Welcome to Harborfront Financial Group
We strive to provide independent, objective financial guidance. Our consultants offer access to securities through LPL Financial, the largest independent broker/dealer in the country based on total revenues, as reported in Financial Planning magazine, June 1996-2022. We help individuals and businesses with investment guidance in areas such as retirement plans, IRA's, college savings and many other investment programs.
As personal financial professionals, we can:
- Help you clarify and define your goals
- Recommend solutions that fit your needs
- Deliver timely information
- Explain how changing financial conditions affect you
- Monitor your financial progress
- Make investment planning easier
Harborfront Financial Group Announces Certified Financial Planner™ Designation, Introduces New Financial Advisor
Raymond Janish, LPL Registered Principal, has recently earned the Certified Financial Planner™ designation which is considered the pre-eminent professional designation for financial advisors. As a CFP®, Ray can provide more holistic planning insights to better serve clients in the areas of risk management, investments, tax planning, retirement and employee benefits and estate planning. This rigorous program includes the completion of graduate-level educational coursework, passing a challenging certification exam, documenting professional work experience in the financial planning process and agreeing to adhere to a high standard of ethics and practice, as well as ongoing continuing education.
Harborfront Financial Group is also pleased to announce that Autumn Wittlieff is now a licensed Financial Advisor. Autumn has been a part of our team for two years in November. She has recently passed her Series 7, 63, and 65 exams as well as her Michigan Insurance License exam. Autumn is excited to continue to learn and grow in the community. After completing a Bachelor of Arts degree at Grand Valley State University, it was important to her to return to her hometown. Autumn understands that each person has unique goals and financial situations. She strives to understand each client by asking questions, listening and working with both clients and the team at Harborfront Financial to create a plan that best suits her client's wants and needs. Outside of work, Autumn enjoys spending time at the beach with her Golden Retriever, Scout. She also appreciates time with friends & family and, soon, a little bundle of joy─Autumn and her husband, Jon, are expecting in January.
With over 18 years in business, Harborfront Financial Group has expanded its service area throughout West Michigan to include offices in Ludington, Muskegon, Zeeland and Jenison. Our team of financial advisors includes: Elizabeth De Kuiper, CPFA, Investment Representative; Michael Custer, CFP®; Autumn Wittlieff, Investment Representative; and Raymond Janish, CFP®, AAMS, CPFA, LPL Registered Principal.
Together, we provide professional assistance through a coordinated approach that strives to specialize in independent, objective financial guidance. For more information or to schedule a no cost consultation, visit www.harborfrontfinancial.com or call us at 231-843-1516. Our team is excited to serve you!
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.