Raymond James Financial Services

Founded in 1984, FIM Group is one of the leading financial companies in the United States, providing risk-managed investment solutions to its clients. It provides special planners and systematic approaches for the portfolio and wealth management of its customers. Employing more than 25 people, the company offers its clients with services like investment management, financial planning and retirement services. The company s planning services include budgeting, saving, taxes, investments, insurance, retirement and estate planning. FIM Group helps its clients to understand retirement plans through flexible plan design, complete document support, daily valuation record-keeping, participant and sponsor website, toll-free phone access and on-site enrollments.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Tacia Wealth Management, located in Big Rapids, MI, offers unbiased and independent investment advice aimed at helping clients achieve a secure financial future. Their personalized approach ensures that individuals receive tailored guidance based on their unique financial goals. Affiliated with Cambridge Investment Research, Tacia Wealth Management operates under the regulations of FINRA and SIPC, providing a range of advisory services to clients in several states, including Michigan, Florida, and Texas. The firm emphasizes a commitment to transparency and customer care in all its interactions. Generated from the website