Debra Lynn Kalleward

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design

About

Debra Lynn Kalleward is a financial consultant based in Kalamazoo, Michigan, affiliated with Oppenheimer. She specializes in holistic financial planning and the design of investment and insurance strategies tailored to each client's unique goals and risk tolerance. Debra employs an in-depth discovery process to understand her clients' specific situations and time horizons. Her practice focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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