Financial Services - Mosman, NSW, AU
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.Michael Michalak, Ryan Goosen, Zachary Grusell are also Registered Representatives of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company.Michael Michalak and Ryan Goosen also a Financial Adviser(s) with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services.Michael Michalak, Ryan Goosen, Zachary Grusell, Connor Heidenreich not licensed in all jurisdictions. 2M Financial Group is not owned or operated by New York Life Insurance Company or its affiliates.
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Based in Mosman, Australia, 2M Financial Group is a financial services company that provides a range of financial strategies, insurance, and employee benefits to businesses and individuals. With a commitment to unbiased advice and personalized service, the team at 2M Financial Group works closely with clients to understand their unique financial goals and develop tailored solutions to help them achieve them. As a licensed insurance agency and a wholly-owned subsidiary of New York Life Insurance Company, 2M Financial Group offers a variety of products to meet a range of insurance and financial needs. These include college funding, retirement, extended care, and lifetime income strategies. The company's team of experienced financial advisors, including Michael Michalak, Ryan Goosen, and Zachary Grusell, are also registered representatives of NYLIFE Securities LLC and offer securities products and services. At 2M Financial Group, the focus is on building long-term relationships with clients and providing exceptional service. The company's approach is personalized and comprehensive, taking into account each client's unique financial situation and goals. By getting to know clients and their families, the team at 2M Financial Group can make precise recommendations and help them achieve their financial aspirations. To learn more, visit their website at 2mfg.com.au or reach out to their office at (616) 752-4512.
At 2M Financial Group, we understand that managing your money can be tricky. That's why we're here to help! Our team is committed to giving you the best advice and service possible, and we'll work with you to create a plan that fits your unique needs. We want to help you achieve your financial goals, whether that means saving for college, retirement, or something else. We offer a variety of products and services to help you get there, and we'll take the time to get to know you and your family's financial situation. We want to understand what matters most to you, so we can give you the best recommendations possible. If you have any questions, feel free to give us a call at (616) 752-4512. Oh, and by the way, we're not just a bunch of suits! We're real people who care about our clients. Michael Michalak, Ryan Goosen, and Zachary Grusell are all registered representatives and can help you with securities products and services. Michael and Ryan are also financial advisers with Eagle Strategies LLC, and they can offer advisory services. And don't worry, we're not owned or operated by New York Life Insurance Company or its affiliates. We're our own team, and we're here to help you achieve your financial dreams!