Bradley Maclachlan

CERTIFIED FINANCIAL PLANNER professional, CERTIFIED INVESTMENT MANAGEMENT ANALYST professional

Financial Advisor at Robert W Baird in Grand Rapids, MI

About

Our mission is to provide highly personalized financial services, advice and guidance to our clients as they pursue their unique financial goals. We develop long-term, valued relationships based upon competency, trust and loyalty. We partner with clients who will benefit from our expertise and whose objectives are understandable and achievable. Our clients include high net worth individuals, professionals and small business owners in the management of their financial resources. We focus on leveraging our team’s expertise and Baird’s vast resources to provide customized solutions for our clients. Our core services are hourly fee financial planning, fee-based investment management and/or customized portfolio construction and custody. As our client, you will experience a high level of personal attention in developing a plan that is customized to your situation. For our investment management clients, we will execute a defined and understandable process which will be monitored continuously and reported monthly.

Contact
Address
333 Bridge St Nw Ste 1000 in Grand Rapids, MI 49504
Info
None specified

Reviews

Peer Endorsements

Best Answers

Bradley Maclachlan has not answered any questions.

Specialties

  • Annuities
  • Bonds & Fixed Income
  • Education Savings
  • Equities
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Background

Experience

Financial Advisor