About Straight Path Wealth Management
Reviews for Straight Path Wealth Management
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 3:30PM
Saturday: ClosedSunday: Closed
Tips
online appointments on-site services
Location
7699 Georgetown Center Dr, Jenison
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Very thorough and professional. Provided information and planning milestones to support retirement decision making and updates during a turbulent market environment. Supported our family decision making and planning for the future.
Straight Path did an excellent job preparing my taxes. They provide a One-Stop Shop with financial planning, tax planning and investment management. My experience was welcoming from the moment that I arrived through the end of my meeting, where I received expert advice that was explained at my level of understanding.
The team at Straight Path Wealth Management are great to work with. They are all very kind and patient, and take the time to answer any questions and explain anything that is necessary. Tom Proos, does a great job at managing my portfolio. Also thank you to both Tom Proos, and Kara Olsen, for everything they have done for me.