Bonnie A. Anderson,  CFP<sup>&reg;</sup> - Financial Advisor

Bonnie A. Anderson, CFP®

4215 S Baldwin Rd
Lake Orion, MI 48359
(248) 623-1040

General

Bonnie Anderson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Lake Orion, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

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

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources