Jim Wood, Financial Advisor located in Flushing, MI

Financial Advisor
Jim Wood

AAMS®
121 E Main Street, Flushing, MI 48433opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Special Needs Financial Considerations

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Music
  • History and Museums
  • Community Outreach

Team Members

  • Morgan Swank
    Associate Financial Advisor Trainee
  • Sharon Furness
    Sr. Branch Office Administrator
  • Karen Matheson
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 07:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(810) 659-0494

Fax

(888) 386-8232

Office Address

121 E Main Street
Flushing, MI 48433opens in a new window

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