Kevin Russell (AAMS, CFP®, CPA®, CRPC®)

Kevin Russell focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

NAPFA Start Date

September 05, 2003

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This Office

111 Cass St Traverse City, MI 49684-2601 Phone: (231) 929-4500