Trevor Shurlow

financial advisor

616-723-4385
tshurlow@michiganfinancial.com

2847 Port Sheldon Street, Suite E
Hudsonville, MI 49426

I'm here to understand your financial needs and goals, and to assist you in developing a plan to achieve them.

Trevor Shurlow is a Financial Planner at Michigan Financial Companies, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.

As a Financial Planner, Trevor is uniquely qualified to address the diverse financial needs of each client as they plan for their future. He offers tailored recommendations for asset allocation, education funding, retirement planning, as well as life insurance. He works closely with individuals, business owners, executive teams and their advisors to help realize their financial goals and implement strategies to meet their distinctive needs.

Education 

• Davenport University
  • Master of Accountancy

Professional Registrations & Licenses

• Series 7
• Series 66
• Life Accident and Health Insurance Licenses
• MBA

Services available include

• Roth IRS’s
• Life Insurance 
• Traditional IRA’s 
• 401(k) Rollovers
• Key man Protection
• Retirement Strategies & Plans

Personal Data

Trevor resides in Lowell, MI with his dog, Scout and cat, Minato. In his free time, Trevor enjoys going to the gym and golfing. During the winter, you can catch him hitting the slopes and in the summer, he enjoys spending the day out on the boat.