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Featured Business Financial Advisor in Grand Rapids, MI
Grand Rapids Financial Advisors
Forest Hills Financial, Inc.
3210 Eagle Run Dr NE, Suite 104
Grand Rapids, MI 49525
(616) 949-6006
“Helping you keep what you have earned”
Advisor Profile
Name:  Jaime Westenbarger
Phone Number:  (616) 949-6006
Website:  Visit Website
Disclaimer
Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Forest Hills Financial Inc. and Securities America are separate entities.

About Forest Hills Financial, Inc.

Everyone has different financial goals, but what each person has in common is their need for a financial plan. Regardless of what you want to work towards, you need a financial roadmap to get there. Whether you want to save for college, retirement or other goals, it all starts with listening to you, and creating a plan that matches the right financial services with your needs.

I pride myself in understanding the financial situations of my clients.

IS THIS YOU?

Do you have investments in multiple accounts but no strategy as to why you own what you own and why you have what you have?

Has it been years since you have met with your advisor or does your advisor only call to sell you something?

Are you a busy executive, Doctor, or business owner that just needs someone to organize and plan their complex financial situation?

Do you watch money programs on television, listen to generic radio talk shows and read books on money hoping to better understand the complex issues you face with your particular financial situation?

You would never take a vacation without planning where you would stay, how you would get there, or how you would pay for it. Why would you do any less when preparing for your retirement? Let us help you design your Roadmap to Retirement now so you can enjoy the journey.

If any of these describe you then I have the solutions you need to get your retirement plan on track.
 

General Information

Gender:    Male
CRD#:    4625703
Name of Broker/Dealer:    First Allied Securities, Inc.
Name of Custodial Firm:    Pershing
States Licensed in:    MI
IN
FL
OH
CA
NE
NY
IA
LA
TX
AZ
TN
States Willing to do Business in:    MIINFLOHCALATX
Years of Experience in Financial Services:    16
Number of Years with Current Firm:    9
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs
 

Education

Academic Background
 
University of Michigan- Finance
Cornerstone University- Business Management
 

Services

Investment Types:    Annuities, Mutual Funds, Bonds, Stocks, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Securities Licenses:    Series 7, Series 6, Series 24, Series 26, Series 63, Series 65
Insurance and Annuity Licenses:    Health, Long Term Care, Variable Annuity, Life, Disability, Annuity, Variable Life
Financial Organization Memberships:    National Association of Insurance and Financial Advisors (NAIFA), Million Dollar Roundtable, Financial Planning Association (FPA)
Non-Financial Organization Memberships:    Chamber of Commerce
West Michigan Better Business Bureau
Local First
 

Firm Information

Firm's Number of Clients:    450
Firm's Number of Planning Clients:    450
Assets Managed by Firm:    $150 Million
Assets Managed by Advisor:    $80 million
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Flat Fee, Hourly, Based on Assets
 
 
 
Prepared By: Jaime Westenbarger

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