We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck. Fortunately, most of us fall somewhere in-between, putting away money at times, while making frivolous purchases at other times.
GARY PENN – YOUR FINANCIAL PROFESSIONAL
Your values, needs and expectations are Priority #1 when it comes to your financial future. That is why Penn Financial’s Owner, President, and Financial Advisor, Gary Penn, will help you put a plan in place so you're in a better position to meet and exceed your financial goals.
Gary Penn is a Fiduciary and Financial Advisor living in Fenton with his wife and the youngest of his 3 children.
As the owner of Penn Financial LLC, Gary helps people just like you. From Michigan and as far away as California in all things related to comprehensive financial planning. From planning to execution. Gary works tirelessly with his clients to create lasting Friendships and to help them to have the financial success that they deserve.
With years of financial-investment experience, Gary prides himself on providing all of his clients with sound financial strategies and advice. His financial planning practice helps clients meet their financial goals by emphasizing smart investment management through a multitude of tools and investment platforms. He created Penn Financial's GPS—an exclusive system that puts you on the path to financial success.
No matter where you are in life—planning for retirement, living in retirement, or planning your estate—Gary will create a custom comprehensive plan that’s tailored just for you and then revised to reflect economic or lifestyle changes, as your life unfolds.
Gary holds a Bachelor of Science Degree from Central Michigan University.
He is a Financial Advisor with Summit Brokerage Services, Inc., Member FINRA/SIPC.
YOU are our focus
We’ll work together to create and implement your plan and monitor your progress with regular meetings. This allows us to adjust your financial plan to reflect shifts in the marketplace and your life situations that affect you and your family.
As a Fiduciary and Financial Advisor, Gary Penn consistently maintains and exceeds his continuing education requirements to stay current on the ever-changing financial industry. Our firm is constantly learning and growing. Penn Financial is committed to staying up-to-date on all relevant tax, estate, and Social Security laws to ensure you are always provided with the best financial advice that reflects your unique situation. You are our focus, helping you to succeed is out mission.