TOP 10 Customized financial consulting services in Michigan

R 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.

Paul Mysliwiec - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3351 Eagle Run Drive Northeast in Grand Rapids, Michigan, offers a wide range of financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Paul Mysliwiec is dedicated to providing expert advice and guidance to clients in areas such as asset management, retirement planning, estate planning, and investment strategies. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Paul Mysliwiec has the expertise to help you achieve your financial goals. Contact him today to learn more about how he can assist you in managing your wealth and securing your financial future.

Veltman Investment Management and Financial Services, located at 741 East Beltline Avenue Northeast in Grand Rapids, Michigan, offers personalized financial advisory services for individuals, families, and institutions. Our experienced team creates customized investment strategies to help clients achieve their financial goals. We specialize in providing unique solutions for business owners and entrepreneurs, nurturing wealth for a better quality of life, and confidently managing assets. Our team understands the challenges women face in finance and provides expert guidance. With over 50 years of combined experience in the industry, we have the knowledge and resources to help clients make the most of their investment opportunities. As a part of Raymond James, a reputable independent financial services company, we are committed to delivering quality service and tailored solutions to our clients.

Shaun Smith - Financial Advisor, Ameriprise Financial Services, LLC, 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.

Edward Jones - Financial Advisor: Kevin S Beck, AAMS™ is a reputable finance institution located at 400 West State Street in Hastings, Michigan, United States. With a focus on providing personalized financial advice and services, Kevin S Beck, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Kevin S Beck, AAMS™ offers expert guidance and support to help you make informed decisions. With a commitment to excellence and a track record of success, Edward Jones - Financial Advisor: Kevin S Beck, AAMS™ is a trusted partner for all your financial needs.

Edward Jones - Financial Advisor: Kyle Underwood is a reputable finance institution located at 5211 Cascade Road Southeast in Grand Rapids, Michigan. As a trusted financial advisor, Kyle Underwood provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Kyle Underwood is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.

Edward 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.

Edward 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.

HS&C Wealth Management is a private wealth advisory practice operated by Ameriprise Financial Services, Inc. Located at 111 North Depot Street in Ionia, Michigan, this institution offers personalized financial planning and investment services to help individuals and families achieve their financial goals. With a focus on building long-term relationships and providing customized solutions, HS&C Wealth Management is dedicated to helping clients secure their financial future.

Ameriprise Financial, located at 2603 Niles Avenue in St. Joseph, Michigan, is a finance institution that offers personalized financial planning services. Each Ameriprise advisor has their own "Top areas of focus," allowing clients to find an advisor that aligns best with their financial goals. Clients can review the backgrounds, credentials, and experience of the advisors before filling out a "Request consultation" form to connect with their desired advisor. The advisor will then reach out to schedule a complimentary initial consultation to discuss and create a customized financial plan.

Edward Jones - Financial Advisor: David W McNabb, CFP® is a reputable finance institution located at 809 Lester Avenue in St. Joseph, Michigan, United States. As a Certified Financial Planner®, David W McNabb offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a strong commitment to integrity and professionalism, Edward Jones provides a range of financial services to individuals, families, and businesses. Trust Edward Jones - Financial Advisor: David W McNabb, CFP® for sound financial guidance and reliable investment solutions.

Gina Van Baren - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2603 Niles Avenue, St. Joseph, Michigan, United States. Gina Van Baren 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, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications reflect Gina Van Baren's expertise in asset management, investment strategies, estate planning, retirement planning, financial planning for domestic partners, and more. The institution provides comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Gina Van Baren is committed to upholding a code of ethics and providing clients with expert advice on a wide range of financial matters.

Edward Jones - Financial Advisor: Kim C MacGregor, AAMS™ is a trusted financial institution located at 148 South Front Street in Dowagiac, Michigan, United States. Specializing in personalized financial planning and investment strategies, Kim C MacGregor, AAMS™ provides expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution offers a wide range of services to help individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Kim C MacGregor, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Korhorn Financial Group, located at 69950 Michigan 62 in Edwardsburg, Michigan, is a finance institution dedicated to helping individuals achieve their financial dreams through personalized planning. Their team of Certified Financial Planners offers comprehensive financial planning, customized investment management, tax assistance, insurance strategies, and integrated solutions for small businesses. Through their OnePlan™ process, they focus on understanding each client's unique financial situation to provide clarity, confidence, and creative solutions. The Wise Money Show, hosted by Korhorn Financial Group, offers practical financial guidance to empower individuals on their journey to financial success. Securities are offered through Silver Oak Securities, Inc., while advisory services are provided through KFG Wealth Management, LLC dba Korhorn Financial Group.

Micro Service is a reputable plumbing institution located at 1489 Red Apple Road in Manistee, Michigan, United States. With a team of skilled and experienced plumbers, Micro Service offers a wide range of plumbing services including installations, repairs, and maintenance for residential and commercial properties. Their dedication to quality workmanship and excellent customer service sets them apart in the industry. Trust Micro Service for all your plumbing needs.

Raymond James Financial Services is a reputable finance institution located at 3503 Greenleaf Boulevard in Kalamazoo, Michigan, United States. Specializing in a wide range of financial services, they offer expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Raymond James Financial Services is committed to providing top-notch customer service and helping clients make informed decisions about their investments and financial planning. Whether you are looking for retirement planning, wealth management, or investment guidance, Raymond James Financial Services is dedicated to helping you secure a stable financial future.

Transamerica Financial Life Co is a finance institution located at 6100 Stadium Drive in Kalamazoo, Michigan, United States. They offer a range of financial services including insurance and investment products to help individuals and businesses achieve their financial goals. With a strong reputation for reliability and customer service, Transamerica Financial Life Co is a trusted partner for those looking to secure their financial future.

George Smojver - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 6800 West Q Avenue in Kalamazoo, Michigan, is a finance institution specializing in providing comprehensive wealth management services to individuals. George Smojver holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and client suitability, George Smojver offers personalized financial advice tailored to each client's unique needs. Whether you are a retiree, small business owner, high net worth individual, or in need of domestic partnership planning, George Smojver has the knowledge and experience to help you achieve your financial goals. Contact George Smojver - Private Wealth Advisor, Ameriprise Financial Services, LLC, for expert guidance on your financial journey.

PPS & V Asset Management Consultants is a leading financial institution located at 2750 Old Centre Road in Portage, Michigan, United States. With a team of experienced professionals, they offer a wide range of asset management services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, PPS & V Asset Management Consultants can provide personalized solutions to meet your needs. Their expertise and dedication to client satisfaction make them a trusted partner in financial planning and investment management. Contact them today to learn more about how they can help you secure your financial future.

Beyond Financial Planning is a leading finance and insurance agency located at 700 Mall Drive in Portage, Michigan, United States. Our team of experienced professionals is dedicated to providing comprehensive financial planning services that go beyond just managing your money. We work with our clients to create customized strategies to help them achieve their financial goals and secure their future. With a focus on personalized service and a commitment to excellence, Beyond Financial Planning is your trusted partner in building a secure financial future.

Integrated Financial Planning -- Ross Pollard is a renowned finance institution located at 251 North Rose Street in Kalamazoo, Michigan, United States. With a focus on providing comprehensive financial planning services, Ross Pollard and his team offer personalized solutions to help individuals and businesses achieve their financial goals. From retirement planning to investment management, their expertise and dedication ensure that clients receive the guidance and support they need to secure their financial future. Trust Integrated Financial Planning -- Ross Pollard to help you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Janene W Pirbhai is a finance institution located at 750 Trade Centre Way, Portage, Michigan, United States. Our team is dedicated to working one-on-one with you to develop a personalized financial strategy tailored to help you achieve your long-term goals. We understand that life is constantly changing and evolving, and we are here to help you navigate those changes with a customized approach that reflects your unique priorities and needs. Our team is committed to providing exemplary client service and building strong relationships based on trust and personalized service. We offer access to the investment insights of Merrill and the banking convenience of Bank of America to help you plan for your financial future. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, we aim to gain a deeper understanding of your goals, preferences, and priorities to create a financial approach that is centered around what matters most to you.

Merrill Lynch Financial Advisor Floyd A Tucker is a finance institution located at 750 Trade Centre Way, Portage, Michigan, United States. Our mission is to understand you and what matters most to you, so we can help you design and implement a personalized financial plan to pursue your goals while managing investment risk. We believe in focusing on potential solutions that can turn your goals into reality, whether it's planning for future expenses, college, business decisions, or wealth transfer. Our team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. We offer the Merrill Personal Wealth Analysis™ to help build and document a personalized plan centered on your goals. Our Investment Personality Assessment helps us understand your investing preferences, so we can customize a financial approach that aligns with your priorities. We understand that life and financial markets change, so we regularly check in to discuss any adjustments needed to your financial approach to help you stay on track.

Merrill Lynch Financial Advisor Jeffery D Vanderstraaten is a finance institution located at 750 Trade Centre Way, Portage, Michigan, United States. Our mission is to understand you and what matters most to you, so we can design and implement a personalized plan to help you pursue your financial goals while managing investment risk. We focus on potential solutions to turn your goals into reality, whether it's planning for future expenses, college, business transactions, or wealth transfer. With access to Merrill's investment insights and Bank of America's banking solutions, we work with you to develop a customized approach to address your financial needs. Our team is committed to building strong client relationships based on trust and personalized service. We offer the Merrill Personal Wealth Analysis™ to build a plan centered on your goals, and we regularly check in to discuss any changes in your life or the financial markets. Let's work together to help you achieve your goals and stay on track.

Edward Jones - Financial Advisor: David M Lehman is a reputable financial institution located at 68844 Broadus Street in Sturgis, Michigan. As a trusted advisor in the finance industry, David M Lehman provides personalized financial planning and investment services to help clients achieve their long-term financial goals. With a focus on building strong relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: David M Lehman is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.

Edward Jones - Financial Advisor: Keith Corts is a reputable finance institution located at 4055 West Dickman Road in Springfield, Michigan, United States. As a dedicated and experienced financial advisor, Keith Corts provides personalized investment and wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Keith Corts can help create a customized financial strategy tailored to your individual needs. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Keith Corts is a trusted partner in helping clients secure their financial futures.

Edward Jones - Financial Advisor: Brendan McCarthy is a reputable finance institution located at 220 North Broadway Street in Union City, Michigan, United States. Our dedicated financial advisor, Brendan McCarthy, provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, our institution is committed to helping individuals and families navigate the complexities of investing and wealth management. Contact us today to schedule a consultation and start planning for a secure financial future with Edward Jones - Financial Advisor: Brendan McCarthy.

Edward Jones - Financial Advisor: Desie Hardin, CRPC™ is a reputable finance institution located at 18 West Michigan Avenue in Battle Creek, Michigan, United States. As a Certified Retirement Planning Counselor, Desie Hardin offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones provides top-notch financial services to individuals and families in the Battle Creek area.

Edward Jones - Financial Advisor: Patrick H Garrett is a reputable finance institution located at 727 Capital Avenue Southwest in Battle Creek, Michigan, United States. As a trusted financial advisor, Patrick H Garrett provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, this institution is dedicated to helping individuals and businesses make informed decisions about their finances. Whether you are looking to save for retirement, invest for the future, or plan for major life events, Patrick H Garrett and his team are committed to providing expert guidance and support every step of the way.

Mass Mutual Financial Group is a reputable finance and insurance agency located at 15 Capital Avenue Southwest in Battle Creek, Michigan, United States. With a strong focus on providing financial security and peace of mind to individuals and families, Mass Mutual offers a wide range of services including retirement planning, investment management, and insurance solutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets for the future. Trust Mass Mutual Financial Group to provide expert guidance and personalized solutions to meet your financial needs.