Reed Financial Services., Inc., is a local family-owned and operated financial services company with offices in Muskegon and Newaygo, Michigan. For over three decades we have been proudly serving local individuals and families in Western Michigan helping them to reduce financial uncertainty, accumulate and preserve assets and protect what is most cherished.
Our passion is helping clients become more financially prepared. We believe that education is key to financial success, and therefore a vital component to how we approach client relationships. As Investment Advisor Representatives, we have a fiduciary responsibility to our clients which means that by law we are required to act in your best interests and not our own.
Our passion is helping clients become more financially prepared. We believe that education is key to financial success, and therefore a vital component to how we approach client relationships. As Investment Advisor Representatives, we have a fiduciary responsibility to our clients which means that by law we are required to act in your best interests and not our own.
Services
With over 30 years of experience, Lynn specializes in financial services, estate preservation and retirement planning. He focuses on risk managed strategies with goals of reasonable growth over full market cycles, while reducing taxes and creating income strategies to help ensure his clients never run out of money.
We also provide clear, easily understood explanations of financial products and services, one of the many benefits our clients tell us that they value. We're looking forward to putting our experience and passion to work to help you pursue your financial goals. Let's get started! Our dedicated and experienced financial professionals are ready to help you in reaching your financial goals.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
At Reed Financial Services, Inc., we believe that your retirement strategy should be as individual as you are. Through our multi-step process, we will discover your goals so we can help you build the lifestyle of your dreams. We want you to be well-informed about your options and have created this process to guide you along the way.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Reviews (1)
Frank Rizzo
Oct 01, 2014
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