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Joseph B
ChFC®, Series 63
East Lansing, MI
Fairhaven Financial Advisory Corporation
Joseph Brooks is a financial advisor with Fairhaven Financial Advisory Corporation in East Lansing, MI, holding the ChFC® and Series 63 designations and bringing 45 years of industry experience. He has worked at firms including Innovation Partners LLC and Royal Alliance Associates, INC., and has been with Fairhaven Financial Advisory Corporation since 1999. Brooks is also a licensed insurance agent for various life, health, disability, and fixed interest annuity products. Fairhaven Financial Advisory Corporation serves individual investors, including high-net-worth clients and sponsors of qualified retirement plans, focusing on retirees and those nearing retirement. The firm offers portfolio management, retirement distribution planning, financial consulting, and employer-sponsored plan advisory services using an asset-allocation approach with strategies ranging from conservative to aggressive.
Rachel A
Series 63, Series 66
East Lansing, MI
Fairhaven Financial Advisory Corporation
Rachel Anderson is an investment advisor representative and Chief Compliance Officer at Fairhaven Financial Advisory Corporation in East Lansing, MI, with 18 years of industry experience. She has held roles at Innovation Partners LLC, Mercap Securities, and Royal Alliance Associates, among others. Anderson holds Series 63 and Series 66 designations. Fairhaven Financial Advisory Corporation primarily serves individual investors, especially retirees and those nearing retirement, as well as qualified retirement plans. The firm offers investment advisory and financial planning services focused on retirement planning, estate and trust guidance, and employer-sponsored plan consulting using an asset-allocation based approach with both discretionary and non-discretionary portfolio management.
Joshua R
Series 65
East Lansing, MI
Fairhaven Financial Advisory Corporation
Joshua Roberds is a financial advisor at Fairhaven Financial Advisory Corporation with seven years of industry experience. He holds a Series 65 credential and has been with Fairhaven Financial since 2017, following a one-year tenure at Extend Your Reach. Fairhaven Financial Advisory Corporation primarily serves individual investors, retirees, and those nearing retirement, as well as qualified retirement plans. The firm provides investment advisory and financial planning services focused on retirement accounts, distribution planning, estate and trust guidance, and employer-sponsored plan consulting, using an asset-allocation based approach with both discretionary and non-discretionary portfolio management.
Jonathan B
Series 65
East Lansing, MI
Fairhaven Financial Advisory Corporation
Jonathan Brooks is a financial advisor at Fairhaven Financial Advisory Corporation in East Lansing, MI, holding a Series 65 designation with eight years of industry experience. He has been with Fairhaven Financial Advisory Corporation since 2016. Brooks is also a licensed insurance agent for various insurance products, including life, health, disability, and fixed interest annuities. Fairhaven Financial Advisory Corporation serves primarily individual investors, especially retirees and those nearing retirement, along with qualified retirement plans. The firm employs an asset-allocation based approach and provides both discretionary and non-discretionary portfolio management combined with financial planning focused on retirement and estate matters.
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