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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
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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:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Jonathan Phelan
PO Box 87
Algonac, MI 48001

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