Downtown Portland Featured Business: Perennial Financial

 

Alex Moore is the proud owner of Perennial Financial, a financial services company that serves Portland and its surrounding area.

 

Alex is a financial advisor. He opened his company in 2006. He works with small businesses and with individual investors to help them plan for and through their retirement from working life.

 

Alex sells stocks, bonds, annuities, mutual funds and life insurance. These products are offered through either brokerage accounts or through strategic asset management accounts.

 

Alex was graduated from Olivet College in 2000 and he worked for Edward Jones in Lansing before opening his own business to serve clients locally.

 

“My motivation for serving my clients isn’t limited to simply earning a living,” said Alex, “I find great satisfaction in seeing my clients do well in meeting their financial goals and in creating their dream retirement,” he said.

 

In order to help his clients meet their goals, Alex encourages them to invest in financial instruments such as stocks and bonds that will yield a return that is large enough to provide them with the financial means that they need in order to enjoy a comfortable retirement.

 

Alex and his wife live in Portland with their two children, Avery and Brody. The Moores find Portland to be a good fit for them. “This is a great town,” said Alex. “We absolutely love it here. We like the people and we are very happy with the schools. It’s a fantastic community,” he added.

 

Alex plans to get his children involved with his business after they have been graduated from college. “We’re here to serve the community,” he said. “We’re here to provide people with peace of mind.”

 

Perennial Financial

Alex Moore

517-647-7157

alex.moore@lpl.com

112 Kent Street

Hours 9 AM – 5 PM Monday through Friday or by appointment

 

This piece was originally published in the Downtown Portland "On the Street" Newsletter for July 2019.  The full newsletter can be found HERE.

 

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