Jeff Adams

CPFA® Financial Advisor

Meet Jeff Adams, a Certified Plan Fiduciary Advisor (CPFA®)1 and Financial Advisor.

Jeff is dedicated to helping members and clients prepare for retirement by organizing accounts, reviewing distribution strategies, and exploring income options that seek to maximize efficiency and track progress.

Jeff can help with:

  • Retirement income strategies
  • Financial planning
  • Estate planning
  • College 529 accounts

Jeff is FINRA Series 7, 63, and 65 registered with LPL Financial to sell securities. He has a State of Michigan life insurance license and can be registered in additional states as needed.

1CPFA® conferred by National Association of Plan Advisors.

Jeff Adams
Contact Jeff Adams, CPFA®

Email: [email protected]

Phone: 517-333-2250

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