The Braun Walsh Group-- Private Wealth Management

More Info

Grand Rapids Wealth Management Made Easy. Braun Walsh Group Financial Planners.

General Info

What You Need is What We Do Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisor, our most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources and planning expertise from which we can draw when designing customized solutions based on our knowledge of your specific needs in these areas. Financial and Estate Planning Retirement and education planningTax planningWealth transferCharitable giving Investment Management Portfolio managementComprehensive advisory solutionsBrokerage servicesAlternative investmentsCash management Risk and Liability Management Income protection strategiesUITsLending services

Email

Jeff Walsh--Financial Advisor

Services/Products

We excel at financial planning and are one of the premier financial planning firms in Grand Rapids, MI. People choose their careers for many different reasons. When we decided to become Financial Advisors, we were driven by a genuine passion for creating great outcomes in clients’ lives and a deep desire to help them achieve the things they wanted for themselves and the people they care about. We have closely guided high-net-worth individuals, corporate executives and families through many market cycles, led by a thorough understanding of their unique situations and an unwavering commitment to keep their best interests first. In Baird, we have a partner that shares our passion for wealth management, with world-class resources and deep expertise to support us in our mission to provide the very best advice and service we can in important areas, including: Portfolio managementSaving for higher educationPlanning for retirementEstate planning servicesInvestment tax planningInsurance

Payment method

financing available

Location

Located in Grand Rapids and serving all of Michigan the Braun Walsh Group is in the Baird Financial Group family and has a reputation for excellence.

Neighborhood

West Grand

Amenities

Financial Advisor, Financial planner, wealth manager, stock broker. Grand Rapids Asset Managers.

Associations

Baird Financial Group.

Other Link

The Braun Walsh Group Financial Advisors

Categories

Financing Consultants, Financial Planning Consultants, Financial Services, Stock & Bond Brokers, Stock & Bond Transfer Agents

Details

Phone: (616) 233-8721

Address: 333 Bridge St NW Ste 1000, Grand Rapids, MI 49504

Website: The Braun Walsh Group Financial Advisors