Strategies Financial Group

CONNECT

Address:

4467 Cascade Rd SE Suite 4480
Grand Rapids, MI 49546

Phone:

(616) 719-5000,(888) 229-4630

Fax/Other:

616-719-5011

David Willis, RFC®

David Willis, RFC®

Partner

A resident of Grand Rapids, MI for the past 22 years, David has a career spent in accounting and finance; after nine years in the international finance department of Amway he joined New England Financial (a MetLife Company), subsequently joining the partnership that is Strategies Financial Group. Educated in Britain and Canada David followed an accounting, finance curriculum. More recently he completed Grand Valley’s Seidman College course in financial planning. He holds life and health state insurance licenses and Series 7 and 66 investment qualifications. David currently works as a financial advisor to individuals on a personal basis, as well as to medium and small sized companies. Years of experience in financial roles taught the values of being analytical, forthright and compassionate; traits that are useful in guiding, planning and assisting clients with the myriad of financial choices that must be made as they progress through life. 

Phone (616) 719-5062
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck