Nordberg Wealth Management

INSURE AGAINST THE UNEXPECTED HIRE A REPUTABLE FINANCIAL ADVISOR IN OKEMOS, MI You can’t predict the future. But you can take steps to be financially prepared for unexpected expenses. The knowledgeable team at Summit Insurance Agency will help you plan for unpleasant financial surprises...

Brian Sommer is a financial advisor based in Okemos, MI, offering personalized financial advice aimed at helping clients achieve their financial goals. With a diverse range of qualifications, including CFP, AAMS, and AIF, Sommer is equipped to provide comprehensive services in asset management, estate planning, and retirement strategies. His expertise is further enhanced by certifications such as the Accredited Wealth Management Advisor and Certified Divorce Financial Analyst, allowing him to address the unique financial needs of individuals, families, and business owners. Sommer's commitment to ethical practices and continuous education ensures that clients receive informed and effective financial guidance. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Okemos, MI area, Kelli Fenstemaker will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.