Modern Wealth Advisors
Modern Wealth Advisors, located in Saginaw, MI, specializes in comprehensive financial planning, investment management, and estate planning services tailored to the unique needs of individuals and families. Their team of subject matter professionals, including CFP Professionals and CPAs, collaborates to create customized financial plans that align with clients' goals and aspirations.
In addition to individual financial planning, Modern Wealth offers third-party administration and advisory services for company retirement plans, ensuring compliance and investment oversight while supporting employee education. The firm empowers advisors and partners through shared resources and innovative systems, fostering collaborative growth and enhancing client relationships.
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