portrait of J L Sumpter
FINANCIAL ADVISOR

J L Sumpter

AAMS™
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Focus Areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Wealth Strategies
  • Insurance & Annuities

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Coaching Sports
  • Volunteering
  • Golfing
  • Hunting
  • Sports Enthusiast

Team Members

  • Penny Treadway
    Sr. Branch Office Administrator
  • Amy Mix
    Branch Office Administrator

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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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