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Alex George

Financial Advisor

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We partner with our clients and their team of professionals to thoroughly understand every aspect of their life, so we can develop personalized goals for not only them, but future generations to come.Working alongside West Michigan business...... Show More
Location & Business Hours
Tuesday
08:30AM to 05:00PM
Wednesday
08:30AM to 05:00PM
Thursday
08:30AM to 05:00PM
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About
We partner with our clients and their team of professionals to thoroughly understand every aspect of their life, so we can develop personalized goals for not only them, but future generations to come.Working alongside West Michigan business owners and families is something I'm very passionate about and why I earned the Certified Exit Planning Advisor® designation from the Exit Planning Institute. Many local business owners have questions and concerns about:- The importance of assessing business readiness and personal financial preparedness- Effectively engaging with the client team of CPAs, attorneys and other professionals- Integrating strategies into professional, personal and financial goals- Building and preserving family wealth for future generationsWe have a plethora of advanced tools, tactics and approaches that allow us to be efficient and confident in our process while ensuring success through comprehensive and in-depth discovery.Before joining Edward Jones, I worked in marketing, design and finance in the office furniture industry at Steelcase and Herman Miller, and as a consultant for Disney. I have undergraduate degrees in finance and economics, and an MBA from Grand Valley State University. Outside of work, I have an amazing wife, Whitney, and two young children that certainly keep us busy!My team also includes Senior Branch Office Administrator Lindsay Alsante. Lindsay has been with Edward Jones since 2018 and graduated from Grand Valley State University with degrees in advertising and public relations.As our business continues to evolve, we look forward to helping more people grow and achieve success, so contact our office at (616) 868-2181 or alex.george@edwardjones.com to connect.
Specialities
Entrepreneurs & Business Owners
Intergenerational Planning
Estate & Legacy Strategies
Retirement Savings Strategies
Socially Conscious Investing
Business Retirement Plans
employee stock options
employee stock options
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FAQs
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What organization is Alex George associated with?
Alex George is associated with Edward Jones.
What is Alex George’s work email address?
Alex George’s professional email address is a*********e@e**********.com. You can also email Alex George by clicking on the contact Alex George.
Where is Alex George based out of?
Alex George’s primary location is Alto, MI.
What is Alex George's phone number?
Alex George's phone number is (616) 868-2181
What is Alex George's title??
Alex George is a Financial Advisor.