Plan 4 Financial Design |
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Jeff GrantClient Services Manager, Registered Principal
Phone: 269-552-4200 Jeff is a securities and insurance representative working with clients to help them reach their financial goals. Jeff specializes in helping families with retirement planning investments and Insurance needs. He has been an insurance and investment professional for over ten years. Jeff also is our Information Technology Specialist supporting our home and satellite offices. He also researches and implements new programs essential to financial planning and office development. As a Registered Securities Principal, Jeff oversees the rapid and compliant placement of client assets. He is securities registered and insurance licensed. Jeff is active in the educating families in finance and insurance strategies including Medicare and Medicaid. Prior to becoming a financial advisor, Jeff was a soldier in the United States Army. Jeff and his wife Christy reside in Kalamazoo, MI with their 4 cats.
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1011 West Maple Suite 700 Phone: 1-800-600-2554 |
Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SIPC.
Plan 4 Financial Design is not affiliated with Multi-Financial Securities Corporation.
We are Insurance licensed in the following states:
AZ, CO, DC, DE, FL, IA, IN, KS, MD, MI, NE, NM, NY, NC, OH, PA, SC, TN, TX, VA, WI, WY
We are securities registered in the following states:
AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, MD, MI, MO, MS, NC, NM, NY, OH, PA, SC, TN, VA, WA, WI, WY
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