Brandon Gualtiere, Financial Advisor

FINANCIAL ADVISOR
Brandon R Gualtiere

CEPA®
456 East 16th Street Suite 1, Holland, MI 49423opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Golfing
  • Football
  • Auto Racing

Team Members

  • Amanda Blackburn
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(616) 494-9551

Fax

(866) 462-5956

Office Address

456 East 16th Street Suite 1
Holland, MI 49423opens in a new window

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