Jonathan Phelan, CFP
Waterford Financial Management, LLC
Certified Financial Planner in Algonac, MI
http://www.waterford-financial.com
Address:PO Box 87
Algonac, MI 48001
About Jonathan Phelan
Jonathan Phelan is a financial professional at Waterford Financial Management, LLC located in Algonac, Michigan. Jonathan Phelan holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Jonathan Phelan provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Jonathan PhelanPO Box 87
Algonac, MI 48001
Phone Number:
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Website:
http://www.waterford-financial.com
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