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TOP 30 Business strategy consultant in Grand Rapids, MI
127 results found
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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.
Shanna Shillington-Bylsma - Financial Advisor, Ameriprise Financial Services, LLC
Shanna Shillington-Bylsma - Financial Advisor, Ameriprise Financial Services, LLC, located at 2851 Charlevoix Drive Southeast, Grand Rapids, Michigan, United States, is a reputable finance institution. Shanna Shillington-Bylsma is the 2023 Recipient of the Ameriprise Client Experience Award and offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular progress reviews, updates, and goal tracking are provided to ensure clients are on the right financial path. Clients can access their investments and accounts securely from any device. Risk tolerance is a key factor in determining investment strategies, and Shanna Shillington-Bylsma helps clients understand and navigate market volatility. Those interested in a more confident financial future can schedule a complimentary initial consultation. Ameriprise Financial Services, LLC offers investment products and services through a registered investment adviser, with securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Shanna Shillington-Bylsma is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. The institution prioritizes privacy and security, with a focus on helping clients achieve their financial goals.
Edward Jones - Financial Advisor: S A (Skip) Knapp III, AAMS™
Edward Jones - Financial Advisor: S A (Skip) Knapp III, AAMS™ is a trusted financial institution located at 2311 East Beltline Avenue Southeast in Grand Rapids, Michigan, United States. Skip Knapp, a knowledgeable and experienced financial advisor, offers personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Skip Knapp and his team at Edward Jones provide comprehensive financial guidance to individuals, families, and businesses. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: S A (Skip) Knapp III, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence.
Troy Horton - Financial Advisor, Ameriprise Financial Services, LLC
Troy Horton is a financial advisor at Ameriprise Financial Services, LLC, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. Troy Horton offers expertise in financial planning and investment advisory services to help clients achieve their financial goals. Background and qualification information for Troy Horton can be found on FINRA's BrokerCheck website. The institution provides a Client Relationship Summary Disclosure to ensure transparency in their services.
Keagan W Rushmore, MBA - Dave Ramsey's ELP for Investing
Keagan W Rushmore, MBA is a trusted financial advisor and Dave Ramsey's Endorsed Local Provider (ELP) for Investing located at 2674 Kraft Avenue Southeast in Grand Rapids, Michigan. With a background in finance and a Master's in Business Administration, Keagan provides expert guidance and personalized investment strategies to help clients achieve their financial goals. As a member of Dave Ramsey's ELP program, Keagan upholds the highest standards of integrity and professionalism in the industry. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Keagan W Rushmore, MBA is dedicated to helping you make informed decisions and build a strong financial foundation.
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."
MaxWealth Managemement
MaxWealth Management is a leading finance institution located at 2024 Celebration Drive Northeast in Grand Rapids, Michigan, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers personalized investment strategies, retirement planning, estate planning, and more. At MaxWealth Management, we are committed to helping our clients build and preserve their wealth for a secure financial future.
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.
Ryan Waselewsky - Morgan Stanley
Ryan Waselewsky - Morgan Stanley is a premier financial institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan. As a branch of the renowned Morgan Stanley, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals provides personalized investment strategies, wealth management solutions, retirement planning, and more. With a focus on excellence and integrity, we strive to deliver exceptional service and results for our clients. Visit us today to learn how we can help you secure your financial future.
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.
Thomas Elzinga - Financial Advisor, Ameriprise Financial Services, LLC
Thomas Elzinga is a Financial Advisor at Ameriprise Financial Services, LLC located at 6701 Old 28th Street Southeast in Grand Rapids, Michigan, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Thomas Elzinga offers background and qualification information on FINRA's BrokerCheck website. The institution provides a Client Relationship Summary Disclosure and insights on stock market trends. Understanding risk tolerance is crucial in investing, and Thomas Elzinga can help determine an appropriate investment strategy based on your risk tolerance. If you're looking to secure a more confident financial future, take advantage of a complimentary initial consultation. Please note that this offer is only valid in the United States. Investment products are not guaranteed by any financial institution and involve risks. Securities are offered by Ameriprise Financial Services, LLC, a registered investment adviser. Thomas Elzinga may only conduct securities business in states where properly registered. Let's meet to discuss your financial goals and objectives. Ameriprise Financial cannot guarantee future financial results. Feel free to refer friends or family members to Thomas Elzinga for financial guidance. Your referral can expect to hear from him soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, with a focus on privacy, security, and fraud prevention.
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.
The Tholl Pearson Group - Morgan Stanley
The Tholl Pearson Group - Morgan Stanley is a leading financial institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. Specializing in wealth management, investment banking, and advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, The Tholl Pearson Group - Morgan Stanley is a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you secure your financial future.
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.
Sharon Dykhouse - Morgan Stanley
Sharon Dykhouse - Morgan Stanley is a reputable finance institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a strong commitment to providing top-notch financial services, Sharon Dykhouse - Morgan Stanley offers personalized investment strategies, wealth management solutions, and financial planning services to help clients achieve their financial goals. With a team of experienced professionals, the institution prides itself on delivering exceptional customer service and expert financial advice to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Sharon Dykhouse - Morgan Stanley is dedicated to helping you secure a prosperous financial future.
Centennial Securities - Headquarters
Centennial Securities - Headquarters is a leading finance institution located at 3075 Charlevoix Drive Southeast in Grand Rapids, Michigan, United States. As a trusted financial services provider, Centennial Securities offers a wide range of investment and wealth management solutions for individuals and businesses. With a team of experienced professionals, they strive to help clients achieve their financial goals and secure their financial future. Visit Centennial Securities - Headquarters today to learn more about their services and how they can assist you in managing your finances effectively.
Merrill Lynch Financial Advisor Scott S Eccker
Merrill Lynch Financial Advisor Scott S. Eccker, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, is part of the Eccker Bujdos Andrews Group of Merrill Lynch Wealth Management. Scott has been with Merrill since 1980, bringing extensive experience and a commitment to building strong client relationships based on trust and personalized service. Recognized as a member of the Forbes "Best-in-State Wealth Management Teams" in 2023 and 2024, Scott focuses on providing financial strategies, retirement income planning services, and liability management for a diverse client base including attorneys, physicians, business executives, and entrepreneurs. As a specially qualified Portfolio Manager, Scott can manage personalized investment strategies to help clients pursue their objectives. At Merrill Lynch Wealth Management, Scott and his team prioritize understanding each client's unique goals and financial situation, developing personalized financial strategies, and providing ongoing support to help clients stay on track. With a focus on collaboration and personalized service, Scott and his team are dedicated to helping clients achieve their financial goals and build a customized investment approach.
Fifth Third Private Bank - Jonathan Combs
Fifth Third Private Bank - Jonathan Combs is a prestigious financial institution located at 111 Lyon Street Northwest in Grand Rapids, Michigan, United States. As a private bank, they offer exclusive financial services tailored to high-net-worth individuals, families, and businesses. With a focus on personalized wealth management and investment strategies, clients can expect top-notch expertise and guidance from Jonathan Combs and his team of experienced professionals. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Fifth Third Private Bank is dedicated to helping you achieve your financial goals.
Merrill Lynch Wealth Management Advisor Jeffrey Weemes
Merrill Lynch Wealth Management Advisor Jeffrey Weemes is a trusted financial institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan. Specializing in finance, they offer expert advice and personalized solutions to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, Jeffrey Weemes and his team provide top-notch service and guidance to individuals and businesses alike. Contact them today to start securing your financial future.
MCPC, Inc.
MCPC, Inc. is a leading institution located at 4626 44th Street Southeast, Grand Rapids, Michigan, United States. We specialize in providing high-quality education and training programs in various fields such as technology, business, and healthcare. Our experienced faculty and staff are dedicated to helping students achieve their academic and career goals. With state-of-the-art facilities and innovative teaching methods, MCPC, Inc. is committed to providing a dynamic and enriching learning environment for all our students. Join us and take the first step towards a successful and rewarding future.
H&R Block
H&R Block is a renowned accounting and finance institution located at 2023 Eastern Avenue Southeast in Grand Rapids, Michigan. With a reputation for providing top-notch financial services, H&R Block offers expert tax preparation, financial planning, and accounting services to individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients navigate the complexities of tax laws and financial strategies, ensuring they maximize their financial potential. Trust H&R Block for all your accounting and finance needs in Grand Rapids, Michigan.
H&R Block
H&R Block is a trusted accounting and finance institution located at 1612 Leonard Street Northwest in Grand Rapids, Michigan. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a small business owner, H&R Block is dedicated to providing personalized and reliable financial solutions to help you achieve your financial goals. Visit us today to experience our expertise and exceptional customer service.
TaxCrunch CPA, Ltd
TaxCrunch CPA, Ltd is an accounting and finance institution located at 2249 Wealthy Street Southeast in Grand Rapids, Michigan, United States. Our team specializes in bookkeeping, reconciling, financial statements, analysis, compliance, and tax preparation. We enjoy working with numbers and take pride in crunching them so you can focus on your business. Visit our website to read handpicked news articles and original blogs. Contact us at (616) 622-3535 for all your accounting needs. Let us crunch the numbers for you!
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 3150 Plainfield Avenue Northeast in Grand Rapids, Michigan, United States. Our Tax Pros are ready to help you maximize your refund, even though our tax advance loans have ended this year. Drop off your tax documents and let our experts take care of the rest, including a quick call to review your final return and convenient e-signing. While Refund Advance loans are no longer available this year, we offer in-person and drop-off tax preparation services, as well as assistance with IRS letters. Book an appointment online or call (855) 301-1040 to reserve time with a Tax Pro at our Plainfield Ave location. Walk-ins are also welcome. Trust the English-speaking Tax Pros at Jackson Hewitt to make every dollar count when it comes to your taxes.
Doug Zandstra
Doug Zandstra is an accounting and finance institution located at 1305 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. Led by Doug Zandstra, a Certified Public Accountant, Certified Fraud Examiner, and Enrolled Agent, the firm specializes in working with high net worth clients with complex tax needs. With a team of 4 remote accountants, they offer services such as financial planning, international tax assistance, multistate tax services, IRS representation, and more. Doug Zandstra and his team are dedicated to providing quality service and personalized care to their clients, ensuring they receive the best possible advice and support. Additionally, they offer tax preparation services for individuals and small businesses, as well as assistance with IRS negotiations and forensic accounting. With over 25 years of experience, Doug Zandstra is a trusted partner in retirement planning and tax strategy. Contact them at 9040 Town Center Lakewood Ranch, FL 34202 or call 941-538-5630 or 616-970-3000 for a free zoom consultation.
BDO
BDO, located at 200 Ottawa Avenue Northwest in Grand Rapids, Michigan, is a leading institution in the fields of accounting and finance. They offer valuable insights on emerging trends, regulatory updates, and tips for maximizing the benefits of legal tech. Businesses can learn how to enable new growth and find competitive advantage through their services. The institution provides world-class resources and exceptional service in Grand Rapids and western Michigan, with a focus on delivering strategies to help businesses build resilience, uncover opportunities, and adapt to a constantly changing marketplace. BDO also offers innovative solutions for nonprofit organizations, manufacturers, financial institutions, and insurance companies. In addition to their professional services, BDO is committed to supporting local community initiatives, such as Junior Achievement, The Leukemia & Lymphoma Society, and Heart of West Michigan United Way. If you are interested in joining their team in Grand Rapids, BDO offers opportunities for personal and professional growth in today's global economy. Visit their career page for more information on available opportunities.
Sund Tax Services
Sund Tax Services is a trusted accounting and finance institution located at 929 Barbara Street Northwest in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to providing top-notch tax services, financial planning, and accounting solutions to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or investment strategies, our experts are here to assist you every step of the way. Visit us today to experience personalized service and expert advice to help you achieve your financial goals.
Goodlander Swett & Rybicki
Goodlander Swett & Rybicki is a reputable accounting and finance institution located at 4462 Plainfield Avenue Northeast in Grand Rapids, Michigan. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their experts are dedicated to helping clients achieve their financial goals. Whether you need assistance with bookkeeping, audits, or investment strategies, Goodlander Swett & Rybicki is committed to providing top-notch service and personalized solutions. Visit them today to see how they can help you navigate the complexities of the financial world.
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