Dan Merz - Mortgage Lender

Kaizen Financial Group, based in Utica, MI, is an independent financial services firm specializing in retirement planning. They assist individuals in creating customized retirement strategies by utilizing a range of investment and insurance products tailored to their unique needs and goals. Offering investment advisory services through Kaizen Wealth Management, LLC, a Registered Investment Advisor in Michigan, Kaizen Financial Group focuses on helping clients navigate the complexities of investing, with a commitment to personalized service and client education. Their affiliation with Kaizen Wealth Management, LLC underscores their dedication to providing comprehensive financial solutions. Generated from the website content

Ronald Schocker Agency is a reputable business located in Utica, MI, specializing in providing insurance services to individuals and businesses. With a focus on personalized solutions and customer satisfaction, the agency offers a range of insurance products to meet the diverse needs of its clients. Generated from their business information

Located in Utica, MI, Primerica stands out as a financial services organization with a clear mission: assisting middle-income families in securing their financial futures through informative resources and individualized advice. Their approach revolves around addressing the unique needs of each client, offering a range of services including term life insurance, mutual funds, annuities, and retirement solutions—all designed to align with specific financial objectives and situations. At Primerica, the focus extends beyond financial products to encompass accessible financial education, equipping individuals with essential knowledge on budgeting, debt management, savings strategies, protection, and wealth creation. By arming families with practical insights and a supportive environment, Primerica strives to cultivate a culture of informed decision-making that paves the way for sustained financial stability and growth. Generated using this brand's available information