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Cindie K. Jones, CFP®

Waddell & Reed

380 W Western Ave
Ste 120
Muskegon, MI 49440
Phone: (231) 727-8176 x105
Fax: (231) 727-8610

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

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Business Taxes
  • Career Change
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Getting Divorced
  • Limited Partnerships
  • Mutual Funds
  • Irregular Income
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Succession Planning
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • 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.