Financial advisor · Ann Arbor, MI
Boardwalk Wealth Management
Fee-only financial planning and investment management
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Retirement planning, annuities and Medicare Advantage plans955 W Eisenhower Cir, Ann Arbor, MI
Imber Wealth Advisors is a retirement planning firm that helps people plan for retirement income, with a focus on annuities and Medicare Advantage plans. The firm offers a free resource pack on retirement planning and a guide to creating income in retirement, and it describes its mission as helping people make confident decisions for a comfortable retirement.
New clients start with a one-on-one meeting, where the advisors review your current finances and retirement goals, then receive a custom strategy. Meetings can be requested through the website or by phone. The office is at 955 W. Eisenhower Circle in Ann Arbor, and the firm is affiliated with Imber Financial Group, which offers fee-based planning and investment advisory services.
Fee-only financial planning and investment management
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Investment management with a long-term, steady approach
Listing your business here is free. Featured is $49 a month: