Overview

We are a well established financial planning firm located in Kalamazoo, Michigan. If you are thinking about a future retirement and would consider selling your practice in the next 1-5 years, then I would be interested in meeting with you. We are interested in expanding our presence in the Grand Rapids area and in the Holland/Muskegon area. In addition we have several existing clients in the Traverse City area and would be interested in expanding our presence that area. We have the resources and are willing to hire additional staff to make the right retirement transition work.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
within 2 months

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