Consulting advisors in Holland, MI
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Ottawa Kent - Holland
● ClosedOttawa Kent - Holland is an independent insurance agency located at 1 South Waverly Road in Holland, Michigan, United States. With strong relationships with reputable insurance companies, we provide you with a wide range of options to choose from. Our experienced insurance advisors are dedicated to serving as your advocate, from selecting the right coverage to assisting with claims. At Ottawa Kent, we treat our customers like family and prioritize integrity and trust in all our interactions. With over 50 years of experience in Western Michigan, we believe in the Golden Rule of treating others as we would want to be treated. Our team is committed to using cutting-edge innovations to make our clients safer, healthier, and more productive.
1 S Waverly Rd, Holland, MI 49423, United States -
Symmetra Advisors LLC
● OpenSymmetra Advisors LLC is a reputable finance and insurance agency located at 1121 Ottawa Beach Road in Holland, Michigan, United States. With a team of experienced professionals, Symmetra Advisors LLC offers a wide range of financial and insurance services to help clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Symmetra Advisors LLC is dedicated to providing personalized solutions tailored to your specific needs. Trust Symmetra Advisors LLC to guide you towards a secure financial future.
1121 Ottawa Beach Rd #240a, Holland, MI 49424, United States -
Altruist Financial Advisors
● OpenAltruist Financial Advisors is a reputable finance institution located at 3754 65th Street in Holland, Michigan, United States. Our team of dedicated financial advisors is committed to providing personalized and comprehensive financial planning services to help clients achieve their financial goals. With a focus on integrity and transparency, we strive to build long-lasting relationships with our clients based on trust and mutual respect. Whether you are planning for retirement, saving for your children's education, or investing for the future, Altruist Financial Advisors is here to guide you every step of the way. Contact us today to schedule a consultation and start your journey towards financial success.
3754 65th St, Holland, MI 49423, United States -
Cap Trust Financial Advisors
● ClosedCapTrust Financial Advisors, located at 85 East 8th Street in Holland, Michigan, is a finance institution dedicated to helping individuals navigate the complexities of managing their wealth. Our experienced advisors offer a unique and engaging approach to creating a sound financial plan that aligns with your highest priorities in life. We prioritize getting to know you as an individual, focusing on your goals and values rather than just numbers. Our tools help you define and prioritize what you want to achieve, while also highlighting any sacrifices or tradeoffs that may need to be considered.
85 E 8th St STE 160, Holland, MI 49423, United States -
Blue Trust | Holland Financial Advisors
● ClosedBlue Trust | Holland Financial Advisors is a leading finance institution located at 183 College Avenue in Holland, Michigan, United States. Our team of experienced advisors is dedicated to providing personalized financial solutions to help our clients achieve their goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, our team is here to assist you every step of the way. Trust Blue Trust | Holland Financial Advisors to guide you towards financial success.
183 College Ave, Holland, MI 49423, United States -
Fiduciary Financial Advisors
● ClosedFiduciary Financial Advisors is a reputable finance institution located at 192 West 33rd Street in Holland, Michigan, United States. As fiduciary advisors, we prioritize our clients' best interests above all else. Our team of experienced professionals is dedicated to providing personalized financial planning and investment management services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, Fiduciary Financial Advisors is here to guide you every step of the way. Visit us today to see how we can help secure your financial future.
192 W 33rd St, Holland, MI 49423, United States -
D B & C Advisors LLC
● ClosedD B & C Advisors LLC is a finance institution located at 355 Settlers Road in Holland, Michigan, United States. We specialize in providing expert financial advice and guidance to our clients, helping them navigate the complexities of the financial world. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, D B & C Advisors LLC is here to help. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
355 Settlers Rd, Holland, MI 49423, United States -
West Michigan Advisors
● ClosedWest Michigan Advisors is a finance institution located at 301 Hoover Boulevard in Holland, Michigan, United States. Our team of trusted financial advisors is here to help you navigate life transitions and create a personalized financial plan that brings peace of mind. We believe that financial planning should be personal, focusing on your story, dreams, and family. Our experienced advisors will work with you to craft a plan that aligns with your goals and helps you secure a legacy for your loved ones. As a fiduciary, we are committed to acting in your best interest and offering solutions tailored to your lifestyle. While we primarily work with clients investing $250,000 or more, we do not have a minimum requirement to engage our services. Whether you're planning for retirement or preparing for a recession, our team is here to provide guidance and support every step of the way. Download our free resources to start planning for your financial future with confidence.
301 Hoover Blvd Suite 300, Holland, MI 49423, United States -
Hollander Lone Maxbauer
● ClosedHollander Lone Maxbauer is a finance institution located at 28411 Northwestern Highway in Southfield, Michigan, United States. We are dedicated to growing, accumulating, and managing your wealth to help you achieve financial freedom. Our comprehensive approach to financial planning ensures that each client receives a personalized strategy tailored to their unique needs and goals. Whether you are just starting your career, starting a family, or preparing for retirement, we are here to help you navigate all of life's financial transitions. Our goal is to help you pursue your financial goals and create a secure future. Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Please consult with legal or tax professionals for specific advice regarding your individual situation. Your privacy and data security are of utmost importance to us. Contact us today to start on the path to financial success.
28411 Northwestern Hwy Suite 1200, Southfield, MI 48034, United States -
Edward Jones - Financial Advisor: Josh Franken
● ClosedEdward Jones - Financial Advisor: Josh Franken is a reputable financial institution located at 13827 Port Sheldon Street in Holland, Michigan, United States. Specializing in finance, Josh Franken and his team provide personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Josh Franken is dedicated to helping clients secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.
13827 Port Sheldon St, Holland, MI 49424, United States -
Edward Jones - Financial Advisor: Scott J Jungling, CFP®|ChFC®|CEPA®
● ClosedEdward Jones - Financial Advisor: Scott J Jungling, CFP®|ChFC®|CEPA® is a reputable financial institution located at 437 Butternut Drive in Holland, Michigan, United States. With a team of highly qualified professionals, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Certified Exit Planning Advisor (CEPA®), they provide personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Edward Jones - Financial Advisor: Scott J Jungling is dedicated to providing expert advice and guidance every step of the way. Visit their office today to start building a secure financial future.
437 Butternut Dr Suite A, Holland, MI 49424, United States -
Edward Jones - Financial Advisor: Cameron Rios, CFP®
● ClosedEdward Jones - Financial Advisor: Cameron Rios, CFP® is a reputable finance institution located at 12662 Riley Street in Holland, Michigan, United States. As a Certified Financial Planner, Cameron Rios offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, clients can trust Edward Jones to provide tailored solutions to meet their unique needs. Whether you are planning for retirement, saving for your child's education, or looking to build wealth, Cameron Rios and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
12662 Riley St Suite 150, Holland, MI 49424, United States -
Edward Jones - Financial Advisor: Ross W Diekema, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Ross W Diekema, CFP®|AAMS™ is a reputable finance institution located at 56 East Lakewood Boulevard in Holland, Michigan, United States. With a focus on providing personalized financial planning services, Ross W Diekema, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones is dedicated to helping you make informed decisions and secure your financial future.
56 E Lakewood Blvd STE 10, Holland, MI 49424, United States -
Lance Baker - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLance Baker is a financial advisor at Ameriprise Financial Services, LLC, located at 44 East 8th Street in Holland, Michigan, United States. Lance Baker 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMATM, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. These certifications demonstrate his expertise in wealth management, retirement planning, estate planning, investment management, and insurance products. Lance Baker is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. His commitment to ethics and continuing education ensures that he can help clients make informed financial decisions to achieve their goals."
44 E 8th St UNIT 215, Holland, MI 49423, United States -
Edward Jones - Financial Advisor: Stacey Workman, AAMS™|CRPC™|CRPS™
● OpenEdward Jones - Financial Advisor: Stacey Workman, AAMS™|CRPC™|CRPS™ is a leading financial institution located at 246 South River Avenue in Holland, Michigan, United States. Stacey Workman is a highly qualified financial advisor with certifications in Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS). With a commitment to providing personalized financial solutions to help clients achieve their goals, Stacey Workman and the team at Edward Jones are dedicated to helping individuals and families navigate the complexities of investing and financial planning. Whether you are looking to save for retirement, plan for your children's education, or build wealth for the future, Edward Jones - Financial Advisor: Stacey Workman, AAMS™|CRPC™|CRPS™ is here to help you every step of the way.
246 S River Ave Suite 102, Holland, MI 49423, United States -
Timothy Huizenga - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenTimothy Huizenga - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 44 East 8th Street in Holland, Michigan, offers a range of financial services and expertise to help clients navigate their wealth management needs. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Timothy Huizenga is equipped to assist individuals with asset management, investment strategies, estate planning, retirement planning, and insurance products. The institution also provides specialized services for domestic partners, estate planners, seniors, divorce financial analysis, and exit planning. The team at Ameriprise Financial Services, LLC is dedicated to providing comprehensive and personalized financial solutions to help clients achieve their financial goals.
44 E 8th St UNIT 215, Holland, MI 49423, United States -
Edward Jones - Financial Advisor: Jeff Schipper
● OpenEdward Jones - Financial Advisor: Jeff Schipper is a reputable finance institution located at 533 Michigan Avenue in Holland, Michigan, United States. Jeff Schipper is a dedicated and experienced financial advisor who provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Jeff Schipper can help create a customized financial plan tailored to your individual needs. With a commitment to integrity and customer service, Edward Jones - Financial Advisor: Jeff Schipper is a trusted partner in helping clients secure their financial future.
533 Michigan Ave, Holland, MI 49423, United States -
Lee D Bosko - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLee D Bosko is a Financial Advisor at Ameriprise Financial Services, LLC, located at 983 Lincoln Avenue in Holland, Michigan, United States. Lee D Bosko holds several certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, AIF® designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, CAP® designation, CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA® designation, CFP® certification, Certified Fund Specialist, ChFC® designation, Chartered Special Needs Consultant, CIMA® certification, Certified Kingdom Advisor®, Certified in Long-Term Care, and the Chartered Life Underwriter Designation®. Lee D Bosko provides expert financial advice and services to individuals and businesses, specializing in asset management, retirement planning, estate planning, and investment strategies. With a strong commitment to ethics and continued education, Lee D Bosko is dedicated to helping clients achieve their financial goals.
983 Lincoln Ave, Holland, MI 49423, United States -
Rachel Chupailo - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRachel Chupailo is a Financial Advisor at Ameriprise Financial Services, LLC located at 44 East 8th Street in Holland, Michigan, United States. Rachel holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, investment strategies, estate planning, retirement planning, and other financial services. Rachel is dedicated to helping individuals and small business owners make informed financial decisions to achieve their goals. Whether you need assistance with investment opportunities, insurance products, or retirement planning, Rachel Chupailo is committed to providing personalized financial advice tailored to your specific needs.
44 E 8th St UNIT 215, Holland, MI 49423, United States -
Edward Jones - Financial Advisor: Kim Bos
● ClosedEdward Jones - Financial Advisor: Kim Bos is a trusted financial institution located at 1121 Ottawa Beach Road in Holland, Michigan. As a dedicated financial advisor, Kim Bos is committed to helping clients achieve their financial goals through personalized investment strategies and expert financial planning. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Kim Bos and the team at Edward Jones are here to provide you with the guidance and support you need. With a focus on building long-term relationships and delivering exceptional service, Edward Jones - Financial Advisor: Kim Bos is your partner in financial success.
1121 Ottawa Beach Rd Suite 120, Holland, MI 49424, United States -
Roger Gamache - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedRoger Gamache - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 44 East 8th Street, Holland, Michigan, United States, is a finance institution that offers a range of services to meet the diverse needs of individuals seeking wealth management solutions. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the team at Roger Gamache is well-equipped to provide expert advice and guidance on asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, the professionals at Roger Gamache are committed to helping you achieve your financial goals. With a focus on ethical practices, ongoing education, and specialized expertise, Roger Gamache is dedicated to providing top-notch financial services to its clients.
44 E 8th St UNIT 215, Holland, MI 49423, United States -
Edward Jones - Financial Advisor: Mark L Recoulley, CFP®
● ClosedEdward Jones - Financial Advisor: Mark L Recoulley, CFP® is a leading financial institution located at 162 East 8th Street in Holland, Michigan, United States. With a focus on providing personalized financial planning and investment services, Mark L Recoulley, a Certified Financial Planner, helps clients achieve their financial goals and secure their financial futures. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Edward Jones - Financial Advisor: Mark L Recoulley, CFP® is dedicated to providing expert guidance and tailored solutions to meet your unique needs. Contact us today to schedule a consultation and take the first step towards financial success.
162 E 8th St STE 150, Holland, MI 49423, United States -
Edward Jones - Financial Advisor: Scott W Pedersen
● ClosedEdward Jones - Financial Advisor: Scott W Pedersen is a reputable financial institution located at 777 Washington Avenue in Holland, Michigan, United States. Specializing in providing personalized financial planning and investment services, Scott W Pedersen and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Scott W Pedersen is committed to providing top-notch financial advice and guidance to individuals, families, and businesses in the Holland area.
777 Washington Ave Ste 30, Holland, MI 49423, United States -
Timothy Jongsma - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedTimothy Jongsma is a financial advisor at Ameriprise Financial Services, LLC located at 44 East 8th Street in Holland, Michigan, United States. With a focus on helping clients achieve their financial goals, Timothy offers personalized financial planning and investment advice. Each Ameriprise advisor has their own areas of expertise, so it's important to review their backgrounds, credentials, and experience to find the best fit for your needs. By filling out the "Request consultation" form, you can connect with Timothy for a complimentary initial consultation to discuss your financial goals and create a customized plan for your future.
44 E 8th St Ste 215, Holland, MI 49423, United States -
Edward Jones - Financial Advisor: Ted Simpkins, AAMS™
● ClosedEdward Jones - Financial Advisor: Ted Simpkins, AAMS™ is a reputable financial institution located at 217 East 24th Street in Holland, Michigan, United States. As a trusted financial advisor, Ted Simpkins, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and expert financial advice, Edward Jones provides a range of financial services including investment planning, retirement planning, and wealth management. Whether you are planning for retirement, saving for your child's education, or investing for the future, Ted Simpkins, AAMS™ and the team at Edward Jones are here to help you navigate the complexities of the financial world and make informed decisions. Visit us today to start planning for a brighter financial future.
217 E 24th St Suite 204, Holland, MI 49423, United States -
Edward Jones - Financial Advisor: Kristopher Reinhardt, AAMS™|CRPS™
● ClosedEdward Jones - Financial Advisor: Kristopher Reinhardt, AAMS™|CRPS™ is a trusted financial institution located at 205 West 29th Street in Holland, Michigan, United States. Specializing in finance, Kristopher Reinhardt offers personalized and comprehensive financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert advice and guidance to help clients make informed decisions about their investments, retirement planning, and wealth management. As a certified Accredited Asset Management Specialist (AAMS™) and Chartered Retirement Plans Specialist (CRPS™), Kristopher Reinhardt is dedicated to helping clients navigate the complexities of the financial world and secure their financial future.
205 W 29th St Suite 1, Holland, MI 49423, United States -
Edward Jones - Financial Advisor: Ric Knapp, AAMS™
● ClosedEdward Jones - Financial Advisor: Ric Knapp, AAMS™ is a reputable finance institution located at 99 East 8th Street in Holland, Michigan, United States. Ric Knapp, a certified Accredited Asset Management Specialist, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, clients can trust Edward Jones to provide tailored solutions to meet their individual needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Ric Knapp and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
99 E 8th St STE 320, Holland, MI 49423, United States -
Cody Hagen - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenCody Hagen is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 44 East 8th Street in Holland, Michigan, United States. Cody 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 Cody's expertise in asset management, estate planning, retirement planning, investment strategies, and more. As an experienced financial advisor, Cody is dedicated to providing personalized and comprehensive financial planning services to clients, including small business owners, retirees, and high net worth individuals. Cody's commitment to ethical practices and ongoing education ensures that clients receive the highest level of financial advice and support.
44 E 8th St UNIT 215, Holland, MI 49423, United States -
Edward Jones - Financial Advisor: Jeffrey Bodkins
● ClosedEdward Jones - Financial Advisor: Jeffrey Bodkins is a reputable financial institution located at 246 South River Avenue in Holland, Michigan, United States. Specializing in providing personalized financial advice and services, Jeffrey Bodkins and his team are dedicated to helping clients achieve their financial goals and secure their futures. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jeffrey Bodkins is committed to providing top-notch financial planning, investment management, and retirement planning services to individuals and families in the Holland area. Schedule a consultation today to start planning for a brighter financial future.
246 S River Ave Suite 102, Holland, MI 49423, United States -
Edward Jones - Financial Advisor: Kyle J Wood
● OpenEdward Jones - Financial Advisor: Kyle J Wood is a reputable finance institution located at 533 Michigan Avenue in Holland, Michigan, United States. As a trusted financial advisor, Kyle J Wood provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Kyle J Wood is committed to providing expert financial advice and guidance to individuals and families in the Holland area. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Kyle J Wood is dedicated to helping you navigate the complex world of finance and make informed decisions for a secure financial future.
533 Michigan Ave, Holland, MI 49423, United States
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