Corporate advisory in Michigan
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Golden Circle Advisors
● OpenGolden Circle Advisors is a finance and real estate agency located at 425 Boardman Avenue, Traverse City, Michigan, United States. Specializing in Business Sales, Mergers & Acquisitions, Business Auctions, and Business Valuations, we work with small to mid-sized privately held businesses in positioning and marketing them for sale. Our comprehensive process involves identifying appropriate acquirers through various marketing methods and utilizing an extensive network, including private equity firms and individual investors. Founded on principles of leadership, integrity, and results, we guide business owners through the process of selling their businesses with confidentiality and expertise. Additionally, we offer consultations for buyers and provide information on franchises for sale. With expertise in financing options, M&A, and business valuations, Golden Circle Advisors is dedicated to helping businesses succeed in their transactions.
425 Boardman Ave suite c, Traverse City, MI 49684, United States -
Charles W Donelson CPA P.C.
● ClosedCharles W Donelson CPA P.C. is an accounting and finance institution located at 893 Cobalt Drive in Traverse City, Michigan, United States. The institution is dedicated to providing personalized client services and high-quality professional guidance. As a Certified Public Accountant, Charles W Donelson is committed to building strong relationships with clients based on trust and mutual respect. The institution prides itself on its excellence and reputation in the professional and business community. The website serves as a resource for clients and visitors, offering information on the firm's background and services, as well as useful resources and links to external websites of interest. Thank you for visiting and considering Charles W Donelson CPA P.C. for your accounting and finance needs.
893 Cobalt Dr, Traverse City, MI 49696, United States -
Brickley DeLong, PC - Muskegon
● ClosedBrickley DeLong, PC in Muskegon, Michigan is a reputable accounting and finance institution located at 221 West Webster Avenue. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need assistance with tax compliance or financial strategy, Brickley DeLong, PC is dedicated to helping you achieve your financial goals.
221 W Webster Ave # 400, Muskegon, MI 49440, United States -
Invictus Mergers and Acquisitions
● ClosedInvictus Mergers and Acquisitions is a consulting firm located at 18000 Cove Street in Spring Lake, Michigan, United States. Headquartered in West Michigan, we specialize in serving privately held companies with integrity and personalized service. Our team offers confidential connections and extensive experience to guide clients through the mergers and acquisitions process. Trust Invictus Mergers and Acquisitions to provide expert advice and support for your business needs.
18000 Cove St #201, Spring Lake, MI 49456, United States -
blue jean advisors llc
● OpenBlue Jean Advisors LLC is a finance institution located at 3380 Fairlanes Avenue Southwest, Grandville, Michigan, United States. We specialize in assisting with personal, business, corporate, partnership, and trust tax returns in a responsive and accurate manner. Our services also include payroll and accounting support, as well as advice on entity structure and financial planning for mergers and acquisitions. At Blue Jean Advisors, we prioritize building strong relationships with our clients and view each partnership as essential to our mutual success. Our team is dedicated to providing personalized attention and expert financial assistance, backed by years of training and experience. We offer a wide range of services, including income tax preparation, IRS and State Audit Representation, payroll reporting, QuickBooks® support, and business startup services.
3380 Fairlanes Ave SW Ste 4, Grandville, MI 49418, United States -
Jacobs Financial Services LLC
● ClosedJacobs Financial Services LLC is a finance institution located at 3061 Macatawa Drive, Grandville, Michigan, United States. They specialize in providing effective retirement strategies for clients, their families, friends, and the community. The team at Jacobs Financial Services builds trust and confidence with each client through personal connections, serving as not only financial retirement strategists but also trusted friends. Clients share stories of celebrations, milestones, and bucket list experiences made possible by the financial peace brought by Jacobs Financial's strategies. The institution prides itself on celebrating with clients as they live out their dreams during their golden years. Jacobs Financial Services is dedicated to providing lasting impacts on clients and the community. They invite individuals to attend public events and schedule meetings with their team to learn more about creating a retirement plan that truly protects what matters most.
3061 Macatawa Dr, Grandville, MI 49418, United States -
CAPTRUST
● ClosedCAPTRUST 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.
99 Monroe Ave NW Suite 901, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor James Harding
● ClosedMerrill Lynch Financial Advisor James Harding is a reputable finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, the District of Columbia, and several US territories, clients are provided with personalized financial advice to help them achieve their desired lifestyles. It is important to note that investing involves risks, and there is always a potential for loss when investing in securities. Merrill Lynch offers a wide range of financial services, including brokerage, investment advisory, and financial planning. Additionally, insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust and fiduciary services are provided by Bank of America Private Bank. The institution does not provide legal, tax, or accounting advice, so clients are encouraged to consult with their own advisors before making financial decisions. Merrill Lynch is a registered broker-dealer and investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks. The institution aims to provide clients with information about products and services that may be of interest to them, utilizing relationship-based ads and online behavioral advertising. Please note that Merrill Lynch is not affiliated with FINRA's BrokerCheck website, and clients should review separate terms and privacy policies when leaving Bank of America's website.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Christine N Steinmetz
● ClosedMerrill Lynch Financial Advisor Christine N Steinmetz is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, clients are guided towards achieving their desired lifestyle. The institution emphasizes the importance of personalized advice and the potential risks involved in investing. Offering a range of brokerage, investment advisory, and financial planning services, Merrill Lynch aims to help clients make informed financial decisions. With affiliations with Bank of America Corporation, Merrill Lynch provides insurance, annuity, and trust services, as well as banking products. The institution also offers various investment, insurance, and annuity products, with a focus on client education and financial well-being.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Watkins Ross
● ClosedWatkins 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.
200 Ottawa Ave NW Suite #600, Grand Rapids, MI 49503, United States -
Conway MacKenzie
● OpenConway MacKenzie is a finance institution located in Grand Rapids, Michigan, United States. We offer practical advisory services and solutions to help our clients achieve exceptional results. Our services include segment reporting, CFO collaboration, organizational structure refinement, technical accounting solutions, interim management, profitability improvement, debt and equity market access, ESG strategy development, risk management programs, distressed situation restoration, and more. We partner with various entities such as corporations, private equity firms, lenders, and borrowers to elevate performance across the business lifecycle. Our team at Conway MacKenzie is committed to treating each client's business as our own, providing tailored solutions and expertise to drive success. With offices nationwide and a focus on employee experience and growth, we strive to deliver exceptional results and strategic vision for our clients. Explore opportunities with us to accelerate your career and make a meaningful impact in the finance industry.
161 Ottawa Ave NW #306, Grand Rapids, MI 49503, United States -
Adamy Valuation
● ClosedAdamy 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.
50 Louis St NW #405, Grand Rapids, MI 49503, United States -
Kaptein Dykstra & Co PC
● ClosedKaptein Dykstra & Co PC is a reputable accounting and finance institution located at 4095 Chicago Drive Southwest in Grandville, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Kaptein Dykstra & Co PC is dedicated to helping their clients achieve their financial goals. Trustworthy, reliable, and committed to excellence, this institution is a go-to destination for all your accounting and finance needs.
4095 Chicago Dr SW, Grandville, MI 49418, United States -
Growtrust Partners
● ClosedGrowtrust Partners is a reputable finance institution located at 979 Spaulding Avenue Southeast in Ada, Michigan, United States. We specialize in providing expert financial services and guidance to individuals and businesses looking to grow their wealth and secure their financial future. Our team of experienced professionals are dedicated to helping our clients achieve their financial goals through personalized strategies and top-notch customer service. Whether you are looking to invest, save for the future, or plan for retirement, Growtrust Partners is here to help you every step of the way. Trust us to be your partner in financial success.
979 Spaulding Ave SE STE A, Ada, MI 49301, United States -
Merrill Lynch Financial Advisor Joel Andrew Barrett
● ClosedMerrill Lynch Financial Advisor Joel Andrew Barrett is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, the institution aims to help clients achieve their desired lifestyles. Investing comes with risks, and it's important to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a wide range of services, including brokerage, investment advisory, and financial planning. The institution is affiliated with Bank of America Corporation and provides insurance, annuity, trust, and fiduciary services. Various certification marks and trademarks are used under permission from respective organizations. The institution strives to provide information on products and services that may be of interest to clients. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are conducted by banking affiliates of Bank of America Corporation. Securities, advisory, and investment banking activities are performed by investment banking affiliates of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks. Securities, strategic advisory, and investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation. Bank of America N.A. and DSP Merrill Lynch Limited are subsidiaries of Bank of America Corporation operating in India, offering various banking and financial services.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
BDO
● ClosedBDO 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.
5300 Patterson Ave SE Suite 100, Grand Rapids, MI 49512, United States -
Moore & Company, CPA, PC
● ClosedMoore & Company, CPA, PC is a trusted accounting and finance institution located at 7 East Clay Street in New Buffalo, Michigan, United States. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a go-to resource for individuals and businesses seeking expert financial advice and support.
7 E Clay St, New Buffalo, MI 49117, United States -
Advantage Business Services
● ClosedAdvantage Business Services is a trusted accounting and finance institution located at 9212 Cleveland Avenue in Baroda, Michigan, United States. With a team of experienced professionals, they provide a wide range of services to help businesses manage their financial needs effectively. Whether you need help with bookkeeping, tax preparation, payroll services, or financial planning, Advantage Business Services has the expertise to assist you. Their commitment to excellence and personalized approach make them a top choice for businesses in the area. Contact them today to see how they can help your business thrive.
9212 Cleveland Ave, Baroda, MI 49101, United States -
Callaghan Public Accounting, Inc.
● ClosedCallaghan Public Accounting, Inc. is a reputable accounting and finance institution located at 1909 West Main Street in Kalamazoo, Michigan, United States. With a team of experienced professionals, they provide a wide range of accounting services to individuals and businesses in the area. From tax preparation to financial planning, Callaghan Public Accounting, Inc. is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.
1909 W Main St, Kalamazoo, MI 49006, United States -
Grayson Accounting Service
● ClosedGrayson Accounting Service is a reputable accounting and finance institution located at 251 North Rose Street in Kalamazoo, Michigan, United States. Our team of experienced professionals provides a wide range of accounting services to individuals and businesses, including tax preparation, bookkeeping, payroll processing, and financial planning. With a commitment to accuracy and reliability, we strive to help our clients achieve their financial goals and make informed decisions. Visit us today to see how Grayson Accounting Service can assist you with all your accounting needs.
251 N Rose St #204, Kalamazoo, MI 49007, United States -
Karnell Edwin Accounting
● OpenKarnell Edwin Accounting is a reputable accounting firm located at 417 Forest Street in Kalamazoo, Michigan. With a team of experienced professionals, we offer a wide range of accounting services to individuals and businesses in the United States. Our services include tax preparation, bookkeeping, financial consulting, and more. We are dedicated to providing our clients with accurate and timely financial information to help them make informed decisions. Contact us today to learn more about how we can assist you with your accounting needs.
417 Forest St, Kalamazoo, MI 49001, United States -
Bacarella Wealth Consultants
● OpenBacarella Wealth Consultants is a financial institution located at 300 Parkland Plaza in Ann Arbor, Michigan, United States. They offer securities through Sigma Financial Corporation and investment advisory services through Sigma Planning Corporation. Bacarella Investment Consultants is an independent entity from Sigma Financial Corporation and SPC. Clients can trust in their expertise and professionalism when seeking financial guidance and planning for their future.
300 Parkland Plaza, Ann Arbor, MI 48103, United States -
Merrill Lynch Financial Advisor Jeffrey L Dykstra
● ClosedMerrill Lynch Financial Advisor Jeffrey L Dykstra is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors assisting clients across all 50 states, the District of Columbia, and various US territories, they help individuals achieve the lives they desire. Investing involves risks, and it's essential to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a wide range of brokerage, investment advisory, and other services. They provide insurance, annuity products, trust, and fiduciary services, as well as banking products. The institution is dedicated to providing information about products and services that may be of interest to clients. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation. Overall, Merrill Lynch Financial Advisor Jeffrey L Dykstra aims to help clients achieve their financial goals and provide a range of services to support their needs.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Mark G Holowicki
● ClosedMerrill Lynch Financial Advisor Mark G Holowicki, located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States, is a finance institution that is proud of its advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They provide exemplary client service and focus on managing your wealth by creating a flexible strategy tailored to your financial goals. Mark Holowicki and his team at Merrill Lynch Wealth Management believe in participating in the communities they serve and are committed to building strong client relationships based on trust and personalized service. They offer personalized wealth management strategies through Merrill Personal Wealth Analysis™, taking into account your goals and priorities to create a plan centered around achieving what matters most to you.
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States -
Taylor Leali & Collins Accounting Services
● OpenTaylor Leali & Collins Accounting Services is a reputable accounting and finance institution located at 32 North Washington Street in Ypsilanti, Michigan, United States. With a team of experienced professionals, we provide top-notch financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to help you navigate the complexities of the financial world. Trust Taylor Leali & Collins Accounting Services for all your accounting needs.
32 N Washington St #8, Ypsilanti, MI 48197, United States -
CAPTRUST
● ClosedCAPTRUST is a finance institution located at 8031 Michigan 15, City of the Village of Clarkston, Michigan, United States. Our Clarkston-based advisors offer top-notch wealth management and investment advisory services to clients of all kinds. Our office hours are Mon-Thur, 8:30 am–5:30 pm and Fri, 8:30 am–4:00 pm. We specialize in providing financial services such as committee education, donor development, OCIO services, performance reporting, and investment management to our nonprofit clients. Additionally, we support thousands of employer organizations through services like 3(21), 3(38), and OCIO, fiduciary partnerships, plan design optimization, and financial wellness programs.
8031 M-15 #200, City of the Village of Clarkston, MI 48348, United States -
Individual Financial Planning
● ClosedIndividual Financial Planning, located at 37229 Huron River Drive in Huron Charter Township, Michigan, is a finance institution dedicated to helping individuals achieve their financial goals. Whether you are looking to purchase a new home, plan for retirement or your children's education, or simply need assistance organizing your finances, our team of experienced financial planners is here to help. At Individual Financial Planning, we offer personalized programs tailored to your specific needs to help you manage and grow your wealth for long-term financial success. As an independent firm, we provide unbiased advice and an unprecedented level of personalized service to our clients.
37229 Huron River Dr, New Boston, MI 48164, United States -
Hallmann Advisors CPA PC
● ClosedHallmann Advisors CPA PC is a professional accounting and finance institution located in the City of the Village of Clarkston, Michigan. With a prime location at 5710 Bella Rosa Boulevard, this institution offers a wide range of services to help individuals and businesses manage their financial needs. From tax preparation to financial planning, the team of experts at Hallmann Advisors CPA PC is dedicated to providing top-notch services to ensure their clients' financial success. Whether you're looking for assistance with bookkeeping, auditing, or investment management, you can trust Hallmann Advisors CPA PC to provide reliable and efficient solutions tailored to your specific needs.
5710 Bella Rosa Blvd # 200, City of the Village of Clarkston, MI 48348, United States -
JS Tax & Partners Inc
● OpenJS Tax & Partners Inc is a leading accounting and finance institution located at 1899 Orchard Lake Road in Sylvan Lake, Michigan, United States. Our team consists of experienced CPAs and dedicated support staff who offer a range of personal and professional financial services. We pride ourselves on providing top-notch service to our clients and strive to be the best choice for your business. Choose JS Tax & Partners Inc for all your accounting and finance needs.
1899 Orchard Lake Rd Suite # 201, Sylvan Lake, MI 48320, United States -
Woods' Tax Consulting Services LLC
● OpenWoods' Tax Consulting Services LLC is a reputable finance institution located at 190 North Main Street in Plymouth, Michigan, United States. Our team of experienced professionals specializes in providing expert tax consulting services to individuals and businesses. Whether you need assistance with tax planning, preparation, or resolution, we are dedicated to helping you navigate the complexities of the tax system and maximize your financial success. Trust Woods' Tax Consulting Services LLC for all your tax needs.
190 N Main St, Plymouth, MI 48170, United States
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