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Certified Financial Planners in Michigan

Certified Financial Planners in Jackson, MI

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8 results found

Dan Reese Jackson, MI

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Security • Advisor • Bachelor of Science • Certified Nurse Aide • Nurse • Nurse Practitioner • Golfer • Athletes • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Financial Manager

Experience & Education

Position:
Financial Planner | Wealth Coach | Social Security Planning | 401K Benchmarking | Investment...
Title:
Certified Financial Planner™
Location:
Jackson, Michigan Area
Industry:
Financial Services
Work history:
Avery Wealth, Inc. - Jackson, Michigan AreaFinancial Planner | Wealth Coach | Social Security Planning | 401K Benchmarking | Investment Advisorsince Sep 2003State Farm Insurance - Spring Arbor, MIAgentDec 2000 - Sep 2003
Skills:
Investments, Securities, Portfolio Management, Wealth Management, Retirement Planning, Financial...
Certifications:
Certified Financial Planner, CFP Board of Standards
Full Profile

Frank Hones Jackson, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Counselor • Representative • Advisor • Financial Manager

Experience & Education

Position:
CFP® CRPC® CPA at Hones Wealth Management, Inc.
Title:
CFP®, CRPC®, CPA at Hones Wealth Management, Inc.
Location:
Jackson, Michigan Area
Industry:
Investment Management
Work history:
Hones Wealth Management, Inc. CFP® CRPC® CPAsince Jun 2010
Full Profile

Jeff Matzen Jackson, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Sales Agent • Director • Operations Manager • Financial Manager • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Officer

Experience & Education

Position:
Director at NorthStar Capital Advisory Services, LLC, CFP® and Investment Advisor Representative at...
Title:
Director at NorthStar Capital Adivsory Services, LLC
Location:
Jackson, Michigan Area
Industry:
Financial Services
Work history:
NorthStar Capital Advisory Services, LLC Directorsince Apr 2010Matzen Financial - Jackson, Michigan AreaCFP® and Investment Advisor Representativesince Jan 2013
Full Profile

Jeffrey Matzen Jackson, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CFP and Investment Advisor Representative at Chesme Capital Management
Location:
Jackson, Michigan Area
Industry:
Financial Services
Full Profile

Kirk Hoffman Jackson, MI

Professions & Specialties

Puchasing and Estimating Manager • Vice President • Director • Chief Executive • Operations Manager • Coordinator • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Non-Profit • Air Transportation Worker • Sales Representative

Experience & Education

Position:
Vice President of Planning Services at GuideStream Financial, Inc., Director of Financial Planning...
Title:
Vice President at GuideStream Financial, Inc.
Location:
Jackson, Michigan Area
Industry:
Financial Services
Work history:
GuideStream Financial, Inc. - Spring Arbor, MIVice President of Planning Servicessince Nov 2000The Free Methodist Foundation - Spring Arbor, MIDirector of Financial Planningsince 2003
Certified Financial Planner Board of Standards
Full Profile

Steven Rick Jackson, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Board Member • Management Team Executive • Operations Manager • Of Counsel • Jurist • Legal Counsel • Chief Executive • Financial Manager • Juris Doctor • Organization Management • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Attorney at Marcoux Allen, et al., PC
Location:
Jackson, Michigan Area
Industry:
Law Practice
Work history:
Marcoux Allen, et al., PC Attorneysince Jul 2005American Red Cross Board member2005 - Jun 2011
Skills:
Estate Planning, Probate, Non-profits
Full Profile

Matthew Curfman Jackson, MI

Professions & Specialties

Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President of Investment Services at Richmond Brothers Financial Management Specialists, ...
Title:
Senior Vice President of Investment Services
Location:
Jackson, Michigan Area
Industry:
Financial Services
Work history:
Richmond Brothers Financial Management Specialists, Inc. Senior Vice President of Investment Servicessince 1998
Skills:
I specialize in helping clients realize and fulfill their retirement dreams and goals, like buying...
CERTIFIED FINANCIAL PLANNER
Full Profile

Daniel Vredeveld Jackson, MI

Professions & Specialties

Financial Consultant • Teller • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor at Richmond Brothers, Inc.
Title:
Financial Advisor
Location:
Jackson, Michigan Area
Industry:
Investment Management
Work history:
Richmond Brothers, Inc. Financial Advisorsince Feb 2012Lake Michigan Credit Union Mortgage/Teller2007 - 2011
Skills:
Financial Planning, Investments, Retirement Planning, IRA's, Roth IRA
Kaplan Schweser CFP
Full Profile

Certified Financial Planners near Jackson, MI0714212835LansingAnn ArborEast LansingOkemosSpring ArborCharlotteHillsdaleTecumseh


Certified Financial Planners around Jackson, MI

Ann Arbor  (15)
Charlotte  (1)
East Lansing  (4)
Hillsdale  (1)
Lansing  (34)
Okemos  (2)
Spring Arbor  (2)
Tecumseh  (1)

Certified Financial Planners in Michigan

Sub-specializations