Online Account Access 24/7
INVESTMENT SERVICES* Available through Family Heritage Advisors
"An independent financial services firm that cultivates financial education-based planning. With the knowledge and resources in the financial industry to maximize the client’s goals and expectations. I aspire to achieve a positive growing environment for clients, employees and their families. The dedication to our community will be one of support and generosity."
James Munn CES Financial Advisor
Phone: 989.329.9825 | Email: firstname.lastname@example.org
With great excitement, we are pleased to introduce you to James Munn, our new CES Financial Advisor. James is the President of Family Heritage Advisors. He is a local licensed professional trained to objectively analyze your investment needs while assisting you in developing a financial plan that meets your unique financial goals.
Schedule a no-obligation appointment with James and gain valuable information on financial planning topics that include:
- 401(k), 403(b), 457, and Pension Rollovers
- Retirement Life Style Strategies
- Strategic Planning For Lifetime Income
- Life & Long Term Care Insurance
- Small Business Services
Specialized Comprehensive Wealth Management
- Wealth Conservation
- Estate Planning and Preservation
- Income Distribution Strategies
- Comprehensive Financial Planning
Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. to residents of MI. Cambridge, Family Heritage Advisors. and Valley United Insurance Agency are separate companies and are not affiliated.
- B.A.S. Ferris State University
*Not Insured by NCUA or Any Other Government Agency. Not Credit Union Guaranteed. Not Credit Union Deposits of Obligations. May Lose Value.