Reviews for Straight Path Wealth Management

Feb 2024

These guys are great, and very bright. Quit looking already and hire them. ? Ken is the man give him your biz.
Mar 2023

Prompt, professional, honest & helpful. Ask for Jake.

From Straight Path Wealth Management

Straight Path Wealth Management is a financial planning firm in Jenison, MI that has been helping clients achieve their financial goals since 2011. We offer a holistic approach to financial planning that combines retirement, investment, and tax planning. We are a team of professionals, comprised of CERTIFIED FINANCIAL PLANNER’S™ (CFPs), Enrolled Agents (EAs), Certified Public Accountants (CPA), and a diverse range of experts with a shared commitment to providing exceptional financial services. Our goal is to help you reduce taxes, invest smarter, and optimize your income. We are a fiduciary firm, which means we are legally obligated to put your interests first.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 4PM
Saturday: ClosedSunday: Closed

Explore More Businesses Nearby

Best Pros in Jenison, Michigan

Ratings

Google: 5/5