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Greg Walstra, Financial Concierge Services

Contact Information
Web Site: www.gregwalstra.com
Address: 
Location: Chicago, IL, 60290
Contact: Greg Walstra
Phone:  630-561-4400
Email:  greg@gregwalstra.com

Profile
My years of experience managing a family office will bring the same level of trusted, personal service to you on an hourly or retainer basis.

I offer unique services that are tailored for professionals who are preoccupied by a demanding career, or earn a high income but have low interest in financial detail.  A few of the services I offer are:

  1. Bill paying service with cash flow management and customized reporting
  2. Full or partial management of any financial or administrative affairs
  3. Concierge-level services for homes, vehicles or other tangible assets
  4. Sourcing and seamless integration of trustworthy professional services
  5. Charitable research, planning and gifting strategies
  6. Service tailored to match your exact needs no matter how large or small

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