Veltman Investment Management and Financial Services

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35 Years

in Business

Accredited

Business

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General Info: Retirement and Wealth Management(Call or email us today to have one of our Financial Advisors see if you are ready for retirement, or would like a free portfolio review.
Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
BBB Accredited businesses follow the BBB Standards for Trust and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Services/Products: Financial Planning- IRA Rollovers when you change jobs or retire. Registered Investment Advisor. Retirement Income Planning-Do I have enough to retire comfortably? Estate Planning-Are my documents in order if I pass away? Social Security Planning-When should I Take it? Fee Based Investment Advice-Our goals are the same as yours, to help you achieve and maintain financial independence. Financial Goal Planning and Monitoring-Am I still on track?
Neighborhood: Northeast Grand Rapids
Other Link: http://www.veltmaninvestments.com
Categories: Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investments, Mutual Funds, Retirement Planning Services
Other Information: Certifications: Certified Financial Planner

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Phone: (616) 774-2281

Address: 741 E Beltline Ave NE, Grand Rapids, MI 49525