Bamboo Financial Advisors
Financial Services
Caledonia, Michigan, United States
6 employees
- Employees
- 6
- Contacts
- 1
- Emails
- 1
- Phones
- 1
Bamboo Financial Advisors Overview
- Headquarters
- Caledonia, Michigan, United States
- Website
- bambooadv.com
- Industry
- Financial Services
- Employees
- 6
- Founded
- 2021
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Bamboo Financial Advisors
Our role is to work one-on-one with you and help you plan not only for a financially sound future—but for the life you want to experience. Through ongoing partnership, together we’ll work to protect your wealth from unnecessary taxes, plan for your financial goals, and achieve your deepest held dreams. We provide financial planning, investment/wealth management, tax planning, and risk mitigation to business owners and affluent individuals.
Bamboo Financial Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Bamboo Financial Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jason Goosen | Financial Advisor with Bamboo, Helping | Grand Rapids Metropolitan Area, United States |
View
|
| Brad Laninga | Co-founder and Financial Advisor | Grand Rapids, Michigan, United States |
Email
Phone
|
| Chris Ralph | Financial Advisor with Bamboo Financial |
View
|
|
| Latonya Martin Dnp, Fnp-C | Program Coordinator, Family Nurse |
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|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
Associate / junior
1 profile
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