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Available Online

Initial Video Call!

Let's see if we are a good fit for you! Use this meeting to ask any questions you may have!

30 minOnline Meeting!

Service Description

Working with a financial planner is a sure way to provide security to your financial future. The initial video call is a way for us to meet each other and understand what it is you are looking for. Some people reach out for financial planning services, some just for wealth management and others just to see what an advisor is and what I am able to do for you. No matter the stage of life you are in, I am dedicated to helping you achieve the best possible results we can! Schedule your first meeting with me and let me do the hard work of planning and researching your path forward for you! No more stressing about the future!

Cancellation Policy

To cancel or reschedule your appointment, please contact us 24 hours in advance and let us know when you would like to reschedule to or the reason for your cancelation. Or feel free to use the self-service cancelation and rescheduling feature. Please email us here: IanM@snifinancialgroup.com

Contact Details

989-889-4983

ianm@snifinancialgroup.com

United States 200 N Patterson Rd, Reed City, MI, USA

200 N Patterson Rd, Reed City, MI 49677

*This office is located in a private residence and is not open to the public*

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Disclosure

SNI Financial, LLC ("SNI Financial") is a Registered Investment Advisor (RIA) registered with the State of Michigan. The information provided on this website is for informational purposes only and does not constitute an offer to buy or sell securities or provide investment advice. The content of this website is not intended to be and should not be construed as financial advice for any specific individual or situation.

SNI Financial is only able to provide advisory services to residents of the State of Michigan or to clients in states where SNI Financial is properly registered or where registration is not required. We may be able to provide services to clients outside of Michigan or in states where registration is not required, provided certain criteria are met, such as qualifying as a "de minimis" exemption or other applicable exceptions under state or federal law. Clients are encouraged to contact SNI Financial directly to determine if services are available in their state.

Investment advisory services are offered only to clients who have entered into an advisory agreement with SNI Financial. All investments carry inherent risks, and past performance is no guarantee of future results. Clients are encouraged to consult with their own legal, tax, and financial professionals before making any financial decisions.

SNI Financial does not guarantee the accuracy, completeness, or timeliness of the information on this website. While we strive to provide useful and accurate information, the content may be subject to change without notice. We do not guarantee that the website or services provided will meet your individual needs or expectations.

For additional information regarding SNI Financial’s services, fees, and conflicts of interest, please refer to our Form ADV Part 2A, available upon request or via the link below.

SNI Financial or anyone associated, does not provide legal or accounting advice. You may be encouraged to seek counsel through respective professionals.

Privacy Policy

Form ADV Part 2A

Form ADV Part 2B

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