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             Zoellner Whole Financial PLLC                                                                                                                                                                              
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             Zoellner Whole Financial PLLC


                                                                                                                                                                              

7655 Highland Road Suite 203, Waterford, MI 48327

Phone:

  • Main: 248 886 - 8190

Fax:

  • Fax / Line 2: 248 886 - 8191

E-mail:

  • dzoellner@newbridgesecurities.com
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Securities offered through Newbridge Securities Corp. Member FINRA/SIPC. Investment Advisory Services offered through Newbridge Financial Services Group, Inc. an SEC Registered Investment Adviser. Office of Supervisory Jurisdiction : 1200 North Federal Highway, Suite 400 Boca Raton, FL 33432, Tel No. 954 334-3450, Toll Free No. 877 447-9625, Fax No. 954 489-2390.  www.newbridgesecurities.com www.newbridgefsg.com *Accredited/Qualified Investor definitiion: one whose individual net worth, or joint net worth with the person's spouse, exceeds $1 million at the time of the purchase, or has assets under management of $1 million or above, excluding the value of the individual's primary residence;; a natural person with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year

 

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Check the background of this financial professional on FINRA's BrokerCheck