What We Do
- Financial planning
- Investment management
- Retirement planning
- Income planning
- Life insurance and annuities
- Disability insurance
- Play a role in estate and tax planning, working with attorneys and tax professionals, respectively
History
My father, Jack Mole, has run a successful financial planning practice for 47 years in the Lansing area. After a 20-year career in the nonprofit sector, first as a social worker and then as a nonprofit executive, I decided in 2017 to make a shift in my career to work alongside my dad to help bring on new, cutting edge technologies and bring expand our services to a new demographic of clients. In 2025, we decided to relocate our offices to Old Town to connect more with a business and residential community. I also live in Old Town, and have long been a believer in being a part of a neighborhood. We are thrilled to be part of Old Town, and our clients are loving the new space and the opportunity to shop and dine after meetings. Old Town already feels like “home” to us after just 8 months!
Why did you start this business?
"My father started this business, and had asked several times if I wanted to be part of it, but I was on a different path. After 20 years working in social services, where between the needs of the people I served and the pressures of fundraising, I was used to dealing with 24/7 crisis management, I was ready for a change. Little did I know that after transitioning smoothly into the financial services industry, we would face an unprecedented global pandemic. I’m grateful for my background in crisis work, because it gave me the tools to help our clients navigate the uncertainty of that time. What I love most about financial planning is helping our clients achieve goals they didn’t know were possible. That’s the real joy!"
How do you define success?
"Success for me is seeing our clients achieve their goals, whether it be funding their retirement, paying for a child’s wedding, helping their grandchildren attend college, or taking that trip of a lifetime. If we can give our clients the tools and guidance to navigate a complex financial landscape and still enjoy coming to work every day, I would say that is the best kind of success."
Why did you choose Old Town?
"I lived in Old Town in the late nineties, when people were just beginning to reinvest here. I have always loved cities and been fascinated by the process of urban renewal. Coming back to Old Town nearly 20 years after I first lived here has been so rewarding. This is a wonderful community of business owners and residents that draws folks from every corner of the Capital City region. As my dad said when we first moved down here… “I really feel like we are part of something.” I couldn’t agree more."
- Joseph Mole, AIF, Financial Advisor at Sigma Financial Corporation
Come Visit Us!
Monday-Friday 9am-4:30pm
109 E. Cesar E. Chavez Ave.., Lansing, MI 48906
(517)332-3520
jomole@sigmarep.com
