Regal Holdings
Financial Services
Kentwood, Mi, United States
66 employees
OF
- Employees
- 66
- Contacts
- 2
- Emails
- 2
- Phones
- 2
Regal Holdings Overview
- Headquarters
- Kentwood, Mi, United States
- Website
- www.regal-holdings.com
- Industry
- Financial Services
- Employees
- 66
- Founded
- 2000
- Stock Symbol
- OF
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Regal Holdings
Regal Holdings is a full service financial firm specializing in retirement planning, investment management, and multi-generational planning. We believe a client’s trust should be placed in the hands of knowledgeable experts with credentials such as the: Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter. Our approach to financial planning does not contain piecemeal recommendations or transactional product offerings but rather tailored financial plans customized around your unique set of goals. We build long-term relationships throughout the years to monitor and adjust the plan along the way.
Regal Holdings Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Regal Holdings Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Christopher (Chris) Wilks | Senior Associate at Regal Financial |
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|
|
| Alan Toman | Financial Advisor at Regal Holdings |
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|
|
| Larry Taunt | Regal Investment Advisors/ Regal | Grand Rapids, Michigan, United States |
Email
Phone
|
| Don Carlson | Partner - Regal Holdings | Grand Rapids, Michigan, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
3 profiles
Senior / Lead
1 profile
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