About This Firm
Planning Futures
Since 1977, William has helped create programs and portfolios to assist you in meeting your long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? He would be more than happy to help!
A Established Approach
You meet to review your situation and look through your portfolio - then a investment strategy is recommend that is designed to meet your risk tolerance. My goal is to set you on path to a better financial future.
Why Him?
Bill has a commitment to ethics and integrity. He is fully licensed and credentialed : Designations & Licenses:
Certified Public Accounting designation [CPA®] in 1976, Certified Financial Planners designation [CFP®] in 1987, Chartered Life Underwriter designation [CLU®] in 2004, Chartered Advisor for Senior Living designation [CASL®] in 2008; Licensed for life in series 7 and 66 security, variable life health and long-term care insurance.
You can count on unbiased recommendations and impartial guidance with Grand Haven Local : William J Bassow as your Financial Advisor.
Let him be your Independent Investment Representative.
William J. Bassow
Bill was born and raised in Saginaw – graduating from Northern Michigan University in 1972 with his bachelor’s Degree in science/ Business Admin.; He made his way to West Michigan in the late 70’s where he soon settled down in Spring lake with His wife Kerrie and four Children. Since, all children have flown the nest and Bill and his wi
Bill was born and raised in Saginaw – graduating from Northern Michigan University in 1972 with his bachelor’s Degree in science/ Business Admin.; He made his way to West Michigan in the late 70’s where he soon settled down in Spring lake with His wife Kerrie and four Children. Since, all children have flown the nest and Bill and his wife have relocated to the cozy town of Grand Haven where he runs his business, helping those in the West Michigan area get on with enjoying the things they are planning and protecting!
