Grant Argall Joins M3 Financial as Retirement Plan Consultant
Grant Argall recently joined M3 Financial as a Retirement Plan Consultant. M3 Financial is a team of consultants servicing a diverse group of retirement plan clients, focusing on employer support and employee retirement readiness for organizations of all sizes. As a Retirement Plan Consultant, Grant has a deep understanding of employer-sponsored retirement plans, fiduciary obligations, and the regulatory environment. He aims to understand the individual goals of his clients and tailor solutions based on their unique needs. His passion is driven by the desire to help employees achieve financial freedom in retirement. Grant primarily serves clients in the Green Bay and Wausau markets.
Grant comes to M3 Financial with over 19 years of experience from a variety of roles related to financial services, including sales, service, administration and special projects with companies such as Benefit Consultants Inc., Principal and John Hancock.
Investment advisory services offered through M3 Financial, a registered investment advisor and separate entity from M3 Insurance.
