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Business Profile

Investment Security

Veltman Investment Services, LLC
BBB Accredited BusinessA+Rated by BBB
Visit Website(616) 774-2281Write a Review

About

Overview

Veltman Investment Services, LLC

741 E Beltline Ave NE

Grand Rapids, MI 49525-6045

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BBB Accreditation & Rating

Veltman Investment Services, LLC is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Veltman Investment Services, LLC states they offer financial services

BBB Accredited Since: 7/23/1997

Years in Business: 37

Products and Services

Business Planning, Charitable Giving, Education Planning, Estate Planning, Financial Planning, Fixed Income Services, Investment Strategies, Longevity Planning, Portfolio Management, Retirement Planning, Risk Management, Sustainable Investing, Trust Services

Business Details

Local BBB:
BBB of Michigan
BBB File Opened:
3/13/1997
Business Started:
8/1/1989
Business Started Locally:
1/1/1967
Business Incorporated:
9/30/1994
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Veltman Investment Management
Raymond James

Additional Contact Information

Principal Contacts
Mr. Paul N. Veltman, President
Customer Contacts
Mr. Paul N. Veltman, President
Ms. Linda Westbrook, Co-Branch Manager

Additional Information

Business Categories
Investment Security, Financial Services, Business Services, Business Consultants, Financial Planning Consultants, Retirement Planning Services, Investment Advisory Services, Financial Consultants, Investment Management, Estate Planning and Management, Risk Management, Business Plan, Wealth Management

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