Broker Check
Jennifer Zeits-Gasko

Jennifer Zeits-Gasko

Financial Advisor

It's easy to get started. Please email me to set up a no-cost, no-obligation consultation.

Jennifer services the following Genisys locations:

White Lake Branch, White Lake, MI 48383By Appointment Only
Commerce Branch, Commerce Twp, MI 48382By Appointment Only
Waterford 59 Branch, Waterford, MI 48327By Appointment Only
Waterford Dixie Branch, Waterford, MI 48329By Appointment Only
Waterford Walton Branch, Waterford, MI 48329By Appointment Only
  
  


My Professional Services:

  • 401(k) Planning
  • Wealth Preservation
  • Personal Financial Assessments
  • Education Funding
  • Long Term Care Insurance
  • Investment Management
  • Retirement Income Planning
  • Insurance Planning
  • Tax-advantaged Investment Planning
  • Investment Management

My Background
Over the last 19 years, through workshops and personal interviews, I've helped a great number of people make sound financial decisions that have stood the test of time – while maintaining consistency with their individual comfort level, investment time-line and goals. Working together, I can help you create a strategy geared towards meeting three key financial goals:

  1. Wealth accumulation during your working years,
  2. Security and independence in your retirement, and
  3. Transfer assets in the most advantageous way. Periodically we will review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs and I'll be here for you at every stage of your life.

As a trusted partner of Genisys Credit Union I have a strong history of working with credit union members, their family and their friends. Specifically, we can make sure you have solid answers to these important questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

 

I am a Registered Representative of Cetera Advisor Networks LLC, member FINRA/SIPC.