Our Mission


Gazall Investment and Wealth Management's mission is to simplify your financial lives and help you build financial confidence to live life as you choose. Our Comprehensive Wealth Management approach is customized to work toward your unique financial needs and objectives.

Gazall Investment and Wealth Management

Five-Step Process


We follow a five-step process designed to determine the optimal approach to manage your assets. 

1. Discovery – Understanding your personal, professional and financial goals
2. Education – Discussing the risks and reward characteristics of different asset classes and their contribution to the overall portfolio asset allocation
3. Recommendations – The appropriate blend of investment vehicles helps you work toward your goals
4. Implementation – The investment methodologies employed to construct your portfolio. 
5. Active Management – Regular review of client portfolios and client objectives

Expectations


  1. Objective & unbiased advice – aligned with the objectives you provide.
  2. Strict confidentiality. Since our business is based on referrals, it is imperative to us that we maintain the strictest confidentiality in all instances. While you may know of several clients with whom we work, we will not discuss the specifics of another client’s situation under any circumstances. 
  3. Courteous service from every member of our team.
  4. Prompt return of phone calls, most on the same day, or under unforeseen circumstances, within 24 hours.
  5. Periodic financial reviews. We want you to know how your plan is progressing.

Gazall Investment and Wealth Management Services


Guided Wealth Portfolios

A digital investing solution that allows you to invest online with a low starting minimum and low-cost all while reaching your financial goals. You get a diversified portfolio personalized for you and your individual investment goals.

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Investment Guidance

Gazall Investment & Wealth Management offers a number of investment options customized to manage your financial goals. These options include: stocks, bonds, educational investments, traditional IRA, and much more.

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Financial Planning

Financial planning gives you a plan to achieve your financial goals through different life stages. A thorough plan can help you best pursue these goals as you move through life. We create a comprehensive plan to works towards your goals including retirement planning, 401K planning, profit sharing plans, and much more.

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Insurance Coverage

We believe carrying the correct amount of insurance for your situation is paramount to the financial planning process. Helping you balance the need for security and liquidity. We assist with multiple types of insurance including life, long term care, business insurance, disability insurance, and buying/selling insurance.

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Simplify your financial life.

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Gazall Investment and Wealth Management Team


Our Team

Joe Gazall

Joseph R. Gazall is the founder and owner of Gazall Investment and Wealth Management. He has over 30 years experience in business, investments and financial planning. Joe has been a registered representative of LPL Financial since 2004. He holds series 7 and 63 through LPL Financial, and his series 66 licenses are held through LPL Financial and Private Advisor Group.

Joe serves on the Board of Directors for Impression 5 Science Center in Lansing, MI and BioCare in Holt, MI.

Joe believes that emotions drive important financial decisions and most people struggle with effective long lasting important financial decisions. Joe’s goal is to help his clients assess their financial situations, including blind spots, and then create a plan to address their financial goals.

Joe has been happily married to Jennifer for 25 years. They have two adult boys attending Michigan State University, and currently reside in Grand Ledge.
In his free time, Joe enjoys golfing, woodworking and exploring the world of craft beers. He is an active supporter of St. Gerard Church, Impression 5 Science Center, the Greater Lansing Food Bank, the Keifer Foundation and St. Vincent Charities.


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Our Team

Jennifer Gazall

Jennifer Gazall’s previous career included administrative and coordinator roles at Sparrow Health Systems. She recently retired in order to join her husband, Joe, at their office in the role of Customer Support Associate. Jenn coordinates all aspects of Gazall Investments and Wealth Management.
In her spare time, Jenn enjoys reading, baking, and spending time with friends and family. She is an active supporter of St. Gerard Church.


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Our Team

Kimberly Dodge

Kim Dodge has worked at Michigan Financial Group since 2004. She is the welcoming voice and friendly face with whom you make contact at Gazall Investment and Wealth Management.

Kim tirelessly works to create a welcoming environment both in the office and over the phone. Her kind demeanor and positive attitude make her a favorite for all clients of Michigan Financial Group.

In her free time Kim enjoys spending time with her family and grandchildren.


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