Company Information

Get to know LVZ Financial Planning

Founded in 2006, LVZ Financial Planning, Inc. is an independent, fee-only advisory firm committed to acting as a fiduciary for its clients. The company provides comprehensive financial planning and investment management services, focusing on creating customized strategies for retirement, college savings, estate planning, and overall wealth accumulation. Their mission is to help clients achieve their financial goals through a disciplined, client-centered approach, free from the conflicts of interest associated with commission-based products.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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LVZ Financial Planning

United States

Founded in

1960 (66 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(326 reviews)

United States

2008

(18 years)

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Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.