Verified recordFinancial Services

Daniel Haines

Senior Wealth Manager at Voisard Asset Management Group

Based in Kalamazoo, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Kalamazoo

Industry

Financial Services

Company size

Contact information

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d•••••••@voisardgroup.com

Phone

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Background

About Daniel Haines

In my work as a senior wealth manager, I help retirees, busy professionals, and business owners make the most of their finances. I know from personal experience how the demands of work and family life leave little time to spend on making key financial decisions.Do you-Have a 401(k) and other investments but aren’t sure if your portfolio is being managed correctly-Want to figure out how to exit your business and transition to retirement-Receive stock options and RSUs but aren’t sure how to manage them-Want to be tax-savvy in all your financial decisions?By partnering with my clients, I help them identify their goals and decide on the best steps to take toward achieving them. This allows them to free up their time and energy to spend elsewhere.

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