John L Wiener & Associates

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

O'Keefe & Associates is a leading financial advisory firm based in Grand Rapids, MI, offering a wide range of services including corporate finance, litigation support, strategic advisory, and turnaround and restructuring. With a team of experienced professionals, they provide expert solutions in areas such as business valuation, forensic accounting, intellectual property, and risk management. With offices in Grand Rapids, Detroit, and Phoenix, O'Keefe & Associates has a strong presence in the financial industry, assisting clients with complex financial matters and providing strategic guidance for mergers and acquisitions, crisis management, and market analysis. Their commitment to excellence and their extensive expertise make them a trusted partner for businesses seeking comprehensive financial solutions.Generated from the website

HistoryIn 2004 Bill formed Opportunity Concepts, LLC as a consulting company providing life insurance education, analysis and management services to brokers, professional advisors and their clients. Bill is consistently at the cutting edge of life insurance industry developments and tends to challenge industry orthodoxy as a champion of adding value for the client.SpecialtiesFee based life insurance consulting