Modern District Financial Solutions | Financial Service Directory

#financialadvisor #financialadviser #financialadvice
As Seen in Kiplinger
www.kiplinger.com/article/inv...
Investor demand for bias-free advice and more stringent consumer protection rules are transforming the financial services industry.
“Increasingly, investors are seeking relationships with financial advisors they can relate to and that they trust to work on their behalf,” explains Shannon Nelson, CEO & President of Modern District Financial Solutions in Traverse City & Grand Rapids, Michigan.
Nelson founded Modern District in 2011 after having worked 17 years in the financial services industry. He had become frustrated working for large corporations that offered only a limited number of services and products. As an independent advisor, Nelson and his team don’t have proprietary products to push or limitations on the solutions they can offer. Clients have access to the entire universe of opportunities and customized solutions.
“Independence allows us to put clients’ interests ahead of our own or that of the broker-dealer. If a client has a problem we can’t solve, we have the flexibility to find an answer,” says Nelson, who has earned FINRA designations as Certified Senior Advisor and Certified in Long-term Care.
As a part of the American Senior Benefits family, clients receive a very high level of service other advisories typically reserve only for high-net-worth families.
For help reaching your retirement planning and wealth management goals, contact Modern District Financial Solutions in Traverse City at 231-421-8331 and in Grand Rapids at 616-931-5062 or visit them online at moderndistrict.com
Modern District Financial Solutions
Traverse City
862 S. Garfield Ave.
Traverse City, MI 49686
[phone]
Grand Rapids
3351 Eagle Run Dr. NE, Suite B
Grand Rapids, MI 49525
[phone] | www.moderndistrict.com
Financial Service Directory member
www.financialservicedirectory...
CZcams: / @moderndistrictfinanci...
Facebook: / mdftc
Twitter: / modern_district
LinkedIn: / moderndistrict

[@shaynealdridge8637]

So proud to be an agent for this company and having the opportunity to help others!