- 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 services near me in Grand Rapids, MI
399 results found
Search for local businesses, places and services near you
Edward Jones - Financial Advisor: Michael W Rios, AAMS™
Edward Jones - Financial Advisor: Michael W Rios, AAMS™ is a trusted financial institution located in Grand Rapids, Michigan. As a knowledgeable and experienced financial advisor, Michael W Rios offers personalized investment strategies and financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Michael W Rios can provide expert guidance and advice. Visit Edward Jones at 665 Seward Avenue Northwest to start securing your financial future today.
Matt Lindgren - Financial Advisor, Ameriprise Financial Services, LLC
Matt Lindgren - Financial Advisor, Ameriprise Financial Services, LLC, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, offers expert financial advice and services to help clients achieve their financial goals. With a background and qualifications available on FINRA's BrokerCheck website, clients can trust in the expertise provided by Matt Lindgren. The institution provides a complimentary initial consultation to discuss financial planning concepts and potential investment opportunities. Investment products are offered through Ameriprise Financial Services, LLC, a registered investment adviser, with securities available to clients through FINRA and SIPC.
Edward Jones - Financial Advisor: Aaron Louisell
Edward Jones - Financial Advisor: Aaron Louisell is a reputable financial institution located at 5020 East Beltline Avenue Northeast in Grand Rapids, Michigan. As a trusted financial advisor, Aaron Louisell provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Aaron Louisell offers a wide range of financial planning solutions tailored to meet the unique needs of each individual or family. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Aaron Louisell and his team are dedicated to helping you make informed decisions and secure your financial future.
Edward Jones - Financial Advisor: Robert M Maloof
Edward Jones - Financial Advisor: Robert M Maloof is a trusted finance institution located at 5020 East Beltline Avenue Northeast in Grand Rapids, Michigan, United States. As a dedicated financial advisor, Robert M Maloof provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Robert M Maloof is committed to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.
Jason Klein - Financial Advisor, Ameriprise Financial Services, LLC
Jason Klein is a financial advisor at Ameriprise Financial Services, LLC, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. Jason 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®, 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 Jason's expertise in various areas of finance, including asset management, retirement planning, estate planning, investment analysis, and more. Whether you are a retiree, small business owner, high net worth individual, or have specific financial needs, Jason Klein can provide personalized financial advice and guidance to help you achieve your goals.
Matthew Graham - TIAA Wealth Management Advisor
Matthew Graham - TIAA Wealth Management Advisor is a finance institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. As a trusted advisor, Matthew Graham provides personalized wealth management services to help clients achieve their financial goals. With a focus on comprehensive financial planning and investment management, clients can rely on Matthew Graham to provide expert guidance and tailored solutions to meet their individual needs. Whether you are planning for retirement, saving for education, or building wealth for the future, Matthew Graham is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact Matthew Graham - TIAA Wealth Management Advisor today to start your journey towards financial success.
Regan James Wilda - Financial Advisor, Ameriprise Financial Services, LLC
Regan James Wilda is a financial advisor at Ameriprise Financial Services, LLC located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States. Regan James Wilda holds several prestigious 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 Regan James Wilda's expertise in areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. As a financial advisor, Regan James Wilda is committed to providing comprehensive and personalized financial advice to clients, with a focus on helping individuals and families achieve their financial goals."
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 4665 Broadmoor Avenue Southeast in Grand Rapids, Michigan, United States. They offer a wide range of financial services, including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Raymond James Financial Services is here to provide personalized and comprehensive financial solutions.
Edward Jones - Financial Advisor: Nick McFarland
Edward Jones - Financial Advisor: Nick McFarland is a reputable finance institution located at 2311 East Beltline Avenue Southeast in Grand Rapids, Michigan, United States. As a dedicated financial advisor, Nick McFarland offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Nick McFarland is committed to providing top-notch financial advice and guidance to individuals and businesses in the Grand Rapids area. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Nick McFarland is here to help you navigate the complexities of the financial world and make informed decisions.
1428 Financial Wellness
1428 Financial Wellness is a finance institution located at 3379 Juniper Drive Northwest in Grand Rapids, Michigan. Our goal is to provide comprehensive financial services and support to help individuals and families achieve their financial goals and improve their overall financial well-being. Our experienced team of financial experts offers personalized advice and guidance on budgeting, saving, investing, and more. Whether you are looking to plan for retirement, save for a major purchase, or get out of debt, 1428 Financial Wellness is here to help you navigate the complexities of finance and make informed decisions for a secure financial future.
George Wit - Financial Advisor, Ameriprise Financial Services, LLC
George Wit, a Financial Advisor at Ameriprise Financial Services, LLC, located at 3347 Eagle Run Drive Northeast in Grand Rapids, Michigan, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, George Wit is equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and insurance products. Specializing in domestic partnership planning, estate planning, and investment fiduciary practices, George Wit is dedicated to helping clients make informed financial decisions. Whether you are looking for portfolio management advice, retirement planning strategies, or assistance with estate planning, George Wit is committed to providing personalized financial solutions tailored to your specific needs. Contact George Wit today to schedule a consultation and start planning for a secure financial future.
Rick Noorman - Associate Financial Advisor, Ameriprise Financial Services, LLC
Rick Noorman is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 3347 Eagle Run Drive Northeast in Grand Rapids, Michigan, United States. Rick holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge in financial planning, Rick provides personalized services to individuals, retirees, small business owners, and high net worth clients. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Rick Noorman is dedicated to helping you achieve your financial goals.
James Haberlein - Financial Advisor, Ameriprise Financial Services, LLC
James Haberlein is a Financial Advisor at Ameriprise Financial Services, LLC located at 3347 Eagle Run Drive Northeast, Grand Rapids, Michigan, United States. James 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®. James specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a commitment to ethical practices and ongoing education, James is dedicated to helping clients achieve their financial goals and navigate complex financial situations. Contact James Haberlein for expert advice on asset management, investment strategies, estate planning, retirement planning, and more.
Linda Stotenbur - Financial Advisor, Ameriprise Financial Services, LLC
Linda Stotenbur - Financial Advisor, Ameriprise Financial Services, LLC, located at 3347 Eagle Run Drive Northeast, Grand Rapids, Michigan, United States, is a finance institution offering a wide range of services to meet the financial needs of individuals and small business owners. Linda Stotenbur 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 Linda Stotenbur's expertise and commitment to providing high-quality financial advice and services to her clients. Whether you are planning for retirement, estate planning, or investing, Linda Stotenbur can help you navigate the complex world of finance with confidence and peace of mind. Contact Linda Stotenbur - Financial Advisor, Ameriprise Financial Services, LLC, today to schedule a consultation and take the first step towards achieving your financial goals.
Edward Jones - Financial Advisor: Beckie Garvey, CFP®|ChFC®|AAMS™
Edward Jones - Financial Advisor: Beckie Garvey, CFP®|ChFC®|AAMS™ is a reputable financial institution located at 2900 East Beltline Avenue Northeast in Grand Rapids, Michigan, United States. Beckie Garvey, a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Asset Management Specialist (AAMS™), provides expert financial advice and services to help individuals and families achieve their financial goals. With a focus on personalized financial planning and investment strategies, Edward Jones - Financial Advisor: Beckie Garvey is dedicated to helping clients build and protect their wealth for the future.
Merrill Lynch Financial Advisor Michael Gruszynski
Merrill Lynch Financial Advisor Michael Gruszynski, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, offers personalized financial strategies to help clients pursue their long-term goals. The institution caters to both institutional clients and affluent individuals and families, providing investment research, portfolio allocation, and tax policy consultation. With access to the resources of Merrill and Bank of America, the team works one-on-one with clients to develop tailored approaches to address their financial needs. The advisors at Merrill Lynch have received recognition from industry publications for their exemplary client service. The team is committed to building strong client relationships based on trust and personalized service. By understanding the goals and priorities of each client, Merrill Lynch Financial Advisor Michael Gruszynski aims to create a financial approach that reflects the client's personality and helps them achieve their goals.
Christopher Hendryx - TIAA Wealth Management Advisor
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.
Thomas Trisch - TIAA Wealth Management Advisor
Thomas Trisch - TIAA Wealth Management Advisor is a reputable finance institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. As a trusted wealth management advisor, Thomas Trisch provides personalized financial planning services to help clients achieve their financial goals and secure their future. With a focus on investment strategies, retirement planning, and wealth preservation, Thomas Trisch offers expert guidance and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Thomas Trisch - TIAA Wealth Management Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: David Halvorson, CFP®
Edward Jones - Financial Advisor: David Halvorson, CFP® is a reputable finance institution located at 4070 Lake Drive Southeast in Grand Rapids, Michigan, United States. As a Certified Financial Planner, David Halvorson provides expert financial advice and guidance to clients looking to secure their financial future. With a focus on personalized service and tailored financial solutions, Edward Jones is committed to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, David Halvorson and his team are dedicated to providing you with the support and expertise you need to make informed financial decisions.
Carla Grimes-Ooyevaar - Associate Financial Advisor, Ameriprise Financial Services, LLC
Carla Grimes-Ooyevaar is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 3351 Eagle Run Drive Northeast, Grand Rapids, Michigan. Recognized as one of Forbes Best In State Wealth Management Teams for 2023, Carla offers complimentary initial consultations for individuals looking to discuss their financial goals. With a background in finance and qualifications available on FINRA's BrokerCheck website, Carla specializes in helping clients navigate the stock market and make informed investment decisions. Chart Chats, virtual presentations by financial advisors at OsborneKlein, provide valuable insights into market trends and historical data analysis. Carla is registered to conduct securities business in certain states and guarantees personalized attention to each client's financial needs. Ameriprise Financial Services, LLC emphasizes privacy and security, and clients can expect a high level of professionalism and expertise from Carla and her team.
First Home Financial Inc
First Home Financial Inc is a leading finance institution located at 3210 Eagle Run Drive Northeast in Grand Rapids, Michigan. We specialize in providing a range of financial services to help individuals achieve their dream of owning their first home. Our experienced team of professionals is dedicated to guiding our clients through the home buying process, offering expert advice and personalized solutions to meet their unique needs. Whether you are a first-time homebuyer or looking to refinance your current mortgage, First Home Financial Inc is here to help you every step of the way. Contact us today to learn more about how we can assist you in achieving your homeownership goals.
Rick Noorman - Associate Financial Advisor, Ameriprise Financial Services, LLC
Rick Noorman is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 2025 East Beltline Avenue Southeast in Grand Rapids, Michigan, United States. Rick holds several prestigious 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®. Rick Noorman is dedicated to providing expert financial advice and guidance to individuals and businesses, specializing in asset management, retirement planning, estate planning, and more. With a commitment to ethical practices and ongoing education, Rick is well-equipped to help clients achieve their financial goals and secure their financial future.
Bruce Meyers - Financial Advisor, Ameriprise Financial Services, LLC
Bruce Meyers - Financial Advisor, Ameriprise Financial Services, LLC, located at 5136 Cascade Road Southeast, Grand Rapids, Michigan, United States, is a leading finance institution recognized as one of Forbes Best-In-State Wealth Management Teams in 2024. With a focus on individual goals and risk tolerance, Bruce Meyers provides investment, asset allocation, and portfolio recommendations tailored to each client's needs. Regular meetings are held to review progress, analyze changes, and track goals. Clients have secure access to their investments and accounts from any device. Schedule a complimentary initial consultation to learn more about how Bruce Meyers can help you achieve your financial goals. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for registration information. Let's meet to discuss what's most important to you and take the next step towards a more confident financial future.
Lakeshore Financial Group
Lakeshore Financial Group is a reputable finance institution located at 625 Kenmoor Avenue Southeast in Grand Rapids, Michigan. With a team of experienced financial professionals, Lakeshore Financial Group 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 assistance with estate planning, Lakeshore Financial Group is dedicated to providing personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure your financial future.
Independent Financial Services
Independent Financial Services is a reputable finance institution located at 4200 East Beltline Avenue Northeast in Grand Rapids, Michigan. Our team of experienced financial advisors provides personalized services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, our experts are here to guide you every step of the way. With a focus on independence and transparency, we strive to provide our clients with the best possible financial solutions tailored to their specific needs. Visit us today to learn more about how Independent Financial Services can help you secure a prosperous financial future.
Rush, Coda and Associates - Ameriprise Financial Services, LLC
Rush, Coda and Associates - Ameriprise Financial Services, LLC is a finance institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides complimentary initial consultations to discuss retirement, education, major purchases, and more. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. Clients can expect regular meetings to review and update their financial plans as life changes. The institution also offers resources on their website for privacy, security, and email fraud prevention. Rush, Coda and Associates - Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
IAM Financial, LLC
IAM Financial, LLC is a finance institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial objectives.
Merrill Lynch Financial Advisor Amber Coleman
Merrill Lynch Financial Advisor Amber Coleman is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and various US territories, clients receive personalized financial guidance to help them achieve their goals. It is important to note that investing involves risk and potential loss, and clients should consult legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services including brokerage, investment advisory, and financial planning. Additionally, insurance and annuity products are offered through Merrill Lynch Life Agency Inc., and trust and fiduciary services are provided by Bank of America Private Bank. Banking products are provided by Bank of America, N.A. Merrill Lynch Financial Advisor Amber Coleman strives to provide clients with information about products and services that may be of interest and useful to them. Please note that Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation, and clients may be redirected to FINRA's BrokerCheck when leaving the Bank of America website.
Merrill Lynch Financial Advisor Scott D Bernecker
Merrill Lynch Financial Advisor Scott D Bernecker, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, offers personalized financial strategies tailored to help clients pursue their long-term goals. With a dual focus on institutional clients and affluent individuals and families, the team at Merrill Lynch combines expertise in investment research, portfolio allocation, and tax policy to provide comprehensive wealth management services. By working closely with clients to understand their aspirations and priorities, the team develops customized financial plans designed to manage, grow, and preserve wealth for the future. Recognized for exemplary client service, the advisors at Merrill Lynch have received accolades from industry publications such as Barron's and Financial Times. With access to the global resources of Merrill Lynch and Bank of America, the team is committed to building strong client relationships based on trust and personalized service. Whether planning for retirement, education expenses, or estate planning, Merrill Lynch Financial Advisor Scott D Bernecker offers a holistic approach to help clients achieve their financial goals.
Merrill Lynch Financial Advisor P. Craig Welch IV
Merrill Lynch Financial Advisor P. Craig Welch IV is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. We specialize in working with executives and senior leadership, providing them with access to top resources in the industry. Our team is dedicated to building strong client relationships based on trust and personalized service. We offer a range of solutions, premier customer service, and financial tools tailored to each client's unique circumstances. By defining and prioritizing financial goals, we work with clients to develop personalized strategies. Our Investment Personality Assessment helps us understand your investing preferences and customize our approach to help you achieve your goals. We believe in staying connected with clients as their lives and goals evolve, updating financial approaches to reflect changes. As Merrill Lynch Wealth Management Advisors, we focus on building customized investment approaches to address client needs and pursue their goals. We are committed to putting clients first and providing personalized investment strategies. Our team is here to listen, guide, and help you navigate the complexities of your financial life.
List of local businesses, places and services in Michigan
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos