J L Sumpter, Financial Advisor

FINANCIAL ADVISOR
J L Sumpter

CEPA®, AAMS®
201 South Main Street, Suite 1, Cheboygan, MI 49721opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Physicians

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Hunting
  • Volunteering
  • Golfing
  • Football
  • Personal Fitness

Team Members

  • Penny Treadway
    Sr. Branch Office Administrator
    FPQP®
  • Amanda Brendle
    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

(231) 627-8607

Fax

(888) 878-4293

Office Address

201 South Main Street
Suite 1
Cheboygan, MI 49721opens in a new window

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