Kalamazoo / Battle CreekHello, my name Jerry Pawlowicz and I joined the VantagePointe Financial Group for the opportunity to provide sound financial guidance to families and small businesses to help them make the right decisions today that will effect their well being in the future. I earned my MBA from the Kellstadt Graduate School of Business, DePaul University in Chicago with honors. I have successfully completed my required examinations, FINRA Series 7 and Series 66, which allow me to offer securities products. In addition, I am licensed to sell life, health and disability insurance products in Michigan, Pennsylvania, and Illinois. Learning about my clients investment goals and their risk tolerance allows me to provide sound investment solutions. My goal is to be able to provide a wholistic approach to clients .My professional background includes over twelve years o f B2B technology sales and consulting to Fortune 500 companies.
. * Fee-Based Asset Management Accounts
* Asset Allocation
* Group Benefit Plans
* Retirement Planning
* Estate Conservation
* 401 (k) Rollover
* Life,Disability & Long-Term Care Insurance
* Founded Through The Use Of Life Insurance And Other Financial Products.
* Underwritten By A Third-Party Insurer.
* Securities offered through AXA Advisors LLC (NY,NY 213-314-4600),Member FINRA,SIPC. Annuity and insurance products offered through AXA Network,LLC and its subsidiaries.