Nidal Kanaan, CFP®, CLU

Investment Advisor Representative

Phone: (616) 419-3132
Fax: (616) 534-1340
Mobile Phone: (616) 262-4525
E-mail:

Philospohy

My mission is to help my clients accumulate, protect, and distribute wealth. I want to educate and provide insightful recommendations that will address their concerns and help them achieve their goals.

Professional Services

  • Business Succession Planning
  • Retirement Strategies
  • Wealth Replacement and Charitable Giving
  • College Funding Strategies
  • Long Term Care Insurance
  • Disability Income Insurance
  • Investments

Professional Qualifications

  • B.S. - Hillsdale College - Mathematics and Marketing
  • Series 6,7,63,65, Life Accident & Health

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,

CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who

successfully complete CFP Board’s initial and ongoing certification requirements.

 

Personal Information

  • Raised in Kalamazoo, MI
  • Residing in Kentwood, MI
  • V.P. Arab American Association of West Michigan