Kelly Eggleston
Retirement Plan Operations Manager at Calder Investment Advisors - Grand Rapids, MI, US
Kelly Eggleston's Colleagues at Calder Investment Advisors
Kelly Eggleston's Contact Details
616-235-2442
Grand Rapids, Michigan, United States
Calder Investment Advisors
Kelly Eggleston's Company Details
Calder Investment Advisors
Grand Rapids, MI, US • 10 - 19 EmployeesInvestment Bank/Securities Brokerage
Calder Investment Advisors provides financial services including assetmanagement, retirement plan management, retirement accumulation,and estate planning on a fee-only basis. The firm's objective is to delivercustomized, financial advice that is unequaled in terms of quality andvalue from which the client can achieve their desired financial goals.Calder Investment Advisors' customized, asset management servicesmatch the client's return and risk requirements to a portfolio utilizingmultiple investment asset classes and investment styles which isdesigned, monitored, and managed to achieve both short and long-terminvestment objectives.Our goal is to consistently think and act in the best interest of all ourclients in every service we provide. That is why we accept nocommissions or fees that might influence our choices. We understandthat we are only successful if our clients are successful.