Craig W. Bastuba

Craig W. Bastuba

Craig W. Bastuba has over 15 years of experience serving clients in the financial, retirement and estate planning marketplace. Craig is a Financial Consultant who helps clients design and manage both personal and corporate financial strategies.  Besides building sound financial plans, he strongly believes in establishing honest and long-lasting relationships with his clients.  Craig assist in keeping clients focused on the long-term, rather than being distracted by what happens in a short-term market. Craig advises clients on investments, asset protection, wealth management platforms, wealth preservation and executive benefit plans.  He prides himself on being a good listener and enthusiastically subscribes to the Lakeshore Planning Group philosophy of putting the clients' needs first.

Credentials

  • Qualified Plan Specialist
  • Centurion and NLF Corporate Awards
  • Qualifying Member MDRT since 2006
  • Broker Securities License – Series 7
  • Life and Health Insurance Licensed

Memberships

  • National Associationof Insurance and Financial Professionals
  • Sterling Heights Regional Chamber of Commerce and Industry
  • Supporter of Numerous Non-Profit Organizations
  • USA Hockey

California Insurance License #: 0K48483


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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.

is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone (248) 641-3550
Fax (248) 641-3555