Properties (48)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Insurance_Company
|
| gptkbp:affiliation |
gptkb:Financial_Planning_Association
gptkb:CFA_Institute gptkb:National_Association_of_Personal_Financial_Advisors |
| gptkbp:awards |
Best Places to Work
Top Financial Advisors Client Satisfaction Award |
| gptkbp:communityInvolvement |
Sponsorships
Local Charities Financial Literacy Programs |
| gptkbp:customerBase |
Businesses
High Net Worth Individuals Individuals Families |
| gptkbp:employees |
50-100
|
| gptkbp:focus |
Estate Planning
Risk Management Wealth Preservation Investment Growth |
| gptkbp:foundedBy |
gptkb:McKeel_Hagerty
|
| gptkbp:headquarters |
gptkb:Traverse_City,_Michigan
|
| https://www.w3.org/2000/01/rdf-schema#label |
Hagerty Wealth Management
|
| gptkbp:industry |
Finance
|
| gptkbp:investmentFocus |
Risk Assessment
Market Analysis Asset Allocation Diversification |
| gptkbp:leadership |
gptkb:McKeel_Hagerty
Senior_Management_Team |
| gptkbp:location |
gptkb:United_States
|
| gptkbp:mission |
Achieve Financial Goals
Empower Clients Provide Expert Guidance |
| gptkbp:philosophy |
Long-Term Relationships
Client-Centric_Approach Holistic_Financial_Planning |
| gptkbp:revenue |
Confidential
|
| gptkbp:services |
Financial Planning
Investment Management Retirement Planning Tax Planning |
| gptkbp:type |
Private_Company
|
| gptkbp:vision |
Client Success
Trusted Financial Partner Innovative_Solutions |
| gptkbp:website |
www.hagerty.com
|
| gptkbp:yearEstablished |
1995
|
| gptkbp:youth_development |
Consistent Growth
|