Financial planning for individuals in Holland, Michigan
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Prudential | Gray Harris | Life Insurance & Financial Services
● OpenPrudential | Gray Harris | Life Insurance & Financial Services is a trusted finance and insurance agency located at 168 James Street in Holland, Michigan, United States. With a dedication to providing top-notch life insurance and financial services, our institution offers expert guidance and personalized solutions to help individuals and families secure their futures. Whether you are looking for life insurance coverage or seeking assistance with financial planning, our experienced team is here to help you every step of the way. Trust Prudential | Gray Harris to protect what matters most to you.
168 James St, Holland, MI 49424, United States -
Wieslawa Rybicka-Zajicek - Prudential Financial
● OpenWieslawa Rybicka-Zajicek - Prudential Financial is a trusted finance and insurance agency located at 17 West 10th Street in Holland, Michigan, United States. With a focus on providing personalized financial solutions and expert insurance advice, our team is dedicated to helping individuals and businesses secure their financial future. Whether you are looking for retirement planning, investment guidance, or insurance coverage, we are committed to providing top-notch service and tailored solutions to meet your specific needs. Visit us today to learn more about how we can help you achieve your financial goals.
17 W 10th St STE 140, Holland, MI 49423, United States -
Allstate Personal Financial Representative: Daniel Hackett
● ClosedAllstate Personal Financial Representative, Daniel Hackett, is a trusted finance and insurance agency located at 70 East Lakewood Boulevard in Holland, Michigan. With a commitment to providing personalized financial solutions and quality insurance products, Daniel Hackett helps clients achieve their financial goals and protect their assets. Whether you're looking for retirement planning, investment advice, or insurance coverage, Daniel Hackett offers tailored services to meet your individual needs. Contact Allstate Personal Financial Representative, Daniel Hackett, today to secure your financial future.
70 E Lakewood Blvd STE 20, Holland, MI 49424, United States -
Bowen Financial Planning LLC
● ClosedBowen Financial Planning LLC is a reputable finance institution located at 2901 Red Alder Dr in Holland, Michigan, United States. Our team of experienced financial planners is dedicated to helping individuals and businesses achieve their financial goals through personalized and strategic planning. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to provide expert guidance and support. Trust Bowen Financial Planning LLC to help you secure a stable and prosperous financial future.
2901 Red Alder Dr, Holland, MI 49424, United States -
Legacy Financial Network
● ClosedLegacy Financial Network is a leading finance institution located at 56 East Lakewood Boulevard in Holland, Michigan, United States. We specialize in providing a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking for assistance with investments, retirement planning, or estate planning, Legacy Financial Network is here to help. Contact us today to learn more about how we can help you secure a brighter financial future.
56 E Lakewood Blvd Suite 50, Holland, MI 49424, United States -
Cap Trust Financial Advisors
● ClosedCapTrust Financial Advisors, located at 85 East 8th Street in Holland, Michigan, is a finance institution dedicated to helping individuals navigate the complexities of managing their wealth. Our experienced advisors offer a unique and engaging approach to creating a sound financial plan that aligns with your highest priorities in life. We prioritize getting to know you as an individual, focusing on your goals and values rather than just numbers. Our tools help you define and prioritize what you want to achieve, while also highlighting any sacrifices or tradeoffs that may need to be considered.
85 E 8th St STE 160, Holland, MI 49423, United States -
Fiduciary Financial Advisors
● ClosedFiduciary Financial Advisors is a reputable finance institution located at 192 West 33rd Street in Holland, Michigan, United States. As fiduciary advisors, we prioritize our clients' best interests above all else. Our team of experienced professionals is dedicated to providing personalized financial planning and investment management services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, Fiduciary Financial Advisors is here to guide you every step of the way. Visit us today to see how we can help secure your financial future.
192 W 33rd St, Holland, MI 49423, United States -
Pathway Financial Design, LLC
● ClosedPathway Financial Design, LLC is a finance institution located at 833 East 16th Street in Holland, Michigan, United States. We specialize in providing personalized financial planning and investment management services to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to creating customized financial strategies that align with our clients' unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Pathway Financial Design, LLC is here to guide you on the path to financial success.
833 E 16th St Suite 200, Holland, MI 49423, United States -
Hollander Lone Maxbauer
● ClosedHollander Lone Maxbauer is a finance institution located at 28411 Northwestern Highway in Southfield, Michigan, United States. We are dedicated to growing, accumulating, and managing your wealth to help you achieve financial freedom. Our comprehensive approach to financial planning ensures that each client receives a personalized strategy tailored to their unique needs and goals. Whether you are just starting your career, starting a family, or preparing for retirement, we are here to help you navigate all of life's financial transitions. Our goal is to help you pursue your financial goals and create a secure future. Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Please consult with legal or tax professionals for specific advice regarding your individual situation. Your privacy and data security are of utmost importance to us. Contact us today to start on the path to financial success.
28411 Northwestern Hwy Suite 1200, Southfield, MI 48034, United States -
Edward Jones - Financial Advisor: Stacey Workman, AAMS™|CRPC™|CRPS™
● OpenEdward Jones - Financial Advisor: Stacey Workman, AAMS™|CRPC™|CRPS™ is a leading financial institution located at 246 South River Avenue in Holland, Michigan, United States. Stacey Workman is a highly qualified financial advisor with certifications in Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS). With a commitment to providing personalized financial solutions to help clients achieve their goals, Stacey Workman and the team at Edward Jones are dedicated to helping individuals and families navigate the complexities of investing and financial planning. Whether you are looking to save for retirement, plan for your children's education, or build wealth for the future, Edward Jones - Financial Advisor: Stacey Workman, AAMS™|CRPC™|CRPS™ is here to help you every step of the way.
246 S River Ave Suite 102, Holland, MI 49423, United States -
Timothy Huizenga - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenTimothy Huizenga - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 44 East 8th Street in Holland, Michigan, offers a range of financial services and expertise to help clients navigate their wealth management needs. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Timothy Huizenga is equipped to assist individuals with asset management, investment strategies, estate planning, retirement planning, and insurance products. The institution also provides specialized services for domestic partners, estate planners, seniors, divorce financial analysis, and exit planning. The team at Ameriprise Financial Services, LLC is dedicated to providing comprehensive and personalized financial solutions to help clients achieve their financial goals.
44 E 8th St UNIT 215, Holland, MI 49423, United States -
Edward Jones - Financial Advisor: Jeff Schipper
● OpenEdward Jones - Financial Advisor: Jeff Schipper is a reputable finance institution located at 533 Michigan Avenue in Holland, Michigan, United States. Jeff Schipper is a dedicated and experienced financial advisor who provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Jeff Schipper can help create a customized financial plan tailored to your individual needs. With a commitment to integrity and customer service, Edward Jones - Financial Advisor: Jeff Schipper is a trusted partner in helping clients secure their financial future.
533 Michigan Ave, Holland, MI 49423, United States -
Roger Gamache - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedRoger Gamache - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 44 East 8th Street, Holland, Michigan, United States, is a finance institution that offers a range of services to meet the diverse needs of individuals seeking wealth management solutions. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the team at Roger Gamache is well-equipped to provide expert advice and guidance on asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, the professionals at Roger Gamache are committed to helping you achieve your financial goals. With a focus on ethical practices, ongoing education, and specialized expertise, Roger Gamache is dedicated to providing top-notch financial services to its clients.
44 E 8th St UNIT 215, Holland, MI 49423, United States -
Edward Jones - Financial Advisor: Scott W Pedersen
● ClosedEdward Jones - Financial Advisor: Scott W Pedersen is a reputable financial institution located at 777 Washington Avenue in Holland, Michigan, United States. Specializing in providing personalized financial planning and investment services, Scott W Pedersen and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Scott W Pedersen is committed to providing top-notch financial advice and guidance to individuals, families, and businesses in the Holland area.
777 Washington Ave Ste 30, Holland, MI 49423, United States -
Edward Jones - Financial Advisor: Ric Knapp, AAMS™
● ClosedEdward Jones - Financial Advisor: Ric Knapp, AAMS™ is a reputable finance institution located at 99 East 8th Street in Holland, Michigan, United States. Ric Knapp, a certified Accredited Asset Management Specialist, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, clients can trust Edward Jones to provide tailored solutions to meet their individual needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Ric Knapp and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
99 E 8th St STE 320, Holland, MI 49423, United States -
Edward Jones - Financial Advisor: Jeffrey Bodkins
● ClosedEdward Jones - Financial Advisor: Jeffrey Bodkins is a reputable financial institution located at 246 South River Avenue in Holland, Michigan, United States. Specializing in providing personalized financial advice and services, Jeffrey Bodkins and his team are dedicated to helping clients achieve their financial goals and secure their futures. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jeffrey Bodkins is committed to providing top-notch financial planning, investment management, and retirement planning services to individuals and families in the Holland area. Schedule a consultation today to start planning for a brighter financial future.
246 S River Ave Suite 102, Holland, MI 49423, United States -
Edward Jones - Financial Advisor: Kyle J Wood
● OpenEdward Jones - Financial Advisor: Kyle J Wood is a reputable finance institution located at 533 Michigan Avenue in Holland, Michigan, United States. As a trusted financial advisor, Kyle J Wood provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Kyle J Wood is committed to providing expert financial advice and guidance to individuals and families in the Holland area. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Kyle J Wood is dedicated to helping you navigate the complex world of finance and make informed decisions for a secure financial future.
533 Michigan Ave, Holland, MI 49423, United States -
Edward Jones - Financial Advisor: Michael P Cuellar
● ClosedAt Edward Jones - Financial Advisor: Michael P Cuellar, located at 31 East 8th Street in Holland, Michigan, you can trust in personalized financial guidance and expertise. As a reputable finance institution, Michael P Cuellar is dedicated to helping clients achieve their financial goals through tailored strategies and investment solutions. With a focus on building long-term relationships, Edward Jones - Financial Advisor is committed to providing top-notch service and support to individuals looking to secure their financial future. Visit us today to start planning for tomorrow.
31 E 8th St UNIT 340, Holland, MI 49423, United States -
Huizenga Gamache & Associates - Ameriprise Financial Services, LLC
● ClosedHuizenga Gamache & Associates - Ameriprise Financial Services, LLC, located at 44 East 8th Street in Holland, Michigan, is a finance institution that is part of The Avalune Group, which has been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024. Their team of financial advisors is dedicated to helping clients and their families feel more confident and in control of their financial lives. By providing personalized financial planning services, they aim to support clients in achieving their financial goals. The advisors at Ameriprise Financial Services, LLC are registered to do business in certain U.S. states and offer consultations to discuss what is most important to each individual client. While they cannot guarantee future financial results, they are committed to providing valuable insights and recommendations to help clients make informed decisions.
44 E 8th St UNIT 215, Holland, MI 49423, United States -
Edward Jones - Financial Advisor: Kurt DeHorn
● OpenEdward Jones - Financial Advisor: Kurt DeHorn is a reputable finance institution located at 1362 South Point Place in Holland, Michigan, United States. As a trusted financial advisor, Kurt DeHorn provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Kurt DeHorn is dedicated to providing expert financial guidance and support to individuals and families in the Holland community. Contact them today to start planning for a secure financial future.
1362 S Point Pl Suite 110, Holland, MI 49423, United States -
Edward Jones - Financial Advisor: Joe Meckley, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Joe Meckley, CFP®|AAMS™ is a reputable financial institution located at 11595 East Lakewood Boulevard in Holland, Michigan, United States. Joe Meckley, a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS), offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals and families. Whether you are planning for retirement, saving for college, or investing for the future, Joe Meckley and his team are dedicated to helping you make informed decisions and secure your financial future.
11595 E Lakewood Blvd STE 60, Holland, MI 49424, United States -
The Insurance Group
● ClosedThe Insurance Group is a reputable health insurance agency located at 593 Heritage Court in Holland, Michigan, United States. We specialize in providing a wide range of insurance products and services to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families find the best health insurance coverage at competitive rates. Whether you are looking for individual or group health insurance, we are here to assist you every step of the way. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.
593 Heritage Ct, Holland, MI 49423, United States -
Nate Bowers Farmers Insurance
● ClosedNate Bowers Farmers Insurance is a trusted insurance agency located at 1103 Washington Avenue in Holland, Michigan, United States. As a local Farmers® agent, we specialize in helping customers find the best insurance coverage tailored to their individual needs. Whether you are looking for auto, home, renters, business insurance, or more, we have the knowledge and experience to guide you through the process and ensure you understand your options. Our agency offers comprehensive coverage options, competitive rates, and discounts to help you save money on your insurance premiums. We also provide personalized service to help you create a financial plan that meets your goals and protects your assets and future earnings.
1103 Washington Ave ste 24, Holland, MI 49423, United States -
Farmers Insurance - Jeffrey Thornton
● ClosedFarmers Insurance - Jeffrey Thornton is a full-service insurance agency located at 636 East 24th Street in Holland, Michigan. Specializing in customized insurance coverage and financial planning, the Thornton Agency is dedicated to helping families and businesses in West Michigan protect their assets and plan for the future. Services offered include Home, Auto, Life, Renters, and Commercial Business Insurance, as well as Retirement and Investment planning. With over 80 years of experience, Farmers Insurance provides reliable coverage in the event of disaster or unexpected events. The agency also offers competitive rates and multi-line insurance discounts to help clients save money. Whether you need coverage for your home, vehicle, business, or personal belongings, the Thornton Agency is here to provide personalized solutions tailored to your individual needs. Contact them today to learn more about their comprehensive insurance options and financial services.
636 E 24th St Ste 20, Holland, MI 49423, United States -
Sam Martin - State Farm Insurance Agent
● ClosedSam Martin - State Farm Insurance Agent is a trusted insurance agency located at 1475 Robbins Road in Grand Haven, Michigan. With over 15 years of experience in Financial Services, Sam has been serving the community since 2007. The agency offers a range of insurance services including Auto, Home, Life, Health, and Small Business Insurance. They also provide complimentary Notary Service and are actively involved in supporting local organizations such as the Grand Haven Chamber of Commerce and Habitat for Humanity. The team at Sam Martin - State Farm Insurance Agent is dedicated to providing exceptional customer service and helping clients protect their assets and plan for the future. Whether you're looking to insure a new toy for the summer or preparing for winter road conditions, they are here to assist you. The agency also offers assistance with understanding life insurance and making informed decisions for your loved ones or business.
1475 Robbins Rd #140, Grand Haven, MI 49417, United States -
Dorothy Ortez - Most Awesome State Farm Insurance Agent
● ClosedDorothy Ortez - Most Awesome State Farm Insurance Agent is a leading insurance agency located at 11539 East Lakewood Boulevard in Holland, Michigan, United States. With a reputation for excellence and personalized service, Dorothy Ortez and her team are dedicated to helping clients find the best insurance coverage to meet their individual needs. Whether you are looking for auto, home, life, or business insurance, Dorothy Ortez is committed to providing top-notch service and support to ensure peace of mind and financial protection for you and your loved ones. Contact Dorothy Ortez today to experience the difference of working with the most awesome State Farm Insurance Agent in town.
11539 E Lakewood Blvd STE 90, Holland, MI 49424, United States -
Lake Trust Credit Union
● ClosedLake Trust Credit Union is a trusted financial institution located at 3370 West Shore Drive in Holland, Michigan, United States. As a credit union, Lake Trust offers a wide range of banking and financial services to its members, including savings accounts, loans, mortgages, and investment options. With a focus on community and member satisfaction, Lake Trust Credit Union is dedicated to helping individuals and families achieve their financial goals. Visit us today to learn more about how we can help you manage your finances and plan for the future.
3370 W Shr Dr, Holland, MI 49424, United States -
Pro Tax & Notary Services
● ClosedPro Tax & Notary Services, located at 313 North River Avenue in Holland, Michigan, is a trusted institution specializing in accounting and finance. Our dedicated team offers a wide range of services including bookkeeping, payroll, taxes, and various other financial and business development solutions. Since our establishment, our mission has been to provide personalized and professional tax services to meet the unique needs of each client. We strive to support the success of individuals and businesses in Western Michigan, including the Hispanic community, by offering accessible and tailored financial services.
313 N River Ave, Holland, MI 49424, United States -
Stifel
● ClosedStifel is a finance institution located at 99 East 8th Street in Holland, Michigan, United States. As a leading financial services firm, Stifel offers a wide range of investment and wealth management services to individuals, businesses, and institutions. With a team of experienced financial advisors and analysts, Stifel is committed to helping clients achieve their financial goals and navigate the complexities of the financial markets. Whether you are planning for retirement, investing for the future, or seeking advice on managing your assets, Stifel provides personalized solutions to meet your unique needs. Visit Stifel today to learn more about how they can help you secure your financial future.
99 E 8th St 4th Floor, Holland, MI 49423, United States -
Timmer Accounting and Tax Service LLC
● ClosedTimmer Accounting and Tax Service LLC is a reputable accounting and finance institution located at 14726 Riley Street in Holland, Michigan, United States. Our dedicated team is committed to helping and guiding our clients towards financial success. We offer a range of services including IRS representation, tax planning, and payroll preparation for both businesses and individuals. Our firm also provides remote access to log into company books to help maintain records efficiently. Our accountants are Enrolled Agents (EA), federally licensed tax practitioners who represent taxpayers for collections, audits, and appeals before the IRS. With continuous certifications and seminars, we stay up-to-date on the latest laws, regulations, and techniques in the industry to provide our clients with expert advice and support.
14726 Riley St, Holland, MI 49424, United States
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