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TOP 30 Retirement funds in Flint, MI
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Lewis & Knopf PC
Lewis & Knopf PC is a finance and accounting institution located at 1100 Torrey Road in Fenton, Michigan, United States. Linda, who has 15 years of experience in finance, leads the team as the manager, providing assistance to individuals, small businesses, and trusts and estates. At Lewis & Knopf, they are dedicated to giving their all to ensure the success of their clients. They offer more than just basic accounting services, providing innovative solutions and a team that is committed to their clients' success. The institution also offers resources like TaxCaddy to make tax season easier for their clients. Additionally, they provide guidance on topics like downsizing for retirement and utilizing 529 funds for retirement savings. With locations in Brighton and Flint as well, Lewis & Knopf is available to assist their clients Monday through Friday from 7:30 am to 4:30 pm.
Jason Kokaly - Financial Advisor, Ameriprise Financial Services, LLC
Jason Kokaly is a Financial Advisor at Ameriprise Financial Services, LLC located at 5402 Gateway Centre Boulevard in Flint, Michigan, United States. Jason holds multiple 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®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jason's expertise in various aspects of financial planning and asset management, ensuring that he can provide comprehensive and tailored advice to his clients. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Jason Kokaly is equipped to help you achieve your financial goals.
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