Michael Kazee
Bay City, MI (USA)
Role(s):
Select
The Diversified Group
Find More Startups
Startup
Location:
Bay City
Industry:
Finance
Year Founded:
2009
Number Employees:
1-10 people
Description:
We are a financial services company that differs from many others that our advisors are licensed in multiple fields: securities, insurance, and mortgages. Being licensed in multiple fields has allowed us to design a unique estate maximization program that greatly increases the size of the estate while making it liquid and tax free in most cases. This program greatly helps people with estates planning and is very lucrative in the process.
We are looking for an Angel Invester or Venture Capitalist to assist us in funding our program on a state wide level and eventually a nationwide level.
I look forward to talking with you on our business model, programs, and how we can mutually benefit.
Sincerely,
Michael Kazee
(Phone # removed)