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Robby Morris, CLU, CLTC, Financial Services Professional
Since 1985, Robby Morris, Principal of The Morris Group in Armonk, New York, has been helping individuals, professionals, and retirees with personal and business insurance, retirement funding and estate conservation. Call 914-273-6301 for a free consultation.
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Jon P LeBaron CFP ChFC CLU MSFS Reed City MI
Born in Reed City, MI, Jon LeBaron graduated from the University of Michigan with a Bachelor of Arts degree and the American College with a Master of Science in Financial Services degree. Jon is a CFP® practitioner or CERTIFIED FINANCIAL PLANNERTM practitioner. Jon has successfully received a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania and has been awarded by AXA Advisors the title of Retirement Planning Specialist. Additionally, Jon has earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. ChFC and CLU are professional designations of The American College, Bryn Mawr, PA. Jon is a member of the Million Dollar Round Table (MDRT). He began his practice in 1995. Jon's wife, Dr. Tania LeBaron, is a family physician and partner at Cadillac Family Physicians, PC in Cadillac, MI. Jon and Tania reside in Cadillac.
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Andrew Ziskin, CFP, ChFC, CLU / AXA Advisors, LLC
andrew ziskin, andy ziskin, ziskin, financial planning, retirement planning, estate planning, asset allocation, life insurance, insurance planning, income planning, distribution planning, wealth preservation, wealth accumulation, wealth transfer, estate taxes, annuities, mutual funds, investments
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