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2 Financial Planners near Lapeer, Michigan
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Bonnie A. Anderson

CFP®

23.93 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Lapeer, Michigan and the surrounding communities.

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

Jeffrey D. Roe

CFP® , CEPA, CPFA™

Wealth Advisor 14.82 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career...More

Commission and Fee Financial Advisor serving Lapeer, Michigan and the surrounding communities.

JDR Wealth Management, LLC

65 S. Washington St. Unit 2A, PO Box 72
Oxford, MI 48371
(248) 218-2624
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