Action Point Financial Planning, LLC
Action Point Financial Planning, LLC (CRD# 172103) is a financial advisory firm headquartered in , . They manage $8,500,000 in 54 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts54ACCOUNTS
Average Account Value$157,407
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Benjamin VerWys (CRD# 4700034) is the Co-Founder and Senior Financial Advisor at Action Point Financial Planning, LLC in Grand Rapids, MI and has over 9 years of experience in the finance industry.