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Planning Alternatives

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Facts about Planning Alternatives

Description
As a fiduciary who acts in your best interest, we design customized financial plans and manage portfolios to help grow and protect your w...
HQ Location
Birmingham, Michigan, United States
Number of employees
11-50
Industry
Financial Services
Latest update
April 30, 2024

Social media accounts of Planning Alternatives

Planning Alternatives employees

Nathan Mersereau avatar
Nathan Mersereau
President
Ed Shaw avatar
Ed Shaw
Co-founder, Wealth Advisor
Linda Walter avatar
Linda Walter
Office Manager/HR Coordinator
Jim Long avatar
Jim Long
Director of Investments
Janice Ortbring avatar
Janice Ortbring
Marketing Director
Stacey Gomez avatar
Stacey Gomez
Wealth Advisor
Patrick Hannon avatar
Patrick Hannon
Advisor
Jennifer Michalski avatar
Jennifer Michalski
Financial Planner
Cindy Oliver avatar
Cindy Oliver
Certified Financial Planner
Michael Carmona avatar
Michael Carmona
Wealth Advisor/Sr. Financial Planner
Tom Graney avatar
Tom Graney
Senior Wealth Advisor
Kent Golightly avatar
Kent Golightly
Wealth Advisor
Chris Hylen avatar
Chris Hylen
Senior Wealth Advisor
Sara Drake avatar
Sara Drake
Marketing Manager
Marilyn Dimitroff avatar
Marilyn Dimitroff
Retired

Frequent questions about Planning Alternatives

How many employees does Planning Alternatives have?
Planning Alternatives has approximately 11-50 employees.
What is Planning Alternatives's industry?
Planning Alternatives is involved in the industry of Financial Services.
Where is Planning Alternatives's headquarters?
Planning Alternatives's headquarters is located in Birmingham, Michigan, United States.
What is the website of Planning Alternatives?
You may visit their official website at https://planningalt.com
What's the official twitter of Planning Alternatives
The twitter username of Planning Alternatives is @planning_alt
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