Customized financial advice in Grand Rapids, Michigan
52 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- Germany
-
Thomas Kendra - Prudential Financial
● OpenThomas Kendra - Prudential Financial is a reputable finance and insurance agency located at 3033 Orchard Vista Drive Southeast in Grand Rapids, Michigan, United States. With a strong focus on providing personalized financial solutions and insurance services, they strive to help individuals and businesses achieve their financial goals and protect their assets. The experienced team at Thomas Kendra - Prudential Financial is dedicated to providing top-notch customer service and tailored financial strategies to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust Thomas Kendra - Prudential Financial to provide expert guidance and support.
3033 Orchard Vista Dr SE #102, Grand Rapids, MI 49546, United States -
Darlene Frederick - At Aspen~Marquise Financial
● ClosedDarlene Frederick - At Aspen~Marquise Financial is a finance institution located at 625 Kenmoor Avenue Southeast in Grand Rapids, Michigan. Specializing in financial services, Darlene Frederick and her team at Aspen~Marquise Financial provide expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on integrity and professionalism, this institution offers a range of services including investment planning, retirement planning, and wealth management. Whether you are looking to grow your assets, plan for the future, or protect your wealth, Darlene Frederick - At Aspen~Marquise Financial is dedicated to helping you secure a stable financial future.
625 Kenmoor Ave SE Suite 301, Grand Rapids, MI 49546, United States -
Merrill Lynch Financial Advisor April Armstrong
● ClosedMerrill Lynch Financial Advisor April Armstrong, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, April Armstrong can help you navigate today's changing market conditions. Committed to building strong client relationships based on trust and personalized service, April Armstrong believes in understanding your unique financial situation and priorities to create a customized plan to help you pursue your goals. As a Certified Financial Planner, April Armstrong is registered to do business in multiple states and can provide expert advice on investment strategies and financial planning. Contact April Armstrong today to start working towards your financial goals.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Victory Financial Group
● ClosedVictory Financial Group is a leading finance institution located in Grand Rapids, Michigan. Situated at 4139 Embassy Drive Southeast, Victory Financial Group offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, they provide expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or assistance with loans and mortgages, Victory Financial Group is committed to providing top-notch service and support. Trust in Victory Financial Group to help you secure a successful financial future.
4139 Embassy Dr SE, Grand Rapids, MI 49546, United States -
Clausing Financial Group
● ClosedClausing Financial Group is a leading finance institution located at 4135 Embassy Drive Southeast in Grand Rapids, Michigan, United States. With a team of experienced financial professionals, we provide a wide range of financial services to help our clients achieve their financial goals. Whether you need assistance with investments, retirement planning, estate planning, or insurance, our dedicated team is here to help you navigate the complexities of the financial world. Trust Clausing Financial Group to provide you with expert advice and personalized financial solutions tailored to your unique needs.
4135 Embassy Dr SE #2418, Grand Rapids, MI 49546, United States -
Zhang Financial
● ClosedLocated at 460 Ada Drive Southeast in Ada, Michigan, Zhang Financial is a leading finance institution with over $5.7 billion in assets under management. As the #1 Financial Advisor in Grand Rapids, Zhang Financial prides itself on providing customized and unbiased financial advice without conflicts of interest. Led by Charles Zhang, the firm upholds a fiduciary standard and offers first-class service to clients. With assets held in custody by LPL or Charles Schwab, Zhang Financial offers personalized investment recommendations to every client. The team at Zhang Financial boasts a wide range of credentials and certifications, setting them apart from other financial planning firms in the area.
460 Ada Dr SE Suite 200, Ada, MI 49301, United States -
Strategic Financial Group
● OpenStrategic Financial Group is a leading finance institution located at 3358 Eagle Run Drive Northeast in Grand Rapids, Michigan, United States. Our team of experienced financial experts offers a wide range of services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, we provide personalized solutions to meet our clients' unique needs. With a focus on strategic thinking and innovative approaches, Strategic Financial Group is dedicated to helping our clients build a secure financial future. Contact us today to learn more about how we can help you reach your financial goals.
3358 Eagle Run Dr NE Suite #4, Grand Rapids, MI 49525, United States -
Retirement & Wealth Strategies (RWS Financial Group)
● ClosedRetirement & 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.
32 Market Ave SW Suite 310, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Rua Hekhuis
● ClosedMerrill Lynch Financial Advisor Rua Hekhuis is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. Rua is dedicated to building strong relationships with clients and providing personalized guidance tailored to their unique goals and circumstances. With a background in private consulting and a focus on goals-based planning, Rua leverages the resources of Merrill and Bank of America to help clients achieve their evolving financial goals. Committed to personalized service, Rua lives in Spring Lake with her husband and two dogs and is actively involved in supporting homeless animals through the Humane Society of West Michigan. As a Senior Portfolio Advisor, Rua can manage investment strategies on a discretionary basis, offering clients access to a range of portfolios and investment solutions. Through Merrill Personal Wealth Analysis™, Rua helps clients develop personalized financial plans centered on their goals. With a team of experienced professionals and the global resources of Merrill, Rua is dedicated to building strong client relationships based on trust and personalized service. By understanding each client's unique needs and aspirations, Rua creates customized financial approaches designed to help clients pursue their goals and manage investment risk. Whether clients are planning for retirement, education expenses, or wealth transfer, Rua works closely with them to develop strategies that align with their priorities. By staying informed about changes in clients' lives and the financial markets, Rua ensures that their financial approaches remain aligned with their goals. Through ongoing discussions and adjustments, Rua helps clients stay on track to achieve what matters most to them. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Rua is equipped to provide clients with comprehensive financial solutions and personalized investment strategies. With a focus on understanding clients' personalities and priorities, Rua offers tailored advice to help clients navigate market fluctuations and life changes. By working closely with clients and drawing on the resources of Merrill and Bank of America, Rua helps clients live their best financial lives and achieve their goals.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Edward Jones - Financial Advisor: Lisa J Ayotte, CFP®|CPWA®
● OpenEdward Jones - Financial Advisor: Lisa J Ayotte, CFP®|CPWA® is a trusted financial institution located at 125 Ottawa Avenue Northwest in Grand Rapids, Michigan. As a Certified Financial Planner and Certified Private Wealth Advisor, Lisa Ayotte provides expert financial advice and personalized investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Lisa J Ayotte is committed to helping individuals and families secure their financial futures.
125 Ottawa Ave NW #320, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Michael Gruszynski
● OpenMerrill Lynch Financial Advisor Michael Gruszynski, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, offers personalized financial strategies to help clients pursue their long-term goals. The institution caters to both institutional clients and affluent individuals and families, providing investment research, portfolio allocation, and tax policy consultation. With access to the resources of Merrill and Bank of America, the team works one-on-one with clients to develop tailored approaches to address their financial needs. The advisors at Merrill Lynch have received recognition from industry publications for their exemplary client service. The team is committed to building strong client relationships based on trust and personalized service. By understanding the goals and priorities of each client, Merrill Lynch Financial Advisor Michael Gruszynski aims to create a financial approach that reflects the client's personality and helps them achieve their goals.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Rush, Coda and Associates - Ameriprise Financial Services, LLC
● ClosedRush, 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.
333 Bridge St NW UNIT 205, Grand Rapids, MI 49504, United States -
R Jim Van Loo - Financial Advisor, Ameriprise Financial Services, LLC
● OpenR Jim Van Loo is a financial advisor at Ameriprise Financial Services, LLC located at 2851 Charlevoix Drive Southeast in Grand Rapids, Michigan, United States. He 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 his expertise and commitment to providing comprehensive financial planning services. Whether you are planning for retirement, managing investments, or navigating complex financial situations, R Jim Van Loo has the knowledge and skills to help you achieve your financial goals.
2851 Charlevoix Dr SE STE 200, Grand Rapids, MI 49546, United States -
Paul Mysliwiec - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedPaul 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.
3351 Eagle Run Dr NE ste d, Grand Rapids, MI 49525, United States -
Shaun Smith - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedShaun 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.
900 E Paris Ave SE, Grand Rapids, MI 49546, United States -
Edward Jones - Financial Advisor: Richard W Sottile, AAMS™
● ClosedEdward Jones - Financial Advisor: Richard W Sottile, AAMS™ is a reputable finance institution located at 5060 Cascade Road Southeast in Grand Rapids, Michigan, United States. As a certified Accredited Asset Management Specialist, Richard W Sottile offers expert financial advice and personalized investment solutions to help clients achieve their long-term financial goals. With a focus on building lasting relationships and providing top-notch customer service, Edward Jones is a trusted partner for individuals and families seeking to secure their financial future.
5060 Cascade Rd SE STE C, Grand Rapids, MI 49546, United States -
Edward Jones - Financial Advisor: Philip Streng, AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Philip Streng, AAMS™|CRPC™ is a reputable finance institution located at 825 Parchment Drive Southeast in Grand Rapids, Michigan, United States. As a certified financial advisor with designations in AAMS™ and CRPC™, Philip Streng offers expert advice and personalized financial planning services to help clients achieve their financial goals. With a commitment to providing top-notch customer service and tailored financial solutions, Edward Jones - Financial Advisor: Philip Streng, AAMS™|CRPC™ is a trusted partner in helping individuals and families secure their financial future.
825 Parchment Dr SE Suite 200, Grand Rapids, MI 49546, United States -
Octant Insurance
● ClosedOctant Insurance is a reputable health insurance agency located at 5344 Plainfield Avenue Northeast in Grand Rapids, Michigan. With a commitment to providing top-notch insurance services, Octant Insurance offers a range of health insurance options tailored to meet the needs of individuals and families. Their knowledgeable agents are dedicated to helping clients find the best coverage at affordable rates. Whether you are looking for individual health insurance or group plans, Octant Insurance is here to assist you every step of the way. Trust Octant Insurance to protect your health and financial well-being.
5344 Plainfield Ave NE, Grand Rapids, MI 49525, United States -
Arreyl Wilson, Bankers Life Agent
● ClosedArreyl Wilson, Bankers Life Agent is an insurance agency located at 3350 Eagle Park Drive Northeast in Grand Rapids, Michigan, United States. Specializing in providing insurance products and services from Bankers Life, our dedicated team of professionals is committed to helping clients protect their financial future and achieve peace of mind. With a focus on personalized service and tailored solutions, we strive to build long-lasting relationships with our clients based on trust and integrity. Contact us today to learn more about how we can assist you with your insurance needs.
3350 Eagle Park Dr NE #104, Grand Rapids, MI 49525, United States -
Farmers Insurance - Tyler Johnson
● ClosedFarmers Insurance - Tyler Johnson is an insurance agency located at 4735 Lake Michigan Drive Northwest, Grand Rapids, Michigan, United States. As your local Farmers® agent, Tyler Johnson helps customers identify the insurance coverage that best fits their needs. With 3 years of experience, Tyler can assist with auto, home, renters, business insurance, and more. Conveniently located near Uccellos in Standale, MI, Tyler offers free, no-obligation quotes. Whether you need comprehensive coverage, collision coverage, or medical payments, Tyler can help simplify the process and provide personalized guidance. Farmers Insurance has been protecting homes for over 80 years, offering competitive rates and multi-line insurance discounts. Tyler also specializes in life insurance, renters insurance, business insurance, condo insurance, and recreational insurance. With a focus on building solid financial plans, Tyler is dedicated to helping clients reach their goals. For added coverage, a Personal Umbrella insurance policy is available. Farmers Insurance Exchange, Fire Insurance Exchange, and other specific insurers underwrite policies offered by Tyler Johnson. Securities are offered through Farmers Financial Solutions, LLC. Each insurer has financial responsibility for its own policies. Contact Tyler Johnson at Farmers Insurance for expert insurance advice and personalized service.
4735 Lake Michigan Dr NW STE D, Grand Rapids, MI 49534, United States -
Bruce Hungerford - State Farm Insurance Agent
● ClosedBruce Hungerford - State Farm Insurance Agent is an insurance agency located at 4337 Clyde Park Avenue Southwest in Wyoming, Michigan. Since opening on January 1, 2008, the agency has served over 2000 households in the Wyoming and Grand Rapids area. While State Farm is known for being a premier Auto and Home insurer, the agency also helps customers identify their Life Insurance needs. Bruce Hungerford, the agent, enjoys spending time with his wife and three kids, playing games and participating in sports like volleyball, golf, and basketball. Bruce Hungerford - State Farm Insurance Agent is a proud supporter of MSA Sports Academies and Bruce himself serves as the Head Varsity Volleyball Coach at East Grand Rapids Public Schools. The agency offers financial advice for college students to help them avoid common money mistakes and provides guidance on estate planning dilemmas.
4337 Clyde Park Ave SW, Wyoming, MI 49509, United States -
Doug Zuidema - State Farm Insurance Agent
● ClosedDoug Zuidema - State Farm Insurance Agent is a trusted insurance agency located at 1626 Leonard Street Northwest in Grand Rapids, Michigan. With a strong commitment to providing personalized service and comprehensive insurance coverage, Doug Zuidema and his team are dedicated to helping clients protect what matters most. Whether you are in need of auto, home, life, or business insurance, you can count on Doug Zuidema - State Farm Insurance Agent to provide you with the right coverage at the right price. Contact them today to learn more about their services and how they can help you with your insurance needs.
1626 Leonard St NW, Grand Rapids, MI 49504, United States -
Jacob Achterberg, Bankers Life Agent
● OpenJacob Achterberg is a dedicated Bankers Life Agent located at 3230 Eagle Park Drive Northeast in Grand Rapids, Michigan. As an insurance agency, Jacob Achterberg provides personalized service and expert advice to help clients secure their financial future. With a focus on life insurance, retirement planning, and long-term care, Jacob Achterberg is committed to helping individuals and families protect what matters most. Contact Jacob Achterberg today to discuss your insurance needs and create a customized plan for your future.
3230 Eagle Park Dr NE # 204, Grand Rapids, MI 49525, United States -
Nicholas Guillen, Bankers Life Agent
● OpenNicholas Guillen, Bankers Life Agent is an insurance agency located at 3230 Eagle Park Drive Northeast in Grand Rapids, Michigan. As a Bankers Life agent, Nicholas Guillen provides personalized insurance solutions to clients in the United States. With a focus on customer service and financial security, Nicholas Guillen helps individuals and families navigate the complexities of insurance coverage to find the best policies to meet their needs. Contact Nicholas Guillen, Bankers Life Agent today for expert advice on insurance options and peace of mind for the future.
3230 Eagle Park Dr NE # 204, Grand Rapids, MI 49525, United States -
Yusef Ali, Bankers Life Agent
● OpenYusef Ali, Bankers Life Agent is an insurance agency located at 3230 Eagle Park Drive Northeast, Grand Rapids, Michigan, United States. Specializing in life insurance products, Yusef Ali offers personalized services to help individuals and families protect their financial future. With a strong focus on customer satisfaction and expert advice, Yusef Ali, Bankers Life Agent is dedicated to providing reliable and comprehensive insurance solutions to meet the unique needs of each client. Visit us today to learn more about our services and how we can help you secure your financial well-being.
3230 Eagle Park Dr NE # 204, Grand Rapids, MI 49525, United States -
Austin Benzing, Bankers Life Agent
● OpenAustin Benzing, Bankers Life Agent is an insurance agency located at 3230 Eagle Park Drive Northeast in Grand Rapids, Michigan. As a trusted agent for Bankers Life, we provide a range of insurance products and services to meet the needs of our clients. Our dedicated team is committed to helping individuals and families protect their financial futures through personalized insurance solutions. Whether you are looking for life insurance, long-term care insurance, or retirement planning, we are here to help you navigate the complexities of insurance and find the right coverage for your unique needs. Contact us today to schedule a consultation and start securing your financial future with Austin Benzing, Bankers Life Agent.
3230 Eagle Park Dr NE # 204, Grand Rapids, MI 49525, United States -
Farmers Insurance - Edward Trevino
● ClosedFarmers Insurance - Edward Trevino is an insurance agency located at 4403 Cascade Road Southeast, Grand Rapids, Michigan, United States. As your local Farmers® agent in Grand Rapids, MI, Edward Trevino helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a range of insurance products including auto, home, renters, business insurance, and more. Whether you need comprehensive coverage, collision coverage, or medical payments, Edward Trevino can help you understand your options and find the right insurance for your budget. Farmers Insurance also provides competitive rates with multi-line insurance discounts for added savings. Additionally, Edward Trevino offers life insurance, renters insurance, condo insurance, and insurance for recreational vehicles like motorcycles, boats, and ATVs. For small business owners, Farmers Insurance offers customized business insurance packages to reduce risk and protect investments. Edward Trevino is also a Financial Services agent, providing assistance in building solid financial plans for the future. For added protection, Personal Umbrella insurance policies are available to cover assets and future earnings. Contact Edward Trevino at Farmers Insurance for personalized insurance solutions tailored to your needs.
4403 Cascade Rd SE Ste 3, Grand Rapids, MI 49546, United States -
The Beachler Agency
● ClosedThe Beachler Agency is a well-established insurance agency located at 2000 Burton Street Southeast in Grand Rapids, Michigan, United States. With a strong reputation for providing personalized and comprehensive insurance solutions, The Beachler Agency offers a wide range of coverage options for individuals and businesses alike. Their team of experienced agents is dedicated to helping clients find the right policies to protect their assets and loved ones. Whether you are looking for auto, home, life, or business insurance, The Beachler Agency is committed to delivering exceptional service and peace of mind. Contact them today to discuss your insurance needs and receive a customized quote.
2000 Burton St SE, Grand Rapids, MI 49506, United States -
Alan L Rosendall & Associates
● ClosedAlan 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.
4829 E Beltline Ave NE #201, Grand Rapids, MI 49525, United States -
Independent Bank Commercial Loan Center
● ClosedThe Independent Bank Commercial Loan Center in Grand Rapids, Michigan offers a wide range of customizable mortgage programs and services for over 150 years. Located at 77 Monroe Center Street Northwest, this institution specializes in commercial lending and does not accept cash transactions. With a team of experienced residential lenders, they are dedicated to assisting customers with every aspect of the mortgage process. Visit the Grand Rapids Commercial Loan Center for expert financial advice and guidance.
77 Monroe Center St NW Suite 1200, Grand Rapids, MI 49503, United States
- Life insurance companies
- Personal loan
- Financial consulting
- Tax advisor
- Financial advisor
- Health insurance companies
- Home insurance companies
- Car insurance companies
- customized financial advice in Ada
- customized financial advice in Portage
- customized financial advice in Wyoming
List of local businesses, places and services in Michigan
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos