![Guide.in.ua Guide.in.ua](https://guide.in.ua/assets/images/guide300.webp)
- 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
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
TOP 30 Financial advisor near me in Grand Rapids, MI
440 results found
A convenient service for searching for businesses, places and services
HS&C Wealth Management - Ameriprise Financial Services, LLC
HS&C Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 5136 Cascade Road Southeast, Grand Rapids, Michigan, United States. Our Ameriprise financial advisors are individually registered to do business in certain U.S. states. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. Please note that you will not receive written analysis or recommendations during this meeting. While Ameriprise Financial cannot guarantee future financial results, we are committed to helping you achieve your financial goals. We adhere to strict website rules and regulations to ensure the privacy and security of our clients. Thank you for considering us to assist your friends or family members with their financial needs. Our team looks forward to reaching out to them soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and we prioritize the privacy and security of our clients through our Online Security Guarantee and About Email Fraud policies.
SummitView Advisors
SummitView Advisors is a finance institution located at 975 Spaulding Avenue Southeast, Ada, Michigan, United States. With offices in Grand Rapids and Kalamazoo, Michigan, our team serves clients throughout the state and beyond. We prioritize our clients' goals and needs, providing sound advice to help them maximize their assets and achieve their financial objectives. Our focus on long-term goals ensures that our clients stay on track through life's various seasons. We offer financial planning and investment management services to help our clients reach the life they desire. Navigating financial decisions can be overwhelming, but our team of experts is here to guide you every step of the way. By working together, we can help you make informed decisions, adapt to changes, and ultimately reach your financial goals.
Hungerford Financial
Hungerford Financial is a reputable finance institution located at 2910 Lucerne Drive Southeast in Grand Rapids, Michigan, United States. With a focus on providing comprehensive financial solutions to individuals and businesses, Hungerford Financial offers a wide range of services including investment management, retirement planning, estate planning, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Hungerford Financial today to learn how they can help you navigate the complexities of the financial world with confidence and peace of mind.
Moerdyk Financial
Moerdyk Financial is a reputable finance institution located at 5005 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a team of experienced financial advisors, Moerdyk Financial offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Moerdyk Financial is committed to providing personalized solutions tailored to your specific needs. Trust Moerdyk Financial to help you navigate the complexities of the financial world and secure a prosperous future.
Hungerford Nichols CPAs + Advisors
Hungerford Nichols CPAs Advisors is a distinguished accounting and finance institution located at 2910 Lucerne Drive Southeast in Grand Rapids, Michigan, United States. Since 1941, Hungerford has been dedicated to helping clients achieve success through a wide range of professional services. Their team of dynamic and talented professionals offers solutions in business advisory, tax, audit, accounting, business valuation, fraud and litigation, wealth management, and IT services. With over 80 years of experience serving the West Michigan community, Hungerford is locally owned and committed to providing exceptional service in an ever-changing regulatory environment. Their technology department is revolutionizing IT support, ensuring clients are not faced with surprise invoices or unexpected expenses. As an independent firm, Hungerford prioritizes their clients' best interests and offers meaningful advice through comprehensive planning. With a focus on helping clients align their financial goals with their values, Hungerford's experienced business advisors are dedicated partners on the path to greater success.
SummitView Advisors
SummitView Advisors, located at 7950 Moorsbridge Road in Portage, Michigan, is a finance institution with offices in Grand Rapids and Kalamazoo. Serving clients across Michigan and nationwide, we prioritize your goals and needs above all else. Our sound advice helps you maximize your assets and make progress towards your long-term goals, guiding you through life's different seasons. Specializing in financial planning and investment management, SummitView Advisors helps you achieve the life you desire without the need to become a financial expert yourself. Our trusted financial partners work with you to stay on track, adapt to changes, and reach your goals. With expert advice and guidance, we create a custom financial path tailored to your unique vision of the future. Don't miss the opportunity to plan for the life you want - let SummitView Advisors help you accelerate your journey towards your goals.
Merrill Lynch Financial Advisor Jeffrey L Dykstra
Merrill Lynch Financial Advisor Jeffrey L Dykstra is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors assisting clients across all 50 states, the District of Columbia, and various US territories, they help individuals achieve the lives they desire. Investing involves risks, and it's essential to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a wide range of brokerage, investment advisory, and other services. They provide insurance, annuity products, trust, and fiduciary services, as well as banking products. The institution is dedicated to providing information about products and services that may be of interest to clients. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation. Overall, Merrill Lynch Financial Advisor Jeffrey L Dykstra aims to help clients achieve their financial goals and provide a range of services to support their needs.
Edward Jones - Financial Advisor: Mark Postema, CFP®
Edward Jones - Financial Advisor: Mark Postema, CFP® is a reputable financial institution located at 81 Lake Michigan Drive Northwest in Grand Rapids, Michigan. Mark Postema, a Certified Financial Planner, leads a team of dedicated professionals who provide personalized financial planning and investment services to clients in the area. With a focus on building long-term relationships and helping individuals achieve their financial goals, Edward Jones - Financial Advisor: Mark Postema, CFP® is committed to providing expert guidance and support to clients in navigating the complexities of the financial world. Whether you are planning for retirement, saving for college, or investing for the future, Mark Postema and his team are here to help you every step of the way.
Steve Bowman - Financial Advisor, Ameriprise Financial Services, LLC
Steve Bowman is a financial advisor at Ameriprise Financial Services, LLC, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. As a finance institution, Steve offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. He helps clients document their goals, regularly reviews progress, and adjusts strategies as life changes. Clients can access their investments and track progress securely from any device. Steve is committed to diversity and creating a better future for all clients. He provides complimentary initial consultations to new clients and offers insights on stock prices and market trends. Investment products are not insured by the FDIC and involve potential risks. Ameriprise Financial Services, LLC is a registered investment adviser and member of FINRA and SIPC. Steve is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. The institution has received recognition for its support of the military community and commitment to disability inclusion. Visit the website for more information on corporate entities, privacy, and security. Feel free to refer friends and family for financial guidance.
Edward Jones - Financial Advisor: Glenn L Kimmel, AAMS™|CRPC™
Edward Jones - Financial Advisor: Glenn L Kimmel, AAMS™|CRPC™ is a well-respected financial institution located at 4328 3 Mile Road Northwest in Grand Rapids, Michigan. As a trusted advisor, Glenn L Kimmel offers personalized financial planning services to help clients achieve their long-term financial goals. With specialized certifications in Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC), clients can trust in Glenn's expertise and dedication to helping them navigate the complexities of investing and retirement planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Glenn L Kimmel, AAMS™|CRPC™ is committed to providing tailored solutions to meet your unique financial needs.
Edward Jones - Financial Advisor: Matthew A Weber
Edward Jones - Financial Advisor: Matthew A Weber is a trusted financial institution located at 2221 Plainfield Avenue Northeast in Grand Rapids, Michigan. Specializing in accounting and finance, Matthew A Weber provides expert advice and personalized financial solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Matthew A Weber is dedicated to helping individuals and businesses navigate the complexities of the financial world. Contact them today to schedule a consultation and take the first step towards a secure financial future.
Edward Jones - Financial Advisor: Becky Anderson, CFP®|AAMS™
Edward Jones - Financial Advisor: Becky Anderson, CFP®|AAMS™ is a reputable financial institution located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in providing expert financial advice and planning services, Becky Anderson, a Certified Financial Planner and Accredited Asset Management Specialist, offers personalized solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Becky Anderson, CFP®|AAMS™ is dedicated to helping individuals and families secure their financial future.
Edward Jones - Financial Advisor: Zachary M Tyler
Edward Jones - Financial Advisor: Zachary M Tyler is a reputable finance institution located at 125 Ottawa Avenue Northwest in Grand Rapids, Michigan, United States. With a focus on providing personalized financial advice and guidance, Zachary M Tyler helps clients navigate their financial goals and investments. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Zachary M Tyler is dedicated to helping you achieve your financial aspirations. Contact them today to schedule a consultation and take the first step towards securing your financial future.
Edward Jones - Financial Advisor: Greg Wyma, CFP®|AAMS™
Edward Jones - Financial Advisor: Greg Wyma, CFP®|AAMS™ is a reputable finance institution located at 678 Front Avenue Northwest in Grand Rapids, Michigan, United States. Greg Wyma, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, Edward Jones is dedicated to providing top-notch financial solutions tailored to each client's unique needs. Trust Greg Wyma and the team at Edward Jones to guide you towards a secure financial future.
Todd Bowman - UBS Financial Services Inc.
Todd Bowman - UBS Financial Services Inc. is a leading finance institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. With a strong reputation for providing top-notch financial services, Todd Bowman and his team at UBS are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Todd Bowman - UBS Financial Services Inc. has the expertise and resources to assist you every step of the way. Trust in their experience and knowledge to secure your financial future.
Edward Jones - Financial Advisor: Lisa J Ayotte, CFP®|CPWA®
Edward 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.
Scott Hillary - Financial Advisor, Ameriprise Financial Services, LLC
Scott Hillary is a Financial Advisor at Ameriprise Financial Services, LLC located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Scott holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing personalized financial advice, Scott helps clients navigate complex financial situations and make informed decisions. Whether you are planning for retirement, managing investments, or preparing for life events, Scott Hillary is dedicated to helping you achieve your financial goals.
Edward Jones - Financial Advisor: Rachel Kieras
Edward Jones - Financial Advisor: Rachel Kieras is a reputable finance institution located at 959 Wealthy Street Southeast in Grand Rapids, Michigan, United States. As a trusted financial advisor, Rachel Kieras provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Rachel Kieras is dedicated to helping individuals and families make informed decisions about their finances.
Rand Putterman - Financial Advisor, Ameriprise Financial Services, LLC
Rand Putterman is a Financial Advisor at Ameriprise Financial Services, LLC located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Rand Putterman holds several 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 cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Rand Putterman is dedicated to providing expert financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
Michael J Michalak, Financial Advisor - New York Life
Michael J. Michalak, Financial Advisor at New York Life, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, is dedicated to providing professional advisors with affordable voluntary benefits programs for businesses. In addition to life insurance, Michael J. Michalak, along with agents Ryan L. Goosen, Zachary Grusell, Erick Sundstrom, Jason Goosen, and Christopher Ralph, are licensed to sell insurance through New York Life Insurance Company in multiple states. They also offer securities products and services through NYLIFE Securities LLC, as well as financial planning and investment advisory services through Eagle Strategies LLC. Please consult your own tax, legal, or accounting professional before making any decisions. Contact Michael J. Michalak and his team at (616) 752-4500 for more information on how they can help you secure your financial future.
Mark Fink - Financial Advisor, 99 Monroe Wealth Group, a financial advisory practice of Ameriprise Financial Services, LLC
Mark Fink - Financial Advisor, 99 Monroe Wealth Group, is a finance institution located at 99 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. The institution offers a variety of certifications and designations to its advisors, 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 cover a range of topics such as asset management, retirement planning, estate planning, investment strategies, and more. Advisors at Mark Fink - Financial Advisor are dedicated to providing comprehensive financial planning services to individuals and businesses, with a focus on meeting the unique needs of each client.
99 Monroe Wealth Group, a financial advisory practice of Ameriprise Financial Services, LLC
99 Monroe Wealth Group, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in finance, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. We prioritize what matters most to you, whether it's planning for retirement, education, or a significant purchase like a second home. Our team documents your goals, regularly reviews your progress, and adjusts your approach as needed to help you achieve financial success. You can easily access your investments and accounts from any device, track your progress towards your goals, and securely share information with us. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial objectives. Our Ameriprise financial advisors are registered to do business in specific U.S. states, so please refer to our personal website or FINRA's BrokerCheck website for more details. We look forward to meeting with you to discuss your financial priorities and provide an overview of financial planning concepts. Keep in mind that Ameriprise Financial cannot guarantee future financial results. Thank you for considering us as a trusted resource for your financial needs.
Carrie Lynn Horlings - UBS Financial Services Inc.
Carrie Lynn Horlings - UBS Financial Services Inc. is a reputable finance institution located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States. With a focus on providing personalized financial solutions, their team of experts offers a wide range of services including investment planning, wealth management, retirement planning, and more. With a commitment to excellence and a dedication to helping clients achieve their financial goals, Carrie Lynn Horlings - UBS Financial Services Inc. is a trusted partner for individuals and businesses alike.
Edward Jones - Financial Advisor: Casey J VanEngen
Edward Jones - Financial Advisor: Casey J VanEngen is a reputable finance institution located at 6617 Crossings Drive Southeast in Grand Rapids, Michigan, United States. With a focus on providing personalized financial advice and services, Casey J VanEngen and the team at Edward Jones are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, Edward Jones offers tailored solutions to meet your individual needs. With a commitment to transparency, integrity, and excellence, Edward Jones - Financial Advisor: Casey J VanEngen is a trusted partner in helping you secure your financial future.
Michael Toth - UBS Financial Services Inc.
Michael Toth - UBS Financial Services Inc. is a reputable finance institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. As a branch of UBS Financial Services Inc., they offer a wide range of financial services including wealth management, investment advice, and retirement planning. With a team of experienced professionals, Michael Toth - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial future. Visit their office today to learn more about their services and how they can assist you in managing your finances effectively.
Mary E VanderWal - Financial Advisor, Ameriprise Financial Services, LLC
Mary E VanderWal is a Financial Advisor at Ameriprise Financial Services, LLC located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Mary 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®, 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 her expertise in areas such as asset management, retirement planning, estate planning, investment strategies, and more. Mary is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and continuing education, Mary is committed to helping her clients achieve their financial goals.
Denny Mosson - Financial Advisor, Ameriprise Financial Services, LLC
Denny Mosson is a financial advisor at Ameriprise Financial Services, LLC located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States. Denny Mosson 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®, 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 Denny Mosson's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Denny Mosson can provide you with comprehensive financial advice tailored to your specific needs. Contact Denny Mosson today for expert financial guidance."
Claude Mc Manus - Financial Advisor, Ameriprise Financial Services, LLC
Claude Mc Manus - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 975 3 Mile Road Northwest, Grand Rapids, Michigan, United States. This institution offers a range of certifications and designations for financial professionals, 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 cover various aspects of financial planning, asset management, estate planning, retirement planning, investment strategies, and more. Claude Mc Manus is dedicated to providing expert financial advice and services to individuals and businesses, ensuring that their clients' financial needs are met with professionalism and integrity.
Brian McCabe - Financial Advisor, Ameriprise Financial Services, LLC
Brian McCabe - Financial Advisor, Ameriprise Financial Services, LLC, located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States, offers personalized financial advice to help clients achieve their goals. With a focus on retirement planning, Brian helps clients navigate important questions about their financial future, such as ensuring they have enough money for retirement and understanding how market fluctuations and inflation could impact their income. Through the Retirement InteractiveSM tool, clients can explore key retirement income issues. As a registered investment adviser with Ameriprise Financial Services, LLC, Brian McCabe provides investment advisory products and services to help clients build a more confident financial future. Clients can schedule a complimentary initial consultation to discuss their financial goals and receive an overview of financial planning concepts.
Edward Jones - Financial Advisor: Vinh Ma
Edward Jones - Financial Advisor: Vinh Ma is a reputable finance institution located at 2048 Lake Michigan Drive Northwest in Grand Rapids, Michigan. As a trusted financial advisor, Vinh Ma provides personalized wealth management solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Vinh Ma offers expert guidance and tailored investment strategies to support clients in securing their financial future. Whether you are planning for retirement, saving for education, or investing for growth, Vinh Ma is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
- financial advisor near me in Ada
- financial advisor near me in Coopersville
- financial advisor near me in Holland
- financial advisor near me in Norton Shores
- financial advisor near me in Portage
- financial advisor near me in Rockford
- financial advisor near me in Troy
- financial advisor near me in Wyoming
List of businesses, places and services in Michigan
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos