Broker Check
Cheryl Zinz

Cheryl Zinz

Financial Advisor - Vice President of Strategic Services

About Me

  • I was born, raised, and reside in Saginaw, MI
  • Married to husband, William,and mother of son, Jeffrey
  • Lifelong member and current board member of Michigan Avenue Baptist Church. I enjoy boating, dancing, and teaching Sunday school.

Professional  Services

  • Annuities
  • Brokerage Services
  • Business Succession Strategies
  • Educational Funding Strategies
  • Estate Conversion Strategies
  • Financial Needs Analysis
  • Income Protection Strategies
  • Individual & Group Retirement Strategies
    including 401k, 403b, 457, IRA, Roth IRA
  • Life and Long-Term Care Insurance
  • Mutual Funds
  • Unit Investment Trusts

Professional Qualifications

  • Life, Health, and Long-Term Care Licensed
  • Series 6, 63 & 65 registrations
  • Securities licensed in Michigan, Florida, and South Carolina