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Thomas S

Series 66

South Haven, MI

Cambridge Investment Research Advisors

Thomas Sharwarko is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Cambridge Investment Research since 2014 and also operates Whiteford Wealth Management. Outside of advisory work, he owns a cleaning business and serves as president and board member of a non-public property management company. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and supports both discretionary and non-discretionary management with access to multiple platforms and third-party advisers.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Kevin W

Series 66

South Haven, MI

Cambridge Investment Research Advisors

Kevin Whiteford is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009 and operates Whiteford Wealth Management, Inc., which he founded in 1997. Outside of financial advising, he is involved in political activities as an elected state representative and serves on the executive committee of the Michigan Republican Party. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers various platforms for discretionary and non-discretionary management, proprietary model strategies, and access to third-party advisers.

Annuities Retirement plans for business owners (SEP, solo 401k)
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