Jeff Cfpchfc Email & Phone Number
Financial Consultant @ xxxx
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Jeff Cfpchfc Location
- West Bloomfield Township, MI, US
Jeff Cfpchfc Work
- 2003 -now Financial Consultant @
- 2003 -now Loan Officer, NMLS #167423 @
- 2002 -2003 Owner and Vice President @ Kuzins Distribution
Jeff Cfpchfc Education
- The American College
ChFC®, CFP® (ChFC®, CFP®, Financial Planning and Services)
2004-2011 - Michigan State University
B.A. (B.A., Marketing)
1998-2002
Jeff Cfpchfc Skills
- Retirement
- Financial Analysis
- Strategic Financial Planning
- Investments
- Retirement Planning
- Insurance
- Fixed Annuities
- Estate Planning
- Investment Advisory
- Life Insurance
- Wealth Management
- Personal Tax Planning
- Series 7
- Series 65
- Series 24
- Property and Casualty Insurance
- Residential Mortgages
- Finance
- Uniform Combined State Law
- Portfolio Management
- Financial Planning
- Wealth
Jeff Cfpchfc Summary
- Jeff Cfpchfc, based in West Bloomfield Township, MI, US, is currently a Financial Consultant at xxxx. Jeff Cfpchfc brings experience from previous roles at xxxx and Kuzins Distribution. Jeff Cfpchfc holds a 2004 - 2011 ChFC®, CFP® in ChFC®, CFP®, Financial Planning and Services @ The American College. With a robust skill set that includes Retirement, Financial Analysis, Strategic Financial Planning, Investments, Retirement Planning and more. Jeff Cfpchfc has 3 emails and 2 mobile phone numbers on RocketReach.
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