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Edward Jones - Financial Advisor: David Halvorson, CFP®
4070 Lake Drive Southeast, Grand Rapids, Michigan, United States
About the Edward Jones - Financial Advisor: David Halvorson, CFP®
Edward Jones - Financial Advisor: David Halvorson, CFP® is a reputable finance institution located at 4070 Lake Drive Southeast in Grand Rapids, Michigan, United States. As a Certified Financial Planner, David Halvorson provides expert financial advice and guidance to clients looking to secure their financial future. With a focus on personalized service and tailored financial solutions, Edward Jones is committed to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, David Halvorson and his team are dedicated to providing you with the support and expertise you need to make informed financial decisions.
Photos of Edward Jones - Financial Advisor: David Halvorson, CFP®
4070 Lake Dr SE Suite 203, Grand Rapids, MI 49546, United States
Opening hours of Edward Jones - Financial Advisor: David Halvorson, CFP®
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
09:00 - 16:00
Saturday:
Day off
Sunday:
Day off
Reviews of Edward Jones - Financial Advisor: David Halvorson, CFP®
"I've met a lot of financial planners in my life. My job often puts me in the same room or on the phone with them. I could tell within minutes of meeting David that he's something special. His professionalism, his focus on the client, his curiosity about what the best options are. Simply put, he's outstanding. If you have a chance to work with him, do it. You will never regret it."
"David is amazing to work with. He is very passionate and takes time to learn about your goals and will educate you on the best route to reach them. Can’t recommend him enough!"
"David knowledgeably helps his clients take an overall view of their finances, goals, and risk comfort in context of where they are in their career relative to retirement and is backed up by an excellent company with great resources that takes a fiduciary approach to managing their clients investments. No need to pay attention to the talking heads on TV."
"David's knowledge of family financial planning is great. He's been a valuable resource to help make financial decisions. He has some great tools to help you understand your plan and where you're going, helping you to stay on track for your financial goals. Thanks David for your insight and help."
"David's knowledge, insight and level-headedness have made him a valuable resource for financial questions, advice and guidance for my business and my family. His ability to understand the nuances of constantly changing financial data and break it down into understandable terms has made all the difference."
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