Priority Wealth Management, LLC

Priority Wealth Management, LLC Financial Advisors located in New Baltimore, Michigan We use LPL Financial for securities transactions as well as their extensive research.

Philip Liner and Barbara Fanone joined America Group Retirement Strategy Centers in 2004 so they could offer their clients high quality, personalized financial advice. America Group can offer access to a broad selection of investment opportunities, retirement planning strategies, insurance protection, and estate planning strategies. The America Group provides the objective advice and personalized

attention that you should expect from a local independent firm. Our clients also receive the benefits of working with the largest independent broker dealer in the country, LPL Financial* (As reported by Financial Planning magazine, June 1996-2015, based on total revenue.). Our mission is to guide our clients to successful investing, resulting from careful planning, emotional discipline and the use of asset allocation. We strive to provide quality service, to work with you as your trusted advisor, and to use our knowledge and expertise to create value. We cultivate relationships based on trust and long term perspective.

04/10/2026
04/08/2026

Please share with anyone you know who needs help

04/08/2026

⏳ Only a few days left!
Don’t wait until the last minute—file your tax extension the EASY way.
Join us for FREE Filing Extension Friday and get it done in minutes.
📅 April 10
📍 New Baltimore
📞 586-765-0834
✅ Walk in
✅ No cost
✅ Done on the spot
NEW & RETURNING CLIENTS WELCOME
We’ve got you covered.

________________________________________

How long will your retirement money last with regular withdrawals? Have you run the numbers?
02/05/2024

How long will your retirement money last with regular withdrawals? Have you run the numbers?

This calculator may help you estimate how long funds may last given regular withdrawals.

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.
02/02/2024

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Estimate how much of your Social Security benefit may be considered taxable.

Your   may impact what you pay for auto and home  .
01/31/2024

Your may impact what you pay for auto and home .

Your credit score may influence how much you pay for auto and home insurance.

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
01/29/2024

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

A home is the single largest financial commitment for most people. What mortgage fits you best?
01/26/2024

A home is the single largest financial commitment for most people. What mortgage fits you best?

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.
01/24/2024

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.

Determine if you are eligible to contribute to a traditional or Roth IRA.

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
01/22/2024

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Self-employed? Learn more about your retirement plan options.
01/19/2024

Self-employed? Learn more about your retirement plan options.

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Address

35441 23 Mile Road
New Baltimore, MI
48047

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15869493782

Website

Alerts

Be the first to know and let us send you an email when Priority Wealth Management, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share