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TOP 30 Comprehensive financial advisory in Grand Rapids, MI
34 results found
A convenient service for searching for businesses, places and services
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.
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.
Riley Planning & Investments-Financial Planners & Advisors
Riley Planning & Investments is a leading financial planning and advisory firm located in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, our team is here to provide expert guidance and support. Visit us at 1600 East Beltline Avenue Northeast to learn more about how we can help you secure your financial future.
Retirement & Wealth Strategies (RWS Financial Group)
Retirement & Wealth Strategies (RWS Financial Group) is a finance institution located at 32 Market Avenue Southwest, Grand Rapids, Michigan, United States. Since 1985, RWS has been dedicated to helping clients with their investment objectives, planning needs, and portfolio design. Specializing in creating retirement and wealth strategies, RWS provides objective, unbiased advice and personalized quality service. With customized investment management solutions tailored to your goals, investable assets, and risk tolerance, RWS integrates these into a comprehensive financial plan with personalized strategies for you. By leveraging technology and decades of experience, RWS maximizes your financial plan and aligns your investments with your goals and opportunities.
Mark Fink - Financial Advisor, 99 Monroe Wealth Group, a financial advisory practice of Ameriprise Financial Services, LLC
Mark Fink - Financial Advisor, 99 Monroe Wealth Group, is a finance institution located at 99 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. The institution offers a variety of certifications and designations to its advisors, 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 cover a range of topics such as asset management, retirement planning, estate planning, investment strategies, and more. Advisors at Mark Fink - Financial Advisor are dedicated to providing comprehensive financial planning services to individuals and businesses, with a focus on meeting the unique needs of each client.
Ryan Weaver - Financial Advisor, Ameriprise Financial Services, LLC
Ryan Weaver - Financial Advisor, Ameriprise Financial Services, LLC, located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States, offers personalized financial services tailored to individual goals and risk tolerance. With a focus on retirement planning, education savings, and investment strategies, Ryan Weaver works closely with clients to track progress, adjust strategies as needed, and provide regular updates on financial portfolios. Clients have secure access to their accounts and investments from any device, allowing for easy monitoring of progress towards financial goals. By scheduling a complimentary initial consultation, clients can explore how Ryan Weaver can help them achieve a more confident financial future. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC offers investment products and advisory services to help clients navigate the complexities of the financial market. With a commitment to privacy and security, Ameriprise Financial ensures that clients receive personalized attention and support in achieving their financial goals.
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.
Merrill Lynch Financial Advisor Jeffrey Towner
Merrill Lynch Financial Advisor Jeffrey Towner is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, they are dedicated to helping clients achieve their financial goals. It is important to note that investing involves risk, and Merrill Lynch does not provide legal, tax, or accounting advice. They offer a range of services including brokerage, investment advisory, insurance, annuity products, trust and fiduciary services, and banking products. Merrill Lynch is a subsidiary of Bank of America Corporation and is committed to providing clients with information about products and services that may be of interest. Please consult with legal and tax advisors before making any financial decisions.
Fusion Financial Group
Fusion Financial Group is a dynamic institution located at 728 Cambridge Boulevard Southeast, Grand Rapids, Michigan, United States. Specializing in accounting and finance, we believe that financials tell a story. Our team offers guidance and insight to help you understand how each number contributes to your overall financial narrative. We approach projects with a fresh perspective, working as your motivator, educator, and advisor to help you meet your goals. Our commitment is to ensure the accuracy of your financial data by collaborating closely with your team. Drawing on our wealth of experience and adherence to industry best practices, we deliver robust and streamlined accounting services to support your day-to-day financial tasks seamlessly. Services include account updates, payables, receivables, reconciliations, and financial statements.
MED-1 Occupational Health Services
MED-1 Occupational Health Services is a premier institution located at 1140 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in occupational healthcare, our dedicated team of doctors and health professionals prioritize the health and well-being of your employees. Since 1984, we have been providing custom-tailored services and programs to help local companies reduce workers' compensation costs. Our clinic managers ensure efficient communication between you, your employees, and our providers for the most effective return-to-work solutions. With a web-based reporting system offering 24/7 access to employee reports, results, and authorizations through a secure HIPAA compliant portal, we strive to keep you informed and supported at all times.
START Midwest
START Midwest is a leading healthcare institution located at 5800 Foremost Drive Southeast in Grand Rapids, Michigan. As a trusted provider of medical services, our team of expert doctors and healthcare professionals are dedicated to delivering high-quality care and personalized treatment to our patients. With a focus on innovation and excellence, START Midwest is committed to improving the health and well-being of individuals in the community. Whether you are in need of routine check-ups, specialized treatments, or emergency care, you can trust START Midwest to provide compassionate and comprehensive healthcare services.
Deborah Wilks - State Farm Insurance Agent
Deborah Wilks - State Farm Insurance Agent is a reputable insurance agency located at 11827 Fulton Street East in Lowell, Michigan, United States. Since opening in 2007, our agency has been dedicated to serving customers in Lowell, Alto, Ada, Grand Rapids, Saranac, Lake Odessa, Clarksville, and surrounding areas with their insurance and financial service needs. Our team of licensed insurance professionals is committed to providing personalized insurance coverage tailored to each individual's requirements. Deborah Wilks, the agency owner, is a proud graduate of Grand Valley State University and an active member of the community. She is involved in various community initiatives, such as working with the Lowell High School Youth Advisory Council on Distracted Driving and serving as a member and Past President of the Lowell Rotary Club. Deborah's mission is to raise awareness about safe driving practices among the youth in the area.
Agent Equity Group
Agent Equity Group is a revolutionary insurance agency located at 2025 East Beltline Avenue Southeast in Grand Rapids, Michigan. Unlike traditional FMOs, Agent Equity Group prioritizes the success of their agents above all else. By leveraging collective production power, they negotiate advantageous carrier contracts and distribute profits among their agents. The remaining profits are reinvested to enhance marketing, technology, and support capabilities. If you are Property and Casualty licensed or considering getting licensed, Valor Insurance is a nationwide P&C agency that specializes in working with independent agents. They offer training, access to top carriers, and some of the highest commission payouts in the industry.
Alan L Rosendall & Associates
Alan L Rosendall & Associates is a reputable dental practice located in Grand Rapids, Michigan. Our team of skilled dentists and health professionals are dedicated to providing top-quality dental care to our patients. Conveniently located at 4829 East Beltline Avenue Northeast, our office offers a wide range of services including general dentistry, cosmetic procedures, and preventative care. Whether you are in need of a routine cleaning or a more complex dental treatment, our experienced staff is here to help. Contact us today to schedule an appointment and experience the exceptional care provided by Alan L Rosendall & Associates.
O'Keefe
Located in Grand Rapids, Michigan, O'Keefe is a leading finance institution that specializes in providing expert hands-on consulting services to a diverse range of industries. With a focus on delivering impressive bottom line results, O'Keefe offers comprehensive and innovative solutions to navigate tough financial challenges. From serving as a consultant for automotive suppliers to representing municipalities as rebuttal experts, O'Keefe's broad spectrum of services and expertise make them a go-to firm for financial advisory needs.
Watkins Ross
Watkins Ross is a finance institution located at 200 Ottawa Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in consulting, actuarial, and administration services, Watkins Ross is dedicated to providing retirement plan services to help meet corporate objectives and navigate the complex world of health benefits for employees. The experienced team at Watkins Ross can design and administer various types of retirement plans, including cash balance, pension, profit sharing, ESOP, and non-qualified plans. They also specialize in financial reporting for Other Post-Employment Benefit Plans (OPEB) and Incurred But Not Reported (IBNR) reserve liabilities for health plans.
Adamy Valuation
Adamy Valuation, located at 50 Louis Street Northwest in Grand Rapids, Michigan, is a trusted institution in the field of finance. With over three decades of experience, Adamy Valuation provides expert and independent business valuation services to executives, business owners, attorneys, and fiduciaries across the country. Top attorneys, CPAs, executives, and corporate fiduciaries rely on Adamy Valuation for their high standards and expertise. In a time where traditional business models are evolving, Adamy Valuation stays ahead of the curve by embracing technology disruption and talent shortages. Jake Helwick, a key figure at Adamy Valuation, offers valuable insights on business transfers and maximizing gift tax exemptions in a video presentation. The institution also provides guidance on planning for potential economic downturns, ensuring clients are prepared for any financial challenges that may arise.
SageRock Wealth Partners
SageRock Wealth Partners is a financial institution located at 4095 Embassy Drive Southeast in Grand Rapids, Michigan, United States. We specialize in helping individuals build a remarkable retirement through personalized financial planning and investment strategies. Our team of experienced advisors prioritize building relationships with our clients to truly understand their unique goals and challenges. With over three decades of experience, we have developed a comprehensive investment strategy to protect our clients' assets through market fluctuations. Whether retirement is near or far, we are dedicated to providing trustworthy advice and guidance. Our team, led by advisors Tom and Bill, is committed to your long-term success and will work with you to reach your financial goals. Download our free guide to clarify your vision for a remarkable retirement. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC. Fixed insurance products and services are offered through SageRock Wealth Partners or CES Insurance Agency. Check the background of our firm on FINRA's BrokerCheck.
ClearVista Advisors
ClearVista Advisors is a leading finance institution located at 630 Kenmoor Avenue Southeast in Grand Rapids, Michigan, United States. Specializing in providing expert financial advice and solutions, ClearVista Advisors is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, ClearVista Advisors offers personalized services tailored to meet the unique needs of each client. Whether you are looking for investment guidance, retirement planning, or wealth management services, ClearVista Advisors is dedicated to providing top-notch financial expertise and support. Contact them today to learn more about how they can help you secure your financial future.
BDO
BDO is a leading accounting and finance institution located at 5300 Patterson Avenue Southeast in Grand Rapids, Michigan, United States. Our institution offers valuable insights on emerging trends, regulatory updates, and tips to maximize the benefits of legal technology. We help businesses enable new growth and find competitive advantages through the use of valuable data and strategic planning. Our team of experts can guide your organization towards stability and growth, while navigating risks and opportunities in the ever-changing business landscape. With over 100 years of experience, our Grand Rapids offices have become the largest CPA practice in West Michigan, offering a comprehensive array of assurance, tax, and advisory services. We provide world-class resources and exceptional service to businesses in Grand Rapids and western Michigan, including those in manufacturing, distribution, insurance, financial institutions, and nonprofits. Our innovative solutions help nonprofit organizations secure funding in a competitive environment, while our services assist manufacturers with supply chain management and implementing Industry 4.0 technology.
Hungerford Nichols CPAs + Advisors
Hungerford Nichols CPAs Advisors is a distinguished accounting and finance institution located at 2910 Lucerne Drive Southeast in Grand Rapids, Michigan, United States. Since 1941, Hungerford has been dedicated to helping clients achieve success through a wide range of professional services. Their team of dynamic and talented professionals offers solutions in business advisory, tax, audit, accounting, business valuation, fraud and litigation, wealth management, and IT services. With over 80 years of experience serving the West Michigan community, Hungerford is locally owned and committed to providing exceptional service in an ever-changing regulatory environment. Their technology department is revolutionizing IT support, ensuring clients are not faced with surprise invoices or unexpected expenses. As an independent firm, Hungerford prioritizes their clients' best interests and offers meaningful advice through comprehensive planning. With a focus on helping clients align their financial goals with their values, Hungerford's experienced business advisors are dedicated partners on the path to greater success.
Huntington Private Bank
Huntington Private Bank is a premier finance institution located at 150 Ottawa Avenue Northwest in Grand Rapids, Michigan, United States. Our dedicated team of professionals offers a full range of wealth and financial services, including premium banking solutions, trust and estate administration, portfolio management, and securities and investment advisory services. We are committed to providing personalized solutions to help our clients achieve their financial goals. Trust Huntington Private Bank for all your wealth management needs.
Shawn Fair - Thrivent
Shawn Fair - Thrivent is a finance institution located at 161 Ottawa Avenue Northwest in Grand Rapids, Michigan, United States. Licensing for services can be obtained through the State Insurance Department's website, as recommended by the National Association of Insurance Commissioners. The institution, under the marketing name Thrivent Financial for Lutherans, offers insurance products, securities, and investment advisory services through its subsidiary Thrivent Investment Management Inc. The financial professionals at Shawn Fair - Thrivent do not provide legal, accounting, or tax advice, but can offer advice and guidance through their Financial Planning Framework. Clients may choose to engage further with Dedicated Planning Services for written recommendations at a fee. Only credentialed financial advisors are authorized to provide investment advisory services at Shawn Fair - Thrivent. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.
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.
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.
Tammera Nevins - Thrivent
Tammera Nevins - Thrivent is a finance institution located at 161 Ottawa Avenue Northwest, Suite 110-M in Grand Rapids, Michigan. Licensing for insurance products can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are able to provide investment advisory services. For more information about our financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.
Daniel Dillard - Morgan Stanley
Daniel Dillard - Morgan Stanley is a renowned finance institution located at 5122 Cascade Road Southeast, Grand Rapids, Michigan, United States. With a strong reputation for providing top-notch financial services, the institution is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, Daniel Dillard - Morgan Stanley offers a wide range of financial services including investment management, wealth planning, retirement planning, and more. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Daniel Dillard - Morgan Stanley is the trusted partner you need.
Ferris Busscher & Zwiers, P.C.
Ferris Busscher & Zwiers, P.C. is an accounting and finance institution located at 675 East 16th Street in Holland, Michigan, United States. Recently, they have joined forces with Hungerford CPAs Advisors, a prominent full-service CPA and advisory firm based in Grand Rapids. Partners Bill Borgman, Doug Rotman, and Tony Zwiers, along with their staff, will continue to operate from the Holland office under the new partnership. Hungerford has been serving clients for over 80 years, specializing in building relationships and providing comprehensive financial services. With offices in multiple locations in Michigan, Hungerford offers a wide range of services including accounting, tax planning, wealth management, business valuation, and more. They are known for their expertise in working with closely held and family-owned businesses, as well as governmental entities, non-profit organizations, and employee benefit plans. Hungerford is the largest locally owned and independent CPA firm in West Michigan, committed to securing the success of their clients.
Accurate Accounting LLC
Accurate Accounting LLC is a reputable accounting and finance institution located at 4353 Norman Drive Southeast in Grand Rapids, Michigan, United States. Our team of experienced professionals is dedicated to providing accurate and reliable accounting services to individuals and businesses alike. With a commitment to excellence and attention to detail, we ensure that all financial needs are met with precision and efficiency. Trust Accurate Accounting LLC for all your accounting and finance needs.
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