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Jon C. Mommaerts, CFP®

Mommaerts Mahaney Financial, Inc

989 W Washington St
Suite 101
Marquette, MI 49855
Phone: (906) 226-8711
Fax: (906) 226-4694

Toll-free: (888) 527-6637

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Banking
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Limited Partnerships
  • Mutual Funds
  • Irregular Income
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

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.