
Introducing my new office with LPL Financial on the corner of Miller and Morrish Roads in Swartz Creek. Helping clients with investments and retirement planning.
I have joined LPL Financial, the largest organization of independent financial advisors in the United States.* I provide a personal service to pursue all my clients investment goals with a number of financial services, including equities, bonds, mutual funds, annuities, insurance, and fee-based programs. Please Call or stop in my office for more information.
LPL Financial Member FINRA/SIPC
www.finra.org
www.sipc.org
*As reported in Financial Planning Magazine, 1996-2014, based on total revenue.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: MI
Principal Financial Group
28 miles
executive financial
64 miles
Called on a debt I was looking to pay off or have settled. Received a call on my work...
Financial Plus Credit Union
2 km
Friendly enough, but going inside to see your teller on a TV screen doesn't make much...
Sagelink Credit Union
2 km
This was a good credit union at one time. Until they switched to that new system of t...
Edward Jones - Financial Advisor: Leo J Wend...
12 km
Leo and staff are great to work with and very prompt to get back with you
Edward Jones - Financial Advisor: Jim Wood
12 km
"Edward Jones is an investment firm that believes your financial goals deserve a...
Sagelink Credit Union
13 km
I love going in here too people who know my name off that bat..even tho i wish i coul...
Fifth Third Bank & ATM
13 km
Chase Bank
17 km
What a joke, I have been using chase for 10 years. I go into this branch and try to m...
The State Bank
21 km
"We believe in the potential of banking for good - to create better lives, bette...
LAFCU
23 km
Chemical Bank
23 km
Been banking here for 20+ years, wife had an account with 5/3 that she closed and ope...
H&R Block
24 km
Northwestern Mutual
24 km
to add LPL Financial map to your website;