Nick Ivone is a Financial Services Representative who joined Planned Financial Services, LLC. in March of 2022, a financial services firm associated with MassMutual Great Lakes.
Nick graduated from Wayne State University with a Bachelor’s Degree in Finance. During his time there, he furthered his knowledge and understanding of the financial industry by participating in an apprenticeship with Ameriprise Financial in Shelby Township, MI.
As a Financial Services Representative, Nick focuses on offering financial products and services. He begins with getting to know a client and their family, their financial situation, and what matters most to them. He then designs a financial strategy tailored to the client’s needs and financial situation.
One of the core reasons Nick pursued a career in financial services is the belief that basic financial education and the assistance of a professional can have a direct impact on one’s quality of life. Nick believes that trust is an integral part of the relationship between himself and his clients. He continues to build this relationship through annual reviews in which he and the client can reflect on their past, and assess whether any changes are necessary to the policy or financial strategies over time, as well as their potential future needs.
As a former collegiate baseball player, Nick continues making an impact in others’ lives by coaching baseball at his former high school, L’Anse Creuse High School North, in Macomb, MI. In his downtime, he enjoys watching sports and writing.