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TOP 30 Financial consultant services in Grand Rapids, MI
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Michael Fiorenzo - Financial Advisor, Ameriprise Financial Services, LLC
Michael Fiorenzo at Ameriprise Financial Services, LLC is a trusted financial advisor located in Grand Rapids, Michigan. Specializing in investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance, Michael helps clients plan for retirement, education, major purchases, and more. With regular goal-setting meetings and progress tracking, clients can feel confident in their financial future. Access your accounts and investments securely from any device and schedule a complimentary initial consultation to get started. Learn about retirement planning with the Retirement InteractiveSM tool and explore important issues that could impact your income. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Contact Michael Fiorenzo for personalized financial guidance and support.
James Sanford - Financial Advisor, Ameriprise Financial Services, LLC
James Sanford - Financial Advisor, Ameriprise Financial Services, LLC, located at 3347 Eagle Run Drive Northeast, Grand Rapids, Michigan, United States, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on individual goals and personal risk tolerance, James provides investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings and progress reviews ensure that strategies are updated as life changes occur. Clients can easily access their investments and accounts from any device, track their progress towards goals, and securely share information with James. Background and qualification information for James Sanford can be found on FINRA's BrokerCheck website. The Ameriprise Financial Services, LLC Client Relationship Summary Disclosure is available for reference.
Laura Lubbers - Financial Advisor, Ameriprise Financial Services, LLC
Laura Lubbers is a Financial Advisor at Ameriprise Financial Services, LLC located at 3347 Eagle Run Drive Northeast, Grand Rapids, Michigan, United States. Laura 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®. Laura is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. With expertise in asset management, estate planning, retirement planning, investment strategies, risk management, and tax planning, Laura is committed to helping clients achieve their financial goals.
Paul Mysliwiec - Private Wealth Advisor, Ameriprise Financial Services, LLC
Paul Mysliwiec - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3351 Eagle Run Drive Northeast in Grand Rapids, Michigan, offers a wide range of financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Paul Mysliwiec is dedicated to providing expert advice and guidance to clients in areas such as asset management, retirement planning, estate planning, and investment strategies. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Paul Mysliwiec has the expertise to help you achieve your financial goals. Contact him today to learn more about how he can assist you in managing your wealth and securing your financial future.
Top Flight Financial
Top Flight Financial, located at 3680 44th Street Southeast in Grand Rapids, Michigan, is a finance institution dedicated to helping individuals achieve their homeownership goals. With a focus on personalized solutions and unparalleled service, Top Flight Financial offers a seamless mortgage process that guides clients through conventional loans and government-backed programs. The experienced team at Top Flight Financial is committed to making the mortgage experience worry-free and seamless, providing support every step of the way. They specialize in helping homeowners with less-than-perfect credit and have been dedicated to improving lending opportunities for over 20 years. Whether you are an experienced mortgage professional or new to the industry, Top Flight Financial is here to support you in growing your business. Trustworthy and dependable, Top Flight Financial is your partner in achieving financial success. Please note that Top Flight Financial is an Equal Housing Opportunity company and does not discriminate against any applicant. For more information, visit their website or contact their toll-free consumer hotline.
Shanna Shillington-Bylsma - Financial Advisor, Ameriprise Financial Services, LLC
Shanna Shillington-Bylsma - Financial Advisor, Ameriprise Financial Services, LLC, located at 2851 Charlevoix Drive Southeast, Grand Rapids, Michigan, United States, is a reputable finance institution. Shanna Shillington-Bylsma is the 2023 Recipient of the Ameriprise Client Experience Award and offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular progress reviews, updates, and goal tracking are provided to ensure clients are on the right financial path. Clients can access their investments and accounts securely from any device. Risk tolerance is a key factor in determining investment strategies, and Shanna Shillington-Bylsma helps clients understand and navigate market volatility. Those interested in a more confident financial future can schedule a complimentary initial consultation. Ameriprise Financial Services, LLC offers investment products and services through a registered investment adviser, with securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Shanna Shillington-Bylsma is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. The institution prioritizes privacy and security, with a focus on helping clients achieve their financial goals.
In-Dollars Planning
In-Dollars Planning is a reputable accounting and finance institution located at 6161 28th Street Southeast in Grand Rapids, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services including budgeting, tax planning, investment management, and retirement planning. Whether you are an individual looking to manage your personal finances or a business seeking expert financial advice, In-Dollars Planning is dedicated to helping you achieve your financial goals. Visit their office today to learn more about their comprehensive financial planning services.
Edward Jones - Financial Advisor: S A (Skip) Knapp III, AAMS™
Edward Jones - Financial Advisor: S A (Skip) Knapp III, AAMS™ is a trusted financial institution located at 2311 East Beltline Avenue Southeast in Grand Rapids, Michigan, United States. Skip Knapp, a knowledgeable and experienced financial advisor, offers personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Skip Knapp and his team at Edward Jones provide comprehensive financial guidance to individuals, families, and businesses. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: S A (Skip) Knapp III, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence.
Troy Horton - Financial Advisor, Ameriprise Financial Services, LLC
Troy Horton is a financial advisor at Ameriprise Financial Services, LLC, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. Troy Horton offers expertise in financial planning and investment advisory services to help clients achieve their financial goals. Background and qualification information for Troy Horton can be found on FINRA's BrokerCheck website. The institution provides a Client Relationship Summary Disclosure to ensure transparency in their services.
Pinnacle Partners Financial Group of MI,LLC
Pinnacle Partners Financial Group of MI, LLC is a finance institution located in Grand Rapids, Michigan. We offer a wide range of financial services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and tailored solutions to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or secure a loan, we are here to help guide you every step of the way. Visit us at 2828 Kraft Avenue Southeast to learn more about how we can assist you in reaching your financial aspirations.
Veltman Investment Management and Financial Services
Veltman Investment Management and Financial Services, located at 741 East Beltline Avenue Northeast in Grand Rapids, Michigan, offers personalized financial advisory services for individuals, families, and institutions. Our experienced team creates customized investment strategies to help clients achieve their financial goals. We specialize in providing unique solutions for business owners and entrepreneurs, nurturing wealth for a better quality of life, and confidently managing assets. Our team understands the challenges women face in finance and provides expert guidance. With over 50 years of combined experience in the industry, we have the knowledge and resources to help clients make the most of their investment opportunities. As a part of Raymond James, a reputable independent financial services company, we are committed to delivering quality service and tailored solutions to our clients.
Shaun Smith - Financial Advisor, Ameriprise Financial Services, LLC
Shaun Smith - Financial Advisor, Ameriprise Financial Services, LLC, located at 900 East Paris Avenue Southeast in Grand Rapids, Michigan, is a finance institution that offers personalized investment recommendations based on individual goals and risk tolerance. They provide regular reviews and updates to help clients track their progress towards financial goals, with secure online access to accounts and investments. The institution offers complimentary initial consultations to discuss retirement, education, major purchases, and more. Shaun Smith is a registered investment adviser with Ameriprise Financial Services, LLC, and may conduct securities business with residents of specific states. Clients can expect professionalism, expertise, and a commitment to helping achieve financial goals.
Jared Mysliwiec - Financial Advisor, Ameriprise Financial Services, LLC
Jared Mysliwiec is a Financial Advisor at Ameriprise Financial Services, LLC located at 3351 Eagle Run Drive Northeast, Grand Rapids, Michigan, United States. Jared 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 Jared's expertise in various aspects of financial planning including asset management, estate planning, retirement planning, investment strategies, and insurance products. Jared is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Jared Mysliwiec at Ameriprise Financial Services for expert financial guidance tailored to your specific needs."
Capital Alliance Financial LLC
Capital Alliance Financial LLC is a leading finance institution located at 4095 Embassy Drive Southeast in Grand Rapids, Michigan. With a strong focus on providing top-notch financial services, Capital Alliance Financial LLC is committed to helping individuals and businesses achieve their financial goals. Whether you are looking for investment opportunities, financial planning services, or assistance with managing your assets, our team of experienced professionals is here to help. Trust in Capital Alliance Financial LLC for all your financial needs.
Life & Legacy Wealth Advisors - Ameriprise Financial Services, LLC
Life & Legacy Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 2851 Charlevoix Drive Southeast, Grand Rapids, Michigan, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states, providing personalized financial planning services tailored to your specific needs. Our initial consultation offers an overview of financial planning concepts, although written analysis and recommendations are not provided. While we cannot guarantee future financial results, we are dedicated to helping you achieve your financial goals. Our website contains important disclosures, rules, and regulations that users agree to be bound by. We are a member of FINRA and SIPC, ensuring the security and privacy of your financial information. We appreciate referrals and look forward to assisting your friends and family members with their financial needs. Contact us today to schedule a meeting and discuss what's most important to you.
Edward Jones - Financial Advisor: Greg Flick, AAMS™
Edward Jones - Financial Advisor: Greg Flick, AAMS™ is a reputable finance institution located at 5211 Cascade Road Southeast in Grand Rapids, Michigan, United States. As a trusted financial advisor, Greg Flick offers personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With the Accredited Asset Management Specialist™ designation, Greg Flick is dedicated to providing expert guidance and support to individuals and families looking to secure their financial future. Visit Edward Jones - Financial Advisor: Greg Flick, AAMS™ today to start planning for a prosperous tomorrow.
Edward Jones - Financial Advisor: Cory Bulemore
Edward Jones - Financial Advisor: Cory Bulemore is a reputable finance institution located at 825 Parchment Drive Southeast in Grand Rapids, Michigan, United States. As a dedicated financial advisor, Cory Bulemore provides personalized investment strategies and 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: Cory Bulemore is committed to helping clients secure their financial future.
Victor Amaya - Financial Advisor, Ameriprise Financial Services, LLC
Victor Amaya - Financial Advisor at Ameriprise Financial Services, LLC, located at 1985 Talamore Court Southeast in Grand Rapids, Michigan, offers personalized financial advice to help you achieve your goals. With a focus on understanding what is important to you, Victor can assist with saving for college, planning for retirement, making smart investments, and more. By preparing for both expected and unexpected life events, you can feel more confident and in control of your financial future. Background and qualification information for Victor Amaya can be found on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure for transparency. As a registered advisor, Victor Amaya can conduct securities business with residents of certain states listed on BrokerCheck.
JMS Financial Resource, LLC
JMS Financial Resource, LLC is a finance institution located at 2828 Kraft Avenue Southeast in Grand Rapids, Michigan, United States. We specialize in providing a wide range of financial services including investment management, financial planning, and retirement planning. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how we can help you secure your financial future.
Lisa Cargill - Financial Advisor, Ameriprise Financial Services, LLC
Lisa Cargill is a Financial Advisor at Ameriprise Financial Services, LLC located at 6701 Old 28th Street Southeast in Grand Rapids, Michigan. Lisa 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 Lisa's expertise in various financial areas such as asset management, estate planning, retirement planning, investment strategies, and more. Lisa is dedicated to providing top-notch financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and advanced knowledge in financial planning, Lisa is committed to helping clients achieve their financial goals and navigate complex financial situations.
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.
Edward Jones - Financial Advisor: Kyle Underwood
Edward Jones - Financial Advisor: Kyle Underwood is a reputable finance institution located at 5211 Cascade Road Southeast in Grand Rapids, Michigan. As a trusted financial advisor, Kyle Underwood provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Kyle Underwood is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.
Global Financial Trust
Global Financial Trust is a premier financial institution located at 770 Kenmoor Avenue Southeast in Grand Rapids, Michigan. As a trusted provider of financial services, we offer a wide range of solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized service and expert guidance to our clients. Whether you are looking to invest, plan for retirement, or secure a loan, Global Financial Trust is here to help you navigate the complexities of the financial world. Visit us today to learn more about how we can assist you in securing your financial future.
Edward Jones - Financial Advisor: Richard W Sottile, AAMS™
Edward Jones - Financial Advisor: Richard W Sottile, AAMS™ is a reputable finance institution located at 5060 Cascade Road Southeast in Grand Rapids, Michigan, United States. As a certified Accredited Asset Management Specialist, Richard W Sottile offers expert financial advice and personalized investment solutions to help clients achieve their long-term financial goals. With a focus on building lasting relationships and providing top-notch customer service, Edward Jones is a trusted partner for individuals and families seeking to secure their financial future.
Edward Jones - Financial Advisor: Philip Streng, AAMS™|CRPC™
Edward Jones - Financial Advisor: Philip Streng, AAMS™|CRPC™ is a reputable finance institution located at 825 Parchment Drive Southeast in Grand Rapids, Michigan, United States. As a certified financial advisor with designations in AAMS™ and CRPC™, Philip Streng offers expert advice and personalized financial planning services to help clients achieve their financial goals. With a commitment to providing top-notch customer service and tailored financial solutions, Edward Jones - Financial Advisor: Philip Streng, AAMS™|CRPC™ is a trusted partner in helping individuals and families secure their financial future.
Andy Tran - Financial Advisor, Ameriprise Financial Services, LLC
Andy Tran - Financial Advisor, Ameriprise Financial Services, LLC, located at 4362 Cascade Road Southeast, Grand Rapids, Michigan, United States, is a finance institution that offers a range of services to help clients achieve their financial goals and protect their assets. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in the expertise of Andy Tran and his team. Whether it's insurance solutions for health, life, disability, income, or long-term care, Ameriprise Financial Services, LLC provides tailored coverage options to suit individual needs. By preparing for the unexpected, clients can feel more secure knowing they have a plan in place to protect themselves and their loved ones.
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.
Foguth Financial Group
Foguth Financial Group, located at 4450 Cascade Road Southeast in Grand Rapids, Michigan, is a trusted finance institution dedicated to helping clients plan for a secure financial future, starting today. Specializing in retirement planning, our experienced team is committed to making your dream retirement a reality. As a proud Wealth Management Partner of Michigan Athletics, we understand the importance of having a clear plan in place to navigate the uncertainties and frustrations that can come with retirement. Our team will assess your overall financial situation, identify opportunities for growth, and create a personalized plan tailored to your unique needs.
EQUITABLE ADVISORS -- David Sayfie, MBA. Grand Rapids, MI
EQUITABLE ADVISORS, led by David Sayfie, MBA, is a reputable finance institution located in Grand Rapids, Michigan. With a focus on providing personalized financial advice and services, EQUITABLE ADVISORS helps clients navigate their financial goals and investments. Situated at 4467 Cascade Road Southeast, Grand Rapids, the institution offers a range of financial solutions tailored to meet each client's unique needs. Trust EQUITABLE ADVISORS to guide you towards a secure financial future.
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.
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