Richard M. Gilbertson, CFP, ChFC, CLU

Richard M. Gilbertson, CFP, ChFC, CLU

Financial Representative

Area of Foucs -

Richard Gilbertson,CFP,CLU,ChFC began his career in the financial services business in 1977 following graduation from the University of Michigan.  

He specializes in the retirement plan rollover market for both retirees of public and private companies.  

Richard resides in Livonia, Michigan with his wife of over 40 years Annemarie.

 

Richard M. Gilbertson is a registered representative who offers securities through Equitable Advisors,LLC (NY,NY 212-314-4600), member FINRA, SIPC And an agent who offers annuity and insurance products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC and in PR as Equitable Network of Puerto Rico, Inc. Investment Advisory products and services offered through Equitable Advisors, an Investment Advisor registered with the SEC. Equitable Advisors And Equitable Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and:or responding to inquiries, only in state(s) in which they are properly registered and / or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state. Progressive Wealth Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

 

 


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (313) 459-4304
Fax (313) 914-7732
Mobile Phone (734) 560-6237