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Advisors near 49404
Out of 400,000+ nationwide
Thaddeus P
CFP®, Series 63, Series 65
Grand Rapids, MI
Advance Wealth Management Service, LLC
Adam L
Series 66
Spring Lake, MI
SkySail Wealth Management LLC
Jerome M
Series 65
Sparta, MI
Compound Value Advisers, LLC
Robert B
Series 63, Series 65
Grand Rapids, MI
Robert Charles Capital Management
Christopher V
Series 65
Grand Rapids, MI
Villaire Financial, LLC
James V
Series 65
Grand Rapids, MI
Vermeulen Capital Management
Tyler H
Series 65
Grand Rapids, MI
Clarity Wealth Management LLC
Andrew J
Series 65
Grand Rapids, MI
Adestella Investment Management LLC
Scott G
CFP®
Jenison, MI
Socrates Financial Planning
I was a college professor for many years and now I teach fellow professors how to manage their finances with confidence. I teach early-career professors how to create an effective financial plan and teach seasoned professors how to adjust their plans as retirement approaches. As a professor, I prepare for the first day of class. As a money mentor, I help professors prepare for their first day of retirement. As a professor, I help students develop an academic plan to meet their career goals. As a money mentor, I help professors develop a financial plan to achieve their life goals. Unlike most financial professionals, I work with you as a fee-only fiduciary planner. This means I am paid directly by you for objective advice without sales commissions, hidden fees, or conflicts of interests. My earliest money memory is saving my allowance and birthday money to pay for a toy when I was seven years old. I went to the sales counter with my piggy bank and dumped out coins and crumpled dollar bills. To this day, I value the ability to save for future goals. And yes, I still own the ceramic piggy bank! Investments are important, but so are income taxes, insurance, education funding, daily spending habits, estate planning and our relationship with money. I look forward to helping you achieve clarity and confidence with all aspects of a comprehensive financial plan.
Steven U
Series 65
Grand Rapids, MI
Freedom Financial Planning Solutions, LLC
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Advisors near 49404
Out of 400,000+ nationwide