As your local financial advisor affiliated with Eagle Strategies, I offer financial and investment advisory services. I can help you navigate the financial landscape and prepare for the future. Eagle Strategies LLC is a New York Life Company and a registered investment adviser. Any testimonial or endorsement shown is based on an individual's experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. CA Ins Lic #0004377681 AR Ins Lic #0004377681
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
The advisor listed is an Ameriprise financial advisor in Grand Rapids. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Jeff has provided clients with experienced financial guidance through various market and economic climates for 32 years. He offers a comprehensive range of investment alternatives and services, specializing in retirement and financial planning. Using a collaborative approach, Jeff helps clients implement solutions that fit their specificfinancial needs and objectives. After getting to know each client's unique situation, he develops appropriate asset allocation and diversification strategies. Jeff earned his Bachelor's Degree in Business Administration from Drake University in 1972. In 1989, Jeff relocated to Grand Rapids as Complex Manager to build up the West Michigan Paine Webber Presence. Transitioning back into production resulted in serving as First Vice President of Investments with Prudential Securities for 11years. He then joined Raymond James in 2002 where he assisted both individuals and businesses in providing retirement and financial planning consulting. Jeff joined Ameriprise Financial in November of 2015 as Managing Director, where he continues to service his clients on a personal and corporate level. Originally from St. Louis, Missouri, Jeff currently resides in Grand Rapids, Michigan with his wife Pamela. They have two daughters, Samantha and Alexandra. In his spare time he enjoys golf, music, traveling and spending time with his family.
This website is operated by registered representatives offering securities through Securities America,Inc.Member FINRA/SIPC. Investment Advisory Services are offered through Securities America Advisory Services, Inc.,an SEC Registered Investment Advisor. The website owners are licensed to discuss with or investment & financial services & products only to resident of the states with in which the owner(s) is licensed.Securities related Services may not be provided to individuals residing in any other state.The information offered is for informative purpose only.None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise.Neither the owner(s) of this website nor Securities America,Inc.makes any guarantee as to the accuracy or completeness of this information.
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Welcome to Merrill Lynch in Grand Rapids, MI. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.
