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TOP 30 Customized financial planning in Holland, MI
24 results found
Search for local businesses, places and services near you
Altruist Financial Advisors
Altruist 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.
Blue Trust | Holland Financial Advisors
Blue 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.
Pathway Financial Design, LLC
Pathway Financial Design, LLC is a finance institution located at 833 East 16th Street in Holland, Michigan, United States. We specialize in providing personalized financial planning and investment management services to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to creating customized financial strategies that align with our clients' unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Pathway Financial Design, LLC is here to guide you on the path to financial success.
Edward Jones - Financial Advisor: Jeff Schipper
Edward 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.
Timothy Jongsma - Financial Advisor, Ameriprise Financial Services, LLC
Timothy 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.
Consumers Credit Union
Consumers Credit Union, located at 12705 Riley Street in Holland, Michigan, is a trusted financial institution offering a range of services to help you manage your money. Our Riley office provides a welcoming atmosphere with free coffee, Wi-Fi, and document shredding bins for your convenience. Whether you're looking to open an account online or in person, our team is here to assist you during our convenient hours of operation. We also have additional locations in Holland, Grand Haven, Grandville, and Walker to serve you better. If you need assistance in Spanish, visit our Washington Avenue branch in Holland. Join us today and experience the benefits of banking with Consumers Credit Union.
The Insurance Group
The Insurance Group is a reputable health insurance agency located at 593 Heritage Court in Holland, Michigan, United States. We specialize in providing a wide range of insurance products and services to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families find the best health insurance coverage at competitive rates. Whether you are looking for individual or group health insurance, we are here to assist you every step of the way. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.
Zeke Alejos - State Farm Insurance Agent
Zeke Alejos - State Farm Insurance Agent is an insurance agency located at 244 James Street in Holland, Michigan, United States. Situated next to AutoZone between Butternut and 136th, our office provides great value on auto insurance, home insurance, life insurance, and more. We offer guidance on private mortgage insurance (PMI) basics, tips for starting a small business, and DIY auto maintenance to combat rising repair costs. Our services also include life insurance and financial planning to help you prepare for the future. Serving customers in Holland and surrounding Ottawa/Allegan County, we strive to provide excellent customer service. For inquiries or assistance, please call (616) 796-8781. Please note that neither State Farm nor its agents provide tax or legal advice, so it is recommended to consult a professional for personalized guidance.
Kevin Condon - State Farm Insurance Agent
Kevin Condon - State Farm Insurance Agent is located at 897 Washington Avenue in Holland, Michigan. Our insurance agency is dedicated to helping you protect the ones you love with life insurance. With over a decade of experience in the industry, our award-winning team is committed to providing excellent service to Michigan residents. We offer a range of policies including Auto, Fire, Life, and Health insurance. Visit our Grandville location or give us a call today to speak to one of our agents. At Kevin Condon - State Farm Insurance Agent, we strive to help you manage the risks of everyday life, recover from the unexpected, and realize your dreams. Our team treats all customers like family to ensure they receive top-notch service and a great overall experience. Whether you're looking for insurance or financial services, we are here to assist you every step of the way.
Brian W Hammond-State Farm Insurance
Brian W Hammond-State Farm Insurance is a health and insurance agency located at 357 South River Avenue, Holland, Michigan, United States. Everyone loves saving money, and Brian W Hammond can help you customize a coverage plan that protects what’s important to you. Whether it's your family, belongings, or your bottom line, they offer safe driving rewards, bundling options, and discounts to create a solution that fits your needs. Prices are based on rating plans that may vary by state, and coverage options are selected by the customer. State Farm is the largest auto insurance provider in the U.S., offering a variety of options from collision and comprehensive to rental and rideshare coverage. Brian W Hammond can also help you with recreational vehicle insurance, homeowners insurance, renters insurance, personal property insurance, small business insurance, life insurance, and health insurance. They also offer U.S. Bank banking products for your financial needs. Start your insurance quotes online today and get the coverage you need to protect what matters most to you.
Nate Bowers Farmers Insurance
Nate Bowers Farmers Insurance is a trusted insurance agency located at 1103 Washington Avenue in Holland, Michigan, United States. As a local Farmers® agent, we specialize in helping customers find the best insurance coverage tailored to their individual needs. Whether you are looking for auto, home, renters, business insurance, or more, we have the knowledge and experience to guide you through the process and ensure you understand your options. Our agency offers comprehensive coverage options, competitive rates, and discounts to help you save money on your insurance premiums. We also provide personalized service to help you create a financial plan that meets your goals and protects your assets and future earnings.
Farmers Insurance - Jeffrey Thornton
Farmers Insurance - Jeffrey Thornton is a full-service insurance agency located at 636 East 24th Street in Holland, Michigan. Specializing in customized insurance coverage and financial planning, the Thornton Agency is dedicated to helping families and businesses in West Michigan protect their assets and plan for the future. Services offered include Home, Auto, Life, Renters, and Commercial Business Insurance, as well as Retirement and Investment planning. With over 80 years of experience, Farmers Insurance provides reliable coverage in the event of disaster or unexpected events. The agency also offers competitive rates and multi-line insurance discounts to help clients save money. Whether you need coverage for your home, vehicle, business, or personal belongings, the Thornton Agency is here to provide personalized solutions tailored to your individual needs. Contact them today to learn more about their comprehensive insurance options and financial services.
Sam Martin - State Farm Insurance Agent
Sam Martin - State Farm Insurance Agent is a trusted insurance agency located at 1475 Robbins Road in Grand Haven, Michigan. With over 15 years of experience in Financial Services, Sam has been serving the community since 2007. The agency offers a range of insurance services including Auto, Home, Life, Health, and Small Business Insurance. They also provide complimentary Notary Service and are actively involved in supporting local organizations such as the Grand Haven Chamber of Commerce and Habitat for Humanity. The team at Sam Martin - State Farm Insurance Agent is dedicated to providing exceptional customer service and helping clients protect their assets and plan for the future. Whether you're looking to insure a new toy for the summer or preparing for winter road conditions, they are here to assist you. The agency also offers assistance with understanding life insurance and making informed decisions for your loved ones or business.
Symmetra Advisors LLC
Symmetra 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.
Dorothy Ortez - Most Awesome State Farm Insurance Agent
Dorothy Ortez - Most Awesome State Farm Insurance Agent is a leading insurance agency located at 11539 East Lakewood Boulevard in Holland, Michigan, United States. With a reputation for excellence and personalized service, Dorothy Ortez and her team are dedicated to helping clients find the best insurance coverage to meet their individual needs. Whether you are looking for auto, home, life, or business insurance, Dorothy Ortez is committed to providing top-notch service and support to ensure peace of mind and financial protection for you and your loved ones. Contact Dorothy Ortez today to experience the difference of working with the most awesome State Farm Insurance Agent in town.
Parda Credit Union
Parda Credit Union is a trusted financial institution located at 259 East 24th Street in Holland, Michigan, United States. As a credit union, Parda offers a variety of financial services including ATM access for convenient banking. Whether you need to withdraw cash, make deposits, or manage your finances, Parda Credit Union is here to help. Visit us today to experience personalized service and competitive rates.
Bryan Zichterman - Raymond James
Bryan Zichterman - Raymond James is a finance institution located at 99 East 8th Street in Holland, Michigan, United States. We specialize in providing personalized financial planning and investment services to help clients achieve their financial goals. Our experienced team of professionals is dedicated to offering comprehensive financial solutions tailored to each client's unique needs. Whether you are looking to build wealth, plan for retirement, or protect your assets, Bryan Zichterman - Raymond James is committed to helping you secure a stable financial future.
Vander Lugt Capital Management
Vander Lugt Capital Management is a leading finance institution located at 196 South River Avenue in Holland, Michigan, United States. With a strong reputation for providing top-tier financial services, Vander Lugt Capital Management offers expert investment advice and portfolio management to help clients achieve their financial goals. Backed by a team of experienced professionals, this institution is committed to delivering personalized solutions and exceptional customer service. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Vander Lugt Capital Management is dedicated to helping you make informed decisions and navigate the complexities of the financial markets.
Northwestern Mutual
Northwestern Mutual, located at 305 Hoover Boulevard in Holland, Michigan, is a finance institution dedicated to helping individuals protect their families and achieve their financial goals. Their team of financial advisors offers personalized plans that balance current and future priorities, including investments and insurance options. With top ratings for financial strength and customer experience, Northwestern Mutual is committed to providing a wide range of financial options tailored to each client's needs. Their inclusive approach to financial planning takes into account all goals and life events, ensuring that clients can live the life they've always wanted with confidence. By fostering a culture of inclusion and respect, Northwestern Mutual is dedicated to supporting their employees, advisors, clients, and communities. Visit Northwestern Mutual to connect with an advisor and start planning for your financial future today.
Ockerlund Capital & Wealth Management Group
Ockerlund Capital & Wealth Management Group is a leading finance institution located at 510 West 17th Street in Holland, Michigan, United States. Our team of experienced professionals specialize in providing personalized financial services to help individuals and businesses achieve their investment and wealth management goals. With a focus on integrity, expertise, and customer service, we strive to deliver tailored solutions that meet our clients' unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Ockerlund Capital & Wealth Management Group is here to help you succeed.
Fifth Third Private Bank - Anthony Lewis
Fifth Third Private Bank - Anthony Lewis is a premier financial institution located at 36 East 8th Street in Holland, Michigan, United States. As a private bank, they offer personalized wealth management services to high-net-worth individuals and families. With a focus on building long-term relationships and providing tailored financial solutions, Fifth Third Private Bank - Anthony Lewis is dedicated to helping clients achieve their financial goals and secure their financial futures. Trustworthy and experienced, their team of professionals is committed to delivering exceptional service and expertise in the world of finance.
Edward Jones Investments
Edward Jones Investments is a leading financial institution located at 983 Lincoln Avenue in Holland, Michigan, United States. Specializing in personalized investment services, Edward Jones is dedicated to helping individuals achieve their financial goals through tailored investment strategies and expert advice. With a focus on building long-term relationships with clients, Edward Jones prides itself on providing exceptional customer service and comprehensive financial planning. Whether you are looking to save for retirement, invest for the future, or plan for major life events, Edward Jones Investments is here to help you navigate the complexities of the financial world with confidence and peace of mind.
Wells Fargo Advisors
Wells Fargo Advisors is a trusted finance institution located at 321 Settlers Road in Holland, Michigan, United States. As a leading financial services firm, they offer a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Wells Fargo Advisors is dedicated to helping individuals and businesses make informed decisions about their finances. Whether you are planning for retirement, saving for education, or building a portfolio, Wells Fargo Advisors can provide the expertise and guidance you need to succeed.
Liberty Tax
Liberty Tax in Holland, Michigan is a finance institution located at 15 South Waverly Road. They specialize in providing tax preparation services to individuals and businesses, helping clients navigate the complexities of tax laws and maximize their refunds. With a team of experienced professionals, Liberty Tax is dedicated to providing accurate and efficient tax solutions to their customers. Whether you need assistance with filing your taxes or have questions about tax planning, Liberty Tax is here to help. Visit their office in Holland for personalized and reliable financial services.
List of local businesses, places and services in Michigan
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