Seth Timmer

Investment Advisor Representative at ESI Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Caledonia, Michigan, United States, US

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5.0

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Lindsay Krugh

Looking for a Financial Advisor? Here’s your guy! We have been clients of Seth for about 10 years or so now, and we couldn’t be happier. He is thorough in managing our investment portfolio, makes smart recommendations for our retirement investments, our kids’ ESAs and UTMA accounts and he’s helped us make a ton of money for our future. He is always patient and willing to teach us things and answer our questions, and keeps us regularly updated about our portfolio. He is also completely in line with the Dave Ramsey financial philosophy, if that is an added bonus for you like it was for us. Whether your a new investor or just looking for someone who is able to help you understand how to make your money work better for you, I highly recommend you contact Seth.

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Experience

    • Financial Services
    • 1 - 100 Employee
    • Investment Advisor Representative
      • Oct 2006 - Present

      Registered Representative responsible for prospecting and servicing clients with all of their investment needs. Worked directly with clients to help establish a financial plan that allowed them to accomplish their financial goals. Followed up on leads and scheduled appointments developing a client base. Registered Representative responsible for prospecting and servicing clients with all of their investment needs. Worked directly with clients to help establish a financial plan that allowed them to accomplish their financial goals. Followed up on leads and scheduled appointments developing a client base.

    • United States
    • Insurance
    • 700 & Above Employee
    • Sales Associate
      • Sep 2005 - Oct 2006

      Insurance agent responsible for prospecting and increasing new business sales. Worked with veteran sales representative to grow current book of business using marketing and sales skills. Increased weekly new business sales by 40%. Insurance agent responsible for prospecting and increasing new business sales. Worked with veteran sales representative to grow current book of business using marketing and sales skills. Increased weekly new business sales by 40%.

Education

  • Hope College
    Bachelor of Arts - BA, Business Administration and Management, General
    2002 - 2005

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