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Michael O'Quinn, Financial Advisor

FINANCIAL ADVISOR
Michael O'Quinn

CFP®, CEPA®, AAMS™
1100 S Main Street, Chelsea, MI 48118opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Charitable Giving
  • Intergenerational Planning

About Michael

I am a trusted financial advisor proudly serving families, business owners and businesses. I work with my experienced team to build lasting relationships, focused on what matters most to you. I work with clients to develop, implement and monitor personalized financial strategies designed to achieve financial goals.

My team and I use an established process designed to help our clients grow and protect their financial resources. Our comprehensive planning process goes beyond finances and includes focusing on health, family and purpose. We develop lifetime partnerships with our clients by understanding their changing needs and desires, and helping them stay on track....

Work History

  • Edward JonesOctober 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Eastern Michigan UniversityMaster of Business Admin

Personal Interests

  • Spending Time with Family
  • Traveling
  • Outdoor Enthusiast
  • Sports Enthusiast
  • Community Outreach

Team Members

  • Amber Koch
    Sr. Branch Office Administrator
  • Jaime Nicholson
    Branch Office Administrator
  • Kathryn Powers
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(734) 475-0705

Fax

(877) 264-4805

Office Address

1100 S Main Street
Chelsea, MI 48118opens in a new window

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