LVZ Financial Planning
240 South River Avenue, Holland, Michigan 49423
About the LVZ Financial Planning
LVZ Financial Planning is a finance institution located at 240 South River Avenue in Holland, Michigan, United States. We offer hyper-personalized expertise at the crossroads of life and finance, seamlessly integrating into your personal and professional matters. Our team of financial professionals specializes in tax and estate planning, cash flow management, insurance, investments, and retirement planning, crafting tailored solutions for each client.
Founded in 1960, we have grown from selling mutual funds to managing multi-million-dollar portfolios and creating bespoke financial strategies for our clients. With over a century of combined experience in the markets, our team approach to planning ensures active solutions, direct market access, and a dedicated team at your service as your boutique investment manager.
In addition to our Holland location, we also have offices in Okemos and Ann Arbor, available by appointment only. Securities are offered through Harbour Investments, Inc., while investment advisory services are provided by LVZ, Inc. We are a federally registered investment adviser serving clients in multiple states. Securities and insurance services are offered in various states across the country. Contact us today for a personalized financial planning experience.
Photos of LVZ Financial Planning
240 S River Ave, Holland, MI 49423, United States
Opening hours of LVZ Financial Planning
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
-
Joseph A. DeLuca MIM Securites America Inc. Registered Representative
854 Bluff Creek Dr, Grand Haven, MI 49417, United States
-
Plus One Services Inc
291 W Lakewood Blvd, Holland, MI 49424, United States
-
Brickley DeLong, PC - Grand Haven
201 Washington Ave, Grand Haven, MI 49417, United States
-
H&R Block
236 N River Ave, Holland, MI 49424, United States
-
MANPOWER
332 N Jebavy Dr, Ludington, MI 49431, United States
-
Brooks Capital Management
25 W 8th St #300, Holland, MI 49423, United States
-
Bryan Zichterman - Raymond James
99 E 8th St STE 400, Holland, MI 49423, United States
-
Cap Trust Financial Advisors
85 E 8th St STE 160, Holland, MI 49423, United States
-
Baird Private Wealth Management
151 Central Ave Ste 120, Holland, MI 49423, United States
List of local businesses, places and services in Michigan
β business help π services β phones π opening times βοΈreviews π addresses, locations π· photos