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TOP 30 Estate planning in Grand Rapids, MI
227 results found
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Michael Klassa - Private Wealth Advisor, Ameriprise Financial Services, LLC
Michael Klassa is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2851 Charlevoix Drive Southeast in Grand Rapids, Michigan. As a finance institution, Michael Klassa 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®, CFA®, CERTIFIED FINANCIAL PLANNER™, 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®. With expertise in asset management, estate planning, retirement planning, and more, Michael Klassa provides comprehensive financial services to clients in the Grand Rapids area.
Nick Hendon - Financial Advisor, Ameriprise Financial Services, LLC
Nick Hendon is a Financial Advisor at Ameriprise Financial Services, LLC located at 5136 Cascade Road Southeast in Grand Rapids, Michigan, United States. Nick 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®, CFP®, 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 Nick's expertise in asset management, retirement planning, estate planning, investment management, and more. As a trusted financial advisor, Nick Hendon is dedicated to providing personalized financial solutions to individuals, retirees, small business owners, and high net worth clients.
Michael Gascon - Financial Advisor, Ameriprise Financial Services, LLC
Michael Gascon is a financial advisor at Ameriprise Financial Services, LLC located at 5136 Cascade Road Southeast, Grand Rapids, Michigan, United States. Michael Gascon 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 Michael Gascon's expertise in various aspects of financial planning and asset management. Whether you are a retiree, small business owner, high net worth individual, or someone planning for retirement, Michael Gascon can provide tailored financial advice to help you achieve your financial goals. Contact Michael Gascon today for expert financial guidance and personalized wealth management strategies.
The Tholl Pearson Group - Morgan Stanley
The Tholl Pearson Group - Morgan Stanley is a leading financial institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. Specializing in wealth management, investment banking, and advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, The Tholl Pearson Group - Morgan Stanley is a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you secure your financial future.
Nelson Schrader - Ameriprise Financial Services, LLC
Nelson Schrader - Ameriprise Financial Services, LLC is a finance institution located at 5136 Cascade Road Southeast in Grand Rapids, Michigan, United States. As a part of HS&C Wealth Management and Forbes Best-In-State Wealth Management Teams for 2024, they offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards goals and access information securely from any device. The institution provides complimentary initial consultations to discuss retirement planning, market trends, and financial goals. Investment products are not insured by the FDIC, NCUA, or any federal agency and involve potential risks. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Nelson Schrader is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. The institution prioritizes privacy and security, and clients can expect a confidential and professional approach to achieving their financial goals.
Fifth Third Private Bank - Shane Gahlau
Fifth Third Private Bank - Shane Gahlau is a prestigious finance institution located at 111 Lyon Street Northwest in Grand Rapids, Michigan. With a reputation for excellence in providing personalized financial services, Fifth Third Private Bank offers a range of wealth management solutions tailored to meet the unique needs of high-net-worth individuals and families. Led by experienced professionals like Shane Gahlau, clients can expect expert guidance in investment strategies, estate planning, and more. Visit Fifth Third Private Bank for a personalized approach to securing your financial future.
Fifth Third Private Bank - Paul Richards
Fifth Third Private Bank - Paul Richards is a premier financial institution located at 111 Lyon Street Northwest in Grand Rapids, Michigan, United States. Specializing in personalized wealth management services, our experienced team led by Paul Richards is dedicated to helping clients achieve their financial goals. With a focus on tailored solutions and exceptional customer service, Fifth Third Private Bank is committed to providing a unique and exclusive banking experience for high-net-worth individuals and families. Contact us today to learn more about how we can help you secure your financial future.
Tammera Nevins - Thrivent
Tammera Nevins - Thrivent is a finance institution located at 161 Ottawa Avenue Northwest, Suite 110-M in Grand Rapids, Michigan. Licensing for insurance products can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are able to provide investment advisory services. For more information about our financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.
Money Concepts DuBois
Money Concepts DuBois is a reputable financial institution located at 3501 Lake Eastbrook Boulevard Southeast in Grand Rapids, Michigan. With a focus on providing personalized financial solutions to individuals and businesses, Money Concepts DuBois offers a wide range of services including investment planning, retirement planning, estate planning, and wealth management. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you're looking to grow your wealth, plan for retirement, or protect your assets, Money Concepts DuBois is committed to providing expert guidance and support every step of the way.
Fifth Third Private Bank - Mead Fonnesbeck
Fifth Third Private Bank - Mead Fonnesbeck is a prestigious finance institution located in Grand Rapids, Michigan. With a focus on providing personalized and comprehensive financial services, they cater to high-net-worth individuals and families. Their team of experienced professionals at 1850 East Paris Avenue Southeast offers expert advice on wealth management, investment strategies, estate planning, and more. Trustworthy and reliable, Fifth Third Private Bank is dedicated to helping clients achieve their financial goals and secure their future.
Fifth Third Private Bank - Eli McMorris
Fifth Third Private Bank - Eli McMorris is a prestigious financial institution located at 1850 East Paris Avenue Southeast in Grand Rapids, Michigan. As a private bank, they provide personalized financial services tailored to the unique needs of their clients. With a focus on building long-term relationships, their team of experienced professionals offers expert advice on wealth management, investment strategies, and estate planning. Whether you are looking to grow your assets or protect your wealth for future generations, Fifth Third Private Bank - Eli McMorris is dedicated to helping you achieve your financial goals.
Merrill Lynch Financial Advisor Jeffrey Towner
Merrill Lynch Financial Advisor Jeffrey Towner is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, they are dedicated to helping clients achieve their financial goals. It is important to note that investing involves risk, and Merrill Lynch does not provide legal, tax, or accounting advice. They offer a range of services including brokerage, investment advisory, insurance, annuity products, trust and fiduciary services, and banking products. Merrill Lynch is a subsidiary of Bank of America Corporation and is committed to providing clients with information about products and services that may be of interest. Please consult with legal and tax advisors before making any financial decisions.
Daniel Dillard - Morgan Stanley
Daniel Dillard - Morgan Stanley is a renowned finance institution located at 5122 Cascade Road Southeast, Grand Rapids, Michigan, United States. With a strong reputation for providing top-notch financial services, the institution is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, Daniel Dillard - Morgan Stanley offers a wide range of financial services including investment management, wealth planning, retirement planning, and more. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Daniel Dillard - Morgan Stanley is the trusted partner you need.
A Van Stensel & Son LLC
A. Van Stensel & Son LLC is a finance institution located at 5250 Northland Drive Northeast in Grand Rapids, Michigan, United States. We specialize in providing valuation services for a wide range of property types, including commercial, office, medical, retail, industrial, residential, multi-family, agricultural, land development, and conservation easements. Additionally, we offer appraisal services for specialized properties such as gas stations, recreational properties, campground and RV parks, self-storage facilities, and more. Our estate planning appraisal services are essential for individuals and families looking to secure their financial legacies and ensure a smooth transition of assets to future generations. We also offer tax tribunal appraisal services to assist with municipal property tax assessments, aiming to establish accurate valuations for taxation purposes through the tax tribunal process.
Schmidt, Koning Villarreal & Associates, LLC
Schmidt, Koning Villarreal & Associates, LLC is a reputable accounting and finance institution located at 750 Front Avenue Northwest in Grand Rapids, Michigan, United States. Founded by Miles V. Schmidt in 2001, the firm has grown to have fourteen full-time employees and over 2,000 clients. Specializing in tax planning and consulting for both business owners and individuals, the firm offers a wide range of services including business consulting, financial and estate planning, and payroll and accounting services. SKV & Associates is committed to helping clients achieve their personal and business tax and financial goals, maintaining a reputation for trustworthiness, accuracy, professionalism, and timeliness. With a focus on developing customized strategies for each client, the firm is dedicated to working hard and long hours to address any financial issues. Serving clients throughout Michigan and the United States, Schmidt, Koning Villarreal & Associates, LLC is dedicated to providing exceptional service tailored to each client's unique needs.
Ondersma Deborah I
Ondersma Deborah I is a reputable institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. Specializing in accounting, finance, and legal services, this institution provides expert guidance and support in a variety of financial and legal matters. With a team of experienced professionals, Ondersma Deborah I is dedicated to helping clients navigate complex financial and legal issues with precision and care. Whether you need assistance with tax planning, estate planning, or business law, Ondersma Deborah I is here to provide top-notch services tailored to your specific needs.
Helms, DeWitt & Associates, PLLC
Helms, DeWitt & Associates, PLLC is a leading accounting and finance firm located at 1600 East Beltline Avenue Northeast in Grand Rapids, Michigan, United States. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, auditing, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate complex financial matters with confidence. Contact us today to learn more about how we can assist you with your accounting and finance needs.
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