Grand Rapids Resource Welcomes it’s Newest Contributor, Aaron DeVos with Waddell & Reed Financial Advisors!
Hello, my name is Aaron DeVos, and I’m a Financial Advisor with Waddell & Reed in Grand Rapids, MI. I’m a graduate of Hope College and I’ve been in my career for nearly six years. I currently live in downtown Grand Rapids, and I continue to enjoy seeing the rapid growth that is taking place in our city.
In my career at a Financial Advisor, among a variety of responsibilities to my clients, my greatest priority is to first focus on the PROCESS of personal financial planning before discussing specific products. I believe individuals, families, and business owners are seeking to work with a financial professional they can trust and rely on, and someone who truly understands their specific life circumstances and financial goals. In partnering with my clients, our common goal is to develop a financial “roadmap”, specific to where they want to go in life. As a result of this written plan, we then implement certain investment strategies or insurance programs to help us reach those goals.
Whether your questions or interests are in the areas of cash flow, planning for a major purchase, your children’s education planning, your own retirement, tax planning strategies, or estate planning – I look forward to offering you valuable information in the weeks and months ahead.
Contributed to GrandRapidsResource.com by: