FINRA's BrokerCheck

Adam Garvey

Adam Garvey

Adam Garvey | CPA, CFP®, MST | Financial Advisor

Traverse City, MI | 231.946.8983 | Email
Service Areas | Comprehensive financial planning, retirement planning, investment strategy

Adam is a financial advisor with Rehmann Financial. He is based in the Traverse City office.

Experience

Adam began his financial planning career in 2011. He has experience working with high net-worth individuals and families to develop customized financial strategies to help them reach both their financial and life goals. Knowledge of the tax system and the tax implications that different financial approaches can have on a particular situation is a key facet in developing customized financial planning strategies.

Prior to joining Rehmann, Adam worked as a financial advisor and then a tax planning specialist with Hantz Group.

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. Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 107 S. Cass St., Ste. A, Traverse City, MI 49684 | 231.946.3230

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