Regal Holdings
Mark Grooters is a financial advisor with extensive experience in helping clients organize their finances and achieve their financial goals. Currently a Registered Representative at Regal Financial Group since March 2019, Mark specializes in offering investment ideas and services such as retirement planning, education funding, estate considerations, and asset protection. Prior experience includes serving as a Registered Representative at Securities America Inc. from February 2016 to March 2019 and as a Financial Advisor at Edward Jones from August 2012 to February 2016. Mark holds a Bachelor of Science in Communications from Grand Valley State University, obtained in 2006, and a High School Diploma from Byron Center High School, awarded in 2001.
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Regal Holdings
Regal Holdings is a full service financial firm specializing in retirement planning, investment management, and multi-generational planning. We believe a client’s trust should be placed in the hands of knowledgeable experts with credentials such as the: Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter. Our approach to financial planning does not contain piecemeal recommendations or transactional product offerings but rather tailored financial plans customized around your unique set of goals. We build long-term relationships throughout the years to monitor and adjust the plan along the way.