Financial advisor · Ann Arbor, MI
Boardwalk Wealth Management
Fee-only financial planning and investment management
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Investment management for University Fidelity and TIAA retirement accounts777 E. Eisenhower Pkwy., Ste. 742, Ann Arbor, MI
Provizr is a registered investment advisory firm that manages retirement accounts for University employees and retirees, working exclusively with University Fidelity and TIAA plans. Its services include professional portfolio management, a free Blueprint analysis of a University retirement portfolio, and educational guides and videos on how these accounts work.
Work begins with a 30-minute meeting held in person, by video, or by phone to discuss your finances and goals. The firm offers a free three-month trial of its management service and charges an annual advisory fee based on account value, billed quarterly. Its office is at 777 E. Eisenhower Parkway in Ann Arbor, and it works with University of Michigan employees anywhere in the country.
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: