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Home > Financial Planner Directory > Michigan > Auburn Hills > Patrice L.J. Sinclair, CFP®, CEP®

Patrice L.J. Sinclair, CFP®, CEP®

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Raymond James & Associates

691 N Squirrel Rd

Ste 222

Auburn Hills, MI 48326

Phone: (248) 276-2828

Fax: (248) 373-7552

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Banking
Charitable & Planned Giving
Annuities
Asset Allocation
Career Change
Estate Planning
Investment Management
Getting Divorced
Getting Married
Mutual Funds
Insurance
Life Planning
Retirement
Stocks & Bonds
Long-term Care
Starting a Family
Succession Planning
Sudden Wealth
Men's Finances
Nontraditional Households
Special Needs
Women's Finances

How Planner Charges

Fee Only

Considerations: Team approach with "Service 1st" priority

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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