Diversified portfolio in Michigan

Fifth Third Securities - Mark Fairgrieve is a finance institution located at 2805 10 Mile Road Northeast in Rockford, Michigan, United States. With a focus on providing personalized financial services, Fifth Third Securities offers a range of investment options and guidance to help clients achieve their financial goals. Led by experienced financial advisor Mark Fairgrieve, the institution is committed to delivering top-notch service and expertise to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Fifth Third Securities - Mark Fairgrieve is dedicated to helping you succeed.

Christopher Hendryx - TIAA Wealth Management Advisor is a reputable finance institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan. As a trusted advisor, Christopher Hendryx offers personalized wealth management services to help clients achieve their financial goals. With a focus on providing expert guidance and tailored solutions, clients can trust in the expertise and experience of Christopher Hendryx to secure their financial future.

Allied Integrated Wealth is a leading financial institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in wealth management and financial planning, Allied Integrated Wealth offers personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, clients can trust Allied Integrated Wealth to provide expert advice and guidance in navigating the complexities of the financial world. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Allied Integrated Wealth is dedicated to helping you secure a prosperous future.

Trust Investment Management is a leading financial institution located at 40 Pearl Street Northwest in Grand Rapids, Michigan. Specializing in asset management and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth or plan for retirement, Trust Investment Management is committed to providing personalized and comprehensive solutions to meet your needs. Visit us today to learn more about our ATM and finance services.

Aspire Wealth Advisory is a finance institution located at 5659 North Kraft Lake Drive in Caledonia, Michigan, United States. Serving clients nationwide, the team at Aspire Wealth provides honest and unbiased financial advice to help individuals achieve their goals and dreams. Managed portfolios are designed to optimize return/risk tradeoffs, reduce taxes, and maintain a diversified asset allocation. The team, consisting of a CFA and CFPs, acts as fiduciaries, always putting the interests of their clients first. In addition to financial planning and investment management, Aspire Wealth gives back to the community by donating a percentage of their revenue to charitable causes and volunteering with organizations such as Kids’ Food Basket and Habitat for Humanity. Clients can expect a personalized approach to financial planning and a commitment to helping them achieve financial security and peace of mind. With a focus on building close, personal relationships, the team at Aspire Wealth strives to simplify the complexities of financial planning and guide clients through every step of their financial journey.

Jeff Buursma is a financial advisor at Ameriprise Financial Services, LLC located at 100 South Greenville West Drive in Greenville, Michigan, United States. Jeff is part of the HS&C Wealth Management team, which has been recognized as one of Forbes Best-In-State Wealth Management Teams for 2024. With a focus on personalized financial planning, Jeff works with clients to identify their goals, assess their risk tolerance, and develop investment strategies tailored to their individual needs. Clients can expect regular meetings to review progress, update strategies as life changes, and track their financial goals through secure online access. Whether you are planning for retirement, education, or a major purchase, Jeff is dedicated to helping you achieve financial success.

Optimum Financial is a leading finance institution located at 4595 Broadmoor Avenue Southeast in Kentwood, Michigan, United States. With a reputation for providing top-notch financial services, Optimum Financial offers a wide range of products and solutions to meet the diverse needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Optimum Financial is dedicated to helping you achieve your financial goals. Trust Optimum Financial to provide you with expert guidance and personalized service to secure 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: Justin C Knapp, CLU®|CRPS™ is a highly reputable financial institution located in Ada, Michigan. Justin C Knapp, a Certified Life Underwriter and Chartered Retirement Plans Specialist, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides a wide range of financial services including retirement planning, wealth management, and insurance solutions. Visit their office at 452 Ada Drive Southeast to start planning for a secure financial future with the help of Justin C Knapp and the team at Edward Jones.

USA Financial is a finance and insurance agency located at 6020 Fulton Street East, Ada, Michigan, United States. We offer the support you need to grow and protect your business, with hands-on partners to ensure a smooth process. Our institution provides tools and resources for attracting ideal clients, simplified paperwork, and diversified investment solutions in an all-in-one portfolio management platform. We offer frictionless planning tools to optimize client experience and help manage risk efficiently. Our family of specialized companies supports your practice, and we help independent financial advisors implement systems for more predictable outcomes. Our TAMP (Turnkey Asset Management Program) offers a custodian agnostic platform with the latest technology for more flexibility and control. Founded in 1998, USA Financial Securities is a full-service Registered Investment Advisory firm and broker-dealer. USA Financial Insurance Services, established in 1988, helps clients mitigate risks in retirement planning. Advisor Advancement offers services for advisor success through marketing systems, brand building, technology, and personalized coaching programs. Our team is dedicated to helping advisors succeed and simplify complexity to achieve predictability.

Michael G Aboosamra - Morgan Stanley is a finance institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a focus on providing personalized financial services, they offer a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The team at Michael G Aboosamra - Morgan Stanley is dedicated to providing expert guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, they are committed to helping you build a secure financial future.

Thaddeus Phelps - Advance Wealth Management Service, LLC is a premier finance institution located in Grand Rapids, Michigan. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, we are here to provide expert guidance and support. Visit us at 2960 Lucerne Drive Southeast to learn more about how we can help you secure a prosperous financial future.

Raymond James Financial Services is a reputable finance institution located at 5813 Red Arrow Highway in Stevensville, Michigan, United States. With a focus on providing comprehensive financial services, Raymond James offers a wide range of investment options, financial planning services, and wealth management solutions to help clients achieve their financial goals. The institution is known for its personalized approach to financial planning, expert advice, and commitment to client satisfaction. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Raymond James Financial Services is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.

Welcome to Your Center For Investments, located at 620 Broad Street in St. Joseph, Michigan, United States. As a premier finance institution, we specialize in providing expert guidance and personalized investment strategies to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to helping you navigate the complex world of investments, whether you are a seasoned investor or just starting out. Trust Your Center For Investments to be your partner in building a secure financial future.

Edward Jones - Financial Advisor: Karla K McLean is a trusted financial institution located at 2525 Niles Avenue in St. Joseph, Michigan. As a dedicated financial advisor, Karla K McLean provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, Edward Jones is committed to helping individuals and families secure their financial future. Contact Karla K McLean today to start planning for a brighter tomorrow.

LPL Financial is a reputable finance institution located at 10 North 3rd Street in Niles, Michigan, United States. They offer a wide range of financial services including investment advice, retirement planning, and wealth management. With a team of experienced financial advisors, LPL Financial is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, LPL Financial is committed to providing personalized and professional financial guidance to meet your needs.

Edward Jones - Financial Advisor: Jon M Badur, CFP®|AAMS™ is a reputable financial institution located in Edwardsburg, Michigan. With a focus on providing personalized financial planning and investment services, Jon M Badur, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Edward Jones is dedicated to helping you make informed decisions and secure your financial future. Visit us at 68925 Michigan 62, Edwardsburg, Michigan to learn more about our services and how we can assist you in reaching your financial objectives.

Melissa Barlow - Raymond James is a finance institution located at 88 North Main Street in Three Rivers, Michigan, United States. Our experienced team offers a wide range of financial services to help clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to provide personalized solutions tailored to your individual needs. Trust Melissa Barlow - Raymond James to guide you towards financial success and peace of mind.

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.

LVM Capital Management is a leading finance institution located at 7840 Moorsbridge Road in Portage, Michigan, United States. With a strong focus on providing comprehensive financial solutions, LVM Capital Management offers a wide range of services including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how LVM Capital Management can help you reach your financial objectives.

Morgan Stanley Financial Advisors, located at 277 South Rose Street in Kalamazoo, Michigan, is a leading finance institution that offers expert financial advice and services to individuals and businesses. With a team of experienced and knowledgeable financial advisors, Morgan Stanley provides personalized solutions to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Morgan Stanley Financial Advisors can provide the guidance and support you need to make informed decisions. Trust in Morgan Stanley to help you navigate the complexities of the financial world and secure your financial future.

Hilliard Lyons is a finance institution located at 1300 West Centre Avenue in Portage, Michigan, United States. As a trusted financial services firm, Hilliard Lyons offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced financial advisors, Hilliard Lyons provides personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Hilliard Lyons is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

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.

Edward Jones - Financial Advisor: Matthew Bolton, CFP® is a trusted financial institution located at 120 South Main Street in Vicksburg, Michigan, United States. As a Certified Financial Planner, Matthew Bolton offers personalized financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest wisely, Matthew Bolton can provide expert guidance and tailored solutions to meet your unique needs. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Matthew Bolton, CFP® is dedicated to helping clients secure their financial future.

James Martinus - Heritage Wealth Management is a finance institution located at 4166 56th Street Southwest, Portage, Michigan, United States. Specializing in retirement planning for individuals over the age of 50, we create simple and meaningful financial plans for our clients. Whether you are currently retired or approaching retirement, HWM can help you gain clarity around your financial life. Our services are available to individuals residing in the states of MI, CA, FL, IN, IA, MN, OH, SC, TX, and WI. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

Arcadia Investment Management Corporation is a leading finance institution located at 125 South Kalamazoo Mall in Kalamazoo, Michigan, United States. With a strong reputation for providing expert financial services, Arcadia Investment Management Corporation offers a wide range of investment solutions tailored to meet the unique needs of their clients. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the dedicated team at Arcadia Investment Management Corporation is committed to helping you achieve your financial goals.

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.

Merrill Lynch Financial Advisor David Lund, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States, is part of a network of over 15,000 Merrill Lynch Financial Advisors helping clients across all 50 states, the District of Columbia, and several US territories achieve their financial goals. As a finance institution, they offer a broad range of brokerage, investment advisory, and other services to meet the diverse needs of their clients. It is important to note that investing involves risk, and there is always the potential of losing money when investing in securities. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so it is recommended to consult with your own advisors before making any financial decisions. The institution also offers insurance and annuity products through Merrill Lynch Life Agency Inc., as well as trust and fiduciary services through Bank of America Private Bank and U.S. Trust Company of Delaware. With a focus on providing personalized financial solutions, Merrill Lynch Financial Advisor David Lund is dedicated to helping clients navigate the complexities of the financial world and work towards their desired outcomes.