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William Dolunt
Financial Advisor at Retirement & Wealth Strategies
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Work Experience
Financial Advisor
2017 - Present · 7 years and 11 months
Retirement Advisor
2005 - 2017 · 12 years
Auto Club Financial Advisors
Financial Planner
2004 - 2005 · 1 years
Company Details
Wealth begins when you take a long-term view Taking the long-term view requires a disciplined approach that is tailored to your individual needs to ensure that your vision and values drive the plan. It is our job to translate those visions and values into an integrated plan that encompasses: •Personal investment strategies •Tax planning techniques •Retirement readiness •Estate planning •Insurance analysis •Maximizing financial opportunities At Retirement & Wealth Strategies, we utilize our knowledge and experience in retirement and wealth strategies to guide you through your financial journey. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and RWS Financial Group are not affiliated. - Content provided via links to third-party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
Year Founded
1985
Social Media
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Industry
Financial Services
HQ Location
28555 Orchard Lake Road Suite 100 Farmington Hills, MI 48334, US
Keywords
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