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        We create financial solutions for a lifetime, that can help make your DREAMS come true and ensure financial nightmares DON'T!

        General Info
        Our goal is to make your DREAMS come true and ensure financial nightmares DON'T! We take a collaborative approach and work with you to develop a customized financial plan, personally tailored to your needs and desires.
        Email
        Extra Phones

        Fax: (616) 988-6290

        TollFree: (866) 301-2594

        Services/Products
        Financial Planning and Advice Investments: Stocks, Bonds, Mutual Funds, Annuities, ETFs, UITs, etc. Insurance: Life (Permanent & Term), Disability, Long-Term Care Retirement Income Strategies Retirement Planning Strategies Business Retirement Plans -401(k)s Sole-Proprietor & Small Business Retirement Plans - SEPs, SIMPLEs, individual 401(k)s Wealth Preservation Strategies Estate Planning Strategies College Educational Funding Strategies
        Brands
        AXA Equitable Annuities, Lincoln Financial Annuities, MetLife Annuities, RiverSource Life Ins/Annuities, SunAmerica Annuities, all Mutual Fund brands, all NYSE/NASDAQ equities, variety of brands of life ins.
        Payment method
        visa, amex, discover, check, master card
        Location
        We're located in the beautiful 6-story glass-and-brick Weyhill Building on the edge of Calvin College campus, on the corner of Burton St. SE and East Beltline Ave. SE, just a mile north of Woodland Mall
        Amenities
        personal service, evening and week-end appointments available, in-home visits for shut-in clients in Grand Rapids area
        Accreditation

        Ameriprise Financial Services, Inc.

        Associations
        An Ameriprise Platinum Financial Services practice; An Ameriprise Financial Franchise
        Other Links

        coprorate website

        Visit my website

        Categories
        Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Securities

        Details

        Phone: (616) 988-3356

        Address: 2025 E Beltline Ave SE Ste 200, Grand Rapids, MI 49546

        Website: coprorate website

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