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Andy Garcia, Financial Advisor

FINANCIAL ADVISOR
Andy Garcia

3107 Prairie SW, Grandville, MI 49418opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Hispanic Family Finances
  • Not-for-profit Organizations

About Andy

Curious about what it is exactly that I can help with? I help you answer the questions such as:

-When can I retire?
-Am I being tax efficient?
-What about Medicare and the timing of social security benefits?

These are just some of the many questions we look to help answer in a simple and understandable manner.

Our process:

Step 1) We figure out where you stand financially today.
Step 2) We paint the picture of where you would like to be financially in the future.
Step 3) We take all of that information and figure out how to optimize what you're doing today in order...

Work History

  • Edward JonesApril 2021 to Current
  • Suncoast Credit UnionJuly 2011 to March 2021

Education

  • Univ of South FloridaBachelor of Arts

Personal Interests

  • Personal Fitness
  • Spending Time with Family
  • Sports Enthusiast

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(616) 531-8203

Fax

(855) 741-7445

Office Address

3107 Prairie SW
Grandville, MI 49418opens in a new window

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