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Willett Advisors LLC (“Willett”) manages the philanthropic assets of Michael R. Bloomberg, including the assets of Bloomberg Philanthropies. The firm has its headquarters in New York.
Willett Advisors LLC (Willett) is an investment firm based in New York City that serves as the family office of Bloomberg L.P. owner and former mayor of New York City, Michael Bloomberg. It is currently managed by Quadrangle Group co-founder Steven Rattner .
Much cheaper in the long run to go with the fee-only advisor. Ask any potential planners if they are a fiduciary (they should be willing to sign something or have documentation proving they are a fiduciary). This way, they are legally bound to act in your best interest.
Founded in 2010, Willett Advisors LLC is a United States-based family office that manages the philanthropic assets of Michael R. Bloomberg, including the assets of Bloomberg Philanthropies.
5 days ago · SmartAdvisor by SmartAsset is one of the 18 Best Financial Advisors in Grand Rapids, MI. Hand picked by an independent editorial team and updated for 2024.
A team of fiduciary, fee only advisors with unique specializations enables us to serve a broad range of needs while minimizing conflicts and charging transparent fees. Based in Grand Rapids, Michigan, West Michigan, Georgia.
Looking for a financial advisor in Grand Rapids? We round up the top firms in the city, along with their fees, services, investment strategies and more.
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250 MONROE AVENUE NW, GRAND RAPIDS, MI · Directions · (616) 774-4270Elevate your wealth plan today and take it to the next level. Sschedule a free appointment. Open up opportunities with modern wealth management advice. Schedule an appointment today!
5510 Cascade Rd SE, Grand Rapids, MI · Directions · (833) 752-6333