NetworkยทFamily Office

Calder Financial Group

Unclaimed

๐Ÿ“ ADA, MI

Family Officebusiness services
www.wearecalder.com โ†—

SEC CRD #801-67907

About

--> HOME | Calder Financial top of page Close 616.235.2442 CALDER FINANCIAL GROUP Financial Decisions Simplified Contact Us WE ARE CALDER We promise passionate delivery. We know our success depends on your satisfaction, which we ensure by putting 100% of our fees at risk. We believe our clients deserve unbiased guidance, which is why we never sell products nor receive commissions of any kind. We deliver unparalleled service as a community of highly credentialed professionals. Meet The Team For Employers We provide strategic consulting and administrative services for employee benefits and compensation programs, with an emphasis in retirement plans. We operate as your outsourced HR rewards, with a willingness to invest significant time with your employees so they understand their benefits. For Individuals We provide comprehensive financial planning and modeling, investment management, and guidance enrolling in employee benefits and social security. We never sell any commissioned products and always provide unbiased guidance as a 3(38) fiduciary. While our services span employee rewards and financial planning, our focus is on the people and companies we serve. We welcome the opportunity to meet you and earn your trust. Let s start with a cup of coffee. Book a Coffee Date Now! KEY SERVICES Offering services to individuals and employers Financial Planning For Individuals Wealth Management For Individuals Income Planning For Individuals Social Security For Individuals Financial Wel

Key Contact

DS

DAREN SHAVELL

SECRETARY

๐Ÿ“ž (616) 235-2442

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Geographic Focus

miunited statesmidwest
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AUM

$297M

Check Size

$4Mโ€“$4M

Location

ADA, MI

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