Sharlee Zalewski, Financial Advisor located in Vicksburg, MI

Financial Advisor
Sharlee Zalewski

CFP®, CIMA®
120 S Main Street, Vicksburg, MI 49097opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Inheritance Guidance

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CIMA®

    Certified Investment Management Analyst®

Personal Interests

  • Spending Time with Family
  • Movies & Entertainment
  • Football
  • Reading
  • Coaching Sports

Team Members

  • Tina Lawhorn
    Sr. Branch Office Administrator
  • Kristina Loney
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(269) 649-2463

Fax

(888) 248-3735

Office Address

120 S Main Street
Vicksburg, MI 49097opens in a new window

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