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RLM Financial Services-Traverse City
- Investment Service
- Traverse City, MI
About this business
We believe a fundamental education in understanding how your financial decisions impact you short and long term is the basis for developing a strong investment strategy. For instance, if you don't understand how your taxes are impacted by your withdrawals, this may lead to costly tax repercussions that you may not have been prepared for. We strive to close this gap and enrich your knowledge of the financial decision making process. We do this through developing a meaningful working relationship with you and getting to know ... read more
Location details
4110 Copper Ridge Dr Suite 204C, Suite 204C, Traverse City, MI, 49684, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Kevin is amazing... He knows his stuff. He not only does my taxes he also handles my retirement investments. He handles your investments like they are his own. He cares about his clients and their best interests. Kevin takes his time and explains to you. If you want someone who cares about your investment future and takes the time for your investment Kevin is the one. I highly recommend.
Kevin Cleary is a Rockstar.
Frequently asked questions about RLM Financial Services-Traverse City
How is RLM Financial Services-Traverse City rated?
RLM Financial Services-Traverse City has a 5 star rating with 8 reviews.
When is RLM Financial Services-Traverse City open?
RLM Financial Services-Traverse City is closed now. It will open on Monday at 9:00 a.m.