Clients Enjoy the Tradition of Baseball in West Michigan!

On Monday, May 11, 2015, our clients enjoyed watching the West Michigan Whitecaps take on the Bowling Green Hot Rods and win with a score of 3-1.  It rained all day, but then it cleared up just in time for everyone to enjoy a fun evening, filled with delicious food, lots of laughs and great company!  A big thank-you to our clients for joining us and for making our event so memorable!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


 

Discovery Financial, LLC Hosts Open House

Many thanks to our clients for making our Open House on November 12, 2014, such a success!  It's always a pleasure seeing everyone!  We enjoyed great conversation, lots of laughs, a catered 'Yesterdog' lunch and a delicious dessert!  Our newly decorated office will warmly greet you on your next visit. 

 


 

5th Annual Discovery Financial Client Appreciation Golf Outing

Our 5th Annual Discovery Financial Client Appreciation Golf Outing held at Egypt Valley Country Club on August 11, 2014, was a ton of fun!  We appreciate our clients' loyalty and trust!  Thank you to all who participated.  A special thank-you goes out to our sponsors! 

 


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Robert Stein Presents "US Political & Economic Outlook" 

On October 23, 2013, our clients enjoyed an informative evening at the Grand Palm Room of Frederik Meijer Gardens as they listened to our guest speaker, Robert Stein, CFA, Deputy Chief Economist of First Trust Portfolios, L.P.   Robert presented an encouraging report on the “US Political & Economic Outlook.”  

After the presentation, many door prizes were handed out, including gift certificates from the Grand Traverse Pie Company!  We thank our clients for coming out to attend this event, and we thank our generous sponsor, First Trust Porfolios, L.P.   We look forward to many more presentations like this in the future.