David Halvorson

Edward Jones

Phone: (616) 285-5168

Email: [email protected]

Background: With a client centered focus, I work with individuals, families, and businesses to discover what is most important to them. Through an extremely thorough planning and investment process, we bring goals to fruition.

As an entrepreneurial-minded advisor in the industry, I’ve created innovative and valuable channels in my practice that include comprehensive investment solutions and meaningful planning strategies.

Specifically, I work with retirement accounts, brokerage accounts, trusts, 401(k) options, corporate retirement plans, college savings plans, insurance polices, annuities, goals-based financial strategies, and other tools catered to client needs. I advise clients on investments, estate strategies, saving for education, planning for retirement, and other lifelong goals.

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