INVESTMENT & INSURANCE PROFESSIONALS
When you work with a financial professional at Community Financial Investment & Insurance Services, your needs and goals are their top priority. They’ll create a strategy that’s customized just for you and your family.
To get started planning your future, contact a Financial Consultant at (734) 582-8868 or (877) 937-2328 ext. 8868 for a no-cost, no-obligation appointment or choose from one below. Our Representatives will meet you at your local Community Financial office.
James D. Potter,
Sr. Financial Consultant
500 S. Harvey St.
Plymouth, MI 48170
(734) 582-8880
James Potter, email
Check the background of this investment professional on FINRA's BrokerCheck.
Courtney S. Sparks,
CFP® Financial Consultant
333 W. Commerce Blvd.
Gaylord, MI 49735
(877) 937-2328 ext. 4082
Courtney Sparks, email
Check the background of this investment professional on FINRA's BrokerCheck.
Astute. Brilliant. Methodical Saver.
Doc “Bob” finds belonging with Investments and Insurance.
If you’d rather experiment with science than your money, you Belong here. Because our experienced, local investment and insurance pro’s can help you plan smart, proven strategies for inventing your future.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Community Financial Investment + Insurance Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Community Financial Investment + Insurance Services, and may also be employees of Community Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community Financial Credit Union or Community Financial Investment + Insurance Services. Securities and insurance offered through LPL or its affiliates are:
Securities and insurance offered through LPL or its affiliates are
| Not insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with the residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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