience has taught him that everyone should have the opportunity to take advantage of the benefits that financial planning provides, sharing the values of Motor City Community Credit Union.

Mark is always excited when he applies his extensive experience and knowledge to the financial planning process, as he believes planning leads to success.

 

Jim Hrovat is a Windsor native who has worked in the financial services industry for over ten years. He specializes in maximizing the tax efficiency of his members' portfolios and is driven to create long-lasting, intergenerational wealth.

Jim is very research-driven. He is known by his members for taking a very patient approach and believes wealth management requires a steady hand to ensure his members' goals are met.

All members and colleagues appreciate Jim's thorough, knowledgeable, and approachable manner. Jim enjoys being involved in his community through sporting events and supporting local businesses.

Joe (Giuseppe) Balsamo is an experienced Wealth Advisor with a passion for helping individuals achieve their financial goals.  With a career in the financial industry since 2006, he has developed a deep understanding of the importance of financial planning, investment strategies, and wealth management, guiding clients through every stage of their financial journey.

Over the years, Joe has earned a reputation for delivering personalized advice, customized solutions, and outstanding service.  He takes a holistic approach to wealth management, focusing on long-term strategies that align with each client’s unique needs, goals, and aspirations. 

Outside of work, Joe is committed to giving back to the community and values building lasting relationships with clients based on trust, integrity, and a shared vision for financial success.

Come see Joe for a coffee and some clarity.  A sip today for a secure tomorrow!