YOUR FINANCIAL TEAM-Megan Leach, David Muilenberg, Deborah Dalman, Heather Biggs and Jon Pettigrew of Discovery Financial.
With the economy offering challenges to many in West Michigan, Discovery Financial, a second-generation family business, helps residents starting over with new careers and business ventures.
Begun by Marvin Muilenberg in 1951, the company is now in the hands of his son, David. Since beginning with the company, David brought in a partner, Jon Pettigrew and continued the growth of the company. In addition to David Muilenberg, ChFC, CLU and Jon Pettigrew, CRP®, ChFC, staff at Discovery also includes Megan Leach, Deborah Dalman, RHU®, and Heather Biggs.
David Muilenberg believes the company’s values have been integral to the growth of the company, along with the experience offered by the staff. Collectively they offer over 50 years in financial services.
“Our business is relationship-driven,” said Muilenberg. “We believe in providing solid, simple-to-understand advice on money management, retirement and insurance planning. Our customers become family. When they succeed we feel their successes along with them.
Discovery Financial offers retirement income planning, life insurance audits, long-term care insurance, disability income, college education planning, wealth accumulation planning, group insurance and more.
“We are not commission-based but fee-based, so we succeed when our clients succeed,” Muilenberg stated.
Muilenberg, Pettigrew and Dalman all left a large insurance company to join Discovery Financial. They wanted to be independent with no restrictions to using proprietary products. They wanted the ability to provide solutions to their clients, not just offer a product.
Discovery Financial staff are among the most highly qualified and educated in the community, with two chartered financial consultants with advanced certification-CHFL, CLU, CFP and RHU.
The friendly, relaxed atmosphere in the office puts clients at ease as they explore their financial options.
It is important to each member of the Discovery team that the company holds high moral standards. “What makes us unique in the industry is that we believe the situation or the need an individual has determines what product we offer-not the commission paid,” Pettrigrew said.
“It is our desire to build long-term relationships with our clients and their families.
For the last six years Discovery Financial has been located at 971 Spaulding Street, Suite A in Ada, Michigan. They can also be reached by telephone at (616) 957-9999 or visit online at discoveryfinancialllc.com
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