Schedule Consultation Josiah Whitten Lead Financial Advisor (910)308-9687 email linkedin Offices: Wilmington; Pinehurst Wealth Management; Business Services Financial Planning; Retirement Planning; Investment Management; Estate Conservation; Business Valuation; Tax Planning; Corporate… Read More
Schedule Consultation Nathan Traxler Associate Financial Advisor 517-339-6253 email linkedin Office: Williamston Wealth Management Financial Planning; Retirement Planning; Investment Management; Personal Insurance – Home, Auto, Umbrella, etc; College Planning
Schedule Consultation Christy Taylor Relationship Manager 517-908-4710 email linkedin Office: Williamston CG Insurance Personal Insurance – Home, Auto, Umbrella, etc.
Schedule Consultation Tyler Sigmon Financial Planning Coordinator 517-853-7939 email linkedin Office: Williamston Wealth Management Financial Planning; Retirement Planning; Investment Management
Schedule Consultation Keyen Shepler Associate Financial Advisor 517-908-4709 email linkedin Office: Williamston CG Insurance Personal Insurance – Home, Auto, Umbrella, etc; Business Insurance – Commercial/ Liability
Schedule Consultation Nick Schafer Financial Advisor (517) 275-1178 email linkedin Office: Williamston Wealth Management Financial Planning; Retirement Planning; Investment Management; Tax Planning; Estate Conservation; College Planning
Eli Richardson, Intern 5178537942 ERichardson@mycgfinancial.com LinkedIn
Schedule Consultation Parke G. Petersen Partner & Financial Advisor LITCF, AIF (517)853-7927 email linkedin Office: Williamston Wealth Management Financial Planning; Retirement Planning; Tax Planning; Investment Management; Estate Conservation; College Planning;… Read More
Schedule Consultation Steve Pake Lead Insurance Advisor 8106912745 email linkedin Office: Williamston CG Insurance Personal Insurance – Home, Auto, Umbrella, etc; Business Insurance – Commercial/ Liability
