Carrie Titus, Financial Advisor

FINANCIAL ADVISOR
Carrie L Titus

CFP®, CRPC™
251 Bridge Park Dr Suite 109, Charlevoix, MI 49720opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Healthcare Professionals

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Volunteering
  • Art & Theater
  • Football

Team Members

  • Kris Way
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(231) 547-3852

Fax

(877) 509-0869

Office Address

251 Bridge Park Dr Suite 109
Charlevoix, MI 49720opens in a new window

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