Estate Financial Group

10/09/2024

Estate Financial Group will be closed on Wednesday, October 9 and Thursday, October 10. We anticipate reopening on Friday, conditions permitting. We have contacted all scheduled appointment holders via phone calls, voicemail messages, emails, and text messages. We will make additional attempts to reach any missed individuals today. May God bless and protect you all during this significant storm. 

09/28/2021

Wells Fargo agreed to pay nearly $73 million for overcharging and misleading customers on foreign exchange fees. Here's how they did it.

03/30/2020

We want to assure you that we take the health and well-being of our community, clients, and associates very seriously. Like you, we're closely monitoring the quickly developing effects of the Coronavirus (COVID-19) pandemic.

If the recent world events and market volatility have you wondering about your financial goals and whether it's time to make moves for your money, how markets have responded, what it means for you and your money, or you need advice for creating a disciplined approach for any investment decisions please CLICK THIS LINK >>> https://calendly.com/efg-mi/30min to schedule a 30 minute no obligation phone consultation.

To help prevent the spread of COVID-19, we will practice social distancing. We are set up to work with you 100% virtually. Even if you’re not a techy, it’s very easy to work with us either over the phone or over the web. All paperwork can be E-Signed or Mailed.

We are all in this together. We will continue to monitor the COVID-19 situation and will follow guidance from public health officials and government agencies, so we can continue to support our clients and communities as needed.

For more information about COVD-19 and what you can do to keep healthy and safe, visit the Centers for Disease Control at cdc.gov or your local health department's website.

03/07/2020

12/31/2019

Happy New Year to you and your family! As the year ends we want to take a moment to reflect on the past year and be thankful for the support of our loyal clients. We wouldn't be here without you.

Cheers to another great year! If you have any questions now or into the New Year, don't hesitate to contact us. We're always happy to help.

12/24/2019

We want to wish you a Merry Christmas and hope that your holiday season will be filled with joy and laughter through the new year.

11/28/2019

Wishing everyone a Happy Thanksgiving!