Garth Financial Group was founded by Duane Garth. He is an experienced and innovative financial professional who has provided financial planning and portfolio management services to clients for more than 20 years. A graduate of Wayne State University with a degree in Finance - specializing in financial markets and investments and with a MBA from the University of Detroit Mercy, he has excelled in the financial services industry. Duane realized his gifting in finance, which allowed him to lead a successful career as an Assistant Vice President and Senior Financial Consultant with Merrill Lynch where he spent 12 years.
Well grounded in the principles of sound financial planning and investment management, Mr. Garth is focused on enhancing portfolio performance in today’s fast-pace environment. He is consistently developing new ideas and refining strategies that enhance his ability to provide financial service and education to his clients and their families.
Duane holds many licenses. Through Summit Brokerage Services, Inc., Member FINRA & SIPC, he has the following registrations: Series 7, Series 24 (General Securities Principal), Series 63 and Series 66. In addition, he holds Life, Health, Disability Insurance, and Variable Contracts licenses in various states.
Duane is an outstanding lecturer. He is a featured speaker for numerous organizations, churches, educational institutions and community groups throughout the country. He has authored over ten seminars on the topics of debt management, budgeting, retirement and estate planning, and investment 101, etc.