Asset management in Ada, MI
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Frattallone Wealth Management Group - Ameriprise Financial Services, LLC
● ClosedFrattallone Wealth Management Group - Ameriprise Financial Services, LLC is a finance institution located at 6300 Fulton Street East, Ada, Michigan, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution provides regular meetings to review progress, update strategies as life changes, and track progress towards financial goals. Clients can access their investments and accounts securely from any device. The institution offers complimentary initial consultations to help clients get started on their financial journey. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations. The Confident Retirement® approach helps clients plan for their financial future. The institution cannot guarantee future financial results. Users of the website agree to adhere to the terms and regulations set by Ameriprise Financial. Referrals are appreciated and will be contacted by the institution. The institution prioritizes privacy and security for their clients.
6300 Fulton St E, Ada, MI 49301, United States -
AIC Insurance Services
● ClosedAIC Insurance Services, located at 7275 Bronson Street Southeast in Ada, Michigan, is a health and insurance agency that has been providing caring and personal service to clients for over 25 years. With steady growth each year, AIC serves clients in Grand Rapids, West Michigan, and throughout the US. At AIC Insurance Services, clients are not just another number. The team at AIC takes the time to make clients feel at home, ask questions, and help them make informed decisions about protecting what matters most. With over 50 positive reviews, it's clear why clients continue to recommend AIC.
7275 Bronson St SE, Ada, MI 49301, United States -
Zhang Financial
● ClosedLocated at 460 Ada Drive Southeast in Ada, Michigan, Zhang Financial is a leading finance institution with over $5.7 billion in assets under management. As the #1 Financial Advisor in Grand Rapids, Zhang Financial prides itself on providing customized and unbiased financial advice without conflicts of interest. Led by Charles Zhang, the firm upholds a fiduciary standard and offers first-class service to clients. With assets held in custody by LPL or Charles Schwab, Zhang Financial offers personalized investment recommendations to every client. The team at Zhang Financial boasts a wide range of credentials and certifications, setting them apart from other financial planning firms in the area.
460 Ada Dr SE Suite 200, Ada, MI 49301, United States -
SummitView Advisors
● ClosedSummitView Advisors is a finance institution located at 975 Spaulding Avenue Southeast, Ada, Michigan, United States. With offices in Grand Rapids and Kalamazoo, Michigan, our team serves clients throughout the state and beyond. We prioritize our clients' goals and needs, providing sound advice to help them maximize their assets and achieve their financial objectives. Our focus on long-term goals ensures that our clients stay on track through life's various seasons. We offer financial planning and investment management services to help our clients reach the life they desire. Navigating financial decisions can be overwhelming, but our team of experts is here to guide you every step of the way. By working together, we can help you make informed decisions, adapt to changes, and ultimately reach your financial goals.
975 Spaulding Ave SE # B, Ada, MI 49301, United States -
Jeremy Moore - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJeremy Moore is a Financial Advisor at Ameriprise Financial Services, LLC located at 6300 Fulton Street East, Ada, Michigan, United States. Jeremy holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and wealth transfers. Jeremy is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuous education, Jeremy is committed to helping clients make informed decisions to achieve their financial goals. Contact Jeremy Moore today for expert financial advice and personalized wealth management services.
6300 Fulton St E, Ada, MI 49301, United States -
USA Financial Exchange
● OpenUSA Financial Exchange is a leading finance institution located at 6020 Fulton Street East in Ada, Michigan, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, USA Financial Exchange is here to help. Contact us today to learn more about how we can assist you with your financial needs.
6020 Fulton St E, Ada, MI 49301, United States -
USA Financial
● ClosedUSA Financial is a finance and insurance agency located at 6020 Fulton Street East, Ada, Michigan, United States. We offer the support you need to grow and protect your business, with hands-on partners to ensure a smooth process. Our institution provides tools and resources for attracting ideal clients, simplified paperwork, and diversified investment solutions in an all-in-one portfolio management platform. We offer frictionless planning tools to optimize client experience and help manage risk efficiently. Our family of specialized companies supports your practice, and we help independent financial advisors implement systems for more predictable outcomes. Our TAMP (Turnkey Asset Management Program) offers a custodian agnostic platform with the latest technology for more flexibility and control. Founded in 1998, USA Financial Securities is a full-service Registered Investment Advisory firm and broker-dealer. USA Financial Insurance Services, established in 1988, helps clients mitigate risks in retirement planning. Advisor Advancement offers services for advisor success through marketing systems, brand building, technology, and personalized coaching programs. Our team is dedicated to helping advisors succeed and simplify complexity to achieve predictability.
6020 Fulton St E, Ada, MI 49301, United States
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