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

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

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.

<p>Retirement Income and the Traditional Portfolio</p>

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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<p>Tax Rules When Selling Your Home</p>

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
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<p>Will Power</p>

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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Questions? Let's connect

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