Mid Michigan Insurance and Financial Services LLC

Mid Michigan Insurance and Financial Services offers wealth management solutions, including financial planning, consulting, and managed account services through third-party managers. The firm helps individuals and companies with services such as investment planning, retirement planning, insurance planning, tax planning, education planning, portfolio reviews, and asset allocation. Mid Michigan Insurance and Financial Services does not manage accounts directly; instead, it assists clients in selecting third-party model portfolios and utilizes platform providers to implement trades. Additionally, representatives of Mid Michigan Insurance and Financial Services operate as insurance agents and may recommend insurance products and annuities, which generate commissions.