FINRA's BrokerCheck

Joe Zaiter

Joe Zaiter

Joe Zaiter | AIF®, AAMS® | Financial Advisor

Saginaw, MI | 989.797.8316 | Email
Service Areas | Comprehensive financial planning, retirement planning, business plan retirement services

As a comprehensive wealth management advisor, Joe focuses on helping clients understand and achieve their personal life goals. Following a well-defined process, Joe’s goal is to work together with his clients to capture their core issues, needs and goals and to use these in building a multi-step, comprehensive roadmap which would allow the client to confidently face the future.

Experience

Joe joined Rehmann in 2017 and has more than 13 years of investment management experience. He holds the Accredited Investment Fiduciary® (AIF®) and the Accredited Asset Management Specialist® (AAMS®) designations, in addition to the Series 7, 9, 10, 63 and 66 registrations.

He has worked with hundreds of clients, including both individuals and businesses, throughout his career working at Edward Jones, US Bancorp and Raymond James. Joe believes in providing guidance in all aspects of his clients’ finances – not just investment portfolios. He will provide a dedicated level of service that is specific to you and your level of experience with investing.

  • Joe has helped clients work toward realizing their dreams of retirement, travel, college education and business succession planning.
  • Joe is a member of the Michigan State University Alumni Association.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. 5800 Gratiot Rd., Ste. 201, Saginaw, MI 48638 | 989.799.9580

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