William CFP(r)

Business Development Officer at White Pine Investment Co. - Livonia, MI, US

William CFP(r)'s Colleagues at White Pine Investment Co.
Irene Lind

Graphics & Marketing Designer

Contact Irene Lind

William Johnson

Business Development Officer

Contact William Johnson

Tony CFA

Chief Investment Officer

Contact Tony CFA

William CFP

Business Development Officer

Contact William CFP

Amy Lauzon

Client Relationship Assistant

Contact Amy Lauzon

Stefanie Porter

Client Relationship Manager

Contact Stefanie Porter

View All William CFP(r)'s Colleagues
William CFP(r)'s Contact Details
HQ
734-464-2532
Location
Company
White Pine Investment Co.
William CFP(r)'s Company Details
White Pine Investment Co. logo, White Pine Investment Co. contact details

White Pine Investment Co.

Livonia, MI, US • 10 - 19 Employees
Financial Services

White Pine Investment Company began in 1997 with a vision—to invest client money wisely by using sound investment principles, while maintaining an objective emotional viewpoint. Much of White Pine's client base are people near or in retirement who are comfortable with their finances, but not so wealthy that they can spend indiscriminately. They need a well designed plan that will take their assets through their retirement years. Many are interested in generational issues and the education of their family members about financial basics. We encourage all family members to speak with us about their financial situation.Just as life's inevitable storms hit each of us at unexpected times, every investor in the securities market will experience storms that will cause doubts about his or her financial well being. Our goal at White Pine is to help you navigate through those disturbances to ensure that the financial goals you have set for yourself will be met in the long run. Peace of mind, trust and confidence are all important links to how your account will be handled at White Pine. The thing that brings these qualities together and blends them for the success of your financial plan is the relationship we will strive to develop with you. You see, our desire is not only to manage your investments. It is to know who you are as a person.

Registered Investment Advisor (RIA) Wealth Management Value Investing Portfolio Management Peace of Mind Fiduciary Responsibility Expert Insight Lifestyle Planning FINRA Resgistered Representatives Financial Services Financial Advisory Services
Details about White Pine Investment Co.
Frequently Asked Questions about William CFP(r)
William CFP(r) currently works for White Pine Investment Co..
William CFP(r)'s role at White Pine Investment Co. is Business Development Officer.
William CFP(r)'s email address is ***@wpinv.com. To view William CFP(r)'s full email address, please signup to ConnectPlex.
William CFP(r) works in the Financial Services industry.
William CFP(r)'s colleagues at White Pine Investment Co. are Irene Lind, William Johnson, Tony CFA, William CFP, Debra Baron, Amy Lauzon, Stefanie Porter and others.
William CFP(r)'s phone number is 734-464-2532
See more information about William CFP(r)