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portrait of Kevin S Beck
FINANCIAL ADVISOR

Kevin S Beck

CFP®, AAMS™
400 W State St Suite B, Hastings, MI 49058opens in a new window
CallSend Me a Message

About Kevin

Envisioning retirement is your job. Helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, equities, mutual funds and insurance. I can help you develop a strategy for working toward your retirement goals.

I partner with clients to understand their personal goals and use customized processes to build personalized strategies to help achieve those goals. My mission is to help clients build and maintain their financial security.

I joined Edward Jones as a financial advisor in 2015. Previously, I worked as a financial analyst for Johnson...

Focus Areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • College Savings
  • Intergenerational Planning
  • Portfolio Reviews

Work History

  • Edward JonesFebruary 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Purdue Univ - West LafayetteBachelor of Science

Team Members

  • Jennifer Tew-Salisbury
    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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(269) 945-4702

Fax

(877) 222-0642

Office Address

400 W State St Suite B
Hastings, MI 49058opens in a new window

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