Greg Gotham, Financial Advisor located in Adrian, MI

Financial Advisor
Greg Gotham

MBA, CFP®, AAMS®
1325 N Main St Ste E, Adrian, MI 49221opens in a new window
CallSend Me a Message

Focus Areas

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

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Camping
  • Community Outreach
  • Hockey
  • Cycling

Team Members

  • Courtney Seals
    Branch Office Administrator

Send Me a Message

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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 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(517) 264-5945

Fax

(866) 550-9731

Office Address

1325 N Main St Ste E
Adrian, MI 49221opens in a new window

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