Strategic CPA Investment & Wealth Management

Financial ServicesInvestment serviceFinancial AdvisingFinancial consultantGrand Rapids, Michigan

Contact

Address
2922 Fuller Avenue Northeast Suite 101B, Grand Rapids, Michigan, 49505
Phone
(616) 888-6270
Website
strategiccpaplanner.com/
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Business Hours

SundayClosed
Monday08:00am – 05:00pm
Tuesday08:00am – 05:00pm
Wednesday08:00am – 05:00pm
Thursday08:00am – 05:00pm
Friday08:00am – 05:00pm
SaturdayClosed

Description

Our process starts with the expert tax focus of our firm Strategic CPA Accounting & Tax Solutions. We then offer to help our clients with their tax-smart wealth management needs through our services at Strategic CPA Investment & Wealth Management. In order to help you with your detailed wealth management and financial planning, we must work with you to develop a comprehensive plan that meets both your current as well as your future goals and objectives. Please note our other locations at: 16930 Robbins Road Suite 130 Grand Haven, MI 49417 800 East Ellis Road Suite 206 Norton Shores, MI 49441 1535 44th Street SW, Suite 400 Wyoming, MI 49509