Grant Argall is a retirement plan consultant for M3 Financial, a sales and service organization providing insurance, executive benefits, and retirement planning. Argall has a deep understanding of retirement plans, fiduciary obligations, and the regulatory environment. He aims to understand the unique goals of all clients he partners with to tailor solutions based on their needs. His passion is driven by the desire to help employees achieve financial freedom in retirement.
- Earned bachelor’s degree in finance
- Began his career in financial services in 1999 and worked in a variety of roles with Benefit Consultants Inc., Principal and John Hancock
- Joined M3 in 2018
Investment advisory services offered through M3 Financial, a registered investment advisor and separate entity from M3 Insurance.
- Licensed investment advisory representative