Joni Preston, Financial Advisor located in Dewitt, MI

Financial Advisor
Joni M Preston

CFP®, AAMS®, CRPC™
12900 Old U S 27 Suite 4, Dewitt, MI 48820opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Sustainable Investing
  • Charitable Giving
  • LGBTQ+ Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Tennis
  • Camping
  • Community Outreach

Team Members

  • Cecily Hawsey
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(517) 668-2406

Fax

(877) 222-8932

Office Address

12900 Old U S 27 Suite 4
Dewitt, MI 48820opens in a new window

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