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Strategic CPA Investment and Wealth MgmtFinancial advisor in Grand Haven, MI

Strategic CPA Investment and Wealth Mgmt is a financial advisor at 16930 Robbins Rd Ste 130, Grand Haven, MI 49417. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

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Key facts

Key facts about Strategic CPA Investment and Wealth Mgmt
Address16930 Robbins Rd Ste 130, Grand Haven, MI 49417Get directions
Phone(616) 888-6270
Websitestrategiccpaplanner.com
HoursMonday to Friday: 9 AM – 5 PM

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Grand Haven and 8 towns within 25 miles: Norton Shores, Muskegon Heights, Muskegon, Allendale, Holland, Walker, Jenison and Grandville.

Based in Grand Haven, MIView on map

Opening hours

Opening hours for Strategic CPA Investment and Wealth Mgmt
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Strategic CPA Investment and Wealth Mgmt

What are Strategic CPA Investment and Wealth Mgmt’s hours?

Strategic CPA Investment and Wealth Mgmt is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Strategic CPA Investment and Wealth Mgmt serve?

Serves Grand Haven and 8 towns within 25 miles: Norton Shores, Muskegon Heights, Muskegon, Allendale, Holland, Walker, Jenison and Grandville. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact Strategic CPA Investment and Wealth Mgmt?

Call Strategic CPA Investment and Wealth Mgmt on (616) 888-6270. The business is at 16930 Robbins Rd Ste 130, Grand Haven, MI 49417. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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