Individual Financial Planning
Being independent, and located within all Independent Bank locations, our team is able to provide you with objective advice or conflicts of interest.
With the understanding that every investor's goals are different, we tailor our education and guidance to build a long-lasting relationship with you.
We deliver a wide array of solutions from financial planning, to employer sponsored retirement plans, and even identify any potential insurance gaps.
AdviceWorks gives you a holistic view of your finances, helping you keep track of your financial goals and your progress.
IB Wealth Management has locations throughout Michigan.
- Robert Kiyosaki
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