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.

Matthew Bade, Financial Consultant

34000 W. 7 Mile Road
Livonia, MI 48152
(734) 582-8986
Matthew Bade, email

Check the background of this investment professional on FINRA's BrokerCheck.

Courtney Sparks, Financial Consultant

333 W. Commerce Blvd.
Gaylord, MI 49735
(989) 732-7240
Courtney Sparks, email

Check the background of this investment professional on FINRA's BrokerCheck.

 


Securities are offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Community Financial Credit Union and Community Financial Investments and Insurance Services are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Representative associated with this website may discuss and/or transact securities business only with residents of the State of Michigan.

Not NCUA Insured.               No Credit Union Guarantee.              May Lose Value.

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