Brennan Bennett - Raymond James

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Battle Creek, MI area, Jason Klein will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Providing financial advice for investing, tax planning, estate planning, retirement, major life events such as saving for a house, putting a child through college, or taking care of your parents. Each individual is unique in the financial realm and will need guidance in making life changing decisions. This is where the human element is vital. No robo-advisors here - only real life.

VantagePointe Financial Group in Marshall, MI specializes in benefits solutions, insurance, compliance, and training. Their team of benefits experts is dedicated to creating a year-round benefits strategy tailored to meet business goals while ensuring the best benefit packages for employees at affordable rates. Operating as an independent agency, VantagePointe shops and compares insurance options from top-rated carriers in the industry, providing a satisfying and stress-free insurance experience for clients. They offer hands-on support and guidance, helping clients navigate benefits and compliance challenges with expertise and responsiveness. With a focus on needs-based assessments, VantagePointe pulls competitive quotes and presents customized plans based on company size, benefit needs, and rollout methods. Their commitment to exceeding expectations is evident through testimonials praising their stellar customer service, friendly approach, and expertise in benefits management. Generated from the website content