Thatcher Wealth Management
4843 Cascade Road Southeast, Grand Rapids, Michigan, United States
About the Thatcher Wealth Management
Thatcher Wealth Management is a finance institution located at 4843 Cascade Road Southeast, Grand Rapids, Michigan, United States. They specialize in designing sound retirement strategies that can impact generations to come. By learning about your priorities and current financial situation, they help determine how much money you need to live comfortably in retirement. They will then assist you in implementing a strategy aligned with your goals and keeping you on track for a secure future.
Thatcher Wealth Management offers informational seminars on retirement income strategies and wealth management at various locations. They also provide guides on the impact of inflation on retirement planning. Their services include insurance products and investment advisory practices through AE Wealth Management, LLC. It's important to note that investing involves risk and individuals should seek professional advice before making financial decisions.
Please note that the Better Business Bureau membership does not provide a guarantee of character or competence, and BBB charges a fee for accreditation. The information provided on their website is sourced from third parties and should not be used as the sole basis for financial decisions. For more information, visit Thatcher Wealth Management at their Grand Rapids location or attend one of their informational seminars.
Photos of Thatcher Wealth Management
4843 Cascade Rd SE Ste 400, Grand Rapids, MI 49546, United States
Opening hours of Thatcher Wealth Management
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Thatcher Wealth Management
"I can’t say enough about the excellent counsel and professional advice I received! Your genuine concern for my family’s welfare, and caring, thoughtful approach to our financial planning is what impressed me the most. You patiently answered all my questions and provided clear, straight forward, practical advice. The quality of service is above and beyond what I experienced with other firms. I always felt that I was more than just another client. Without reservation, I enthusiastically recommend their services."
"We are impressed with William's professional counsel. He uses innovative software and he gave us a personalized and comprehensive financial forecast. Others preparing to retire will benefit greatly from William's Social Security expertise. The coffee was good, too!"
"Visiting TWM was a wonderful experience we highly recommend! We were amazed to learn all the essential considerations for effective retirement planning. William created a personalized "Social Security Timing" take-home report outlining our suggested options. We look forward to working with them more in the future!"
"When I met William I knew immediately that he has a heart for helping others. He truly wants what’s best for his clients and this is evident every time you sit with him and discuss your financial situation. First and foremost he spends time getting to know you and and allows you to get to know him. His knowledge of the inner workings of the financial system reassure you that you’re in good hands with him in your corner. The way he takes you step by step through your portfolio is very helpful in bringing the big picture into focus. I left our first meeting feeling blessed to have met William and confident that my financial health can and will be better than I imagined. I would highly recommend William to anyone who wants to gain a better understanding of their finances."
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