Kevin Paul
Kevin Paul
Financial Advisor
(844) 238-4228 Ext. 4325
550 S RIVERVIEW DR
PARCHMENT, MI 49004
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My Background

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll 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.

I help individuals and families at Advia Financial Advisors located at Advia Credit Union increase their financial confidence by providing sound financial advice. I am deeply committed to my clients’ financial well being, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances.I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed insurance agent. 

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

Education:

  • Ferris State University, Associates in Real Estate alongside a Bachelors in Finance
  • Currently pursuing a Master of Science in Financial Services at The American College

Personal: 

  • Boating
  • Enjoying the outdoors
  • Spending time with my daughter and family
  • Riding motorcycle
As a financial advisor, I want to improve the lives of my clients.

Professional Services
  • Retirement Planning
  • Tax-advantaged Investment Planning
  • Wealth Management
  • Retirement Account Planning
  • Wealth Preservation
  • Education Funding
  • Retirement Income Planning
  • Financial and Insurance Planning