Financial & Investment Management Group
111 Cass St, Traverse City, MI 49684
Founded in 1984, FIM Group is one of the leading financial companies in the United States, providing risk-managed investment solutions to its clients. It provides special planners and systematic approaches for the portfolio and wealth management of its customers. Employing more than 25 people, the company offers its clients with services like investment management, financial planning and retirement services. The company s planning services include budgeting, saving, taxes, investments, insurance, retirement and estate planning. FIM Group helps its clients to understand retirement plans through flexible plan design, complete document support, daily valuation record-keeping, participant and sponsor website, toll-free phone access and on-site enrollments.
More Business Info
- BBB Rating
- Hours
- Regular Hours
Mon - Fri: - Extra Phones
TollFree: 866-447-7559
Phone: 231-932-9323
- Payment method
- amex, cash, discover, master card, paypal, visa
- Other Link
- Categories
- Investment Management, Financial Planning Consultants, Financial Services, Investment Advisory Service
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