L2 Advisors, LLC
www.l2-advisors.comWe are an independent financial planning firm serving the greater Grand Rapids, Michigan, metropolitan area. L2 Advisors works with folks to help them create and stay on a plan to help attain their financial goals. The first step is to help you analyze your current financial position (investments, insurance, retirement plans, etc.). Do you feel confident about your financial future and like what you see? Do you need help deciding if this is the correct path for you? If not, then L2 Advisors will work with you to plot a course correction and identify financial strategies to help you reach your financial goals. Our job as financial planners is to bring new options to you. It’s your money, and you are the one who needs to make the financial decisions. We’re here to educate you, offer you options, and help you feel confident toward your retirement goals. We believe that it is important to help educate our clients on financial matters, especially their own. Our experience is that an educated client, one who understands their financial plan, will stick with that plan. Charles Rushmore and Keagan Rushmore are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org. A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Additionally, Mary Lynch is a registered non-solicitor of USA Financial Securities. L2 Advisors, LLC is not affiliated with USA Financial Securities. Charles Rushmore and Keagan Rushmore are authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: Charles: FL; MI; OR and Keagan: CA; MI. For investment advisory services these states include: Charles: FL; MI and Keagan: FL; MI. Additionally, clients who are not residents of these states cannot be serviced.
Read moreWe are an independent financial planning firm serving the greater Grand Rapids, Michigan, metropolitan area. L2 Advisors works with folks to help them create and stay on a plan to help attain their financial goals. The first step is to help you analyze your current financial position (investments, insurance, retirement plans, etc.). Do you feel confident about your financial future and like what you see? Do you need help deciding if this is the correct path for you? If not, then L2 Advisors will work with you to plot a course correction and identify financial strategies to help you reach your financial goals. Our job as financial planners is to bring new options to you. It’s your money, and you are the one who needs to make the financial decisions. We’re here to educate you, offer you options, and help you feel confident toward your retirement goals. We believe that it is important to help educate our clients on financial matters, especially their own. Our experience is that an educated client, one who understands their financial plan, will stick with that plan. Charles Rushmore and Keagan Rushmore are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org. A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Additionally, Mary Lynch is a registered non-solicitor of USA Financial Securities. L2 Advisors, LLC is not affiliated with USA Financial Securities. Charles Rushmore and Keagan Rushmore are authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: Charles: FL; MI; OR and Keagan: CA; MI. For investment advisory services these states include: Charles: FL; MI and Keagan: FL; MI. Additionally, clients who are not residents of these states cannot be serviced.
Read moreCountry
State
Michigan
City (Headquarters)
Grand Rapids
Employees
1-10
Founded
1998
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