Jeanne
Baldwin
CFP®, ChFC®
Here to act in your best interests
About me
I have been a financial planner for over 25 years. Every day, I look forward to working with clients and helping them achieve their goals. It’s exciting when my clients’ hard work and discipline pays off and they’re able do the things they’ve dreamed of doing. Outside of work, my husband and I enjoy biking, hiking, some tennis and spoiling our cat.
Certifications
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant®
Education
Bachelor of Science, Psychology - Eastern Michigan University
Visit one of our Locations
Detroit IV - Novi
39555 Orchard Hill Place
Suite 365
Novi, MI 48375
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
