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About Gertsema Wealth Advisors
Gertsema Wealth Advisors is a financial advisory firm located in St. Joseph, Missouri. The firm specializes in comprehensive wealth management and personalized financial planning, focusing on transparency and client education. They prioritize a client-centric approach, beginning with a thorough understanding of each client's financial situation before making tailored investment recommendations.
The firm offers a wide range of services, including customized wealth management strategies, holistic financial planning, retirement planning, estate and tax planning, and personalized coaching for non-investment-related financial decisions. Gertsema Wealth Advisors serves individuals and families across various wealth levels, emphasizing accessibility and a commitment to building long-term relationships. Their education-first approach ensures clients receive clear explanations of investment strategies, while their fee-based model underscores their fiduciary responsibility. Operating under the Carson Wealth network, they combine local expertise with broader resources to support their clients' financial goals.
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