$52MM AUM | $400,000 GDC in Flint, MI

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Merge | Successor
Location
Flint, MI, US
Fee 0% Commission 100%
$400,000
Gross Revenue
300
# of Accounts
50
Avg Client Age
Overview

Established holistic approach to Financial & protection planning since 1988. Provide Fee based, & commission services. Health insurance, employee benefits. on board CPA, 3 licensed Insurance agent & self 6,63 & 65 series licensed.

Extended Profile Information

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