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Robert (Bob) Havern

Financial Advisor

CFP®

Professional Story

Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Business Succession Planning, Estate Planning, Retirement Income Planning, Charitable Giving, Risk Management Strategies, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Group Benefits, Retirement Strategies, Financial Education

English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Private Wealth & Trust, FSB

MM202503-300856

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

Personal Story

Graduate of University of Michigan Ann Arbor

Working Out
traveling
Meeting People
Attending Church Services
Reading

Member Christ Our Light Church
Certified Financial Planner

Donate regularly to charitable organizations, also have helped church as Liturgical Minister
also have worked to Helped Wayne State University Planned Giving

MassMutual Great Lakes

3000 Town Center, Suite 3100 Southfield, MI 48075-1102
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MassMutual Great Lakes Office