Kent Ballard - Raymond James

Equanimity Wealth Management is a financial advisory firm based in East Lansing, MI, dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced financial advisors offers a range of services, including financial planning, investment management, retirement planning, business services, and estate planning. With a focus on true wealth and personalized strategies, Equanimity Wealth Management guides clients through every stage of life, providing accountability and advocacy to ensure their financial success. Equanimity Wealth Management believes in helping clients find their own path to financial freedom, offering tailored solutions that align with their unique objectives and risk tolerance. Their comprehensive approach includes evaluating current financial situations, designing investment strategies, creating concrete retirement plans, managing 401(k) plans, and developing tax-efficient estate plans. With a commitment to client satisfaction and a passion for helping individuals and businesses thrive, Equanimity Wealth Management is a trusted partner in achieving long-term financial success.Generated from the website

SpecialtiesThere are many qualities and skills that go into being an excellent real estate professional - integrity, in-depth community and market knowledge, marketing savvy, effective negotiation skills and a high-quality professional network, all of which are hallmarks of how we work. In our experience as real estate professionals, we've found that it's not just about the facts. Providing the very best service is essentially about putting our clients first. This means keeping ourselves accessible, being good communicators, and responding quickly to your needs. This

Oppenheimer & Co in East Lansing, MI is a reputable financial institution that has been providing investment services since 1881. With a team of experienced Financial Advisors, they offer a wide range of specialties including estate planning, financial planning, investment solutions, retirement planning, and trust services. Located near Michigan State University and the State Capitol building, their branch caters to a diverse clientele, including individuals, families, corporate executives, credit unions, foundations, and more. Leveraging their extensive resources and global affiliates, Oppenheimer & Co is known for delivering exceptional client service and unique industry expertise. With $111 billion in client assets under administration and 92 branch offices across the United States, Oppenheimer & Co is committed to protecting their customers' assets. They maintain a strong, conservatively managed balance sheet, disciplined risk management, and robust internal controls. In the unlikely event of insolvency, multiple layers of protection are in place to safeguard clients' holdings. Whether clients are looking to preserve their wealth, plan for retirement, or grow their wealth on their own terms, Oppenheimer & Co offers a comprehensive range of products and services to meet their financial needs.Generated from the website