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Philip J. Fluegge

Financial Advisor


Phil has been an Investment Advisor for 37 years. He graduated from Babson College in Wellesley, MA with a major in Investments. Phil served 9 years as a Board Member and Trustee of the Concordia Plans Services of the Lutheran Church – Missouri Synod. He has also served in various capacities at Immanuel Lutheran, Macomb as Chairman, Elder and Capital Drive Co-Chair. Community involvement included serving on the Macomb Township Zoning Board of Appeals. Phil and his wife Nabila enjoy traveling and are very proud of their four children Diana, Andrew, Christina and Nicole.


Phil’s practice focuses on investment management and helping clients reach their goals of a comfortable retirement, college education for their children and leaving a legacy for others. He also helps several church and church related clients help grow their assets for long term projects and generate current income for ministry.

Investment Philosophy/Specialty/Niche

Many of Phil’s clients are investing for the long term growth and income. Client portfolios are customized to meet individuals long term goals. Exceptional client service is the standard.


Jackie Jagels
Service Assistant


8344 Hall Road
Suite 118
Utica, MI 48317

(586) 823-0762 (Mobile)

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