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Our team here at 2M Financial Group understands the need to balance realistic budgets with financial expectations and goals, because we have families too. Our commitment is to always provide you with unbiased advice and unparalleled service, coupled with a personal touch. We will work with you to identify and prioritize your objectives, and then help establish benchmark goals.
2M Financial Group provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals. The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.
We would like to sit down and get to know each other. Every family’s financial situation is unique. That's why it’s so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives — the things that really matter to you. At the same time, you’ll get to know us, how we work, and you can see if we're a good fit.
Feel free to reach out to our office at (616) 752-4512.
In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, Michael Michalak is also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
Neither 2M Financial Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making
Company Details
- Employees
- 8
- Founded
- -
- Address
- 333 Bridge Street,
- Industry
- Financial Services
- Website
- 2mfinancial.com
- Keywords
- Account Management, Mutual Funds, Retirement Income Strategies, 401k rollovers, Small Business Planning, Business Succession Planning, Investments.
- HQ
- Grand Rapids, MI
2m Financial Group Questions
2M Financial Group's website is 2mfinancial.com
2M Financial Group's LinkedIn profile is https://www.linkedin.com/company/2mfinancial
2M Financial Group has
8 employees.
View email and phone details for 8
employees at 2M Financial Group.
2M Financial Group's industry is
Financial Services
2M Financial Group's top competitors are
Michigan Robotic Submarine,
New York Life,
Smile 4 Kids,
Formulafolios - Now Brookstone Capital Management,
2m Financial Group,
Walker Chamber Of Commerce,
Potomac,
New York Life Insurance Company,
Bamboo Financial Advisors,
Bonside.
2M Financial Group's categories are Financial Services
2M Financial Group's founding year is 2017
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Top 2M Financial Group Employees
-
Jacob Spencer
Financial Advisor
Grand Rapids Metropolitan Area, United States -
Michael Michalak
President With 2M Financial Group Providing Personal Planning, Wealth & Investment Management, And Business Planning.
Grand Rapids, Michigan, United States, United States1eaglestrategies.com1 +161689XXXXX
-
-
Aubrey Hansen
Client Services Director At 2M Financial Group
Grand Rapids, Michigan, United States, United States
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