Michael Gerken
MBA, CFP®, ChFC®, CLU®, LUTCF®, FIC, CLTC®
Wealth Advisor
Invest • Insure • Inspire
State(s) Licensed: CO, FL, GA, IN, MA, MO, NC, OH, PA, RI, SC, TN, VA, WA, WI
Phone: 828-465-3222
Address:
726 W C St
Newton, NC 28658
Invest • Insure • Inspire
State(s) Licensed: CO, FL, GA, IN, MA, MO, NC, OH, PA, RI, SC, TN, VA, WA, WI
Let's put your plans in motion
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.
Specializing in...
- Retirement Planning
- Budgeting, Saving & Debt Elimination
- College Funding Strategies
- Investments & Wealth Building
- Life Insurance & Protection
- Disability & Extended Care Insurance
- Social Security Planning
- Tax Planning & Efficiency
- Trust Services & Estate Planning
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Newton Office
- Phone:
- 828-465-3222
- Fax:
- 828-465-6589
Hours
M – F: 9 a.m. – 5 p.m.
Address
726 W C St
Newton, NC 28658