SEC CRD #801-125974
Financial Advisors in Grand Rapids, MI: CPAs CFAs | Kroon Mitchell Your investment strategy should start with your taxes. Your investment strategy should start with your taxes. Every investment strategy has tax implications. That's why we leverage the combined expertise of Kroon & Mitchell Asset Management and Kroon & Mitchell Certified Public Accountants. Two disciplines that work together for your overall financial success and security. With 50 years of combined experience in tax and investments, Kroon & Mitchell associates are leading experts in the Grand Rapids area - your trusted advisors helping you manage your assets and financial well-being, today and in the future. We offer tax preparation and financial planning which allows us to build strategies tailored to you and your family. Kroon & Mitchell professionals carry both the Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA). There are acronyms, letters and certifications behind every financial advisor’s name but these are the ONLY two that matter. These designations present a level of education, experience and business acumen that is second to none. If you’re unhappy with your current accountant or investment advisor, or certified financial planner in Grand Rapids, MI, come speak with the CFAs at Kroon and Mitchell and see what makes our team the best financial advisors in Grand Rapids, MI. At Kroon & Mitchell we have investment experience researching, planning and advising over a billion dollar
PHILLIP MITCHELL
CCO
📞 (616) 356-2002
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AUM
$221M
Location
GRAND RAPIDS, MI
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