At Anderson Wealth Management Team, our mission is to serve you with dedication and integrity, helping you achieve your financial goals while leaving a lasting legacy. We are committed to making a significant impact on your financial well-being, your family and your community. Our goal is to provide personalized, thoughtful financial advice that empowers you to live a life of significance and help you achieve great things.
Frequently Asked Questions About Anderson Wealth Management Team
Where is Anderson Wealth Management Team located?
Anderson Wealth Management Team is located at 99 Monroe Ave NW, Suite 701, Grand Rapids, MI 49503, USA.
What are the office hours of Anderson Wealth Management Team?
Their office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I contact Anderson Wealth Management Team by phone?
You can reach them by phone at +1 616-459-4216.
What financial services does Anderson Wealth Management Team provide?
They provide financial advising, investment management, investment funds, and stock brokerage services.
What specialties does Anderson Wealth Management Team focus on?
Their specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Does Anderson Wealth Management Team offer online or web conferencing services?
Yes, they offer web conferencing as an additional service.
Which app can I use to access Anderson Wealth Management Team's services on my mobile device?
You can use the Edward Jones mobile app available on the Google Play Store and the Apple App Store for iOS devices.
What nearby places can help me find Anderson Wealth Management Team?
Nearby landmarks include 99 Monroe Wealth Group - Ameriprise Financial Services, LLC, Panera Bread cafe, and Comerica Bank, which can help you navigate to their location.
Are there any nearby dining options close to Anderson Wealth Management Team?
Yes, Panera Bread is a nearby cafe and bakery where you can grab a coffee or a bite before or after your meeting.
Can I visit any nearby parks or public plazas during my visit to Anderson Wealth Management Team?
Yes, Louis Campau Promenade, a public plaza and park, is close by and a great place to relax during your visit.