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Top Rated Financial Advisors in Vassar, Michigan

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Vassar, Michigan is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

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Todd Perry

Executive Wealth Management
CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA®
Todd Perry, a financial fiduciary, provides financial services to clients in the Brighton, Michigan area. Todd holds a CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA® certification. Todd has over 17 years of experience.

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Education Funding and Planning

    Name(s) of Custodian(s):
    Charles Schwab

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