Stephen M. Fisher,  CFP<sup>&reg;</sup> - Financial Advisor

Stephen M. Fisher, CFP®

Independent Wealth Management, LLC

236 1/2 E Front St
Traverse City, MI 49684
FINANCIAL ADVISOR'S WEBSITE
(231) 929-1086

General

Stephen Fisher is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Independent Wealth Management, LLC in Traverse City, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth

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