Brian Dale, Financial Advisor

FINANCIAL ADVISOR
Brian G Dale

CEPA®, AAMS®
4265 Okemos Road, Suite D, Okemos, MI 48864opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Board Games
  • Golfing
  • Chess
  • Movies & Entertainment
  • Technology

Team Members

  • Josh Moore
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(517) 349-4681

Fax

(888) 277-4838

Office Address

4265 Okemos Road
Suite D
Okemos, MI 48864opens in a new window

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