Joe Warsecke
Financial Advisor @Mbc Investment Consulting, Inc
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WORK HISTORY
Financial Advisor @Mbc Investment Consulting, Inc
Plymouth, MI, US
As a Financial Advisor with MBC Financial Services, I help individuals plan for the financial futures of themselves, their families, and businesses by providing a wide range of products and services to address needs and goals. I work with clients to create a financial plan that will serve needs over time. Practice areas include-Portfolio Management-Insurance and Risk Management-Retirement Planing-Design of Corporate Retirement Plans-Executive Compensation Plans-College Funding-Estate Planning-Gifting Strategies-Tax-Efficient Investing-Development of Comprehensive Financial PlansMBCIC is a full service retirement plan consulting firm, focusing on institutional investment consulting for corporations, non-profits and municipalities in the Midwest. We focus on creating retirement plan solutions at a plan and participant level.784 S. Main StreetPlymouth, MI 48••••••••00
EDUCATION
Central Michigan University
BS in BA, Marketing
ABOUT JOE WARSECKE
As a Financial Advisor with MBC Financial Services, I enjoy working with individuals, families, and business owners on their financial planning needs. I am an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER™ which means I have rigorously committed to holding some of the highest financial service designations in order to bring our clients the very best guidance toward their financial security. At MBC Financial Services, we use a four-step approach in working with our clients to understand complex financial issues, as well as how they affect life goals. Whether a client is working to achieve financial success or protect/preserve assets over the long-term, we can meet a client where they are on the journey and be a shepherd along the way.
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