

Financial Advisor
Jamie Keillor
AAMS®
4110 Copper Ridge Dr, Bldg D Suite 202, Traverse City, MI 49684opens in a new windowReferrals Only
Serving clients with $250,000
Focus Areas
- Retirement Savings Strategies
- Business Retirement Plans
- Retirement Income Strategies
- Wealth Strategies
- College Savings
- Charitable Giving
Focus Areas
- Retirement Savings Strategies
- Business Retirement Plans
- Retirement Income Strategies
- Wealth Strategies
- College Savings
- Charitable Giving
Financial Advisor Certifications
AAMS®
Accredited Asset Management Specialist™
Team Members
Judy FloresSr. Branch Office Administrator
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Hours
| Weekday | Availability |
|---|---|
| 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 | By Appointment Only |
| Sun | Closed |
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