I am a financial planner in Battle Creek, MI,who will work with you to create a plan to accomplish your short and long-term goals,providing reviews to keep you on track.Call for a consultation today!
Charitable Giving, Retirement Planning Strategies, Estate Planning Strategies, Financial Planning, Investments, Estate Planning, Education Planning, Retirement Income Planning
Based on 1 Reviews
Add ReviewWhen you call the office the lady that answers is rude, bothered and annoyed. I wanted to talk to Dan about my sick Mom and she refused to transfer me or let me talk to him. When I pushed she finally put me into his voice mail to leave a message and the message was never returned. I have called the corporate office and am making progress.Report