History of Eastown Financial....
The concept of Eastown Financial
was developed sitting on a sandy beach somewhere
near Bitely, Michigan. It was on a family
vacation in August of 2000 that we ( Janet:
the mother-in-law and Andy: the son-in-law),
decided to start a business together. We shared
a common commitment and perspective on our
role as financial advisors: Everyone is in
need of financial planning, no matter what
their income or net worth. We started our
company on that basis and continue to work
in that vein to this day. We don’t require
that you have a certain amount of money before
we will work with you. Our focus is on educating
our clients and developing strategies that
will achieve their financial goals.
In the fall
of 2000 we leased an office in the East Building,
located in the Eastown Business District in
Grand Rapids. After almost ten years in business
together there, in May 2010 Janet retired
as a partner at Eastown Financial Services.
Andy took sole ownership of the business and
is working with Dan VandenBerg and Suzi Bos
to provide the personal and professional service
our clients expect. We have enjoyed tremendous
success here due to our many loyal clients.
We consider it a privilege to work with our
clients and look forward to doing so in the
years to come.
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Andrew
Bos
Andy holds his bachelor degree in Finance
from Calvin College. He has worked in
the tax and financial planning industry
since 1997. Andy is a Registered Representative
licensed to sell securities, life and
health insurance. His focus is on helping
individuals plan for retirement and helping
small businesses and non-profit organizations,
their owners and employees.
Andy and
his wife, Suzi, have three children –
Peter, Isaiah and Johanna. The five of
them live in Grand Rapids. When not enjoying
the company of his family, Andy enjoys
softball, golf, running and working around
the house. Andy is a board member of the
Eastown Business Association and an active
member in his church.
andy@eastownfinancial.com
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Dan
VandenBerg
Dan graduated from Grand Valley State University in the summer of 2008 with a BBA in Finance. While at GVSU, Dan was a member of the Men’s Rugby Team for four and a half years. After graduating, Dan worked in the mortgage industry for a short while before being hired at Eastown Financial Services, Inc. Dan passed his Series 7 and Series 65 securities exams in the summer of 2010 and is currently studying for his Life and Health Insurance exam.
Dan and his wife, Laura (a dental hygienist), were born and raised in Grand Rapids and continue to live here together. In April of 2008 they were blessed with the birth of their daughter, Taylor. Dan grew up very involved in athletics and still has a passion for sports. He enjoys spending time with his family and friends, and loves to be out on Lake Michigan in the summertime.
dan@eastownfinancial.com |
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Suzi
Bos
Suzi
works part time in our office as our Health
Insurance Specialist and office assistant.
She has been a licensed health insurance
agent since 2004 and works with many of
our clients who have small business or
individual health insurance needs. Prior
to working at Eastown Financial, Suzi owned
and operated Four Friends Coffeehouse.
Suzi is married to Andy and she spends
the days that she is not at EFS at home
with their three children. Suzi enjoys
reading, sewing, gardening, and spending
time with her family and friends.
suzi@eastownfinancial.com
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All securities through
Money Concepts Capital Corp. Member FINRA/SIPC
Eastown Financial Services, Inc. is not affiliated
with Money Concepts Capital Corp.
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