Broker Check

MMB Associates

at Waddell & Reed

810-350-9054

989-845-7699

8275 Holly Road, Suite 2
Grand Blanc, MI 48439

115 West Broad Street
Chesaning, MI 48616

geraldmorse@wradvisors.com

mpmaier@wradvisors.com

gbruff@wradvisors.com

dwroblewski@wradvisors.com

aagnew@wradvisors.com

srickard01@wradvisors.com

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.

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Services for your business

Your business has unique needs, and I have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

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Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.
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Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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Questions? Let's connect

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