GLP Financial Group of West MI

06/02/2025

Meet our team!
(as pictured, left to right)
Sarah Brechting
Elizabeth Roque
Todd Olson
Matt Lake
Matt Wynalda
Scott Byrne
Ben June
David Sawinski
Marcy Obuhanich
Julie Graham
Lindsay Passenger

03/28/2024

In honor of National Women's History Month, we'd like to give recognition to our Grand Rapids team.

The process of running a financial services office encompasses many different areas. Many might think the advisor is the most important part. Although the advisor is very important, the strength of the staff is vital to a successful office.

Liz, Marcy, Sarah, and Julie handle most of the activities that are essential to the happiness of our clients. Because they answer the phone, prepare documents, follow up on transactions, communicate with fund companies, and juggle our personality quirks, it allows the advisors in our office to focus on the work of helping our clients work towards their financial goals and objectives.

Regional Vice President, David Sawinski says, "Honestly, we could not do what we do without them."

03/30/2021

Our office is looking for an organized Administrative Assistant eager to learn and is available to work at least 15 hours a week with room to expand. Customer service skills are a must and also must be proficient in Microsoft Excel and Word. Common task will include data entry, answering the phones, greeting clients, filing, completing paperwork, along with a few miscellaneous office tasks. Previous office experience is preferred, but not required. Please message us on our page if you are interested! Our office is located near 5 Mile and the East Beltline in Grand Rapids.

08/17/2020

Monthly Market Insights | August 2020

Stocks rose as better-than-expected corporate earnings and progress on a COVID-19 vaccine encouraged investors.

Securities offered through GLP Investment Services, LLC, Farmington Hills, MI 48331, (248) 489-0101, Member FINRA/SIPC. Investment advisory services offered through Asset Allocation Strategies, LLC a Registered Investment Advisor. GLP Financial Group, Investment Services, LLC and Asset Allocation Strategies, LLC are affiliated firms. NOTICE: The information contained in this electronic mail message is confidential and intended only for certain recipients. If you are not an intended recipient, you are hereby notified that any disclosure, reproduction, distribution or other use of this communication and any attachments is strictly prohibited. If you have received this communication in error, please notify the sender by reply transmission and delete the message without copying or disclosing it. Disclaimer: GLP Investment Services, LLC and Asset Allocation Strategies, LLC does not accept buy, sell or cancel orders by e-mail, or provide any instructions by e-mail that would require your signature.

Monthly Market Insights | August 2020 U.S. Markets Stock prices rallied in July as further development of a COVID-19 vaccine and better-than-expected corporate financial reports encouraged investors. The S&P 500 gained 5.5 percent, while the Nasdaq Composite picked up 6.8 percent. The Dow Industrial...

07/20/2020

Monthly Market Insights | July 2020

Stocks notched a solid gain, overcoming the rise of reported COVID-19 cases and fears of a slowdown in economic reopenings.

Securities offered through GLP Investment Services, LLC, Farmington Hills, MI 48331, (248) 489-0101, Member FINRA/SIPC. Investment advisory services offered through Asset Allocation Strategies, LLC a Registered Investment Advisor. GLP Financial Group, Investment Services, LLC and Asset Allocation Strategies, LLC are affiliated firms. NOTICE: The information contained in this electronic mail message is confidential and intended only for certain recipients. If you are not an intended recipient, you are hereby notified that any disclosure, reproduction, distribution or other use of this communication and any attachments is strictly prohibited. If you have received this communication in error, please notify the sender by reply transmission and delete the message without copying or disclosing it. Disclaimer: GLP Investment Services, LLC and Asset Allocation Strategies, LLC does not accept buy, sell or cancel orders by e-mail, or provide any instructions by e-mail that would require your signature.

Monthly Market Insights | July 2020 U.S. Markets Stock prices climbed higher in June, as investors looked beyond an increase in COVID-19 cases as well as reports that several states planned to slow the pace of their economic re-opening. The Dow Jones Industrial Average gained 1.69 percent, while the...