Roney & Co

Legacy Financial Network, based in Muskegon, MI, is an independent insurance organization specializing in retirement products. Founded by Michael Markey, the firm, along with LFN Advisors, Inc., focuses on conservative money strategies to offer comprehensive retirement planning services. Emphasizing a client-first approach, Legacy Financial Network prioritizes education for advisors, staff, and clients alike. With a commitment to helping retirees navigate the complexities of income planning, Legacy Financial Network guides individuals through the phases of accumulation, distribution, and preservation or transfer. The firm offers expertise in identifying tax-advantaged vehicles to achieve retirement income goals. Additionally, their range of insurance solutions aims to protect retirement savings while enabling participation in market growth. Legacy Financial Network underscores the importance of legacy planning in a successful retirement strategy, ensuring that assets are preserved for future use or transferred to beneficiaries as desired. The firm also provides insights into the benefits of life insurance and the critical role of Medicare in addressing health concerns during retirement. Moreover, their Generational Vault offers a secure platform for clients to store financial documents and access pertinent information conveniently. Generated from the website content

Steve Dangel - Raymond James is a financial services firm based in Muskegon, MI, specializing in investment management and wealth planning for individuals and families. With a focus on personalized strategies and client relationships, the firm offers a range of financial services to help clients achieve their long-term financial goals. Generated from their business information

Michael Nowak - Raymond James, situated in Muskegon, MI, stands as a reputable financial services establishment. Specializing in tailored wealth management services, investment banking, asset management, and capital market solutions, they cater to a diverse clientele, including individuals, businesses, and municipalities. Through meticulous financial planning, portfolio advisory strategies, and client-specific assistance, they offer comprehensive support to help navigate intricate financial landscapes. With a wealth of experience, Michael Nowak - Raymond James places a strong emphasis on prudent risk management to ensure the growth, protection, and seamless transfer of their clients' financial assets. Their global presence is coupled with a community-centric approach, ensuring that clients receive personalized, objective-based solutions. By blending detailed analysis with a commitment to meaningful and attentive service, they provide invaluable guidance to address the unique financial needs of each client. Generated using this brand's available information