Rachel  Dick,  CFP<sup>&reg;</sup> - Financial Advisor

Rachel Dick, CFP®

AWMA™

Financial Advisor

Growtrust Partners

979 Spaulding Ave SE, Ste A
Ada, MI 49301-3706
FINANCIAL ADVISOR'S WEBSITE
(616) 949-8300 CONNECT WITH Rachel
  • linkedin link

General

Rachel Dick is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Growtrust Partners in Ada, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - AWMA™

Insurance Licenses

  • Life insurance: MI
  • Health/disability insurance: MI
  • Fixed annuities: MI
  • Variable annuities: MI

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Mutual Funds, Getting Married, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Personal Taxes, Women's Finances

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