Daniel A. Reese,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel A. Reese, CFP®

Avery Wealth, Inc

2540 Spring Arbor Road
Jackson, MI 49203
FINANCIAL ADVISOR'S WEBSITE
(517) 783-1695 CONNECT WITH Daniel
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General

Daniel Reese is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Avery Wealth, Inc in Jackson, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Michigan

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Retirement, Personal Taxes, Women's Finances

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