Financial Advisors in Michigan
Showing 1-4 of 4 advisors
Caledonia, MI
Mark VanderPol
VanderPol Investments
Specialties and Expertise
Alternative InvestmentsHigh Net Worth PlanningPhilanthropic Planning and Giving+5
Typical Clientele
1st Generation AmericansBusiness Owners+5
Pricing Model:
AUM
Number of Clients
130
Years of Experience:
13 years
Caledonia, MI
Noah Hoekstra
VanderPol Investments
Specialties and Expertise
Alternative InvestmentsCash Flow AnalysisHigh Net Worth Planning+5
Typical Clientele
Business OwnersRetirees+5
Pricing Model:
AUM
Number of Clients
130
Years of Experience:
4 years
LK
Clarkston, MI
Lucas Kokubo
Wells Fargo Advisors Financial Network, LLC
Specialties and Expertise
Portfolio ConstructionRetirement IncomeHigh Net Worth Planning+2
Typical Clientele
Business OwnersBusinesswomen+6
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
N/A
Ann Arbor, MI
Matthew Bowden
RFC Financial Planners
Specialties and Expertise
Retirement IncomeBusiness Ownership StrategiesSuccession Planning+2
Typical Clientele
Business OwnersDoctors+4
Pricing Model:
Flat Fee
Number of Clients
300
Years of Experience:
N/A