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TOP 30 Cima financial consultant in Plymouth, MI
2 results found
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Jonathan Hunter - Financial Advisor, Ameriprise Financial Services, LLC
Jonathan Hunter is a Financial Advisor at Ameriprise Financial Services, LLC located at 340 North Main Street in Plymouth, Michigan, United States. Jonathan holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Jonathan is dedicated to providing comprehensive financial advice and services to individuals and small business owners. Contact Jonathan Hunter at Ameriprise Financial Services, LLC for expert financial guidance and support.
Philip Bocketti, EFC, CIMA, CAP - UBS Financial Services Inc.
Philip Bocketti, EFC, CIMA, CAP - UBS Financial Services Inc. is a reputable financial institution located at 730 Penniman Avenue in Plymouth, Michigan, United States. With a team of experienced professionals, including Philip Bocketti who holds certifications in EFC, CIMA, and CAP, the institution offers a wide range of financial services to help clients achieve their goals. Whether you are looking for investment advice, retirement planning, or wealth management services, UBS Financial Services Inc. is committed to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to secure your financial future.
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