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  • Writer's pictureFM Financial

INVESTING: 2023 Highlights

FM Financial’s assets under management increased to $583 million in 2023. This includes retirement accounts, non-retirement accounts, endowments, charitable trusts, managed accounts, pension accounts, charitable giving accounts, and more. We are now supporting over 1800 households/organizations with various investment accounts to help them fulfill their financial goals and remain disciplined in an ever changing financial world.

 

REAL LIFE STORY: As one of our older friends began to need more care, her daughter requested assistance consolidating and transferring her various investment accounts to GuideStream Financial. If you have ever tried to transfer IRAs or other significant investment accounts from one financial institution to another, you know the process can be cumbersome. Our persistent and tenacious operations team assisted this family in overcoming many obstacles with the transfer and saw the consolidation through to success!




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