Financial Services

Financial Services

As a partner in your financial life and well-being, Honor Bank is pleased to offer an extended menu of investment and insurance planning and products through Legacy Financial Services Group, Inc. You trust us with your banking needs, trust us to help manage and protect your financial future as well.

Honor Bank’s advisor, Kelly Kazmierski and Legacy Financial Services Group, has a wealth of experience planning, executing and proactively managing your financial goals and objectives.  A long time Traverse City based business, Kelly and Legacy can guide you in most financial services areas including:

  • Portfolio/Asset Management (IRAs, Roth IRAs, Trust Accts, Joint Accts, Individual Accounts)
  • Retirement Planning
  • Business Insurance (Business Buy-Out, Key Man, etc.)
  • Life Insurance
  • Annuities
  • Disability Insurance
  • Long Term Care Insurance
  • Business Retirement Plans (401K, SEP, SIMPLE IRAs, etc.)
  • College Planning and College Saving Solutions

For more information on Legacy Financial Services Group, we invite you to visit their website www.discoverlegacy.net

 

To schedule a complimentary consultation with Kelly please contact Legacy’s office at (231) 933-0631 or email kkaz@discoverlegacy.net


 

Kelly KazmierskiKelly Kazmierski | Financial Advisor

Kelly has been a northern Michigan resident since 1996. During her tenure in Traverse City, she has been guiding clients and residents through the sometimes complicated world of investing and financial services. Her passion is educating clients and the broader community on personal finance, the economy and anything that could affect their financial health. Kelly has been an advisor at Legacy Financial Services Group since 2004 and very much enjoys her work and her community. Kelly is married and has three beautiful children that keep her very busy. 

office: (231) 933-0631 | mobile: (231) 357-8551

email: kkaz@discoverlegacy.net

web: www.discoverlegacy.net

 

Insurance Licensed: MI | Securities Licensed in: MI

Investment advisor services offered through Legacy Financial Services Group, an SEC registered investment adviser.  Honor Bank Financial Services and Legacy Financial Services Group are separate entities and not affiliated.  Services offered through Legacy Financial Services Group are not FDIC Insured. No Bank Guarantee. May Lose Value.

 

www.finra.org | www.sipc.org

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