W. D. Guerre Associates, established in 1990 by William Guerre, is a trusted financial planning firm based in Lansing, MI. With a team of licensed and credentialed professionals, they offer comprehensive services in investments, taxes, retirement, estate planning, and insurance needs, including Medicare planning. Their proven approach involves analyzing clients' goals and current portfolios to recommend investment strategies that align with their risk tolerance and ensure no loss of principal when held to maturity.
With a commitment to ethics and integrity, W. D. Guerre Associates provides unbiased recommendations and impartial guidance to help clients plan for a bright future. Whether it's preparing for a child's education, retirement, or unexpected life changes, their financial plans are tailored to individual needs and include investment portfolios, retirement and tax planning, and insurance solutions. Regular plan reviews every five years or before major life transitions ensure that clients stay on track towards their financial goals.
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