The Braun Walsh Group-- Private Wealth Management616-233-8721
OPEN NOW - Closes at 5:00pm
OPEN NOW - Closes at 5:00pm
333 Bridge St NW Ste 1000, Grand Rapids, MI 49504
333 Bridge St NW Ste 1000, Grand Rapids, MI 49504
Website
EmailWhat You Need is What We Do
Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisor, our most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources and planning expertise from which we can draw when designing customized solutions based on our knowledge of your specific needs in these areas.
Financial and Estate Planning
- Retirement and education planning
- Tax planning
- Wealth transfer
- Charitable giving
Investment Management
- Portfolio management
- Comprehensive advisory solutions
- Brokerage services
- Alternative investments
- Cash management
Risk and Liability Management
- Income protection strategies
- UITs
- Lending services
More Business Info
Grand Rapids Wealth Management Made Easy. Braun Walsh Group Financial Planners.
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Services/Products
- We excel at financial planning and are one of the premier financial planning firms in Grand Rapids, MI. People choose their careers for many different reasons. When we decided to become Financial Advisors, we were driven by a genuine passion for creating great outcomes in clients’ lives and a deep desire to help them achieve the things they wanted for themselves and the people they care about. We have closely guided high-net-worth individuals, corporate executives and families through many market cycles, led by a thorough understanding of their unique situations and an unwavering commitment to keep their best interests first. In Baird, we have a partner that shares our passion for wealth management, with world-class resources and deep expertise to support us in our mission to provide the very best advice and service we can in important areas, including: Portfolio managementSaving for higher educationPlanning for retirementEstate planning servicesInvestment tax planningInsurance
- Payment method
- financing available
- Location
- Located in Grand Rapids and serving all of Michigan the Braun Walsh Group is in the Baird Financial Group family and has a reputation for excellence.
- Neighborhood
- West Grand
- Amenities
- Financial Advisor, Financial planner, wealth manager, stock broker. Grand Rapids Asset Managers.
- Associations
- Baird Financial Group.
- Other Link
- Categories
- Financing Consultants, Financial Planning Consultants, Financial Services, Stock & Bond Brokers, Stock & Bond Transfer Agents
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