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Beckwith Financial Group - 0 Reviews - 5228 Lovers Ln 108, Portage, MI - Financial Planning Reviews - Phone (269) 375-0000

Beckwith Financial Group

id: 29587925
5228 Lovers Ln 108 (at One Financial Way, Cincinnati, OH 45242)
Portage, MI 49002
(269) 375-0000
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Beckwith Financial Group - Portage, MI
Beckwith Financial Group - Portage, MI
Beckwith Financial Group - Portage, MI
Beckwith Financial Group - Portage, MI
Beckwith Financial Group - Portage, MI
30% OFF all yearly plans
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Owner Message

  • The Beckwith Financial Group, Inc. is a strategic alliance of several well established and locally recognized insurance agencies, here to service *all* of your insurance and financial planning needs. We have been appointed as a General Agency for the Ohio National Financial Services and its insurance affiliates, servicing Michigan and Northern Indiana. We also offer a complete portfolio of products of other nationally recognized A-rated carriers.

    People ask us what we do and the list is extensive; it includes: Financial Planning, Investments, Property & Casualty and Commercial Insurance; Life, Health and Long-Term Care Insurance as well as Medicare Advantage plans.

    In other words, all the things that people rely upon to increase and protect their present standard of living while working to secure their future. We do it all and do it with in-house specialists for each area of service.

    More than that, though, we're earning your confidence in our *ability* to counsel you on your insurance and investments with the reassurance that you're dealing with professionals who have the knowledge that comes with your years of training and experience. We?re selling you the comfort of knowing that when you ask a question, you'll get an honest, straightforward answer when you need it.

    In short, we're not selling anything. We are *earning your trust!*

    Investment Advisory services offered through O.N. Investment Management Company
    Member FINRA / SIPC. Personal & Commercial Lines of Insurance Business & Personal Life,Health & Disability,Group Insurance Financial Planning & Management

Additional information

  • Hours:

    Mon-Fri 9am-5pm