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Merrill Lynch Financial Advisor David Smits

Financial consultant

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Services Offered

  • Investment advice
  • Financial planning
  • Retirement planning
  • Investment management

About

David Smits is a financial advisor based in Grand Rapids, Michigan, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), David specializes in comprehensive financial planning and investment management. He serves a diverse clientele, helping them navigate their financial journeys with informed decision-making.

Reviews

Location

250 Monroe Ave NW 6th Floor, Grand Rapids, Michigan
Map showing location in Grand Rapids, Michigan
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Contact This Advisor

Business Information

Address

250 Monroe Ave NW 6th Floor
Grand Rapids, Michigan 49503

Phone

+1616-774-4219

Website

https://advisor.ml.com/sites/mi/grand-rapids-mi/smits-welch

Business Hours

Contact for business hours