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Introduction
As a CPA and CFA Charterholder, he understands that it is important to get to know his clients so that he can create the optimal comprehensive, customized financial plan for them, including portfolio management, tax strategies, wealth transfer considerations, risk management, retirement analysis, and education planning.
Contact Info
Address:
250 Monroe Avenue Northwest
Grand Rapids
Michigan 49503
United States
Grand Rapids
Michigan 49503
United States
Tel:
+1 517-816-8769
Website:
https://www.alliedintegratedwealth.com
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | 08:00 | 17:00 | ||||
| Tuesday | Open | 08:00 | 17:00 | ||||
| Wednesday | Open | 08:00 | 17:00 | ||||
| Thursday | Open | 08:00 | 17:00 | ||||
| Friday | Open | 08:00 | 17:00 | ||||
| Saturday | Closed | ||||||
| Sunday | Closed | ||||||
