West Arbor Solutions
Financial Services
Petoskey, Michigan, United States
3 employees
- Employees
- 3
- Contacts
- 3
- Emails
- 3
- Phones
- 3
West Arbor Solutions Overview
- Headquarters
- Petoskey, Michigan, United States
- Website
- www.westarborsolutions.com
- Industry
- Financial Services
- Employees
- 3
- Founded
- 2019
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About West Arbor Solutions
West Arbor Solutions is an independent investment and advisor firm. We work with clients to help them achieve their unique version of financial freedom. We take the time to LISTEN and truly understand what clients want and then clearly communicate what it takes to get there. We invest with a focus on the short-term as well as the long-term depending on client goals and objectives. We work to EDUCATE clients about finances, cash flow, money management, and their options. Together we define your goals and EMPOWER you to pursue them. Specialties: Financial planning, income planning, wealth management, asset protection, short-term investing, long-term investing, retirement planning, debt management, business consulting, cost benefit analysis, budgeting & cash flow management, financial education, life event planning
West Arbor Solutions Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 3
- 100.0% coverage
West Arbor Solutions Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Sherry Holifield | Co-founder of West Arbor Solutions | Petoskey, Michigan, United States |
Email
Phone
|
| Kyle Arnold | Investment Advisor Representative | Traverse City, Michigan, United States |
Email
Phone
|
| Michael Holifield | Helping Others Achieve Their Goals | Petoskey, Michigan, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile