James P. Moshenko,  CFP<sup>&reg;</sup> - Financial Advisor

James P. Moshenko, CFP®

LPL Financial DBA Legacy Consultants Wealth Management

8263 S Saginaw St, Ste 5
Grand Blanc, MI 48439
(810) 579-1100


James Moshenko is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial DBA Legacy Consultants Wealth Management in Grand Blanc, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • Other - CRPC

Insurance Licenses

  • Life insurance: MI
  • Health/disability insurance: MI
  • Property/casualty
  • Fixed annuities: MI
  • Variable annuities: MI

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Sudden Wealth, Men's Finances


Helpful Financial Planning Resources