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Home > Financial Planner Directory > Michigan > Clarkston > Paul W. Snider, CFP®,CDFA, CCPS, CRC
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Paul W. Snider, CFP®,CDFA, CCPS, CRC

LPL Financial

5291 Glenwood Creek Dr
Clarkston, MI 48348
Phone: (248) 391-8340
Fax: (248) 393-8342

Toll-free: (877) 595-4727
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Household Income Minimum: $70,000
Investable Asset Minimum: $50,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Annuities
  • Asset Allocation
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

About My Practice

N/A

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65
Insurance Licenses
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA, CCPS, CRC

 

How Planner Charges

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