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TOP 30 Asset management services in Grand Rapids, MI
119 results found
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George Wit - Financial Advisor, Ameriprise Financial Services, LLC
George Wit, a Financial Advisor at Ameriprise Financial Services, LLC, located at 3347 Eagle Run Drive Northeast in Grand Rapids, Michigan, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, George Wit is equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and insurance products. Specializing in domestic partnership planning, estate planning, and investment fiduciary practices, George Wit is dedicated to helping clients make informed financial decisions. Whether you are looking for portfolio management advice, retirement planning strategies, or assistance with estate planning, George Wit is committed to providing personalized financial solutions tailored to your specific needs. Contact George Wit today to schedule a consultation and start planning for a secure financial future.
Rick Noorman - Associate Financial Advisor, Ameriprise Financial Services, LLC
Rick Noorman is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 3347 Eagle Run Drive Northeast in Grand Rapids, Michigan, United States. Rick holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge in financial planning, Rick provides personalized services to individuals, retirees, small business owners, and high net worth clients. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Rick Noorman is dedicated to helping you achieve your financial goals.
James Haberlein - Financial Advisor, Ameriprise Financial Services, LLC
James Haberlein is a Financial Advisor at Ameriprise Financial Services, LLC located at 3347 Eagle Run Drive Northeast, Grand Rapids, Michigan, United States. James holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. James specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a commitment to ethical practices and ongoing education, James is dedicated to helping clients achieve their financial goals and navigate complex financial situations. Contact James Haberlein for expert advice on asset management, investment strategies, estate planning, retirement planning, and more.
Thomas Trisch - TIAA Wealth Management Advisor
Thomas Trisch - TIAA Wealth Management Advisor is a reputable finance institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. As a trusted wealth management advisor, Thomas Trisch provides personalized financial planning services to help clients achieve their financial goals and secure their future. With a focus on investment strategies, retirement planning, and wealth preservation, Thomas Trisch offers expert guidance and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Thomas Trisch - TIAA Wealth Management Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Rick Noorman - Associate Financial Advisor, Ameriprise Financial Services, LLC
Rick Noorman is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 2025 East Beltline Avenue Southeast in Grand Rapids, Michigan, United States. Rick holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Rick Noorman is dedicated to providing expert financial advice and guidance to individuals and businesses, specializing in asset management, retirement planning, estate planning, and more. With a commitment to ethical practices and ongoing education, Rick is well-equipped to help clients achieve their financial goals and secure their financial future.
Bruce Meyers - Financial Advisor, Ameriprise Financial Services, LLC
Bruce Meyers - Financial Advisor, Ameriprise Financial Services, LLC, located at 5136 Cascade Road Southeast, Grand Rapids, Michigan, United States, is a leading finance institution recognized as one of Forbes Best-In-State Wealth Management Teams in 2024. With a focus on individual goals and risk tolerance, Bruce Meyers provides investment, asset allocation, and portfolio recommendations tailored to each client's needs. Regular meetings are held to review progress, analyze changes, and track goals. Clients have secure access to their investments and accounts from any device. Schedule a complimentary initial consultation to learn more about how Bruce Meyers can help you achieve your financial goals. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for registration information. Let's meet to discuss what's most important to you and take the next step towards a more confident financial future.
Rush, Coda and Associates - Ameriprise Financial Services, LLC
Rush, Coda and Associates - Ameriprise Financial Services, LLC is a finance institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides complimentary initial consultations to discuss retirement, education, major purchases, and more. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. Clients can expect regular meetings to review and update their financial plans as life changes. The institution also offers resources on their website for privacy, security, and email fraud prevention. Rush, Coda and Associates - Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
Trust Investment Management
Trust Investment Management is a leading financial institution located at 40 Pearl Street Northwest in Grand Rapids, Michigan. Specializing in asset management and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth or plan for retirement, Trust Investment Management is committed to providing personalized and comprehensive solutions to meet your needs. Visit us today to learn more about our ATM and finance services.
R Jim Van Loo - Financial Advisor, Ameriprise Financial Services, LLC
R Jim Van Loo is a financial advisor at Ameriprise Financial Services, LLC located at 2851 Charlevoix Drive Southeast in Grand Rapids, Michigan, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise and commitment to providing comprehensive financial planning services. Whether you are planning for retirement, managing investments, or navigating complex financial situations, R Jim Van Loo has the knowledge and skills to help you achieve your financial goals.
Laura Lubbers - Financial Advisor, Ameriprise Financial Services, LLC
Laura Lubbers is a Financial Advisor at Ameriprise Financial Services, LLC located at 3347 Eagle Run Drive Northeast, Grand Rapids, Michigan, United States. Laura holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Laura is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. With expertise in asset management, estate planning, retirement planning, investment strategies, risk management, and tax planning, Laura is committed to helping clients achieve their financial goals.
Paul Mysliwiec - Private Wealth Advisor, Ameriprise Financial Services, LLC
Paul Mysliwiec - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3351 Eagle Run Drive Northeast in Grand Rapids, Michigan, offers a wide range of financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Paul Mysliwiec is dedicated to providing expert advice and guidance to clients in areas such as asset management, retirement planning, estate planning, and investment strategies. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Paul Mysliwiec has the expertise to help you achieve your financial goals. Contact him today to learn more about how he can assist you in managing your wealth and securing your financial future.
Veltman Investment Management and Financial Services
Veltman Investment Management and Financial Services, located at 741 East Beltline Avenue Northeast in Grand Rapids, Michigan, offers personalized financial advisory services for individuals, families, and institutions. Our experienced team creates customized investment strategies to help clients achieve their financial goals. We specialize in providing unique solutions for business owners and entrepreneurs, nurturing wealth for a better quality of life, and confidently managing assets. Our team understands the challenges women face in finance and provides expert guidance. With over 50 years of combined experience in the industry, we have the knowledge and resources to help clients make the most of their investment opportunities. As a part of Raymond James, a reputable independent financial services company, we are committed to delivering quality service and tailored solutions to our clients.
Shaun Smith - Financial Advisor, Ameriprise Financial Services, LLC
Shaun Smith - Financial Advisor, Ameriprise Financial Services, LLC, located at 900 East Paris Avenue Southeast in Grand Rapids, Michigan, is a finance institution that offers personalized investment recommendations based on individual goals and risk tolerance. They provide regular reviews and updates to help clients track their progress towards financial goals, with secure online access to accounts and investments. The institution offers complimentary initial consultations to discuss retirement, education, major purchases, and more. Shaun Smith is a registered investment adviser with Ameriprise Financial Services, LLC, and may conduct securities business with residents of specific states. Clients can expect professionalism, expertise, and a commitment to helping achieve financial goals.
Jared Mysliwiec - Financial Advisor, Ameriprise Financial Services, LLC
Jared Mysliwiec is a Financial Advisor at Ameriprise Financial Services, LLC located at 3351 Eagle Run Drive Northeast, Grand Rapids, Michigan, United States. Jared holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jared's expertise in various aspects of financial planning including asset management, estate planning, retirement planning, investment strategies, and insurance products. Jared is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Jared Mysliwiec at Ameriprise Financial Services for expert financial guidance tailored to your specific needs."
Lisa Cargill - Financial Advisor, Ameriprise Financial Services, LLC
Lisa Cargill is a Financial Advisor at Ameriprise Financial Services, LLC located at 6701 Old 28th Street Southeast in Grand Rapids, Michigan. Lisa holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Lisa's expertise in various financial areas such as asset management, estate planning, retirement planning, investment strategies, and more. Lisa is dedicated to providing top-notch financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and advanced knowledge in financial planning, Lisa is committed to helping clients achieve their financial goals and navigate complex financial situations.
Michael Klassa - Private Wealth Advisor, Ameriprise Financial Services, LLC
Michael Klassa is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2851 Charlevoix Drive Southeast in Grand Rapids, Michigan. As a finance institution, Michael Klassa holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. With expertise in asset management, estate planning, retirement planning, and more, Michael Klassa provides comprehensive financial services to clients in the Grand Rapids area.
Nick Hendon - Financial Advisor, Ameriprise Financial Services, LLC
Nick Hendon is a Financial Advisor at Ameriprise Financial Services, LLC located at 5136 Cascade Road Southeast in Grand Rapids, Michigan, United States. Nick holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Nick's expertise in asset management, retirement planning, estate planning, investment management, and more. As a trusted financial advisor, Nick Hendon is dedicated to providing personalized financial solutions to individuals, retirees, small business owners, and high net worth clients.
Michael Gascon - Financial Advisor, Ameriprise Financial Services, LLC
Michael Gascon is a financial advisor at Ameriprise Financial Services, LLC located at 5136 Cascade Road Southeast, Grand Rapids, Michigan, United States. Michael Gascon holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Michael Gascon's expertise in various aspects of financial planning and asset management. Whether you are a retiree, small business owner, high net worth individual, or someone planning for retirement, Michael Gascon can provide tailored financial advice to help you achieve your financial goals. Contact Michael Gascon today for expert financial guidance and personalized wealth management strategies.
Chase Carpenter - Financial Advisor, Ameriprise Financial Services, LLC
Chase Carpenter - Financial Advisor at Ameriprise Financial Services, LLC, located at 5136 Cascade Road Southeast in Grand Rapids, Michigan, is a trusted finance institution. As part of HS&C Wealth Management, they have been recognized as one of Forbes Best-In-State Wealth Management Teams for 2024. Chase Carpenter provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Chase Carpenter specializes in helping clients plan for retirement, addressing common concerns such as income stability, market fluctuations, and inflation impact on retirement savings. The Retirement InteractiveSM tool offers valuable insights into potential challenges affecting retirement income.
Medalist Wealth Management
Medalist Wealth Management is a finance institution located at 2900 Charlevoix Drive Southeast, Grand Rapids, Michigan, United States. Our dedicated team is committed to helping you achieve your dream retirement by designing and implementing successful financial strategies tailored to your goals. Founder Matt, a private wealth advisor with years of experience in financial services, focuses on retirement planning and is passionate about helping retirees secure their financial future. We offer a range of services to fit your unique lifestyle, including fixed index annuities to de-risk assets in today's changing economic landscape. Our goal is to help you build a financial strategy that provides security and peace of mind. Please note that all investments carry risk, and we recommend consulting with a qualified professional before making any decisions. Medalist Wealth Management is not affiliated with the U.S. Government or any governmental agency. Contact us today to start planning for your dream retirement.
Nelson Schrader - Ameriprise Financial Services, LLC
Nelson Schrader - Ameriprise Financial Services, LLC is a finance institution located at 5136 Cascade Road Southeast in Grand Rapids, Michigan, United States. As a part of HS&C Wealth Management and Forbes Best-In-State Wealth Management Teams for 2024, they offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards goals and access information securely from any device. The institution provides complimentary initial consultations to discuss retirement planning, market trends, and financial goals. Investment products are not insured by the FDIC, NCUA, or any federal agency and involve potential risks. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Nelson Schrader is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. The institution prioritizes privacy and security, and clients can expect a confidential and professional approach to achieving their financial goals.
Team Financial Group, Inc.
Team Financial Group, Inc. is a finance institution located at 650 3 Mile Road Northwest, Grand Rapids, Michigan, United States. With over two decades of experience, Team Financial Group specializes in providing fast and flexible financing options for businesses looking to acquire equipment. As an independently owned commercial equipment financing company, they offer a variety of options to help businesses in various industries and stages of growth. Their quick application process will not affect your credit score, making it easy to get the financing you need. Additionally, Team Financial Group offers tools for businesses looking to sell equipment with low monthly payment options for customers. Clients have praised the professionalism, responsiveness, and personalized service provided by the team at Team Financial Group. Whether you are looking to finance equipment for your business or sell equipment to customers, Team Financial Group is a reliable partner in helping your business succeed.
Financial Advisory Corporation
Financial Advisory Corporation is a leading finance institution located at 4251 Cascade Road Southeast in Grand Rapids, Michigan. Our team of experienced financial advisors provides personalized guidance and expert advice to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, our dedicated professionals are here to assist you every step of the way. Trust Financial Advisory Corporation for all your financial needs and let us help you secure a brighter financial future.
Greg Winczewski - State Farm Insurance Agent
Greg Winczewski - State Farm Insurance Agent is a health insurance agency located at 2135 Plainfield Avenue Northeast in Grand Rapids, Michigan. Just 3 blocks north of Knapp, on the corner of Plainfield and Kenwood, our experienced professionals are dedicated to providing high-quality service to our customers in a timely manner. Whether you are in Michigan, Indiana, Ohio, or Wisconsin, we are here to meet all your auto, home, life insurance needs and more. Our team of experts can help you with budgeting methods, money-saving tips, and protect you from debit card fraud, credit card fraud, and more. We are committed to helping you manage the risks of everyday life, recover from the unexpected, and realize your dreams.
Van Wyk Risk Solutions
Van Wyk Risk Solutions is a reputable insurance agency located at 150 Ottawa Avenue Northwest in Grand Rapids, Michigan, United States. With a strong focus on providing personalized risk management solutions, they offer a wide range of insurance products to meet the unique needs of their clients. Whether it's home, auto, business, or life insurance, Van Wyk Risk Solutions is committed to helping individuals and businesses protect what matters most to them. Their experienced team of insurance professionals is dedicated to providing exceptional service and finding the best coverage options at competitive rates. Trust Van Wyk Risk Solutions to safeguard your assets and provide peace of mind for the future.
Patty Osborn - State Farm Insurance Agent
Patty Osborn - State Farm Insurance Agent is a local agency located at 2258 28th Street Southeast in Grand Rapids, Michigan. With years of experience in the insurance industry, we offer a variety of insurance services including auto, home, life, and health insurance. Our team is dedicated to providing excellent customer service in an inclusive and respectful environment. We are fluent in Spanish and are here to help you manage the risks of everyday life. Whether you are looking for a free insurance quote or need assistance with out-of-state transfers, our team is here to help. We pride ourselves on offering exceptional service and helping our community navigate Michigan's auto reform changes. Our mission is to provide State Farm customers with the insurance coverage they need to protect their assets and manage their risks.
Collins & Associates Corporation
Collins & Associates Corporation is a cutting-edge insurance agency located at 5075 Cascade Road Southeast in Grand Rapids, Michigan. As a leading innovator in business insurance, personal insurance, and distinctive risk management programs, we pride ourselves on offering more than just traditional brokerage services. Our team is dedicated to providing valuable ideas, knowledge, and creative solutions to protect you and your family. With a focus on individualized attention and global expertise, we offer a wide range of insurance solutions to meet your specific needs. Whether you are looking for captive, business, home, or auto insurance coverage, we have you covered both locally and nationally.
Ken Jipping - State Farm Insurance Agent
Welcome to Ken Jipping State Farm Agency, where protecting your dreams and assets is our top priority! With over 140 years of combined insurance experience, our dedicated team in Hudsonville, Michigan is committed to providing exceptional customer service and guiding you through your insurance needs. Whether you're looking for auto, home, life, or business insurance, we are here to help you every step of the way. Our genuine care for our clients sets us apart, as we take the time to listen to your concerns, answer your questions, and provide personalized products that fit your budget. Backed by the reputable State Farm brand, we have the resources and knowledge to handle your insurance needs efficiently and professionally. We are dedicated to being there for you during the moments that matter most, offering prompt assistance and support when you need it. Our mission is to help you manage the risks of everyday life, recover from the unexpected, and realize your dreams with confidence.
Tyler Urman - Prudential Financial
Tyler Urman - Prudential Financial is a reputable finance and insurance agency located in Grand Rapids, Michigan. With a focus on providing personalized financial solutions and insurance products to meet the individual needs of their clients, Tyler Urman - Prudential Financial is dedicated to helping individuals and families achieve their financial goals and protect their assets. Their knowledgeable team of professionals offers expert advice and guidance on a wide range of financial services, including retirement planning, investment strategies, and insurance coverage. Visit their office at 3033 Orchard Vista Drive Southeast to learn more about how Tyler Urman - Prudential Financial can help secure your financial future.
Carrie Durr, Bankers Life Agent and Bankers Life Securities Financial Representative
Carrie Durr, Bankers Life Agent and Bankers Life Securities Financial Representative in Grand Rapids, Michigan, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Financial Advisor, Carrie Durr specializes in helping clients navigate the complexities of Medicare Advantage plans to find the best coverage for their needs. Medicare Advantage Plans offer comprehensive coverage, including prescription drug coverage, with some plans even offering $0 monthly premiums. With the rising costs of healthcare and the inevitability of needing long-term care, it's crucial to have a plan in place. Carrie Durr is here to help you start planning for the future and have important discussions with your loved ones. Visit Carrie Durr, Bankers Life Agent and Bankers Life Securities Financial Representative in Grand Rapids to secure your financial future today.
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