Jay S.
5/25/2018
I was nervous about going to another small financial advising office, but they exceeded my expectations! I am not good with planning for the future or have extensive knowledge of the financial...
Custer Financial Advisors
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1 Royal Park Dr Ste 5
Zeeland, MI 49464
Custer Financial Advisors, based in Zeeland, MI, specializes in providing tailored financial planning services for retirees, pre-retirees, and followers of Ramsey. Their expertise includes retirement planning, tax planning and strategies, investment management, and risk management.
The team at Custer Financial Advisors believes in the importance of tax planning as a fundamental aspect of an overall financial strategy. They engage in conversations with clients to explore strategies aimed at ethically reducing tax burdens throughout their lifetime.
Moreover, beyond just managing investments, the firm focuses on building relationships with clients and guiding them through personalized financial plans. Their services encompass ongoing investment management, updated tax planning strategies, regular financial planning meetings, and access to financial projections and analysis.
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