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Campbell Retirement Planning Centers, Inc. verified

22 Years in Business
117 S. Arcade St., Gladwin,MI,48624

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+1(989)-426-9440
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Description

Mr. Campbell has personally invested over 175 million dollars for over 2,500 clients in Oakland County and surrounding communities. He has many clients throughout the country, being licensed to transact business in several states. Campbell Retirement Planning Centers has been in business since 1997. Mr. Campbell has over 32 years of experience in Financial Planning and 12 years in banking. He holds his Series 63, Series 7, Series 65, Life, Health and Code, and Variable Contracts licenses. He is also an Accredited Investment Fiduciary. In addition to other investment firms where he has worked, he received his financial planning background from IDS Financial Services, currently Ameriprise Financial Advisors. Mr. Campbell worked at First of America Securities, a subsidiary of First of America Bank, for 8 years prior to opening his own business. There, he became Vice President of financial services and was the top producing financial planner during every year of his employment. He was the financial planner for 14 bank branches and was responsible for all non-bank investments. He graduated Magna Cum Laude from Oakland University with degrees in both Finance and Economics. While a student at Oakland, he was employed as a computer instructor in Dodge Hall, specializing in business applications and spreadsheets. Mr. Campbell has been a Director on the Board of the Better Business Bureau of Eastern Michigan for 22 years. Campbell Retirement Planning Centers is also a proud member of the Bureau, in good standing. The company is an accredited business and has always had an A+ rating with no BBB complaints. He has supported and sponsored several charities and local community organizations such as March of Dimes, Muscular Dystrophy Association, American Cancer Society, Paralyzed Vets, Michigan Humane Society, ASPCA, St. Judes Foundation, Pontiac Rescue Mission, Purple Heart, Salvation Army, Waterford Youth Assistance and various, local sports teams for youths. Mrs. Tropea has been with Campbell Retirement Planning Centers for 22 years and is currently Vice-President. She was Mr. Campbells Assistant at First of America Brokerage Services for 3 years. Her job at the company entails servicing of client accounts, scheduling appointments, internal annual audits and payroll. She holds her Series 63, Series 7, Life, Health and Code, and Variable Contracts licenses. https://brokercheck.finra.org/individual/summary/1488908

Email Address

email@campbellretirement.com

Year Established

1997

Hour Details

Available Monday through Saturday by Appoointment

Other Links

Associations

Board Member Michigan Better Business Bureau|Waterford Area Chamber of Commerce

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