Mark Grieshaber, a Financial Advisor with Edward Jones in Saline, believes confidence in your retirement plan and finances should come well before that point.
About Mark's Practice
He works with serious investors on complex financial needs, including:
- Tax-saving strategies
- Estate and wealth transfer planning
- Lost-income replacement
- Social Security and Medicare planning
- Behavioral coaching
He’s seen significant growth in his practice through the referrals from our networking organization.
More Than a Financial Plan
Mark takes time to understand and relate to his clients, building trust that makes tough financial conversations easier.
A Network He Trusts
He joined our networking organization to build a circle of professionals he could confidently send clients to. In doing so, he’s become more comfortable in networking and social settings and has contributed to meaningful business growth.
Interested in Joining CGM?
We're a local networking organization serving Ann Arbor and cities across Southeast Michigan.
Contact us today to arrange your Thursday morning visit.
Read the full member spotlight here.
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