Darlene M. Frederick

Darlene M. Frederick

Partner
Retirement Planning Specialist

Office: 616-575-3518
Fax: 616-384-4809
E-mail:
At Retirement Group
 
 

Darlene M. Frederick, RICP

Partner

Phone: (616) 575-3518

Fax: (616) 384-4809

E-mail: dfrederick@ataspen.com

625 Kenmoor Avenue SE #301
Grand Rapids, MI 49546

@Aspen Wealth Management Login

Login to Your Account

www.darlenefrederick.com

Darlene M. Frederick, RICP

Began her financial services career in 2003 serving clients in West Michigan in the areas of protection, accumulation, distribution and transfer of wealth through customized financial and risk management planning. Darlene is passionate about developing longlasting, multi-generational relationships with her clients. A top priority for Darlene is making clients feel comfortable in building and understanding the roadmap to reach their financial goals throughout ongoing life changing events. Darlene is certified as a Women’s Business Enterprise (WBE). She believes in giving back through the support of many nonprofit organizations, and enthusiastically subscribes to the @Aspen philosophy of putting client’s needs first.

is a financial, retirement, business and estate planning strategies firm with offices in Farmington Hills, Troy, Port Huron, Grand Rapids, and Rochester, Michigan. With over 100 years of combined service, we are a recognized leader in the personal and corporate financial services industry. We work by helping both personal and business clients to identify specific financial goals for retirement, business continuity, and estate plans. By using tax advantaged investment strategies, benefit plans, planning tech-niques and investment products, we assist in creating and implementing plans that will help our clients to achieve their long-term objectives.

Credentials

  • Retirement Income Certified Professional (RICP)
  • The Wharton School, Retirement Planning Specialist Designation
  • Grand Valley State University - Seidman College of Business - Finance
  • Broker Securities License - Series 7
  • Life and Health Insurance Licensed
  • Equitable Advisors - Registered Representative
  • Certified - Women Owned Business (WBE) by WBENC
  • Hallmark Award
  • National Leaders Awards
  • Centurion Awards

Disclaimer


The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

At Aspen, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

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