Anthony Agbay
1450 W. Long Lake Road
Troy, MI
Company
Title: Senior Vice President - Investments
Company: The Agbay Group, A Wealth Advisory Company
Type
Investment Advisor Rep: Yes
Education
Drexel University, BS Finance
Years Experience
Years Experience: 15
Service
Fee Only Portfolio Management,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Health Care Insurance,Retirement Planning,Long-Term Health Car
Data Provided By:
Mr. Donald P. Carnaghi (RFC®), CEP
(586) 228-7772
16950 19 Mile Road
Clinton Township, MI
Company
Premier Estate Planners, LLC
Qualifications
Years of Experience: 28
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Portfolio Management, Trustee Service, Pension Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Stocks and Bonds, Mutual Funds, Collectable Coins , Precious Metals, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, BuySell, Compensation Plans
Data Provided By:
Mr. Daniel E. Engelhardt (RFC®), CFP, LUTCF
(989) 892-3953
1600 Center Avenue
Bay City, MI
Company
Assured Financial Advisors, LLC
Qualifications
Years of Experience: 38
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Charitable Foundations, Asset Protection, BuySell, Compensation Plans
Data Provided By:
Rev. Dr. Daniel J. Musick (RFC®), LUTCF, MBA, PHD
616 261 5657 x 108
5749 Pinetree SE
Kentwood, MI
Company
Foresight Financial Resources, LLC
Qualifications
Education: AA, BSBA, MBA, PhD
Years of Experience: 30
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance, Business Coach, Charitable Planning, Education Pl
Data Provided By:
Mr. Derrick P. Winke (RFC®), EA, MBA
(248) 816-1230
2701 Troy Center Drive, Suite 255
Troy, MI
Company
R & D Financial Services Inc.
Qualifications
Education: BBAMBA
Years of Experience: 24
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Tax Returns, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Compensation Plans
Data Provided By: