Blog Post

2023 Key Numbers

Please see attached and feel free to contact us with any questions:

2023 Key Numbers

Thank you,

Erik A Smith, AIF®

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   ***BATTLE CREEK***                               ***JACKSON***                             ***Kalamazoo***

77 E. Michigan Ave, Suite 140                  977 Airport Rd                              1803 Whites Rd. Suite 5

Battle Creek, MI 49017                              Jackson, MI. 49202                      Kalamazoo, MI. 49008

Tel 269-441-4143                                        Tel 517-795-2025                        Tel 269-441-4099 

Fax 866-381-2301                                       Fax 866-381-2301                        Fax 866-381-2301

Erik Smith, AIF® – President & Wealth Advisor – Battle Creek – [email protected]

Nick Acri, CFP® – Wealth Advisor – Kalamazoo  – [email protected]

Dylan Thomas – Wealth Advisor – Jackson – [email protected]

Warren Fritz – Fixed Insurance Specialist – [email protected]

Carrie Fuce – Office Manager & Client Concierge – [email protected]

Loren Rex – Founder / Emeritus

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Registered Representative of and securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Generations Financial Planning & Wealth Management are separate companies and are not affiliated.




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