Retirement Plan Advisory Services Grand Rapids MI

Address

99 Monroe Ave NW #901
Grand Rapids, MI 49503

Contact

Phone: 616.643.4011

Who We Serve

Retirement Plan Sponsors

Hours

Mon–Fri, 8:00 am–5:00 pm

Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

Explore Our Services

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CAPTRUST

Grand Rapids

Establish the foundations of your financial success with integrity-focused advising services from CAPTRUST. By prioritizing the client relationship, our advising team can provide investment and wealth management advisory services you can trust. Invest in your future through informed decisions and end-to-end support. Contact your local CAPTRUST office today.

Our Team

Justin Cohen

Financial Advisor | Relationship Manager

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Dori Drayton

Principal,
Financial Advisor

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Jeremy Tollas

Vice President,
Financial Advisor

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To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That’s the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.

Fielding Miller