Robert Zvonek, Awma™

Robert Zvonek, Awma™ Email and Phone Number

UHY Wealth Management @ UHY Wealth Management
12900 Hall Rd, Utica,Michigan 48313,United States
Robert Zvonek, Awma™'s Location
Sterling Heights, Michigan, United States, United States
Robert Zvonek, Awma™'s Contact Details

Robert Zvonek, Awma™ work email

Robert Zvonek, Awma™ personal email

n/a
About Robert Zvonek, Awma™

At Midwest Financial Advisors I aim to offer an objective and personal service model to all of my clients. I work with individuals, families, small to mid-size companies, charitable organizations and municipalities. My services range from college/retirement planning to corporate benefit plans and institutional investing. I also concentrate in individual and group health insurance. I hope to build relationships with individuals who wish to plan for their future and with business owners or HR representatives who are looking to evaluate or create a competitive benefit platform.Specialties: Qualified Accounts, Defined Contribution Plans, Individual & Group Health Insurance.Required Disclosures:http://www.finra.orghttp://www.sipc.orghttp://sagepointfinancial.com/disclosures/socialmedia

Robert Zvonek, Awma™'s Current Company Details
UHY Wealth Management

Uhy Wealth Management

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UHY Wealth Management
12900 Hall Rd, Utica,Michigan 48313,United States
Website:
uhywealth.com
Employees:
4
Robert Zvonek, Awma™ Work Experience Details
  • Uhy Wealth Management
    Director - Private Client Strategies
    Uhy Wealth Management Oct 2021 - Present
    12900 Hall Road Ste 417 Sterling Heights, Michigan, United States
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  • Midwest Financial Advisors
    Vice President
    Midwest Financial Advisors Jul 2005 - Present
    12900 Hall Road Sterling Heights, Mi 48313 (586) 997-1110
    Midwest Financial Advisors, located in Sterling Heights, Michigan, provides financial advising services for individuals including wealth management, estate & retirement planning. We also have a focus on assisting small to mid size businesses and municipalities with their retirement plans.

Robert Zvonek, Awma™ Skills

Defined Contribution Series 7 Uniform Combined State Law Retirement Planning Series 6

Robert Zvonek, Awma™ Education Details

Frequently Asked Questions about Robert Zvonek, Awma™

What company does Robert Zvonek, Awma™ work for?

Robert Zvonek, Awma™ works for Uhy Wealth Management

What is Robert Zvonek, Awma™'s role at the current company?

Robert Zvonek, Awma™'s current role is UHY Wealth Management.

What is Robert Zvonek, Awma™'s email address?

Robert Zvonek, Awma™'s email address is ro****@****tfa.com

What schools did Robert Zvonek, Awma™ attend?

Robert Zvonek, Awma™ attended Northwood University.

What are some of Robert Zvonek, Awma™'s interests?

Robert Zvonek, Awma™ has interest in Cooking, Economic News, Investing, Politics, Traveling.

What skills is Robert Zvonek, Awma™ known for?

Robert Zvonek, Awma™ has skills like Defined Contribution, Series 7, Uniform Combined State Law, Retirement Planning, Series 6.

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