Caudill Thornquist Group

Primerica is dedicated to empowering families to take control of their financial futures through education and tailored solutions. For over 48 years, its licensed Representatives have educated clients on essential financial concepts and provided services such as term life insurance, investments, and debt solutions. With a people-first philosophy, Primerica focuses on serving middle-income families and helps them achieve financial independence. The company offers personalized financial needs analysis and ongoing support to ensure clients can track their progress toward financial goals. Generated from the website

Compass Financial, located in Grand Blanc, Michigan, specializes in a wide array of financial services, including retirement planning, wealth management, tax planning, and estate planning. Guided by three core principles—safety first, a reasonable rate of return, and simplicity—the firm aims to empower clients, especially those nearing retirement, to achieve their long-term financial goals with confidence. Founded by Matt Balsbaugh, Compass Financial prides itself on a knowledgeable team that includes licensed financial advisors and specialists in Medicare and client relations. The firm's commitment to protecting clients' assets while offering growth opportunities sets it apart in the financial services industry. Generated from the website