Investments & Financial Services in Michigan

At The Vernon Agency, we understand that securing your financial future is just as important as protecting your assets. That's why we offer a comprehensive range of investment and financial services designed to help you achieve your goals, whether you're planning for retirement, saving for college, or looking to grow your wealth.

Our services include:

• IRA Rollovers: Simplify your retirement savings by rolling over your existing 401(k) or other qualified plans into an Individual Retirement Account (IRA). We'll guide you through the process to ensure your investments are aligned with your retirement goals.
• SIMPLE Plans: We offer Savings Incentive Match Plans for Employees (SIMPLE plans) to help small businesses provide their employees with easy-to-manage retirement savings options.
• 401(k) Plans: Whether you’re an individual looking to maximize your retirement savings or a business seeking to offer a competitive retirement plan, our 401(k) solutions are tailored to meet your specific needs.
• College Savings Accounts: Planning for your child’s education is a critical financial goal. We provide a variety of college savings plans, including 529 plans, to help you invest in your child’s future.

With our expertise and personalized approach, we’re here to help you navigate the complexities of financial planning and investment management. Trust The Vernon Agency to provide the guidance and support you need to make informed financial decisions.

Explore our investment services today and take the first step toward securing your financial future.

Securities are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.