Financial Planning Firms Frankenmuth MI

After having been self-employed for over 16 year, I always wondered what would happen if I were unable to work due to sickness or cancer and didn’t really worry too much about it until recently, specifically when I purchased a property.I have been doing business with the Conzelmann’s for numerous years. At the beginning, I was not knowledgeable about the insurance industry whatsoever. When I met Gary, Eric, and Karl, they were able to explain my various options in a very precise and understandable matter.I found them all to be extremely knowledgeable with all their products, and were very thorough and patient. The Conzelmann’s deal with over 15 companies so I felt that I was provided with so many choices and was able to get the best value. I did speak with another agent who dealt with only 2 or 3 companies and the difference was that the Conzelmann’s work for those companies, too, but they also offered unbiased advice relative to those companies. They truly never pushed one particular company. It was clear that I wanted to work with the Conzelmann’s and I continue to do so.I found the trio to be honest, patient and well read with all of their products and I would have no problem recommending them to my friends and family and in fact, have done so already! Thanks for making the difficult world of insurance seem easy.

The Conzelmanns and I (and our service staffs) work together frequently to provide our clients a variety of competitive insurance products, options and information to help them make informed decisions, with ongoing service and support. Our clients benefit from this combined knowledge, experience, and product variety. We are client focused and referral based.

I have worked with Karl, his dad and his brother at Conzelman Insurance and Financial services for many years. We have numerous mutual clients and they serve their clients with a high degree of professionalism and expertise. I recommend them without reservation.

I hired Karl to evaluate my retirement plans as a young professional and recommend investing strategies that were flexible and conservative in conjunction with my 401k. Karl thorough work helped him understand my financial needs and wants which made me very comfortable to invest with him.Top qualities: Personable, Expert, High Integrity 

I have known the Conzelmans for a long time. They are knowledgable about insurance and care about helping people get what really fits their needs. I have recommended The Conzelmann Agency for the services they provide and will continue to do so.

I wanted to make changes to my financial investments and heard about Gary, Eric, and Karl through a friend. I was so satisfied with Eric’s investment strategies and results that I pointed my daughter in his direction. I wanted my daughter’s future to be as lucrative as possible and Eric is making that happen.He is always available when I need to talk to him, and he treats me not as a client but as a good friend. The Conzelmann Agency has literally saved our lives — financially.

There are many things that need to be thought of when starting a business, one of the main things is how to provide health insurance for employees and their families. When we started learning about the maze of options and seeing the cost, we quickly realized we needed a professional to help us get the right plan for our needs.We sought out a health insurance professional agent and found Gary, Eric, and Karl Conzelmann. Karl asked us many questions about what we needed, how we wanted to be covered and what our budget was and found the right plan for us. The coverage options and price point he provided through US Health and Life were exactly what we were looking for and it was very refreshing to work with a competent, knowledgeable individual to simplify the maze we tried to deal with ourselves.

We went to a few appointments to learn more about the “Safe Growth Strategy” and gained a lot of information about the idea of investing without losing a dime.Our meetings were very fruitful and gave us a better understanding of the retirement planning we needed. Looking back on it all, we really put them through their paces! They were always very patient, they were there with the answers, and they gave us food for thought all the time. We would go back home and mull it all over and discuss, discuss, discuss. They never pushed us for a decision; they just let us proceed at our own rate.Finally, we decided to take the leap and we have not been sorry one minute that we did it, only sorry that we didn’t do it sooner. Our financial situation is better than it ever could have been had we not chosen this plan.Gary is a good family man, and is very honest and certainly trustworthy. He has become a good friend and is always there for us whenever we feel a need to talk to him.We are looking forward to a very financially secure retirement thanks to the Conzelmann Agency and their “Safe Growth Strategy”.

You are the smartest people in Saginaw County when it comes to Health Care. Not only do you sell the product you educated me and I feel confident in my decisions.

My husband and I didn’t lose a penny in the financial crisis thanks to Gary and his two sons. They are all experts in the investment industry and they take you along with them every step of the way. When Gary moves his money, we move our money. He plays if safe, and we play it safe.Using the “Safe Growth Strategy”, it was awesome to get that phone call during the long financial meltdown and to hear Gary say we didn’t lose anything, but we were going to make a few adjustments. That was a good day.