Annu Assure is a comprehensive financial services company based in Ada, MI, offering a range of solutions to independent financial advisors. With a family of specialized companies, they provide support in areas such as coaching, compliance, transition assistance, marketing, investments, financial planning, insurance, and integrated technology.
Through their TAMP (Turnkey Asset Management Program), they offer a custodian agnostic platform that allows advisors to manage assets themselves or outsource to a curated group of investment management companies. Founded in 1998, they also provide registered investment advisory services and brokerage solutions, as well as insurance services to help clients mitigate risks in retirement planning. Additionally, their Advisor Advancement service focuses on branding, lead generation, marketing system development, and personalized coaching and consulting programs to support advisor success.
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