David Garrett Financial
At David Garrett Financial, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the critical areas of retirement planning, including:
As fiduciaries, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At David Garrett Financial, we work hard to bring our clients financial solutions that are designed to protect, preserve, and grow our client's assets throughout their retirement.
Dave Garrett has been serving financial and insurance clients in Western Michigan and surrounding states since 1985. Dave has his office in Hastings, Michigan and is an owner of a multi-lines insurance agency, Mid-Michigan Insurance Group. His two sons, Jamie and Michael, are the principals of Mid-Michigan Insurance.
Dave is the owner of Dave Garrett Financial and is a licensed Investment Advisor Representative for IAMS Wealth Management. Dave specializes in asset protection, including finances, real estate and business ownership. Dave Garrett Financial has been at its current location since December of 2003 at 212 W. State Rd. Suite B Hastings, Michigan 49058.
Dave can be reached at his personal phone, 269-838-5140 and at the Mid-Michigan phone, 269-945-3215 or 800-783-3215. Dave’s email address is: firstname.lastname@example.org.
Laurie Drew joined my team in October of 2020 as my assistant. She is now fully licensed in health and life insurance and can assist you if I’m not available. She is also prepared to handle your Medigap and Medicare Advantage policy questions too.
Laurie looks forward to helping you with your financial planning and health insurance needs. Laurie can be reached at email@example.com or by phone at 269-270-8293.