portrait of David Rowe
FINANCIAL ADVISOR

David Rowe

AAMS™
113 E Allegan St, Otsego, MI 49078opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Business Retirement Plans
  • Insurance & Annuities
  • Employee Stock Options

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Baseball
  • History and Museums
  • Astronomy

Team Members

  • Brynn Kemp
    Branch Office Administrator
  • Kelly Brown
    Sr. Branch Office Administrator
  • Marissa Lopez
    Associate Financial Advisor

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(269) 692-2280

Fax

(877) 688-1793

Office Address

113 E Allegan St
Otsego, MI 49078opens in a new window

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