The Grandville Group at Waddell & Reed Announces Name Change to Plan It Financial Group.
Grandville, MI. The Grandville Group at Waddell & Reed announced today that it has changed its name to Plan It Financial Group. The updated name occurred after LPL Financial acquired Waddell & Reed and reflects the team’s focus on financial planning along with wealth management.
The office location and contact information will remain the same, as it has since 2015.
“In our transition to LPL Financial, we are excited to announce our name change to Plan It Financial Group. Everything we do centers around planning and we had a desire for our name to reflect that.”, says Brian Machiela, CFP®. “As a team of CERTIFIED FINANCIAL PLANNER™ professionals, we feel this name represents our business and truly reflects who we are to our community and our clients.”
Plan It Financial Group has an experienced team of four wealth advisors with their CERTIFIED FINANCIAL PLANNER™ certification, along with a full support staff to deliver quality service and well-rounded expertise.
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.