John E. Lopez

CHARTER RETIREMENT PLANNING COUNSELOR

As a Charter Retirement Planning Counselor C.R.P.C., John faithfully serves his retiring and retired clients. After beginning his career in the banking industry with Standard Federal in 1990, John educates his clients on the variety of options available to them in retirement. His areas of expertise include 401(k) rollovers, wealth preservation, transfers and simplifying the complexities of the current financial market place.

As a trusted specialist within the retirement planning field, John prides himself on guiding clients through retirement plan development, education and implementation. His work ethic is based on the principle that personalized service and education is essential when matching clients with the right service. And he has a long-held belief that the cornerstone of prudent financial planning work is recognizing that everyone’s economic and life situation is unique. John is dedicated family man. He has been married to Laurie, his wife, for over twenty years and has lived in Macomb County his entire life. He shows his unflagging commitment to the community by regularly participating in community events to benefit the citizens of Macomb County and the surrounding areas.