BAMBOO

At Bamboo, we work closely and collaboratively with you to understand the entirety of your financial circumstances as well as your goals and needs. Through our in-depth process, we develop a financial plan tailored to you. We are then dedicated to being here over time to implement, oversee and maintain your wealth strategy-and help you make optimal decisions towards your financial wellbeing... Adhering to your financial plan at times requires sacrifice and a third-party's guidance. We are your coach in helping you stay on track to accomplish your goals... From our technical capabilities as a firm to our years of experience, your wealth is expertly cared for. We bring you the tools, knowledge and personal understanding necessary to improve your outcomes as a whole.

Primary location: Grand Rapids United States