Financial planning for individuals in Michigan
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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 -
Great Lakes Financial Management Group LLC
● ClosedGreat Lakes Financial Management Group LLC is a finance institution located at 17218 Van Wagoner Road in Spring Lake, Michigan, United States. We specialize in providing comprehensive financial management services to individuals and businesses in the Great Lakes region. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial futures. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to help you every step of the way. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.
17218 Van Wagoner Rd, Spring Lake, MI 49456, 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 -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a reputable finance institution located at 800 East Ellis Road in Muskegon, Michigan, United States. Our team of experienced financial advisors is dedicated to providing personalized investment and wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer a wide range of financial solutions tailored to meet the unique needs of each individual client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Morgan Stanley Financial Advisors is here to help you navigate the complex world of finance with confidence. Contact us today to schedule a consultation and take the first step towards a secure financial future.
800 E Ellis Rd Suite 125, Muskegon, MI 49441, United States -
Jacobs Financial Services LLC
● OpenJacobs Financial Services LLC is a finance institution located at 800 East Ellis Road in Norton Shores, Michigan, United States. The institution specializes in retirement planning and helping clients create personalized financial roadmaps to achieve their retirement goals. The team of qualified financial advisors, led by President and CEO Tom Jacobs, has over 25 years of experience in the insurance and financial industry. Tom Jacobs believes in straightforward and direct communication when working with clients to develop retirement income strategies. The institution recommends reviewing financial roadmaps annually to make any necessary adjustments. Clients in West Michigan and surrounding areas can schedule a meeting with one of the advisors to start working on their retirement roadmap.
800 E Ellis Rd, Norton Shores, MI 49441, United States -
Merrill Lynch Financial Advisor Gregory G De Voursney
● ClosedMerrill Lynch Financial Advisor Gregory G. DeVoursney, located at 380 West Western Avenue in Muskegon, Michigan, is a Vice President and Senior Financial Advisor with over 25 years of experience in the financial services industry. Greg holds a BBA from the University of Notre Dame and specializes in developing customized investment portfolios for retirees, professionals, business owners, and high net worth individuals seeking financial independence. Greg's approach is centered on building strong client relationships based on trust and personalized service. He believes in creating a personalized plan tailored to each client's goals and priorities, whether it's saving for retirement, funding a child's education, or planning for future generations. With access to the global resources of Merrill, Greg's team is dedicated to helping clients achieve their financial goals.
380 W Western Ave, Muskegon, MI 49440, United States -
River Financial Planners
● ClosedRiver Financial Planners is a leading finance institution located at 1076 East Sternberg Road in Norton Shores, Michigan, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized financial planning strategies. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, our experts are here to provide you with the guidance and support you need. Contact us today to schedule a consultation and take the first step towards securing your financial future.
1076 E Sternberg Rd, Norton Shores, MI 49444, United States -
Karsten Financial Group - Raymond James
● ClosedKarsten Financial Group - Raymond James is a finance institution located at 24 East Main Street in Fremont, Michigan, United States. Specializing in financial planning and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, we provide personalized solutions tailored to your individual needs. With a commitment to integrity and excellence, Karsten Financial Group - Raymond James is your trusted partner in financial success.
24 E Main St, Fremont, MI 49412, 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 -
Buer Financial Coaching
● ClosedBuer Financial Coaching is a leading institution located at 7518 Katie Lane in Hudsonville, Michigan, United States. Specializing in finance, our team of expert coaches are dedicated to helping individuals and businesses achieve their financial goals through personalized coaching and guidance. Whether you are looking to reduce debt, increase savings, or plan for retirement, our experienced professionals are here to provide the support and tools you need to succeed. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
7518 Katie Ln, Hudsonville, MI 49426, United States -
Integrity Financial Service, LLC
● ClosedIntegrity Financial Service, LLC is a trusted finance institution located at 185 44th Street Southwest in Georgetown Township, Michigan, United States. With a commitment to honesty and transparency, Integrity Financial Service offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with budgeting, investments, or retirement planning, the experienced team at Integrity Financial Service is dedicated to providing personalized solutions tailored to your specific needs. Choose Integrity Financial Service for reliable and ethical financial guidance you can count on.
185 44th St SW A, Georgetown Twp, MI 49418, United States -
Trillium Financial Advisors
● ClosedTrillium Financial Advisors is a leading accounting and finance institution located at 4250 Chicago Drive Southwest in Grandville, Michigan, United States. With a team of experienced professionals, Trillium Financial Advisors offers comprehensive financial planning services to individuals and businesses. From tax preparation to investment management, their expert advisors provide personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth or plan for retirement, Trillium Financial Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
4250 Chicago Dr SW, Grandville, MI 49418, United States -
Plan It Financial Group
● ClosedPlan It Financial Group is a trusted finance institution located at 4249 Parkway Place in Grandville, Michigan, United States. With a team of experienced financial advisors, we provide personalized financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, save for retirement, or manage your wealth, our experts are here to guide you every step of the way. At Plan It Financial Group, we are committed to helping you secure a brighter financial future.
4249 Parkway Pl Suite B, Grandville, MI 49418, United States -
Vision Tax Planning
● ClosedVision Tax Planning is a leading financial institution located at 4675 32nd Avenue in Hudsonville, Michigan. Our team of experienced professionals is dedicated to providing personalized tax planning services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, tax planning, or IRS representation, we are here to help. With a commitment to excellence and a focus on customer satisfaction, Vision Tax Planning is your trusted partner for all your tax needs. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
4675 32nd Ave #2, Hudsonville, MI 49426, United States -
Lakeman Financial
● ClosedLakeman Financial is a reputable finance institution located at 7610 Cottonwood Drive in Georgetown Township, Michigan, United States. Specializing in a wide range of financial services, Lakeman Financial is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized solutions and expert advice to meet their clients' needs. Whether you are looking for investment opportunities, retirement planning, or assistance with loan applications, Lakeman Financial is the trusted partner you can rely on for all your financial needs.
7610 Cottonwood Dr #102, Jenison, MI 49428, United States -
Jacobs Financial Services LLC
● ClosedJacobs Financial Services LLC is a finance institution located at 3061 Macatawa Drive, Grandville, Michigan, United States. They specialize in providing effective retirement strategies for clients, their families, friends, and the community. The team at Jacobs Financial Services builds trust and confidence with each client through personal connections, serving as not only financial retirement strategists but also trusted friends. Clients share stories of celebrations, milestones, and bucket list experiences made possible by the financial peace brought by Jacobs Financial's strategies. The institution prides itself on celebrating with clients as they live out their dreams during their golden years. Jacobs Financial Services is dedicated to providing lasting impacts on clients and the community. They invite individuals to attend public events and schedule meetings with their team to learn more about creating a retirement plan that truly protects what matters most.
3061 Macatawa Dr, Grandville, MI 49418, United States -
AAM Financial Planning and Investments , LLC
● ClosedAAM Financial Planning and Investments, LLC is a reputable finance institution located at 4555 Wilson Avenue Southwest, Grandville, Michigan, United States. We specialize in providing comprehensive financial planning services and investment solutions to help individuals and businesses achieve their financial goals. Our team of experienced financial advisors is dedicated to providing personalized guidance and support to help our clients make informed decisions about their finances. Whether you are looking to plan for retirement, save for a major purchase, or grow your investment portfolio, AAM Financial Planning and Investments, LLC is here to help you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
4555 Wilson Ave SW #2, Grandville, MI 49418, United States -
Fiduciary Financial Advisors
● ClosedFiduciary Financial Advisors is a reputable finance institution located at 124 Fulton Street East in Grand Rapids, Michigan, United States. As a fiduciary, we are committed to providing unbiased and trustworthy financial advice to our clients. Our team of experienced advisors works closely with individuals and businesses to develop personalized financial plans that align with their goals and values. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Fiduciary Financial Advisors is here to help you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards securing your financial future.
124 Fulton St E Suite 200, Grand Rapids, MI 49503, United States -
Calder Financial Group
● ClosedCalder Financial Group is a leading finance institution located at 1331 Lake Drive Southeast in Grand Rapids, Michigan, United States. With a team of experienced financial advisors, Calder Financial Group specializes in providing personalized financial planning and investment management services to individuals, families, and businesses. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Calder Financial Group is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.
1331 Lake Dr SE #100, Grand Rapids, MI 49506, United States -
Oxford Financial Group, Ltd.
● OpenOxford Financial Group, Ltd. is a renowned finance institution located at 85 Campau Avenue Northwest in Grand Rapids, Michigan, United States. With a strong reputation for providing expert financial services, Oxford Financial Group, Ltd. offers a wide range of financial solutions to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Oxford Financial Group, Ltd. is committed to providing personalized and comprehensive financial solutions tailored to meet your specific needs.
85 Campau Ave NW #200, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Timothy J Long
● ClosedMerrill Lynch Financial Advisor Timothy J Long, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a finance institution dedicated to helping clients achieve their financial goals. The team of talented and experienced financial advisors at this institution is committed to building strong relationships with clients through trust and personalized service. Recognized by Forbes and Barron's for exemplary client service, the advisors at Merrill Lynch are supported by the global resources of Merrill to provide valuable insights and ideas to help clients pursue their financial objectives. Whether you are a business owner looking to grow your wealth or an individual planning for the future, Merrill Lynch Financial Advisor Timothy J Long and his team can help you develop a customized financial plan tailored to your needs. With access to the investment insights of Merrill and banking solutions from Bank of America, they can work with you to address your financial goals and provide guidance on important financial decisions.
250 Monroe Ave NW Suite 600, Grand Rapids, MI 49503, United States -
Retirement & Wealth Strategies (RWS Financial Group)
● ClosedRetirement & Wealth Strategies (RWS Financial Group) is a finance institution located at 1414 84th Street Southwest, Byron Center, Michigan, United States. Since 1985, RWS has been assisting clients with their investment objectives, planning needs, and portfolio design. Specializing in creating retirement and wealth strategies, RWS provides objective, unbiased advice and personalized quality service. With customized investment management solutions tailored to your goals, investable assets, and risk tolerance, RWS integrates these into a comprehensive financial plan with personalized strategies. By leveraging technology and decades of experience, RWS maximizes your financial plan and aligns your investments with your goals and opportunities.
1414 84th St SW, Byron Center, MI 49315, United States -
Merrill Lynch Financial Advisor Rachel Mraz
● ClosedMerrill Lynch Financial Advisor Rachel Mraz is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation. With accolades such as Forbes "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors", the advisors at Merrill Lynch are dedicated to providing exemplary client service. Rachel Mraz, a registered advisor in multiple states, including Michigan, offers personalized investment strategies and comprehensive financial solutions tailored to individual needs and priorities. Whether you are planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Wealth Management Advisors like Rachel Mraz are here to help you achieve your financial goals. With a focus on understanding your unique needs and priorities, Rachel Mraz aims to create a personalized financial plan that can adapt to changes in your life and the market. By staying connected and regularly reviewing your goals, Rachel Mraz can help you stay on track to achieve what matters most to you. Partner with Merrill Lynch Financial Advisor Rachel Mraz to work towards your financial goals and live your best financial life.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
ESI Financial
● ClosedESI Financial is a reputable finance institution located at 7115 Kalamazoo Avenue Southeast in Caledonia, Michigan, United States. Specializing in providing expert financial services, ESI Financial offers a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, ESI Financial is dedicated to providing personalized and tailored financial advice to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, ESI Financial is committed to helping you secure a stable financial future. Visit us today to learn more about how we can help you reach your financial goals.
7115 Kalamazoo Ave SE #B, Caledonia, MI 49316, United States -
Eminence Financial Solutions
● ClosedEminence Financial Solutions is a leading finance and insurance agency located in Grand Rapids, Michigan. Our dedicated team of professionals is committed to providing top-notch financial services to individuals and businesses in the local community. Whether you're looking for insurance coverage, investment opportunities, or assistance with financial planning, we are here to help. Visit us at 2815 Michigan Street Northeast to learn more about how Eminence Financial Solutions can support your financial goals.
2815 Michigan St NE, Grand Rapids, MI 49506, United States -
Victory Financial Group
● ClosedVictory 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 -
Langschied Financial
● ClosedLangschied Financial is a reputable finance institution located in Grand Rapids, Michigan. With a strong commitment to providing exceptional financial services to individuals and businesses, Langschied Financial offers a wide range of financial solutions tailored to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced team at Langschied Financial is dedicated to helping you achieve your financial goals. Visit them at 2731 Breton Road Southeast to learn more about how they can help you secure your financial future.
2731 Breton Rd SE, Grand Rapids, MI 49546, United States -
STRATEGIES FINANCIAL GROUP
● OpenStrategies Financial Group is a leading finance institution located at 4467 Cascade Road Southeast in Grand Rapids, Michigan, United States. Our team of experienced financial advisors specializes in creating personalized strategies to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan for your business, our experts are here to guide you every step of the way. With a focus on transparency, integrity, and exceptional customer service, Strategies Financial Group is dedicated to helping our clients build a secure financial future. Contact us today to schedule a consultation and start planning for tomorrow.
4467 Cascade Rd SE #4480, Grand Rapids, MI 49546, United States
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