Adam C. Walsh,  CFP<sup>&reg;</sup> - Financial Advisor

Adam C. Walsh, CFP®

Financial Advisor

Michigan Financial Companies

28411 Northwestern Hwy, Ste 1300
Southfield, MI 48034
(248) 663-4768

General

Adam Walsh is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Michigan Financial Companies in Southfield, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: MI, WI, FL
  • Health/disability insurance: MI, WI, FL
  • Fixed annuities: MI, WI, FL
  • Variable annuities: MI, WI, FL

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources