Dave Minarik, Financial Advisor

FINANCIAL ADVISOR
Dave Minarik

CFP®, AAMS™
2246 E Main St, Owosso, MI 48867opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Running
  • Golfing
  • Traveling
  • Volunteering

Team Members

  • Michelle Brown
    Sr. Branch Office Administrator
  • Kelly Drummelsmith
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(989) 729-1313

Fax

(866) 444-8059

Office Address

2246 E Main St
Owosso, MI 48867opens in a new window

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