History

ARBOR Financial Services was founded by Michael Puls in the summer of 2003. ARBOR grew out of Michael's deep desire to provide clients with the personal, one-on-one expertise and guidance they need to pursue their financial and life goals.

As a 20-year veteran of the financial services industry, Michael uses his skills as a corporate and mortgage lender and financial consultant. He has worked for such Fortune 500 companies as Pitney Bowes, Wells Fargo, and Merrill Lynch.

In light of the excesses and scandals in the corporate world in the late 1990s, Michael developed an investment discipline geared toward socially responsible investing—the fastest growing investment discipline on Wall Street. ARBOR clients own investments that are not only screened for good public stewardship, but also for good corporate governance practices and good growth possibilities.

ARBOR clients have come to expect a holistic approach to seeking their life goals. Through planning, asset and liability management, careful investment selection, periodic monitoring and review, and close client/consultant interaction, ARBOR clients have come to expect a holistic approach to seeking their life goals. Through planning, asset and liability management, careful investment selection, periodic monitoring and review, and close client/consultant interaction, ARBOR strives to provide clients with an extremely positive experience.

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