Investment Planning Associates

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.

First Asset Financial Inc is a full-service investment firm located in Traverse City, MI, dedicated to helping clients achieve and maintain financial independence. With a team of seasoned registered representatives, the firm offers a range of financial products and services tailored to meet diverse investment goals. As a member of FINRA, First Asset Financial Inc provides access to over 8,000 mutual funds, various stock exchanges, IRA rollovers, and self-directed accounts, among other investment options. Their commitment to long-term success ensures that clients receive personalized support in selecting the right investments for their financial future. Generated from the website