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TOP 30 Financial advisory services in Michigan
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Jacobs Financial Services LLC
Jacobs Financial Services LLC is a finance institution located at 3061 Macatawa Drive, Grandville, Michigan, United States. They specialize in providing effective retirement strategies for clients, their families, friends, and the community. The team at Jacobs Financial Services builds trust and confidence with each client through personal connections, serving as not only financial retirement strategists but also trusted friends. Clients share stories of celebrations, milestones, and bucket list experiences made possible by the financial peace brought by Jacobs Financial's strategies. The institution prides itself on celebrating with clients as they live out their dreams during their golden years. Jacobs Financial Services is dedicated to providing lasting impacts on clients and the community. They invite individuals to attend public events and schedule meetings with their team to learn more about creating a retirement plan that truly protects what matters most.
Merrill Lynch Financial Advisor James Harding
Merrill Lynch Financial Advisor James Harding is a reputable 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, the District of Columbia, and several US territories, clients are provided with personalized financial advice to help them achieve their desired lifestyles. It is important to note that investing involves risks, and there is always a potential for loss when investing in securities. Merrill Lynch offers a wide range of financial services, including brokerage, investment advisory, and financial planning. Additionally, insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust and fiduciary services are provided by Bank of America Private Bank. The institution does not provide legal, tax, or accounting advice, so clients are encouraged to consult with their own advisors before making financial decisions. Merrill Lynch is a registered broker-dealer and investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks. The institution aims to provide clients with information about products and services that may be of interest to them, utilizing relationship-based ads and online behavioral advertising. Please note that Merrill Lynch is not affiliated with FINRA's BrokerCheck website, and clients should review separate terms and privacy policies when leaving Bank of America's website.
Merrill Lynch Financial Advisor Christine N Steinmetz
Merrill Lynch Financial Advisor Christine N Steinmetz 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 the District of Columbia, clients are guided towards achieving their desired lifestyle. The institution emphasizes the importance of personalized advice and the potential risks involved in investing. Offering a range of brokerage, investment advisory, and financial planning services, Merrill Lynch aims to help clients make informed financial decisions. With affiliations with Bank of America Corporation, Merrill Lynch provides insurance, annuity, and trust services, as well as banking products. The institution also offers various investment, insurance, and annuity products, with a focus on client education and financial well-being.
Potjer Financial Resources
Potjer Financial Resources is a finance institution located at 2555 84th Street Southwest, Byron Center, Michigan, United States. As a Financial Adviser with Eagle Strategies LLC, Timothy Potjer can provide personalized financial advice to help you achieve your financial objectives. Whether you need help with budgeting, planning for surprises, or navigating financial decisions during major life events like marriage or divorce, Potjer Financial Resources is here to help. Timothy Potjer is licensed to sell insurance and securities products in multiple states, and offers advisory services through Eagle Strategies LLC. Remember, Potjer Financial Resources is not owned or operated by NYLIFE Securities LLC or its affiliates, and does not offer tax, legal, or accounting advice. Consult with your own professionals before making any financial decisions. Contact Potjer Financial Resources today to take control of your financial future.
Retirement & Wealth Strategies (RWS Financial Group)
Retirement & Wealth Strategies (RWS Financial Group) is a finance institution located at 1414 84th Street Southwest, Byron Center, Michigan, United States. Since 1985, RWS has been assisting clients with their investment objectives, planning needs, and portfolio design. Specializing in creating retirement and wealth strategies, RWS provides objective, unbiased advice and personalized quality service. With customized investment management solutions tailored to your goals, investable assets, and risk tolerance, RWS integrates these into a comprehensive financial plan with personalized strategies. By leveraging technology and decades of experience, RWS maximizes your financial plan and aligns your investments with your goals and opportunities.
2M Financial Group
2M Financial Group, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, is a finance institution dedicated to providing affordable and voluntary benefits programs for businesses. The team of professional advisors at New York Life, including Michael J. Michalak, Ryan L. Goosen, Zachary Grusell, Erick Sundstrom, Jason Goosen, and Christopher Ralph, are licensed to sell insurance and securities products in multiple states. They can help you prioritize life insurance to ensure financial security for your loved ones. Additionally, Michael J. Michalak and Ryan L. Goosen offer financial planning and investment advisory services through Eagle Strategies LLC. Please consult with a tax, legal, or accounting professional before making any decisions. Contact 2M Financial Group at (616) 752-4500 for more information on their services.
Mattson Financial Services
Mattson Financial Services is a finance institution located at 3226 28th Street Southeast, Kentwood, Michigan, United States. Our focus is on helping you achieve your retirement dreams, goals, and desires. Whether you want to start a new business, spend more time with family, or travel the world, we are here to create a personalized plan to guide you through retirement. As part of our financial family, we will assist you every step of the way, from designing a plan tailored to your needs to implementing tax strategies that can benefit you now and in the future. Take a few minutes to get your personalized risk score online and start planning for your dream retirement.
Raymond James Financial Services
Raymond James Financial Services, located at 741 East Beltline Avenue Northeast in Grand Rapids, Michigan, is a leading finance institution that offers personalized financial advisory services tailored to the unique needs of each client. From individuals to families to high-caliber institutions, Raymond James provides customized investment strategies and a high standard of service. Their experienced team offers unique solutions for business owners and entrepreneurs, helps clients nurture their wealth for a better future, and provides guidance for confidently managing new assets. They understand the challenges that women face in the financial world and are dedicated to helping them succeed.
Clausing Financial Group
Clausing Financial Group is a leading finance institution located at 4135 Embassy Drive Southeast in Grand Rapids, Michigan, United States. With a team of experienced financial professionals, we provide a wide range of financial services to help our clients achieve their financial goals. Whether you need assistance with investments, retirement planning, estate planning, or insurance, our dedicated team is here to help you navigate the complexities of the financial world. Trust Clausing Financial Group to provide you with expert advice and personalized financial solutions tailored to your unique needs.
Embark Financial Partners
Embark Financial Partners is a finance institution located in Grand Rapids, Michigan, United States, at 668 3 Mile Road Northwest. Our team of experienced advisors is dedicated to guiding you through life's financial challenges so you can have confidence in the future. Whether you are a business owner, professional, or someone planning for retirement, we are here to help you craft a winning plan for your financial future. With 45 years of experience, we have helped thousands of clients across the United States achieve their financial goals. Our personalized approach involves listening to your unique goals and concerns, providing solid financial guidance, and preparing you for any challenges that may come your way. We offer a platform and patterns to organize your financial life, bring clarity to your financial picture, assess risks, identify opportunities, and empower you with key knowledge to make informed decisions.
Strategic Financial Group
Strategic Financial Group is a leading finance institution located at 3358 Eagle Run Drive Northeast in Grand Rapids, Michigan, United States. Our team of experienced financial experts offers a wide range of services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, we provide personalized solutions to meet our clients' unique needs. With a focus on strategic thinking and innovative approaches, Strategic Financial Group is dedicated to helping our clients build a secure financial future. Contact us today to learn more about how we can help you reach your financial goals.
Riley Planning & Investments-Financial Planners & Advisors
Riley Planning & Investments is a leading financial planning and advisory firm located in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, our team is here to provide expert guidance and support. Visit us at 1600 East Beltline Avenue Northeast to learn more about how we can help you secure your financial future.
Merrill Lynch Financial Advisor Joel Andrew Barrett
Merrill Lynch Financial Advisor Joel Andrew Barrett 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 US territories, the institution aims to help clients achieve their desired lifestyles. Investing comes with risks, and it's important to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a wide range of services, including brokerage, investment advisory, and financial planning. The institution is affiliated with Bank of America Corporation and provides insurance, annuity, trust, and fiduciary services. Various certification marks and trademarks are used under permission from respective organizations. The institution strives to provide information on 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. Lending, derivatives, and other commercial banking activities are conducted by banking affiliates of Bank of America Corporation. Securities, advisory, and investment banking activities are performed by investment banking affiliates of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks. Securities, strategic advisory, and investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation. Bank of America N.A. and DSP Merrill Lynch Limited are subsidiaries of Bank of America Corporation operating in India, offering various banking and financial services.
Retirement & Wealth Strategies (RWS Financial Group)
Retirement & Wealth Strategies (RWS Financial Group) is a finance institution located at 32 Market Avenue Southwest, Grand Rapids, Michigan, United States. Since 1985, RWS has been dedicated to helping clients with their investment objectives, planning needs, and portfolio design. Specializing in creating retirement and wealth strategies, RWS provides objective, unbiased advice and personalized quality service. With customized investment management solutions tailored to your goals, investable assets, and risk tolerance, RWS integrates these into a comprehensive financial plan with personalized strategies for you. By leveraging technology and decades of experience, RWS maximizes your financial plan and aligns your investments with your goals and opportunities.
Advantage Business Services
Advantage Business Services is a trusted accounting and finance institution located at 9212 Cleveland Avenue in Baroda, Michigan, United States. With a team of experienced professionals, they provide a wide range of services to help businesses manage their financial needs effectively. Whether you need help with bookkeeping, tax preparation, payroll services, or financial planning, Advantage Business Services has the expertise to assist you. Their commitment to excellence and personalized approach make them a top choice for businesses in the area. Contact them today to see how they can help your business thrive.
1st Source Bank Wealth Advisory Services
1st Source Bank Wealth Advisory Services, located at 500 Renaissance Drive in St. Joseph, Michigan, is a finance institution dedicated to helping you secure your future and achieve your unique financial goals. Our team of seasoned financial experts is committed to understanding your aspirations and creating a personalized wealth management strategy tailored to your needs. With transparent fee structures, regular performance reviews, and clear communication, we strive to provide exceptional service and build lasting relationships based on trust and transparency. Our services range from crafting investment strategies and retirement plans to estate and succession planning. Whether you're an individual, family, corporation, non-profit organization, or municipality, we offer portfolios designed to meet your specific investment needs. Our experienced financial planners will work closely with you to create a customized roadmap for your financial future, ensuring that your legacy is protected and your assets are distributed according to your wishes.
Family Focused Financial
Family Focused Financial is an independent financial planning firm located at 2620 South Cleveland Avenue in St. Joseph, Michigan. Our team of fiduciary financial advisors serves clients in southwest Michigan and northwest Indiana, always acting in their best interest. We specialize in helping clients achieve a Successful Retirement by focusing on seven key areas. To learn more, download our complimentary booklet today!
Kinney Wealth Advisory Group
Kinney Wealth Advisory Group is a finance institution located at 4035 Hollywood Road in St. Joseph, Michigan, United States. As a member of Stifel, Nicolaus & Company, Incorporated, they offer a range of investment services to help clients achieve their financial goals. With a focus on personalized wealth management, Kinney Wealth Advisory Group helps clients navigate the complexities of investing while managing risks. Investors can trust in the expertise and professionalism of this institution to provide sound financial advice and guidance. It is important to note that investing always carries risks, including the potential loss of invested funds. Clients are encouraged to check the background of their investment professional to ensure they are working with a reputable and qualified advisor.
Austin Tax & Advisory Group
Austin Tax & Advisory Group is a reputable accounting and finance institution located at 715 Columbia Avenue in St. Joseph, Michigan, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and advisory services. Their dedication to providing high-quality, personalized solutions sets them apart in the industry. Whether you are an individual or a business owner, Austin Tax & Advisory Group is committed to helping you achieve your financial goals.
Edward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS™
Edward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS™ is a trusted financial institution located at 5787 Stadium Drive in Kalamazoo, Michigan, United States. Michael R Matteson, a Certified Financial Planner and Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Michael R Matteson and his team are dedicated to providing expert guidance and support every step of the way.
Lake Effect Financial Consultants-Thrivent
Lake Effect Financial Consultants-Thrivent is a finance institution located at 2156 South 11th Street in Kalamazoo, Michigan, United States. We offer practical and knowledgeable services to help you achieve financial confidence, making your financial plan as relaxing as spending a day at the lake. Our passionate team is dedicated to creating lasting and meaningful relationships with our clients, providing a safe space for questions and empowering you to make confident decisions. We focus on protecting loved ones against the impact of extended care, death, and disability, offering sound financial guidance tailored to your needs to help you reach your financial goals. Schedule a meeting with us through the links provided or contact our office directly. Your first consultation is complimentary, and licensing information is available through your State Insurance Department’s website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit our website for more information on our services and financial advisors.
The Wiser Financial Group
The Wiser Financial Group, located at 6100 Stadium Drive in Kalamazoo, Michigan, is one of the largest Independent Financial Advising Firms in the area with decades of experience. Our team is dedicated to earning the trust of our community by providing personalized financial solutions tailored to each client's specific goals. As an extension of your family, our advisors offer the highest level of care to help you achieve your financial objectives, maximize investments, and plan for the future. When you partner with the Wiser Financial Group, you will work closely with one advisor while benefiting from the collective knowledge and experience of our entire team. We stay informed on the latest financial news to ensure that our clients receive the most current advice.
Daus Financial Group
Daus Financial Group is a boutique financial planning firm located at 487 South Drake Road in Kalamazoo, Michigan. Our mission is to provide our clients with the financial clarity and confidence they need to live their best lives. We work closely with successful individuals and families who are looking for a partner to help them navigate their financial journey and make smart decisions for their future. Our team at Daus Financial Group is dedicated to providing thoughtful financial guidance and personal service to each of our clients. We act as your financial quarterback, collaborating with other experts and professionals as needed to ensure you have a comprehensive financial plan in place.
MainStreet Financial
MainStreet Financial is a finance institution located at 2632 South 11th Street, Kalamazoo, Michigan, United States. Our team of professionals is dedicated to providing financial clarity, confidence, and conviction to our clients through customized plans. We offer a range of services including asset allocation, risk management, performance tracking, retirement planning, tax efficiency analysis, and more. Our relational approach helps clients navigate their financial world and align their finances with their values. We also offer Family Wealth Counseling services through Kardia Midwest Family Wealth Counseling, LLC. Securities are offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, and advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Please note that our services are only available to individuals residing in certain states. Visit our website for more information.
Commonwealth Financial Network, Roger Finder
Commonwealth Financial Network, Roger Finder is a trusted financial institution located at 1624 West Centre Avenue in Portage, Michigan, United States. Specializing in finance, this institution offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Commonwealth Financial Network, Roger Finder provides personalized solutions and expert guidance to clients. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan, this institution is dedicated to helping you navigate the complexities of the financial world. Visit Commonwealth Financial Network, Roger Finder today to start building a secure financial future.
Bright Financial Advisors
Bright Financial Advisors is a finance institution located at 450 West Centre Avenue in Portage, Michigan, United States. Since 1958, we have been dedicated to building long-term, prudent financial advisory relationships with our clients. Our services include comprehensive financial planning, retirement planning, investments, tax strategies, estate planning, and more. We believe in a personalized approach to help you manage your finances and your life. When you contact us, you will be greeted by a friendly staff member ready to assist you with any questions or concerns. Our goal is to create a warm and welcoming atmosphere for our clients, and our success is based on our commitment to your financial well-being.
Grayson Accounting Service
Grayson Accounting Service is a reputable accounting and finance institution located at 251 North Rose Street in Kalamazoo, Michigan, United States. Our team of experienced professionals provides a wide range of accounting services to individuals and businesses, including tax preparation, bookkeeping, payroll processing, and financial planning. With a commitment to accuracy and reliability, we strive to help our clients achieve their financial goals and make informed decisions. Visit us today to see how Grayson Accounting Service can assist you with all your accounting needs.
Zhang Financial
Zhang Financial, located at 70 West Michigan Avenue in Battle Creek, Michigan, is a renowned finance institution led by Charles Zhang and Lynn Chen-Zhang. With over two decades of experience, Zhang Financial consistently ranks as one of the top financial planners in Michigan and the U.S. Their Battle Creek office is easily accessible from major highways, offering fiduciary commitment to clients and operating as fee-only advisors. Clients of Zhang Financial benefit from an open-architecture investment platform with access to thousands of mutual funds and ETFs. The firm provides comprehensive financial planning services, including tax and estate planning. The team of financial experts at Zhang Financial holds various certifications and credentials, establishing them as the premier financial advisory firm in Battle Creek.
Generations Financial Planning & Wealth Management
Generations Financial Planning & Wealth Management is a finance institution located at 77 East Michigan Avenue in Battle Creek, Michigan, United States. Our team of experienced financial advisors is dedicated to helping you secure your future by providing personalized financial strategies tailored to your goals and needs. We offer comprehensive financial planning and wealth management services to individuals, families, businesses, and institutions. Our goals-driven approach focuses on aligning your strategy to build wealth with confidence. With over 25 years of experience, our team can assist you in making the right investments, planning for retirement, and creating a solid financial blueprint for the future.
Arleen's Accounting & Tax Services
Arleen's Accounting & Tax Services is a trusted institution located at 365 North Broadway Street in Union City, Michigan. We specialize in providing top-notch accounting and finance services to individuals and businesses in the area. Our team of experienced professionals is dedicated to helping our clients manage their finances effectively and navigate the complexities of tax laws. Whether you need assistance with bookkeeping, tax preparation, or financial planning, Arleen's Accounting & Tax Services is here to help. Contact us today to schedule a consultation and see how we can support your financial goals.
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