Regal Holdings
Company

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
Industry
Financial Services
Employees
66
Founded
2000
Stock Symbol
OF
Funding
,
NAICS
Finance and Insurance
Monetary 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 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
Email Phone
Don Carlson Partner - Regal Holdings
Email Phone

Employees by Management Level

Individual contributor 3 profiles
Senior / Lead 1 profile

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