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Chad Ross profile image

Chad Ross

Partner at Advanced Business Partners LLC
Intro Book
Seasoned financial advisor delivering personalized financial solutions.
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Location
Frankenmuth, Michigan, United States, US
Skills
  • Retirement Planning
  • Life Insurance
  • Financial Services
  • Strategic Planning
  • Investments
  • Show all
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Bio

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Chad Ross is a seasoned financial professional with expertise in retirement planning, life insurance, and investments. He has worked as a partner, financial advisor, and real estate investor, offering total financial needs analysis and estate strategies. Chad is licensed to sell insurance in Michigan and securities in Michigan. With over 20 years of experience, Chad has developed a strong background in strategic planning and financial services. He is a member of Osaic Wealth, Inc. and has worked with various clients to provide personalized financial solutions.

Experience

  • Advanced Business Partners LLC
    • Fenton, Michigan, United States
    • Partner
      • Jan 2016 - Present
      • Fenton, Michigan, United States

      Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Please visit our website for additional disclosures www.holvickandassociates.com.

  • Holvick & Associates
    • Financial Advisor
      • 2016 - Present

      Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Please visit our website for additional disclosures www.holvickandassociates.com.

  • MassMutual Financial Group
    • Financial Advisor
      • Jan 2016 - Jan 2022

      I offer total financial needs analysis through a network of experienced professionals with expertise in:• Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services* *Trust services offered through the MassMutual Trust Co., FSB. i.I am licensed to sell insurance in Michigan and securities in Michigan.ii. “MassMutual refers to Massachusetts Mutual Life Insurance Company”iii. “I am a registered representative of and offer securities through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 99 North Monroe Ave NW, Suite 700, Grand Rapids, MI 49503 (616) 447-7665

  • Dcr Properties LLC
    • Real Estate Investor
      • Jan 2002 - Dec 2015

Suggested Services

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Industry Focus. “Financial Services”

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