Rory Velting's Colleagues at Cardinal Rule
Rory Velting's Contact Details
HQ
616-988-1295
616-988-1295
Location
Grand Rapids,Michigan,United States
Grand Rapids,Michigan,United States
Company
Cardinal Rule
Cardinal Rule
Rory Velting's Company Details
Sigma Planning Corporation is a Registered Investment Advisor. Services include Fee-Based Wealth Management with Custodial Services through Fidelity Institutional Services. Services also include Comprehensive Financial Plans as well as Segmented plans in the following areas: Estate Planning; Financial Planning; Asset Allocation; Education; Insurance; Business Planning; and Investment Analysis. Tools utilized include: Morningstar; ValueLine; Advisys and Others. Hourly Financial Planning is also available.
Frequently Asked Questions about Rory Velting
Rory Velting currently works for Sigma Planning Corporation.
Rory Velting's role at Sigma Planning Corporation is Investment Advisor Representative.
Rory Velting's email address is ***@bowmanasset.com. To view Rory Velting's full email address, please signup to ConnectPlex.
Rory Velting works in the Financial Services industry.
Rory Velting's colleagues at Cardinal Rule are Sherry McNee, Ali Smith, Mike Madonna, Patrick Hamill, Keith Dumas, Alan Cfs, Chuck Beech and others.
Rory Velting's phone number is 616-988-1295