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.

 

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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.

 

 

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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.

 

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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.

CFP logo

 

 

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Jim Hicks,
Financial Consultant

500 S. Harvey St.
Plymouth, MI 48170
(734) 892-1495
Jim Hicks, email

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

Schedule an Appointment

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Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor (member FINRA/SIPC). Insurance products offered through LPL Financial or its licensed affiliates. Community Financial Credit Union and Community Financial Investment and Insurance Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Community Financial Investment and 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. 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.

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