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It starts with YOU.
That is what we are about: YOU

pennlogo-blue.jpg Our Philosophy

GARY PENN – YOUR FINANCIAL PROFESSIONAL

Your needs and expectations are Priority #1 when it comes to your financial future. That is why Penn Financial’s Owner, President, and Financial Advisor, ...
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About Us

GARY PENN – YOUR FINANCIAL PROFESSIONAL

Your values, needs and expectations are Priority #1 when it comes to your financial future. That is why Penn Financial’s Owner, President, and Financial Advisor, Gary Penn, will help you put a plan in place so you're in a better position to meet and exceed your financial goals.  

Gary Penn is a Fiduciary and Financial Advisor living in Fenton with his wife and the youngest of his 3 children.

As the owner of Penn Financial LLC, Gary helps people just like you. From Michigan and as far away as California in all things related to comprehensive financial planning. From planning to execution. Gary works tirelessly with his clients to create lasting Friendships and to help them to have the financial success that they deserve. 

With years of financial-investment experience, Gary prides himself on providing all of his clients with sound financial strategies and advice. His financial planning practice helps clients meet their financial goals by emphasizing smart investment management through a multitude of tools and investment platforms. He created Penn Financial's GPS—an exclusive system that puts you on the path to financial success. 

No matter where you are in life—planning for retirement, living in retirement, or planning your estate—Gary will create a custom comprehensive plan that’s tailored just for you and then revised to reflect economic or lifestyle changes, as your life unfolds.

Gary holds a Bachelor of Science Degree from Central Michigan University.

YOU are our focus

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We’ll work together to create and implement your plan and monitor your progress with regular meetings. This allows us to adjust your financial plan to reflect shifts in the marketplace and your life situations that affect you and your family.

As a Fiduciary and Financial Advisor, Gary Penn consistently maintains and exceeds his continuing education requirements to stay current on the ever-changing financial industry. Our firm is constantly learning and growing. Penn Financial is committed to staying up-to-date on all relevant tax, estate, and Social Security laws to ensure you are always provided with the best financial advice that reflects your unique situation. You are our focus, helping you to succeed is out mission.

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Penn Blog

New Home Financing Checklist

Submitted by Penn Financial on October 28th, 2020

While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat load of student debt, it’s probably best to wait until you’ve been working for at least a year before you start looking to buy.

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Avoiding Retirement Woes

Submitted by Penn Financial on October 28th, 2020

How to Avoid Retirement Woes

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Art as an Investment

Submitted by Penn Financial on October 28th, 2020

Are you an investor looking to diversify your investments, or perhaps you’re a new investor looking for something other than traditional stocks and bonds to invest in. No matter what your situation, investing in art can prove to be lucrative, if you do your research.

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Contact info

  •   11220 Denton Hill Rd, Fenton, MI 48430
  •   810-750-1811
  •   gpenn@summitfn.com

Penn Financial, LLC., is an independent company with securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Advisory services offered through Summit Financial Group, Inc., a Registered Investment Advisor. Summit and Cetera are affiliated and under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only.  Registered representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.  Not all of the products and services referenced on this site may be available in every state and through every representative listed.  For additional information, please contact the representative (s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com

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