Financial consulting firm in Grand Rapids, MI
69 results found
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Global Wealth Solutions LLC
● OpenGlobal Wealth Solutions LLC is a finance institution located at 5088 Corporate Exchange Boulevard Southeast in Grand Rapids, Michigan, United States. Our firm is dedicated to putting our clients first and operates under the fiduciary model of disclosure and transparency. Sign up with us to receive a complimentary guide that highlights Four Potential Alternatives to the Bond Market. Trust Global Wealth Solutions LLC to help you navigate the complexities of the financial world and make informed decisions for your wealth management.
5088 Corporate Exchange Blvd SE #200, Grand Rapids, MI 49412, United States -
SageRock Wealth Partners
● ClosedSageRock Wealth Partners is a financial institution located at 4095 Embassy Drive Southeast in Grand Rapids, Michigan, United States. We specialize in helping individuals build a remarkable retirement through personalized financial planning and investment strategies. Our team of experienced advisors prioritize building relationships with our clients to truly understand their unique goals and challenges. With over three decades of experience, we have developed a comprehensive investment strategy to protect our clients' assets through market fluctuations. Whether retirement is near or far, we are dedicated to providing trustworthy advice and guidance. Our team, led by advisors Tom and Bill, is committed to your long-term success and will work with you to reach your financial goals. Download our free guide to clarify your vision for a remarkable retirement. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC. Fixed insurance products and services are offered through SageRock Wealth Partners or CES Insurance Agency. Check the background of our firm on FINRA's BrokerCheck.
4095 Embassy Dr SE, Grand Rapids, MI 49546, United States -
Hilgendorf Wealth Management of Raymond James
● OpenHilgendorf Wealth Management of Raymond James is a leading finance institution located at 2060 East Paris Avenue Southeast in Grand Rapids, Michigan. As a trusted wealth management firm, we offer personalized financial planning and investment services to help our clients achieve their financial goals. With a team of experienced professionals and access to top-tier resources, we provide comprehensive financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or building wealth for the future, Hilgendorf Wealth Management is committed to helping you secure a successful financial future. Contact us today to learn more about how we can help you reach your financial goals.
2060 E Paris Ave SE Suite 250, Grand Rapids, MI 49546, United States -
The Rocca Group - Morgan Stanley
● OpenThe Rocca Group at Morgan Stanley is a premier financial institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan. As a part of Morgan Stanley, one of the world's leading financial services firms, The Rocca Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, The Rocca Group provides personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Rocca Group at Morgan Stanley is dedicated to helping you succeed.
5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, United States -
Deloitte
● ClosedDeloitte, located at 37 Ottawa Avenue Northwest in Grand Rapids, Michigan, is a renowned institution specializing in accounting and finance. By undergoing targeted front-office transformation, clients can gain a competitive edge in their industry. The institution offers training and mentorship programs to help individuals excel in their careers. Deloitte proudly employs over 3,000 veterans, recognizing the valuable experience they bring to the workplace. Those who join Deloitte's Talent Network can access career resources and explore job opportunities within the institution. With over 80,000 professionals in the United States, Deloitte is dedicated to serving clients and solving their toughest problems. The institution promotes a culture of inclusion, collaboration, and high performance, providing opportunities for top talent to thrive and make a difference on critical projects. Deloitte is part of a global network of member firms, each operating independently to serve clients effectively. Visit www.deloitte.com/about to learn more about the institution's services and global presence.
37 Ottawa Ave NW Suite 600, Grand Rapids, MI 49503, United States -
BDO
● ClosedBDO is a leading accounting and finance institution located at 5300 Patterson Avenue Southeast in Grand Rapids, Michigan, United States. Our institution offers valuable insights on emerging trends, regulatory updates, and tips to maximize the benefits of legal technology. We help businesses enable new growth and find competitive advantages through the use of valuable data and strategic planning. Our team of experts can guide your organization towards stability and growth, while navigating risks and opportunities in the ever-changing business landscape. With over 100 years of experience, our Grand Rapids offices have become the largest CPA practice in West Michigan, offering a comprehensive array of assurance, tax, and advisory services. We provide world-class resources and exceptional service to businesses in Grand Rapids and western Michigan, including those in manufacturing, distribution, insurance, financial institutions, and nonprofits. Our innovative solutions help nonprofit organizations secure funding in a competitive environment, while our services assist manufacturers with supply chain management and implementing Industry 4.0 technology.
5300 Patterson Ave SE Suite 100, Grand Rapids, MI 49512, United States -
Cornerstone Retirement Partners
● ClosedCornerstone Retirement Partners is an independent fiduciary financial advisory and Medicare firm located in Grand Rapids, Michigan. With over 20 years of experience, our professional financial advisors and Medicare specialists assist working individuals with the transition into retirement. We help our clients navigate the process of signing up for Medicare, Social Security, and creating income plans from their accumulated wealth. Our team also collaborates with elder law attorneys to help retirees transfer their wealth to their loved ones while qualifying for Medicaid. As fiduciaries, Ron and Nolan are committed to acting in the best interest of our clients when recommending investments. They specialize in managing assets throughout retirement and working with Medicaid annuities. Our Medicare specialists, Nancy and Kristin, provide guidance on Part D and supplemental insurance options during Medicare open enrollment.
2900 Charlevoix Dr SE Suite 310, Grand Rapids, MI 49546, United States -
Journey Retirement Plan Services Llc
● OpenJourney Retirement Plan Services LLC, located at 3001 Orchard Vista Drive Southeast in Grand Rapids, Michigan, is a trusted institution specializing in accounting and finance services for retirement plans. With over fifty years of combined experience in the 401(k) Qualified Plan field, our team is dedicated to meeting individual and business needs with efficiency and attention to detail. As an independent Third Party Administration and Plan Consulting firm, we have access to a variety of products to ensure you receive the right solutions for your retirement needs. Our proven partners specialize in designing strategies to help you secure a retirement plan that takes advantage of the latest innovations in the Qualified plan space.
3001 Orchard Vista Dr SE, Grand Rapids, MI 49546, United States -
Hungerford Nichols CPAs + Advisors
● ClosedHungerford 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.
2910 Lucerne Dr SE, Grand Rapids, MI 49546, United States -
DeVries + Associates CPA
● ClosedDeVries Associates CPA is a trusted accounting and finance firm located in Grand Rapids, Michigan. Our team of experienced and knowledgeable CPAs are dedicated to providing top-notch financial services to individuals and businesses in the area. From tax preparation and planning to bookkeeping and financial consulting, we offer a wide range of services tailored to meet our clients' needs. Visit us at 2020 Raybrook Avenue Southeast to see how we can help you achieve your financial goals.
2020 Raybrook Ave SE #201, Grand Rapids, MI 49546, United States -
optisave llc
● OpenOptisave LLC is a leading energy efficiency consulting firm located in Grand Rapids, Michigan, United States. We specialize in helping businesses and organizations reduce their energy consumption and costs through innovative solutions and strategies. Our team of experts works closely with clients to develop customized energy management plans that maximize savings and environmental sustainability. With a focus on cutting-edge technology and industry best practices, Optisave LLC is committed to helping our clients achieve their energy efficiency goals. Contact us today to learn more about how we can help your organization save money and reduce its carbon footprint.
Optisave LLC, Grand Rapids, MI 49546, United States -
Gabridge & Company
● ClosedGabridge & Company is a reputable accounting and finance institution located at 3940 Peninsular Drive Southeast in Grand Rapids, Michigan, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Gabridge & Company is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Visit them today to see how they can assist you with all your accounting and finance needs.
3940 Peninsular Dr SE, Grand Rapids, MI 49546, United States -
IM Wealth
● ClosedIM Wealth is a leading finance institution located in the heart of Grand Rapids, Michigan. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, save for the future, or secure a loan, IM Wealth has the expertise and resources to guide you every step of the way. Visit us at 99 Monroe Avenue Northwest to learn more about how we can help you build and protect your wealth.
99 Monroe Ave NW #200, Grand Rapids, MI 49503, United States -
Stifel | Kyle Travis
● OpenStifel | Kyle Travis is located at 5181 Cascade Road Southeast in Grand Rapids, Michigan, United States. As a finance institution, we are dedicated to helping our clients achieve their financial goals. With a history dating back to 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of the number of financial advisors. Our Private Client Group consists of over 2,300 financial advisors, making Stifel the seventh largest full-service investment firm in terms of financial advisors. We offer timely investor insights through publications like Sight|Lines, Market Pulse, and the Investment Strategy Brief, providing valuable market updates and educational resources.
5181 Cascade Rd SE, Grand Rapids, MI 49546, United States -
Centennial Securities - Headquarters
● ClosedCentennial Securities - Headquarters is a leading finance institution located at 3075 Charlevoix Drive Southeast in Grand Rapids, Michigan, United States. As a trusted financial services provider, Centennial Securities offers a wide range of investment and wealth management solutions for individuals and businesses. With a team of experienced professionals, they strive to help clients achieve their financial goals and secure their financial future. Visit Centennial Securities - Headquarters today to learn more about their services and how they can assist you in managing your finances effectively.
3075 Charlevoix Dr SE, Grand Rapids, MI 49546, United States -
Eagle Strategies LLC
● OpenEagle Strategies LLC is a financial services firm located at 333 Bridge Street Northwest in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to providing comprehensive financial planning and investment strategies tailored to meet the unique needs of each client. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Eagle Strategies LLC is committed to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
333 Bridge St NW UNIT 205, Grand Rapids, MI 49504, United States -
Baker Holtz
● ClosedLocated in Grand Rapids, Michigan, Baker Holtz is a reputable institution specializing in accounting and finance services. With a strong focus on client care, the firm prides itself on balancing expertise with individual needs. Since 1979, Baker Holtz has been dedicated to serving closely-held businesses, owners, and individuals seeking financial and tax advice. The firm's team of experts work collaboratively to provide dynamic solutions with integrity, ensuring compliance and seizing opportunities for clients. Specializing in industries such as transportation, manufacturing, real estate, and trade, Baker Holtz offers a wide range of audit, tax, and advisory services tailored to each client's specific needs. Testimonials from satisfied clients highlight the firm's personalized approach and commitment to helping businesses thrive. Whether you are a small business owner or a large industry player, Baker Holtz is equipped to support your financial success and growth.
161 Ottawa Ave NW #200, Grand Rapids, MI 49503, United States -
TaxCrunch CPA, Ltd
● ClosedTaxCrunch CPA, Ltd is an accounting and finance institution located at 2249 Wealthy Street Southeast in Grand Rapids, Michigan, United States. Our team specializes in bookkeeping, reconciling, financial statements, analysis, compliance, and tax preparation. We enjoy working with numbers and take pride in crunching them so you can focus on your business. Visit our website to read handpicked news articles and original blogs. Contact us at (616) 622-3535 for all your accounting needs. Let us crunch the numbers for you!
2249 Wealthy St SE Suite 215, Grand Rapids, MI 49506, United States -
Doug Zandstra
● OpenDoug Zandstra is an accounting and finance institution located at 1305 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. Led by Doug Zandstra, a Certified Public Accountant, Certified Fraud Examiner, and Enrolled Agent, the firm specializes in working with high net worth clients with complex tax needs. With a team of 4 remote accountants, they offer services such as financial planning, international tax assistance, multistate tax services, IRS representation, and more. Doug Zandstra and his team are dedicated to providing quality service and personalized care to their clients, ensuring they receive the best possible advice and support. Additionally, they offer tax preparation services for individuals and small businesses, as well as assistance with IRS negotiations and forensic accounting. With over 25 years of experience, Doug Zandstra is a trusted partner in retirement planning and tax strategy. Contact them at 9040 Town Center Lakewood Ranch, FL 34202 or call 941-538-5630 or 616-970-3000 for a free zoom consultation.
1305 Monroe Ave NW, Grand Rapids, MI 49505, United States -
Heintzelman Accounting Services
● ClosedHeintzelman Accounting Services is a holistic accounting firm located at 2660 Horizon Drive Southeast in Grand Rapids, Michigan. Specializing in finance and accounting, our skilled team offers simplified bookkeeping solutions and customized support to help small business owners thrive. Our growth-focused approach empowers clients to optimize their tax position and take a holistic approach to their business technology. With QuickBooks Specialists who go beyond traditional consulting, we provide automation and integration solutions to transform your accounting process. What sets us apart is our active interest in each client, inspiring trust and ensuring success and profitability. Testimonials from satisfied clients highlight our expertise, responsiveness, and innovative services. Whether you need monthly bookkeeping, payroll services, tax preparation, or financial statement preparation, our team is here to help. Join our community of thriving small business owners and unlock new possibilities for your venture with Heintzelman Accounting Services. Visit us at 2660 Horizon Drive SE Suite 210 in Grand Rapids or schedule a video chat to learn more about how a partnership with us can benefit your business.
2660 Horizon Dr SE #210, Grand Rapids, MI 49546, United States -
Dane Sexton - Morgan Stanley
● OpenDane Sexton - Morgan Stanley is a renowned financial institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan. As a branch of Morgan Stanley, one of the leading financial services firms in the world, Dane Sexton offers a wide range of financial services including investment banking, wealth management, and asset management. With a team of experienced professionals, Dane Sexton - Morgan Stanley provides personalized financial solutions to help clients achieve their financial goals. Visit us today to learn more about how we can help you secure your financial future.
5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, United States -
Ferris Busscher & Zwiers, P.C.
● ClosedFerris Busscher & Zwiers, P.C. is an accounting and finance institution located at 675 East 16th Street in Holland, Michigan, United States. Recently, they have joined forces with Hungerford CPAs Advisors, a prominent full-service CPA and advisory firm based in Grand Rapids. Partners Bill Borgman, Doug Rotman, and Tony Zwiers, along with their staff, will continue to operate from the Holland office under the new partnership. Hungerford has been serving clients for over 80 years, specializing in building relationships and providing comprehensive financial services. With offices in multiple locations in Michigan, Hungerford offers a wide range of services including accounting, tax planning, wealth management, business valuation, and more. They are known for their expertise in working with closely held and family-owned businesses, as well as governmental entities, non-profit organizations, and employee benefit plans. Hungerford is the largest locally owned and independent CPA firm in West Michigan, committed to securing the success of their clients.
675 E 16th St #100, Holland, MI 49423, United States -
Hippensteel & Associates Inc
● OpenHippensteel & Associates Inc is a reputable accounting and finance institution located at 476 Kinney Avenue Northwest in Grand Rapids, Michigan, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike.
476 Kinney Ave NW, Grand Rapids, MI 49534, United States -
Accurate Accounting LLC
● OpenAccurate Accounting LLC is a reputable accounting and finance institution located at 4353 Norman Drive Southeast in Grand Rapids, Michigan, United States. Our team of experienced professionals is dedicated to providing accurate and reliable accounting services to individuals and businesses alike. With a commitment to excellence and attention to detail, we ensure that all financial needs are met with precision and efficiency. Trust Accurate Accounting LLC for all your accounting and finance needs.
4353 Norman Dr SE, Grand Rapids, MI 49508, United States -
Van Noord Tax & Accounting
● OpenVan Noord Tax & Accounting is a professional accounting and finance institution located in Grand Rapids, Michigan. With a focus on providing expert tax services and financial advice, their team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of the financial world. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Van Noord Tax & Accounting is committed to providing top-quality service to meet your needs. Visit them at 688 Cascade West Parkway Southeast for all your accounting and finance needs.
688 Cascade W Pkwy SE # 100, Grand Rapids, MI 49546, United States -
Vanee Tax & Accounting Services
● ClosedVanee Tax & Accounting Services is a reputable institution located at 700 36th Street Southeast in Grand Rapids, Michigan. Specializing in accounting and finance, our experienced team provides a wide range of services to individuals and businesses alike. From tax preparation and planning to bookkeeping and financial consulting, we are dedicated to helping our clients achieve their financial goals. With a commitment to excellence and personalized service, Vanee Tax & Accounting Services is the go-to choice for all your accounting needs in the Grand Rapids area.
700 36th St SE #203, Grand Rapids, MI 49548, United States -
Martin Copeland, CPA
● ClosedMartin Copeland, CPA is a trusted accounting and finance institution located at 1345 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. With years of experience and expertise in the field, Martin Copeland provides a wide range of services including tax preparation, financial planning, and audit assistance. Clients can rely on their professionalism and dedication to help them navigate the complexities of accounting and finance. Visit Martin Copeland, CPA for all your financial needs.
1345 Monroe Ave NW Suite 256, Grand Rapids, MI 49505, United States -
Accurate Accounting Services Inc
● ClosedAccurate Accounting Services Inc is a reputable accounting and finance institution located at 833 Harding Street Northwest in Grand Rapids, Michigan, United States. With a team of experienced professionals, they provide accurate and reliable accounting services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial consulting, Accurate Accounting Services Inc is dedicated to helping you achieve your financial goals. Trustworthy and efficient, they are committed to providing top-notch service to their clients.
833 Harding St NW, Grand Rapids, MI 49544, United States -
Neff & Associates CPA
● ClosedNeff & Associates CPA is a reputable accounting and finance institution located at 125 Ottawa Avenue Northwest in Grand Rapids, Michigan, United States. Our team of experienced certified public accountants is dedicated to providing top-notch financial services to individuals and businesses. With a focus on accuracy, integrity, and personalized attention, we strive to help our clients achieve their financial goals and navigate complex financial matters. Whether you need tax preparation, auditing, consulting, or other financial services, Neff & Associates CPA is here to assist you every step of the way.
125 Ottawa Ave NW #403, Grand Rapids, MI 49503, United States -
Schmidt, Koning Villarreal & Associates, LLC
● ClosedSchmidt, Koning Villarreal & Associates, LLC is a reputable accounting and finance institution located at 750 Front Avenue Northwest in Grand Rapids, Michigan, United States. Founded by Miles V. Schmidt in 2001, the firm has grown to have fourteen full-time employees and over 2,000 clients. Specializing in tax planning and consulting for both business owners and individuals, the firm offers a wide range of services including business consulting, financial and estate planning, and payroll and accounting services. SKV & Associates is committed to helping clients achieve their personal and business tax and financial goals, maintaining a reputation for trustworthiness, accuracy, professionalism, and timeliness. With a focus on developing customized strategies for each client, the firm is dedicated to working hard and long hours to address any financial issues. Serving clients throughout Michigan and the United States, Schmidt, Koning Villarreal & Associates, LLC is dedicated to providing exceptional service tailored to each client's unique needs.
750 Front Ave NW UNIT 315, Grand Rapids, MI 49504, United States
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