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James B. Kruzan, CFP®, CRPC

Raymond James Financial Services, Inc.

329 W Silver Lake Rd
Fenton, MI 48430
Phone: (810) 593-1624
Fax: (810) 593-1643

Toll-free: (800) 638-6900

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Household Income Minimum: $75,000
Investable Asset Minimum: $300,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Banking
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Job Loss
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • Sudden Wealth

 

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.