Please see attached and feel free to contact us with any questions:
Thank you,
Erik A Smith, AIF®
Need an appointment? Self-schedule @ https://calendly.com/genfinplan
***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
Visit our Website: www.genfinplan.com
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.
