Rick Wagner - Financial Advisor
Add to Favorites
Financial Planners, Financial Planning Consultants
3075 Charlevoix Dr SE, Grand Rapids, MI 49546
800-253-4131
OPEN NOW:
Today: 8:00 am - 5:00 pm
PHOTOS AND VIDEOS
Be the first to add a photo!
Sponsored Links
Capstone Financial
4125 Embassy Dr SE, Grand Rapids, MI 49546
REVIEWS Write a Review
- General Info
- My role as a fee-based financial advisor at Centennial Securities, I have the privilege of offering my clients a more extensive array of investment options. The advantage of this approach is that I am not beholden to commissions associated with specific financial products, which allows me to provide objective and tailored advice that precisely matches each client's unique financial goals and circumstances. Moreover, fee-based advisors like myself are known for nurturing enduring relationships with our clients. This is because our compensation directly correlates with the growth of our clients' portfolios, fostering a deep sense of trust and ensuring that our objectives are perfectly aligned with those of our clients.
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Categories
- Financial Planners, Financial Planning Consultants
- Services/Products
- 529 College Savings Tax Planning
- Other Link
Data provided by one or more of the following: Thryv, Data Axle, Yext.