Business owner retirement plans in Grand Rapids, Michigan
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Grand Wealth Management
● OpenGrand Wealth Management is a finance institution located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States. Our holistic approach aligns your finances with what's important to you, working as your partner to achieve what matters most. Whether you are a business owner looking to build, protect, and maximize your wealth inclusive of your business, or an individual navigating complex compensation structures, we provide transparent and tax-sensitive financial plans tailored to your goals. Our team, led by Senior Financial Advisor Jeff Williams, is dedicated to helping clients secure their financial future and create a lasting legacy for their loved ones. Login to securely upload your documents through Citrix ShareFile and learn more about our comprehensive Wealth Management Services today.
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EQUITABLE ADVISORS -- David Sayfie, MBA. Grand Rapids, MI
● OpenEQUITABLE ADVISORS, led by David Sayfie, MBA, is a reputable finance institution located in Grand Rapids, Michigan. With a focus on providing personalized financial advice and services, EQUITABLE ADVISORS helps clients navigate their financial goals and investments. Situated at 4467 Cascade Road Southeast, Grand Rapids, the institution offers a range of financial solutions tailored to meet each client's unique needs. Trust EQUITABLE ADVISORS to guide you towards a secure financial future.
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Ruschurance Financial
● OpenRuschurance Financial is a leading insurance agency located at 2689 Wilson Avenue Northwest in Grand Rapids, Michigan. With a commitment to providing top-notch insurance solutions, our experienced team of professionals is dedicated to helping clients protect their assets and secure their financial future. Whether you are looking for auto, home, life, or business insurance, Ruschurance Financial offers a wide range of comprehensive coverage options tailored to meet your specific needs. Contact us today to learn more about how we can help you find the right insurance plan to safeguard what matters most to you.
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HNI Risk Services of Michigan
● OpenHNI Risk Services of Michigan is an insurance agency located in the heart of Grand Rapids, Michigan. We specialize in providing risk management solutions for individuals and businesses in the area. Our team of experienced professionals is dedicated to helping our clients find the right insurance coverage to protect their assets and financial well-being. Whether you are looking for personal insurance, commercial insurance, or employee benefits, we have the knowledge and expertise to guide you through the process. Visit us at 140 Monroe Center Street Northwest to learn more about how we can help you manage your risks and secure your future.
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Western & Southern Life Insurance Company
● OpenWestern & Southern Life Insurance Company, located in Grand Rapids, Michigan, is an insurance agency dedicated to helping you plan for your financial future. With a range of products to choose from, we offer personalized guidance and solutions tailored to your specific needs. Our financial tools, educational articles, and interactive calculators can help you feel more confident about managing your money and achieving your goals. As part of the Western & Southern Financial Group, we are committed to providing you with the highest quality products and services. Our comprehensive rewards package and world-class training opportunities demonstrate our commitment to your personal success. Contact us today to learn more about how we can help with your family's life insurance and financial needs. Please note that some products may be issued by companies not affiliated with Western & Southern. Remember to consult with a legal or tax advisor for specific advice regarding your situation. At Western & Southern Life, we are here to support you every step of the way towards a secure financial future.
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New York Life
● OpenNew York Life is an insurance agency located at 5088 Corp Exch Blvd SE in Grand Rapids, Michigan, United States. They offer permanent policies with guaranteed death benefits and cash value growth, long-term coverage that is customizable to your needs and budget, and the ability to invest policy cash value in the market. They also provide coverage for everyday tasks, lost income due to sickness or injury, professionally managed investments, bundled investments with low fees, and investments for education expenses. New York Life offers expertise and guidance to create investment strategies, help with estate planning, and insurance options for employees, executives, and business owners. They have a diverse and welcoming workplace, and have been recognized as an industry leader for over 175 years. Their mission is to make the world a better place through community engagement and charitable giving. With a workforce that reflects the communities they serve, New York Life is committed to helping families thrive and prosper. They offer resources, tools, and financial calculators to help individuals prepare for the future.
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The Insurance for Professionals at GLFIA
● OpenThe Insurance for Professionals at GLFIA is a trusted finance, health, and insurance agency located at 4930 Cascade Road Southeast in Grand Rapids, Michigan. Our institution specializes in providing tailored insurance solutions for professionals in various industries, ensuring they have the coverage they need to protect their assets and livelihoods. With a team of experienced agents, we offer personalized service and competitive rates to meet the unique needs of each client. Trust us to provide comprehensive insurance options and peace of mind for professionals in the Grand Rapids area and beyond.
4930 Cascade Rd SE, Grand Rapids, MI 49546, United StatesAdvertisements -
Spectrum Benefits LLC
● OpenSpectrum Benefits LLC is a reputable insurance agency located at 721 3 Mile Road Northwest in Grand Rapids, Michigan, United States. We offer a wide range of insurance products and services to meet the needs of individuals and businesses. Our team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for health, life, auto, or home insurance, Spectrum Benefits LLC has you covered. Contact us today to learn more about how we can help protect you and your loved ones.
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Globe Life Liberty National Division: Monet Virella
● OpenGlobe Life Liberty National Division: Monet Virella is an insurance agency located at 2025 East Beltline Avenue Southeast in Grand Rapids, Michigan, United States. Specializing in providing a range of insurance products and services, their dedicated team is committed to helping clients protect their assets and loved ones. With a focus on personalized service and attention to detail, Globe Life Liberty National Division: Monet Virella is a trusted partner for individuals and families seeking reliable insurance coverage.
2025 E Beltline Ave SE Suite 404, Grand Rapids, MI 49546, United StatesAdvertisements -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 55 Campau Avenue Northwest in Grand Rapids, Michigan. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial planning and insurance services to help individuals and families achieve their financial goals and secure their futures. The institution prides itself on providing personalized and comprehensive financial solutions to its clients, making it a trusted partner in wealth management and protection.
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Bill Boersma
● ClosedBill Boersma is a reputable insurance agency located at 1444 Michigan Street Northeast in Grand Rapids, Michigan. With a focus on providing personalized and comprehensive insurance solutions, Bill Boersma is dedicated to helping individuals and businesses protect what matters most. Their team of experienced agents offers a wide range of insurance products, including home, auto, life, and commercial insurance. Whether you are looking for coverage for your family, assets, or business, Bill Boersma is committed to finding the right insurance plan to meet your needs. Contact them today to learn more about their services and how they can help you secure your future.
1444 Michigan St NE suite 1, Grand Rapids, MI 49503, United StatesAdvertisements -
Nathan Allen Sitzema: Primerica - Financial Services
● OpenNathan Allen Sitzema: Primerica - Financial Services is a reputable finance and insurance agency located at 975 3 Mile Road Northwest in Grand Rapids, Michigan, United States. With a focus on providing comprehensive financial services to individuals and families, the institution offers a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment planning, retirement savings, or insurance coverage, the experienced team at Nathan Allen Sitzema: Primerica - Financial Services is dedicated to providing personalized and professional advice to meet your needs. Contact them today to start securing your financial future.
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John Hancock Financial Services
● OpenJohn Hancock Financial Services is an insurance agency located at 3333 Evergreen Drive Northeast in Grand Rapids, Michigan, United States. With a strong reputation for providing comprehensive insurance solutions, John Hancock offers a wide range of products and services to meet the needs of individuals and businesses alike. Whether you are looking for life, health, or property insurance, John Hancock Financial Services is dedicated to helping you protect what matters most. Their team of experienced professionals is committed to providing personalized assistance and guidance to ensure you find the right coverage for your specific needs. Trust John Hancock Financial Services to safeguard your future and give you peace of mind.
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Blake Hanshue, Bankers Life Agent
● OpenBlake Hanshue, Bankers Life Agent is an insurance agency located at 3350 Eagle Park Drive Northeast in Grand Rapids, Michigan. As a Bankers Life Agent, we specialize in providing a range of insurance products and services to meet the unique needs of our clients. Our dedicated team is committed to helping individuals and families protect their financial future through personalized insurance solutions. Contact us today to learn more about how we can help you secure peace of mind for the future.
3350 Eagle Park Dr NE #104, Grand Rapids, MI 49525, United StatesAdvertisements -
Bright Future Financial Services
● ClosedBright Future Financial Services is a reputable accounting and finance institution located at 3501 Lake Eastbrook Boulevard Southeast in Grand Rapids, Michigan. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or investment management, our dedicated team is here to help you secure a bright financial future. Contact us today to schedule a consultation and take the first step towards financial success.
3501 Lake Eastbrook Blvd SE #222, Grand Rapids, MI 49546, United StatesAdvertisements -
CAPTRUST
● OpenCAPTRUST is a finance institution located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Our advisors offer investment advisory services to corporate retirement plan fiduciaries and wealth management services to high-net-worth individuals, business owners, and families. We support employer organizations through various services such as fiduciary partnerships, plan design optimization, and financial wellness programs. Our team provides market insights, financial planning strategies, and valuable information for all clients. Join us for upcoming webinars on industry insights, fiduciary liability, retirement readiness, and more. Learn about retirement plan fees, industry trends, and fiduciary training through our informative webinar recordings. Trust CAPTRUST for expert financial guidance and support.
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Oxford Financial Group, Ltd.
● OpenOxford Financial Group, Ltd. is a renowned finance institution located at 85 Campau Avenue Northwest in Grand Rapids, Michigan, United States. With a strong reputation for providing expert financial services, Oxford Financial Group, Ltd. offers a wide range of financial solutions to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Oxford Financial Group, Ltd. is committed to providing personalized and comprehensive financial solutions tailored to meet your specific needs.
85 Campau Ave NW #200, Grand Rapids, MI 49503, United StatesAdvertisements -
Merrill Lynch Financial Advisor April Armstrong
● OpenMerrill Lynch Financial Advisor April Armstrong, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, April Armstrong can help you navigate today's changing market conditions. Committed to building strong client relationships based on trust and personalized service, April Armstrong believes in understanding your unique financial situation and priorities to create a customized plan to help you pursue your goals. As a Certified Financial Planner, April Armstrong is registered to do business in multiple states and can provide expert advice on investment strategies and financial planning. Contact April Armstrong today to start working towards your financial goals.
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Benjamin F. Edwards
● OpenBenjamin F. Edwards is a finance institution located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. The institution offers a range of financial services and is staffed by a team of experienced professionals including Todd Brandstadt, CFP®, CIMA®, Jay Farquharson, Dave Hansen, Chris Hebel, Sheri Postema, Al Gortmaker, Kona Dominick, Paula Farrow, Megan Adams, Jalonn Gates-Utter, and more. The institution is committed to providing personalized financial advice and investment strategies to help clients reach their unique goals. With a focus on trust, integrity, and mutual respect, the team at Benjamin F. Edwards works closely with clients to develop customized financial plans tailored to their individual needs. Whether you are looking for retirement planning, investment advice, or asset management services, Benjamin F. Edwards is dedicated to helping you achieve financial success.
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2M Financial Group
● Open2M Financial Group, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, is a finance institution dedicated to providing affordable and voluntary benefits programs for businesses. The team of professional advisors at New York Life, including Michael J. Michalak, Ryan L. Goosen, Zachary Grusell, Erick Sundstrom, Jason Goosen, and Christopher Ralph, are licensed to sell insurance and securities products in multiple states. They can help you prioritize life insurance to ensure financial security for your loved ones. Additionally, Michael J. Michalak and Ryan L. Goosen offer financial planning and investment advisory services through Eagle Strategies LLC. Please consult with a tax, legal, or accounting professional before making any decisions. Contact 2M Financial Group at (616) 752-4500 for more information on their services.
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Wells Fargo Advisors
● OpenWells Fargo Advisors is a finance institution located at 2025 East Beltline Avenue Southeast in Grand Rapids, Michigan, United States. As a leading financial services firm, Wells Fargo Advisors offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced financial advisors, they provide personalized financial planning, investment advice, and asset management solutions to individuals, families, and businesses. Trustworthy and reliable, Wells Fargo Advisors is committed to helping clients make informed decisions and secure their financial future.
2025 E Beltline Ave SE # 501, Grand Rapids, MI 49546, United StatesAdvertisements -
L 2 Advisors
● OpenL 2 Advisors is a leading finance and insurance agency located at 2674 Kraft Avenue Southeast in Grand Rapids, Michigan, United States. With a team of experienced professionals, we provide expert financial planning and insurance solutions to help our clients achieve their goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, L 2 Advisors is dedicated to providing personalized and comprehensive services tailored to your individual needs. Contact us today to learn more about how we can help you secure your financial future.
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Hilgendorf Wealth Management of Raymond James
● OpenHilgendorf Wealth Management of Raymond James is a leading finance institution located at 2060 East Paris Avenue Southeast in Grand Rapids, Michigan. As a trusted wealth management firm, we offer personalized financial planning and investment services to help our clients achieve their financial goals. With a team of experienced professionals and access to top-tier resources, we provide comprehensive financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or building wealth for the future, Hilgendorf Wealth Management is committed to helping you secure a successful financial future. Contact us today to learn more about how we can help you reach your financial goals.
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Raymond James Financial Services
● OpenRaymond James Financial Services, located at 741 East Beltline Avenue Northeast in Grand Rapids, Michigan, is a leading finance institution that offers personalized financial advisory services tailored to the unique needs of each client. From individuals to families to high-caliber institutions, Raymond James provides customized investment strategies and a high standard of service. Their experienced team offers unique solutions for business owners and entrepreneurs, helps clients nurture their wealth for a better future, and provides guidance for confidently managing new assets. They understand the challenges that women face in the financial world and are dedicated to helping them succeed.
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Jeff VanderWeele - Raymond James
● OpenJeff VanderWeele - Raymond James is a finance institution located at 2060 East Paris Avenue Southeast in Grand Rapids, Michigan, United States. Our team is dedicated to helping you navigate the way forward to your financial future. Whether you are an individual or an institution, we are here to simplify and clarify the complexities of the financial world, providing personal attention and building trusted relationships along the way. We offer timely information to keep you informed on all things financial, ensuring that you are well-equipped to make informed decisions for your financial well-being. Trust us to guide you on your financial journey and help you achieve your goals.
2060 E Paris Ave SE Suite 250, Grand Rapids, MI 49546, United StatesAdvertisements -
Robert Van Loozenoord CPA PC
● OpenRobert Van Loozenoord CPA PC is a reputable accounting and finance institution located at 4250 Chicago Drive Southwest, Grandville, Michigan, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Their commitment to providing personalized service and expert advice sets them apart in the industry. Whether you are an individual or a business owner, Robert Van Loozenoord CPA PC is dedicated to helping you achieve your financial goals.
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Embark Financial Partners
● OpenEmbark Financial Partners is a finance institution located in Grand Rapids, Michigan, United States, at 668 3 Mile Road Northwest. Our team of experienced advisors is dedicated to guiding you through life's financial challenges so you can have confidence in the future. Whether you are a business owner, professional, or someone planning for retirement, we are here to help you craft a winning plan for your financial future. With 45 years of experience, we have helped thousands of clients across the United States achieve their financial goals. Our personalized approach involves listening to your unique goals and concerns, providing solid financial guidance, and preparing you for any challenges that may come your way. We offer a platform and patterns to organize your financial life, bring clarity to your financial picture, assess risks, identify opportunities, and empower you with key knowledge to make informed decisions.
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Owens Financial Group LLC
● OpenOwens Financial Group LLC is a reputable finance institution located at 4829 East Beltline Avenue Northeast in Grand Rapids, Michigan. Our team of experienced financial advisors is dedicated to providing personalized financial solutions to help clients achieve their long-term goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Owens Financial Group LLC is here to help. Contact us today to schedule a consultation and start building a secure financial future.
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Midwest Capital Advisors
● OpenMidwest Capital Advisors is a leading finance institution located at 630 Kenmoor Avenue Southeast in Grand Rapids, Michigan, United States. With a team of experienced financial advisors, Midwest Capital Advisors provides comprehensive financial planning services to individuals, families, and businesses. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Midwest Capital Advisors offers personalized solutions to help you achieve your financial goals. Contact us today to schedule a consultation and start building a secure financial future.
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Merrill Lynch Financial Advisor Jonathan C. Hatfield
● OpenMerrill Lynch Financial Advisor Jonathan C. Hatfield, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a finance institution dedicated to providing accessible, knowledgeable, and experienced financial guidance. Jonathan has been in the financial services industry since 2009 and specializes in serving high net worth individuals, business owners, and corporate executives. With a bachelor's degree in Business Management and Psychology, Jonathan is a Certified Private Wealth Advisor® designee. He is committed to building and maintaining strong relationships with clients, offering personalized plans centered on their goals and aspirations. The team at Merrill Lynch Wealth Management, led by Jonathan, focuses on helping clients navigate important financial decisions, estate planning, and wealth preservation. By utilizing the global resources of Merrill, clients receive tailored investment strategies and comprehensive financial solutions. Whether clients are planning for retirement, saving for a home, or funding their children's education, Jonathan works closely with them to develop a financial approach that aligns with their priorities and values. The institution also offers insights, observations, and ideas to help clients pursue their financial goals, with a focus on maximizing the impact of their giving. With a commitment to putting clients first, Merrill Lynch Financial Advisor Jonathan C. Hatfield strives to help clients achieve their financial goals and navigate the complexities of their financial lives.
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