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      Details

      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.

      HoursOPEN NOW
      Regular Hours:
      Mon
      Tue
      Wed - Thu
      Fri

      Contact Info

      Phones:

      Main - 616-988-3356

      Fax - 616-988-6290

      ExtraTollFree - 866-301-2594

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

      Links:

      coprorate website

      Visit my website

      Categories
      Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Securities
      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
      Payment Options
      visa, amex, discover, check, master card
      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.
      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
      Data provided by one or more of the following: Thryv, Data Axle, Yext.