Your Dreams ~ Our Team

At @Aspen, LLC., we believe every client is unique. Simply put, tell us your story and tell us your goals. We will work together to build the roadmap to get you and your family there through:

    Trusted Guidance

    Clear AdviceElona Gera, Preferred Client Partner

    Thoughtful Solutions

Our services include:

    Retirement Planning

    Estate Planning

    Investments

    Life Insurance

    Executive Benefits

    Employee Benefits

♦    Disability & Long Term Care

Please give us a call to schedule your complimentary consultation at 616-575-3518.

* Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania. Equitable Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances.