Business Details
About
Investment Service
High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we will provide the key tools, guidance and resources needed to help grow your wealth and protect your legacy.
Location
Hours
Frequently Asked Questions About Knapp Wealth Management Group
What services does Knapp Wealth Management Group offer?
Knapp Wealth Management Group offers financial advising, investment management, investment funds, and stock brokerage services.
Where is Knapp Wealth Management Group located?
The office is located at 452 Ada Dr SE, Ste 240, Ada, MI 49301, United States.
What are the business hours for Knapp Wealth Management Group?
Knapp Wealth Management Group is open Monday through Friday from 9:00 AM to 4:00 PM, and closed on weekends.
How can I contact Knapp Wealth Management Group by phone?
You can reach them at their main phone number +1 616-676-1505 or the alternate phone +1 616-727-7988.
Does Knapp Wealth Management Group offer services in languages other than English?
No, the services are provided in English.
What financial specialties does Knapp Wealth Management Group focus on?
They specialize in 401(k) rollovers, Roth IRAs, 529 College Savings Plans, life insurance, SEP IRAs, and traditional IRAs.
Can I schedule a consultation via web conferencing with Knapp Wealth Management Group?
Yes, they offer additional hours for web conferencing to assist clients remotely.
Are there any coffee shops near Knapp Wealth Management Group where I can relax before my appointment?
Yes, there is a Starbucks nearby where you can enjoy coffee or smoothies before or after your visit.
What nearby businesses can assist me with mortgage or loan services near Knapp Wealth Management Group?
Nearby mortgage brokers include Loretta Cetkovic - Preferred Rate, Ryann White - Preferred Rate, Michelle Olds - Preferred Rate, and Preferred Rate, offering mortgage and installment loan services.
Are there places for fitness or wellness nearby Knapp Wealth Management Group to check out after a meeting?
Yes, Pilates in Ada is a nearby pilates studio and gym, and Synchrony Health offers naturopathic and holistic medical services.