Retirement Plan Consultant
Grant Argall is a retirement plan consultant for M3 Financial. M3 Financial is a team of consultants servicing a diverse group of retirement plan clients, focusing on employer support and employee retirement readiness for organizations of all sizes. As a retirement plan consultant, Grant has a deep understanding of retirement plans, fiduciary obligations, and the regulatory environment. Grant aims to understand the unique goals of all clients he partners with to tailor solutions based on needs. His passion is driven by the desire to help employees achieve financial freedom in retirement.
Grant earned his bachelor's degree in finance and began his career in financial services in 1999. Grant has worked in a variety of roles including sales, service, administration and special projects with great companies including Benefit Consultants Inc., Principal and John Hancock. Grant joined the M3 Financial team in 2018. He is a licensed investment advisory representative.
Investment advisory services offered through M3 Financial, a registered investment advisor and separate entity from M3 Insurance.