Bruursema Financial Management

Mommaerts Mahaney Financial Services, Inc was established by Jon Mommaerts and Robert Mahaney in 1997. Subsequently, Jon started ERTS Wealth Advisors, LLC as an RIA holding company of MMFS which has grown into a Financial Planning and Investment management firm managing over $500 million in assets. MMFS has over 300 client relationships ranging from $5,000 to $14,000,000+. Personalized high-end client service and investment management is first and foremost at MMFS. We continuously strive to stay on the forefront of advisor education and development, leveraging expert partnerships, and utilizing state-of-the art technology.

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

CG Financial Services, located in Munising, MI, offers a range of financial advisory services including personal financial planning, retirement strategies, and tax impact minimization. The firm also provides specialized services for business owners, such as retirement plans, executive benefits, and employee health and welfare solutions. With a team of experienced advisors, CG Financial Services is dedicated to helping clients secure their financial futures and ensure their legacies. They emphasize personalized strategies tailored to individual and business needs, promoting wealth protection and growth through informed financial decisions. Generated from the website