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Advisors near 48623

Out of 400,000+ nationwide

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Mark R

CFP®, Series 63

Freeland, MI

Reitz Capital Advisors LLC

General retirement planning Cash flow / budgeting
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Corey F

CFA®, ChFC®, Series 63, Series 65

Midland, MI

Ferris Financial Services, L.L.C.

Active portfolio management Options & derivatives strategies Income planning Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Mark R

Series 66

Bay City, MI

Recker Financial LLC

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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Christopher K

Series 63, Series 65

Saginaw, MI

Kuli Capital Management

Active portfolio management Concentrated stock management
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Mark F

Series 66

Midland, MI

My Financial Coach, LLC

Options & derivatives strategies Real estate investing Passive / index investing
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Erik T

Series 63, Series 65

Bay City, MI

Mid Michigan Insurance and Financial Services LLC

Annuities Wealth management General retirement planning
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Bruce B

Series 65

Midland, MI

My Financial Coach, LLC

Options & derivatives strategies Real estate investing Passive / index investing
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Sara B

ChFC®

Midland, MI

RFM Financial Solutions, LLC

General retirement planning Wealth management Tax strategies for small businesses
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Jason C

Series 65

Midland, MI

Great Lakes Investment Advisors Inc.

Active portfolio management
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Lee F

ChFC®, Series 63

Bay City, MI

Professional Analysts, LLC

General estate planning guidance Cash flow / budgeting Retirement income strategy Life insurance needs analysis
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