The Voss Group Llc
The Voss Group and Novity Wealth Solutions are financial services firms founded by individuals that have a strong focus on the planning process and a belief that a team approach provides the greatest value to you, our clients. Combining our services, we work as a team alongside your other advisors to develop plans and strategies regarding business transition, retirement, risk mitigation, wealth management, and efficient estate transfer. Leveraging our more than 100 years of collective financial services experience enables us to fulfill our promise to take on clients for life - and to devices well-crafted, contemporary plans to meet or exceed your expectations. We help our business clients remain competitive and by providing comprehensive guidance in the areas of risk and wealth management while accommodating the personal financial needs of the employees and families that drive their success. Our team serves as a valued resource for our clients by analyzing current plans, as well as offering group benefits in the areas of health insurance, retirement, and other insurance products, such as life, LTC, and disability income protection. From starting a family to building a business to planning for retirement, we work to help you reach your personal and business goals throughout every stage of life.
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
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Danielle Robertson
Finacial Planner, Cfp, Cltc · Finance & Accounting
EmailPhone - JE
Jacob Ernst
Certified Financial Planner · Finance & Accounting
EmailPhone - NE
Nicholas Ernst
Financial Advisor · Finance & Accounting
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Top roles at The Voss Group Llc
3 distinct titles indexed · top 3 shown.
- 2financial advisor
- 1certified financial planner
- 1finacial planner, cfp, cltc
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