Retirement Planning Burton MI

Welcome to the HomeBusinessMag.com Local Pages. Here you can find local information about Retirement Planning in Burton, MI. We have compiled a list of businesses and services around around Burton, including Retirement Planning that should help you with your search. In order to better help you find what you are looking for, the rest of the information on this page has also been targeted to Retirement Planning. We hope this page helps satisfy your local needs.

Mr. Joel P. Lagore, CFP®
5161 E Court St N
Burton, MI
Firm
Oliver LaGore VanValin Investment Group

Data Provided by:
Mr. Kenneth R. Duetsch Ii, CFP®
(810) 768-4711
328 S Saginaw St
Flint, MI
Firm
Citizens Bank
Areas of Specialization
Banking, Charitable Giving, Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided by:
Mr. John C Lambert, CFP®
(810) 766-7856
328 S Saginaw St
Flint, MI
Firm
Investment Center at Citizens
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Steven C. Bliss, CFP®
(810) 953-5555
8305 S Saginaw St
Grand Blanc, MI
Firm
Ameriprise Financial Services,

Data Provided by:
Teresa L Mcclelland-Sargent, CFP®
(810) 733-5140
G 4080 Miller Rd
Flint, MI
Firm
Financial & Tax Planning Inc.
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Kevin J. Decker, CFP®
(810) 237-4205
328 S Saginaw St
Flint, MI
Firm
Citizens Bank Wealth Management
Areas of Specialization
Asset Allocation, Banking, Charitable Giving, Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided by:
Mr. Jonathan E Hohn, CFP®
(810) 766-7870
328 S. Saginaw St.
Flint, MI
Firm
Citizens Bank
Areas of Specialization
Asset Allocation, Banking, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Intergenerational Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided by:
David R. Newbill, CFP®
5409 Gateway Centre
Flint, MI
Firm
Forest Hills Financial, Inc.

Data Provided by:
Mr. Thomas G. Townsend, CFP®
(810) 344-8104
8235 Holly Rd.
Grand Blanc, MI
Firm
UBS Financial Services Inc
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Nicholas D. Sheeran, CFP®
(810) 397-0188
5206 Gateway Centre, Suite 300
Flint, MI
Firm
Stephens Wealth Management Group
Areas of Specialization
Charitable Giving, Education Planning, Estate Planning, Insurance Planning, Risk Management, Special Needs Planning, Wealth Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
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