
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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+4
At Saugatuck Financial we are driven by our mission: to help clients live lives free of financial stress. We partner with each client to create and implement a financial plan that integrates risk management, wealth management, tax strategies, estate planning, and retirement income distribution planning all under one roof. We take an individualized approach with each client and a comprehensive approach to financial planning. We encourage our clients to be active participants in choosing the strategies that are best for themselves and their families. By thoroughly educating our clients, we bring focus, efficiency and confidence to financial planning that, in...
Financial planning,tax strategies,retirement planning,risk management,wealth management,education planning,strategic gifting,legacy planning,and estate planning
Saugatuck financial operates in the Financial services industry.
Saugatuck financial's revenue is 11m - 100m
Saugatuck financial has 11 - 50 employees.
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