An experienced financial planner and investment advisor, Dennis Joppe has served as President of First Mutual Investment Management® for the past decade. The Grand Rapids, Michigan-headquartered firm assists clients in managing every aspect of their portfolio assets through retirement and beyond. Mr. Joppe's firm … Read More
An experienced financial planner and investment advisor, Dennis Joppe has served as President of First Mutual Investment Management® for the past decade. The Grand Rapids, Michigan-headquartered firm assists clients in managing every aspect of their portfolio assets through retirement and beyond. Mr. Joppe's firm offers a hands-on approach, with financial advisors working closely with clients in creating customized approaches to investments, taxes, insurance, and IRAs. Comprehensive financial planning services are also available through LPL Financial, a registered investment advisor. Tax planning and preparation services are offered with relevant tax forms, publications, and calendars accessible online at www.firstmutualinvestment.com.
In leading First Mutual Investment Management®, Dennis Joppe prioritizes client education, with the firm's website offering informational and market resources. These include up-to-the-minute stock quotes, portfolio research, and detailed information on investment strategies. Mr. Joppe and his team additionally publish the online monthly newsletter Independent Investor, which highlights suggested investment and retirement planning approaches. A recent issue of Independent Investor offers a retirement checklist, designed for individuals and families who are nearing retirement and wanting to design solid plans for the allocation and distribution of assets.
A CERTIFIED FINANCIAL PLANNER™ and Certified Fund Specialist through the Institute of Business and Finance, Dennis Joppe completed extensive studies at the College for Financial Planning in Colorado. He additionally earned a Master of Science in Financial Services at the American College in Bryn Mawr, Pennsylvania. Mr. Joppe is a member of the Financial Planning Association, and the Society of Financial Services Professionals, and has enjoyed past listing in the Nationwide Register's Who's Who in Executives and Business.
Dennis P. Joppe CFP®, CFS, MSFS
688 Cascade West Parkway Suite 100
Grand Rapids, MI 49546
LPL Financial Advisor
Securities offered through LPL, Financial Member FINRA/SIPC
Financial Planning through LPL Financial, a Registered Investment Advisor. Read Less
First Mutual Investment Management — Grand Rapids, MI, USA