Financial Planning  | Investments  | Insurance

Kevin Krym, CFP® | CERTIFIED FINANCIAL PLANNER TM | Investment Advisor Representative | Livonia, Michigan branch of Raymond JamesI have been affiliated with Raymond James as a financial advisor since 2002 and now have over 20 years of experience working one-on-one with individuals and businesses to provide personalized investment management and financial advice. With many reasons to save and invest, I primarily focus my investment expertise in the following areas:

     Portfolio Management and Monitoring

     Comprehensive Financial Planning

     Wealth Accumulation Strategies

     Business Retirement Accounts

     Retirement Income Strategies

     Estate Planning

To improve the long-term success of your goals and objectives, I will work with you to formulate a detailed financial plan and investment policy. A well thought out financial plan and investment strategy will help keep you focused on your long-term goals during the more volatile periods for investment returns.

The combination of the vast resources of Raymond James, its award-winning research and my more than twenty years of experience is a winning combination for you to invest with more confidence. Portfolios are constructed using many different investment vehicles, including; stocks, bonds, ETFs, mutual funds, alternative investments and CDs. In addition, I also hold a state of MI, Life and Health license, allowing me to work with you to review your various insurance policies and annuity contracts.

From my physical office in Livonia, I'm able to work with clients all over the Metro-Detroit region, including; Allen Park, Ann Arbor, Birmingham, Detroit, Farmington Hills, Grosse Pointe, Novi, Rochester Hills, Royal Oak, Southfield, Troy, Walled Lake, West Bloomfield, Westland and Wyandotte.

Licensed states: Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Michigan, Mississippi, Nevada

Why work with a CERTIFIED FINANCIAL PLANNERTM CFP® ?