Andrew Lawrence is a Financial Planner at Michigan Financial Companies, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.
As a Financial Planner, Andrew is qualified to address the diverse needs of each client as they financially prepare for their future. He provides recommendations for asset allocation, funding for education, retirement planning, as well as life and long-term care insurance.
Although he didn’t follow in his family’s footsteps, Andrew has been surrounded by doctors his entire life. Both his parents being doctors has given him a unique insight into how medical professionals see the world and the demands the industry places on its employees. He knows very well the concerns they have when preparing for retirement, protecting their families, and fortifying what they worked so hard to achieve.
- University of Michigan
- Bachelor of Science in Economics - 2019
Professional Registrations & Licenses
- FINRA Series 7
- FINRA Series 66
- State of Michigan Insurance
- Life, Accident, and Health Insurance
Memberships and Affiliations
- Oak Park Chess Club
Andrew lives in Orchard Lake, MI, with his schnauzer, Odella. Physical, mental, financial fitness are all very important to him so he works hard to keep in shape. In order to do this, he enjoys running, lifting weights, playing chess, and of course, his career in the financial services.