Jeffrey S. Williams,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey S. Williams, CFP®

CIMA®, CPA/PFS

Managing Principal

Grand Wealth Management, LLC

Bridgewater Place, 333 Bridge St NW Ste 800
Grand Rapids, MI 49504
FINANCIAL ADVISOR'S WEBSITE
(616) 451-4228

General

Jeffrey Williams is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Grand Wealth Management, LLC in Grand Rapids, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

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Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Retirement

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