Executive Wealth Management

Richmond Brothers, a family-owned financial services firm based in Jackson, MI, offers personalized retirement and financial planning services that prioritize the unique needs of each client. Established in 1994, they emphasize a friendly, hands-on approach to financial wellness rather than the impersonal, numbered service often found elsewhere. The firm is led by CEO and Co-Owner Matthew J. Curfman, who shares his decades of experience in financial planning through educational initiatives like the FearLESS Retirement program. Richmond Brothers provides tailored strategies and investment solutions, focusing on both immediate retirement needs and long-term wealth management aspirations. Generated from the website

Jack V. Butterfield Investment Company, located in downtown Jackson, Michigan, is a trusted full-service investment firm with over 70 years of family ownership and four generations of expertise. With a strong foundation built on trust and a commitment to securing financial futures, they provide professional wealth management services to individuals, families, and businesses. Founded in 1937 as H.H. Butterfield Company, the firm has a rich history of navigating economic challenges and industry trends. Led by a dedicated team of father-son investment advisors, Jack V. Butterfield Investment Company continues to honor its legacy by helping the Jackson community achieve their financial goals.Generated from the website

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.