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
Advisory Team
Elijah Richardson
Eli Richardson, Intern 5178537942 ERichardson@mycgfinancial.com LinkedIn
Parke G. Petersen
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
Steve Pake
Schedule Consultation Steve Pake Lead Insurance Advisor 8106912745 email linkedin Office: Williamston CG Insurance Personal Insurance – Home, Auto, Umbrella, etc; Business Insurance – Commercial/ Liability
Selena Meser
Schedule Consultation Selena Meser Relationship Manager EA® (517)4881560 email linkedin Offices: Traverse City; Williamston; Haslett Wealth Management
Grant Dunatchik
Schedule Consultation Grant Dunatchik, ChFC® Financial Advisor 517-339-7662 email linkedin Office: Williamston Wealth Management Financial Planning; Retirement Planning; Investment Management; Estate Conservation; College Planning; Tax Planning
Marsha Fielder
Schedule Consultation Marsha Fielder Relationship Manager 810-777-6147 email linkedin Office: Williamston CG Insurance Personal Insurance – Home, Auto, Umbrella, etc.
Lorena Fales
Schedule Consultation Lorena Fales Relationship Manager 810-201-8006 email linkedin Office: Williamston CG Insurance Personal Insurance – Home, Auto, Umbrella, etc; Business Insurance – Commercial/ Liability
Eric Fritz
Schedule Consultation Eric Fritz Lead Financial Advisor RICP(R) (704)373-2525 email linkedin Office: Charlotte Wealth Management Financial Planning; Retirement Planning; Investment Management; Tax Planning; Estate Conservation; College Planning