Roney & Co

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

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