As your Edward Jones branch team, we believe it's important to invest our time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family, including retirement plans.
In 2004, I began my Edward Jones career as a financial advisor in Jenison. I became a limited partner with Edward Jones in 2011. In addition, I received my CFP® and AAMS® professional designations in 2012 and 2003.
The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My branch office administrator, Kari, is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with your administrative questions.
I am married to Becky and I have three children: Michael Jr., Amelia and Miles. Originally from Alma, I've lived in the Jenison area since 2004. I'm active in the community as a member of the Grandville/Jenison Chamber of Commerce and member of Sunrise Ministries in Hudsonville.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- College Savings
- Charitable Giving
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Outdoor Enthusiast
Phone NumberMike Loney at (616) 457-1709
|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|
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