Financial Planners near Fenton

Financial Planners near Fenton picked by BestProsInTown

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4.5 Superb15 Reviews

8:30AM - 5PM

329 W Silver Lake Rd, Fenton
Kaydan Wealth Management, Inc. Financial Planners

“Jim Kruzan and Kaydan Wealth Management has been my financial advisor for over 30 years now. The entire staff is knowledgeable, professional, and easy to get a hold of. I have had great experiences, no hassles, and my investments have beaten the market consistently over that time. I feel confident that once I retire, they will handle the more important job of deciding which funds to draw from to handle my income needs AND minimize my tax burdens each year. I've sent multiple family members to Kaydan as well and they have all been just as happy.“

5 Superb1 Reviews

8AM - 7PM

10234 Crouse Rd, Hartland
Michigan Financial Planning Financial Planners

“I cannot recommend Henry highly enough as a financial planner! For the past 20 years, he has been an invaluable resource in managing our finances and helping us achieve our goals. What sets him apart is not just his expertise in the field, but also the genuine care he has for his clients.

Henry has always prioritized our best interests, guiding us through various financial decisions with patience and clarity. His strategic insights and personalized approach have made a significant difference in our financial journey.

Beyond being an exceptional planner, Henry is also a wonderful friend. His support and understanding extend far beyond the numbers, making the financial planning process feel more like a partnership.

If you're looking for someone who combines professionalism with a personal touch, Henry is the one to trust!“

5 Superb1 Reviews

8245 Holly Rd Ste 201, Grand Blanc
David Kelly - Raymond James Financial Planners

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5 Superb1 Reviews