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Joe Meckley, Financial Advisor

FINANCIAL ADVISOR
Joe Meckley

CFP®, AAMS™
11595 E Lakewood Blvd Suite 60, Holland, MI 49424opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Healthcare Professionals
  • Charitable Giving

About Joe

Why I do what I do: Life is busy and chaotic. We tend to spend more time planning our next vacation than we do planning for our financial future. As a result our investment strategies typically do not align with our own personal needs, wants and wishes and our strategies stray from being intentional.

I am passionate about removing that chaos by helping my clients decide what is important to them by confirming their expectations and concerns and maintaining goals that align with them.

What I do: I manage my clients' desired life outcomes, based on what is most important to...

Work History

  • Edward JonesSeptember 2011 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Grand Valley State UnivBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Golfing
  • Hunting
  • Fishing
  • Running

Team Members

  • Kerri Pepoy
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Phone

(616) 392-7702

Fax

(888) 259-0730

Office Address

11595 E Lakewood Blvd Suite 60
Holland, MI 49424opens in a new window

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