TOP 10 Financial independence in Grand Rapids, MI
37 results found
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Team Financial Group, Inc.
● OpenTeam Financial Group, Inc. is a finance institution located at 650 3 Mile Road Northwest, Grand Rapids, Michigan, United States. With over two decades of experience, Team Financial Group specializes in providing fast and flexible financing options for businesses looking to acquire equipment. As an independently owned commercial equipment financing company, they offer a variety of options to help businesses in various industries and stages of growth. Their quick application process will not affect your credit score, making it easy to get the financing you need. Additionally, Team Financial Group offers tools for businesses looking to sell equipment with low monthly payment options for customers. Clients have praised the professionalism, responsiveness, and personalized service provided by the team at Team Financial Group. Whether you are looking to finance equipment for your business or sell equipment to customers, Team Financial Group is a reliable partner in helping your business succeed.
650 3 Mile Rd NW #200, Grand Rapids, MI 49544, United States -
Financial Advisory Corporation
● OpenFinancial Advisory Corporation is a leading finance institution located at 4251 Cascade Road Southeast in Grand Rapids, Michigan. Our team of experienced financial advisors provides personalized guidance and expert advice to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, our dedicated professionals are here to assist you every step of the way. Trust Financial Advisory Corporation for all your financial needs and let us help you secure a brighter financial future.
4251 Cascade Rd SE, Grand Rapids, MI 49546, United States -
Robert Anthony Kulaszewicz: Primerica - Financial Services
● OpenRobert Anthony Kulaszewicz: Primerica - Financial Services is a finance and insurance agency located at 3680 44th Street Southeast in Grand Rapids, Michigan, United States. With a focus on providing comprehensive financial services to individuals and families, this institution offers a range of products and solutions to help clients achieve their financial goals. Whether it's retirement planning, investment strategies, or insurance coverage, the experienced team at Robert Anthony Kulaszewicz: Primerica is dedicated to helping clients secure their financial future.
3680 44th St SE STE 150, Grand Rapids, MI 49512, United States -
Independent Bank Commercial Loan Center
● OpenThe Independent Bank Commercial Loan Center in Grand Rapids, Michigan offers a wide range of customizable mortgage programs and services for over 150 years. Located at 77 Monroe Center Street Northwest, this institution specializes in commercial lending and does not accept cash transactions. With a team of experienced residential lenders, they are dedicated to assisting customers with every aspect of the mortgage process. Visit the Grand Rapids Commercial Loan Center for expert financial advice and guidance.
77 Monroe Center St NW Suite 1200, Grand Rapids, MI 49503, United States -
Independent Bank
● OpenIndependent Bank is a full-service financial institution located at 77 Monroe Center Street Northwest in Grand Rapids, Michigan. With over 150 years of experience, we offer a wide range of banking services, including checking accounts, home loans, and retirement planning. Our Grand Rapids branch is conveniently situated in the heart of downtown, making it easily accessible for all your banking needs. Visit us today to experience the personalized service and expertise that sets Independent Bank apart.
77 Monroe Center St NW #101, Grand Rapids, MI 49503, United States -
Residential Loan Center Independent Bank
● OpenResidential Loan Center Independent Bank is a finance institution located at 201 West Big Beaver Road in Troy, Michigan, United States. With multiple branches across Michigan, including locations in cities like Ann Arbor, Cadillac, Grand Rapids, and Saginaw, the bank offers a range of financial services such as home loans, checking accounts, and retirement planning. Operating hours vary by branch, but most are open Monday through Friday, with some locations offering Saturday hours as well. The bank has been serving customers and communities for over 150 years, providing personalized service and expertise in all aspects of banking. Visit the Troy Columbia Center branch for assistance with your financial needs.
201 W Big Beaver Rd Suite 201, Troy, MI 48084, United States -
Independent Bank
● OpenIndependent Bank is a trusted Michigan institution with a history of over 150 years serving customers and communities. Located at 4525 Lake Michigan Drive in Walker, Michigan, our full-service bank offers a wide range of financial services, from checking accounts to retirement planning. Visit us at our convenient location between Grand Rapids and Grand Valley State University, across from Meijer. Contact us at 616-735-2293 for more information or to schedule an appointment.
4525 Lake Michigan Dr NW, Walker, MI 49534, United States -
Grand River Bank
● OpenGrand River Bank is an independently-owned, locally-focused institution located in Grandville, Michigan. We pride ourselves on being relationship-driven and providing exceptional service to individuals, businesses, professionals, nonprofits, and municipalities in the vibrant West Michigan market. Our full-service bank offers a wide range of financial solutions tailored to meet the unique needs of our clients. From traditional business banking services to treasury management and commercial loans, we are dedicated to delivering sound solutions for local businesses. Our "Bringing the Bank to You" Courier Service demonstrates our commitment to convenience and personalized service. We strive to exceed our clients' expectations and build long-lasting relationships based on trust and mutual success.
4471 Wilson Ave SW, Grandville, MI 49418, United States -
Independent Bank
● OpenIndependent Bank is a trusted financial institution located at 3090 Plainfield Avenue Northeast in Grand Rapids, Michigan. With a history of over 150 years, we offer a wide range of banking services including checking accounts, mortgages, and retirement planning. Our Grand Rapids Plainfield branch is conveniently located off I-96 and is dedicated to serving the needs of our customers and the local community. Visit us today to experience personalized service and expert financial guidance.
3090 Plainfield Ave NE, Grand Rapids, MI 49505, United States -
Independent Bank
● OpenIndependent Bank is a well-established Michigan institution with over 150 years of experience serving customers and communities. Located at 4200 East Beltline Avenue Northeast in Grand Rapids, the bank offers full-service banking solutions, including checking accounts, home loans, and retirement planning. The Grand Rapids East Beltline branch also serves as the bank's headquarters and is conveniently situated between Rockford and Knapp's Corner. Visit Independent Bank for all your financial needs.
4200 E Beltline Ave NE #101, Grand Rapids, MI 49525, United States -
Independent Bank
● OpenIndependent Bank is a reputable financial institution located at 6750 Cascade Road Southeast in Grand Rapids, Michigan. With over 150 years of experience, Independent Bank offers a wide range of services including ATM access, banking, and financial assistance. Their dedicated team is available to help with various financial needs such as opening checking accounts, purchasing homes, and retirement planning. Operating hours vary by location, so be sure to check their website or contact them directly for specific branch hours. Visit Independent Bank today for all your banking needs.
6750 Cascade Rd SE, Grand Rapids, MI 49546, United States -
Darlene Frederick - At Aspen~Marquise Financial
● OpenDarlene Frederick - At Aspen~Marquise Financial is a finance institution located at 625 Kenmoor Avenue Southeast in Grand Rapids, Michigan. Specializing in financial services, Darlene Frederick and her team at Aspen~Marquise Financial provide expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on integrity and professionalism, this institution offers a range of services including investment planning, retirement planning, and wealth management. Whether you are looking to grow your assets, plan for the future, or protect your wealth, Darlene Frederick - At Aspen~Marquise Financial is dedicated to helping you secure a stable financial future.
625 Kenmoor Ave SE Suite 301, Grand Rapids, MI 49546, United States -
National Financial Services
● OpenNational Financial Services is an insurance agency located at 3351 Claystone Street Southeast, Grand Rapids, Michigan. At our institution, you can find a variety of interesting calculators on our site to assist you with your financial planning. We offer securities and investment advisory services through registered representatives and investment adviser representatives of Equity Services, Inc., a Broker/Dealer and Registered Investment Adviser. Mark Zylstra, a Registered Representative and Investment Adviser Representative of Equity Services, Inc., offers securities in multiple states and is licensed in various states for insurance. We are independent of Equity Services, Inc. unless otherwise noted. Contact us for all your insurance and financial planning needs.
3351 Claystone St SE # 116, Grand Rapids, MI 49546, United States -
Victory Financial Group
● OpenVictory Financial Group is a leading finance institution located in Grand Rapids, Michigan. Situated at 4139 Embassy Drive Southeast, Victory Financial Group offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, they provide expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or assistance with loans and mortgages, Victory Financial Group is committed to providing top-notch service and support. Trust in Victory Financial Group to help you secure a successful financial future.
4139 Embassy Dr SE, Grand Rapids, MI 49546, United States -
Raymond James Financial Services
● OpenRaymond 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.
741 E Beltline Ave NE, Grand Rapids, MI 49525, United States -
Independent Financial Services
● OpenIndependent 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.
4200 E Beltline Ave NE #101, Grand Rapids, MI 49525, United States -
Rush, Coda and Associates - Ameriprise Financial Services, LLC
● OpenRush, 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.
333 Bridge St NW UNIT 205, Grand Rapids, MI 49504, United States -
R Jim Van Loo - Financial Advisor, Ameriprise Financial Services, LLC
● OpenR Jim Van Loo is a financial advisor at Ameriprise Financial Services, LLC located at 2851 Charlevoix Drive Southeast in Grand Rapids, Michigan, United States. He 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 his expertise and commitment to providing comprehensive financial planning services. Whether you are planning for retirement, managing investments, or navigating complex financial situations, R Jim Van Loo has the knowledge and skills to help you achieve your financial goals.
2851 Charlevoix Dr SE STE 200, Grand Rapids, MI 49546, United States -
Veltman Investment Management and Financial Services
● OpenVeltman 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.
741 E Beltline Ave NE, Grand Rapids, MI 49525, United States -
FIREproof Wealth Management llc
● ClosedFIREproof Wealth Management LLC is a comprehensive financial, health, and insurance agency located in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to helping clients achieve financial independence, manage their health and wellness, and protect their assets through customized wealth management strategies. Whether you are planning for retirement, investing for the future, or seeking insurance coverage, we are here to provide expert guidance and personalized solutions. Visit us at 2828 Kraft Avenue Southeast to start building a secure and prosperous future today.
2828 Kraft Ave SE Suite 171, Grand Rapids, MI 49512, United States -
Agent Equity Group
● OpenAgent Equity Group is a revolutionary insurance agency located at 2025 East Beltline Avenue Southeast in Grand Rapids, Michigan. Unlike traditional FMOs, Agent Equity Group prioritizes the success of their agents above all else. By leveraging collective production power, they negotiate advantageous carrier contracts and distribute profits among their agents. The remaining profits are reinvested to enhance marketing, technology, and support capabilities. If you are Property and Casualty licensed or considering getting licensed, Valor Insurance is a nationwide P&C agency that specializes in working with independent agents. They offer training, access to top carriers, and some of the highest commission payouts in the industry.
2025 E Beltline Ave SE Suite 402, Grand Rapids, MI 49546, United States -
Corporate Cleaning Group
● OpenCorporate Cleaning Group is a professional cleaning institution located at 3415 Roger B Chaffee Memorial Boulevard Southeast in Wyoming, Michigan. Each franchise is independently owned and operated, providing cleaning services for a variety of industries including general offices, industrial facilities, warehouses, manufacturing plants, distribution centers, financial institutions, and automotive businesses. In addition to commercial spaces, Corporate Cleaning Group also offers cleaning services for educational institutions such as colleges, technical institutes, trade schools, charter schools, academies, public schools, and professional schools. Healthcare facilities including urgent care centers, hospitals, family and pediatric practices, assisted living facilities, long-term care facilities, and medical offices can also benefit from their services.
3415 Roger B Chaffee Memorial Blvd SE Suite 209, Wyoming, MI 49548, United States -
O'Neill Asset Management, LLC
● OpenO'Neill Asset Management, LLC is a finance institution located at 346 Wealthy Street Southeast, Grand Rapids, Michigan, United States. Our goal is to provide families and businesses with innovative financial strategies to improve their quality of life. We specialize in the New Generation Retirement System, focusing on fiduciary, transparency, and technology to ensure the best interests of our clients. Our services include step-by-step retirement planning, income planning, and Social Security benefit analysis. As Independent Investment Advisors, we are committed to putting our clients first and providing tailored recommendations based on individual goals and objectives. With a secure online portal, Generational Vault, clients can easily access and manage their financial information. Contact us for a comprehensive retirement strategy tailored to your unique financial situation.
346 Wealthy St SE, Grand Rapids, MI 49503, United States -
Burnham & Dells Advisors
● OpenBurnham & Dells Advisors is a finance institution located at 750 Front Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in retirement plan consulting and individual wealth investment management, we offer comprehensive and customized services to clients nationwide. As independent fiduciary advisors, we provide proactive guidance and institutional offerings to clients of all sizes. Our team is committed to ethics and integrity, with all Investment Advisor Representatives holding the Series 65 License. Our founding partners, Carla Dells, Sandy Burnham, Robert W. Burnham, and Jack Buzzitta, bring decades of experience in the finance industry. Additionally, Madeline Dells-Sepanik, Adam Trask, and Debbie Cook provide expert support in retirement plans and investment management. Contact us at (616) 940-9124 to start planning for your financial future today.
750 Front Ave NW UNIT 305, Grand Rapids, MI 49504, United States -
Watkins Ross
● OpenWatkins Ross is a finance institution located at 200 Ottawa Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in consulting, actuarial, and administration services, Watkins Ross is dedicated to providing retirement plan services to help meet corporate objectives and navigate the complex world of health benefits for employees. The experienced team at Watkins Ross can design and administer various types of retirement plans, including cash balance, pension, profit sharing, ESOP, and non-qualified plans. They also specialize in financial reporting for Other Post-Employment Benefit Plans (OPEB) and Incurred But Not Reported (IBNR) reserve liabilities for health plans.
200 Ottawa Ave NW Suite #600, Grand Rapids, MI 49503, United States -
Adamy Valuation
● OpenAdamy Valuation, located at 50 Louis Street Northwest in Grand Rapids, Michigan, is a trusted institution in the field of finance. With over three decades of experience, Adamy Valuation provides expert and independent business valuation services to executives, business owners, attorneys, and fiduciaries across the country. Top attorneys, CPAs, executives, and corporate fiduciaries rely on Adamy Valuation for their high standards and expertise. In a time where traditional business models are evolving, Adamy Valuation stays ahead of the curve by embracing technology disruption and talent shortages. Jake Helwick, a key figure at Adamy Valuation, offers valuable insights on business transfers and maximizing gift tax exemptions in a video presentation. The institution also provides guidance on planning for potential economic downturns, ensuring clients are prepared for any financial challenges that may arise.
50 Louis St NW #405, Grand Rapids, MI 49503, United States -
Voisard Asset Management Group
● OpenVoisard Asset Management Group is a finance institution located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. As a personal financial advisor practice, we specialize in making complex financial decisions simple for our clients. Our holistic financial planning process ensures that each individualized plan is appropriate for their needs, providing peace of mind. Founded on the principle of the fiduciary standard, we always prioritize our client's interests above our own. As a fee-only personal financial advisor, we have no hidden agendas or undisclosed fees, ensuring transparency in our services. Our investment selections are based on what we believe best fits your situation, free from kickbacks or commissions.
99 Monroe Ave NW #504, Grand Rapids, MI 49503, United States -
ClearVista Advisors
● OpenClearVista Advisors is a leading finance institution located at 630 Kenmoor Avenue Southeast in Grand Rapids, Michigan, United States. Specializing in providing expert financial advice and solutions, ClearVista Advisors is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, ClearVista Advisors offers personalized services tailored to meet the unique needs of each client. Whether you are looking for investment guidance, retirement planning, or wealth management services, ClearVista Advisors is dedicated to providing top-notch financial expertise and support. Contact them today to learn more about how they can help you secure your financial future.
630 Kenmoor Ave SE STE 104 Suite 104, Grand Rapids, MI 49546, United States -
Deloitte
● OpenDeloitte, 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 -
Evolution Wealth Strategies
● OpenEvolution Wealth Strategies is a leading finance institution located at 4843 Cascade Road Southeast in Grand Rapids, Michigan, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Evolution Wealth Strategies offers comprehensive financial planning services to meet your needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
4843 Cascade Rd SE, Grand Rapids, MI 49546, United States
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