Callesen Wealth Management
Finance · Michigan, United States · 1-10 Employees
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Overview
Headquarters
331 1st St, Manistee, Michigan, 49660, U...Phone Number
(231) 723-8373Website
www.callesenwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Callesen Wealth Management
Callesen Wealth Management is a financial planning advisory firm based in Manistee, MI, dedicated to providing tailored strategies and solutions for clients. They focus on simplifying financial concepts and communicating in an easy-to-understand manner, ensuring clients are well-informed about their financial decisions. The firm emphasizes straightforward and transparent fees that align their success with that of their clients. Their services are designed for individuals seeking guidance in retirement planning and investment strategies.Explore more
Callesen Wealth Management Org Chart
BD
Compliance Coordinator
NB
Client Services Specialist
JM
Wealth Advisor & Financial Planner
AW
Administrative Assistant
MC
Financial Advisor
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Callesen Wealth Management is a financial planning advisory firm based in Manistee, MI, dedicated to providing tailored strategies and solutions for clients. They focus on simplifying financial concepts and communicating in an easy-to-understand manner, ensuring clients are well-informed about their financial decisions. The firm emphasizes straight... Read More
