MI · Dundee

Fiduciary advisors in Dundee, MI

1 advisor with offices in Dundee. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Dundee

Village Wealth Management

Dundee, Michigan

Village Wealth Management, based in Dundee, Michigan with additional offices in Blissfield and Monroe, provides investment management and wealth management services through Raymond James Financial Services Advisors, Inc. The firm is led by Mark L. Kerr Jr., an AAMS-credentialed Investment Adviser Representative with Series 7, 24, and 66 registrations who has been advising clients since 2007. The practice emphasizes a personal, collaborative approach to financial planning centered on clients' long-term objectives and individual circumstances.

View details

Financial advisors in Dundee, Michigan

Advisors serving Dundee specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Michigan's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

Back to all Michigan advisors