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Dempsey & Dempsey is a Michigan-based financial planning and tax-management firm that develops tax-smart strategies for retirement, investments, estates, and insurance tailored to individual goals. The company operates within the Avantax/Cetera broker-dealer network, offering brokerage and investment advisory services, a client portal, and ongoing personalized consultations. Committed to trust, honesty, and integrity, they position themselves as lifelong financial partners with continued guidance from their Adrian, Michigan office.
AI named Dempsey & Dempsey in January 2026.