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TOP 30 Financial planning resources in Grand Rapids, MI
31 results found
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Robert Anthony Kulaszewicz: Primerica - Financial Services
Robert 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.
HS&C Wealth Management - Ameriprise Financial Services, LLC
HS&C Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 4575 Lake Michigan Drive Northwest in Grand Rapids, Michigan, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations to discuss your financial priorities. While the initial consultation provides an overview of financial planning concepts, written analysis and recommendations are not included. Please note that Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, and users of the site are bound by the Ameriprise Financial Website Rules and Regulations. Referrals are welcomed, and the institution appreciates the opportunity to help friends and family members achieve their financial goals. Privacy and security are a top priority, with resources available on the website to ensure online safety.
Merrill Lynch Financial Advisor Timothy J Long
Merrill 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.
Embark Financial Partners
Embark Financial Partners is a finance institution located in Grand Rapids, Michigan, United States, at 668 3 Mile Road Northwest. Our team of experienced advisors is dedicated to guiding you through life's financial challenges so you can have confidence in the future. Whether you are a business owner, professional, or someone planning for retirement, we are here to help you craft a winning plan for your financial future. With 45 years of experience, we have helped thousands of clients across the United States achieve their financial goals. Our personalized approach involves listening to your unique goals and concerns, providing solid financial guidance, and preparing you for any challenges that may come your way. We offer a platform and patterns to organize your financial life, bring clarity to your financial picture, assess risks, identify opportunities, and empower you with key knowledge to make informed decisions.
OsborneKlein - Ameriprise Financial
OsborneKlein - Ameriprise Financial is a reputable finance institution located at 3351 Eagle Run Drive Northeast in Grand Rapids, Michigan. With a focus on providing expert financial planning and investment services, this institution is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, OsborneKlein - Ameriprise Financial has the expertise and resources to assist you every step of the way. Trust in their experienced team to provide personalized solutions tailored to your unique financial needs.
Merrill Lynch Financial Advisor Rua Hekhuis
Merrill Lynch Financial Advisor Rua Hekhuis is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. Rua is dedicated to building strong relationships with clients and providing personalized guidance tailored to their unique goals and circumstances. With a background in private consulting and a focus on goals-based planning, Rua leverages the resources of Merrill and Bank of America to help clients achieve their evolving financial goals. Committed to personalized service, Rua lives in Spring Lake with her husband and two dogs and is actively involved in supporting homeless animals through the Humane Society of West Michigan. As a Senior Portfolio Advisor, Rua can manage investment strategies on a discretionary basis, offering clients access to a range of portfolios and investment solutions. Through Merrill Personal Wealth Analysis™, Rua helps clients develop personalized financial plans centered on their goals. With a team of experienced professionals and the global resources of Merrill, Rua is dedicated to building strong client relationships based on trust and personalized service. By understanding each client's unique needs and aspirations, Rua creates customized financial approaches designed to help clients pursue their goals and manage investment risk. Whether clients are planning for retirement, education expenses, or wealth transfer, Rua works closely with them to develop strategies that align with their priorities. By staying informed about changes in clients' lives and the financial markets, Rua ensures that their financial approaches remain aligned with their goals. Through ongoing discussions and adjustments, Rua helps clients stay on track to achieve what matters most to them. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Rua is equipped to provide clients with comprehensive financial solutions and personalized investment strategies. With a focus on understanding clients' personalities and priorities, Rua offers tailored advice to help clients navigate market fluctuations and life changes. By working closely with clients and drawing on the resources of Merrill and Bank of America, Rua helps clients live their best financial lives and achieve their goals.
Merrill Lynch Financial Advisor Jonathan C. Hatfield
Merrill Lynch Financial Advisor Jonathan C. Hatfield, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a finance institution dedicated to providing accessible, knowledgeable, and experienced financial guidance. Jonathan has been in the financial services industry since 2009 and specializes in serving high net worth individuals, business owners, and corporate executives. With a bachelor's degree in Business Management and Psychology, Jonathan is a Certified Private Wealth Advisor® designee. He is committed to building and maintaining strong relationships with clients, offering personalized plans centered on their goals and aspirations. The team at Merrill Lynch Wealth Management, led by Jonathan, focuses on helping clients navigate important financial decisions, estate planning, and wealth preservation. By utilizing the global resources of Merrill, clients receive tailored investment strategies and comprehensive financial solutions. Whether clients are planning for retirement, saving for a home, or funding their children's education, Jonathan works closely with them to develop a financial approach that aligns with their priorities and values. The institution also offers insights, observations, and ideas to help clients pursue their financial goals, with a focus on maximizing the impact of their giving. With a commitment to putting clients first, Merrill Lynch Financial Advisor Jonathan C. Hatfield strives to help clients achieve their financial goals and navigate the complexities of their financial lives.
Todd Bowman - UBS Financial Services Inc.
Todd Bowman - UBS Financial Services Inc. is a leading finance institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. With a strong reputation for providing top-notch financial services, Todd Bowman and his team at UBS are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Todd Bowman - UBS Financial Services Inc. has the expertise and resources to assist you every step of the way. Trust in their experience and knowledge to secure your financial future.
99 Monroe Wealth Group, a financial advisory practice of Ameriprise Financial Services, LLC
99 Monroe Wealth Group, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in finance, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. We prioritize what matters most to you, whether it's planning for retirement, education, or a significant purchase like a second home. Our team documents your goals, regularly reviews your progress, and adjusts your approach as needed to help you achieve financial success. You can easily access your investments and accounts from any device, track your progress towards your goals, and securely share information with us. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial objectives. Our Ameriprise financial advisors are registered to do business in specific U.S. states, so please refer to our personal website or FINRA's BrokerCheck website for more details. We look forward to meeting with you to discuss your financial priorities and provide an overview of financial planning concepts. Keep in mind that Ameriprise Financial cannot guarantee future financial results. Thank you for considering us as a trusted resource for your financial needs.
Merrill Lynch Financial Advisor James D Veldheer
Merrill Lynch Financial Advisor James D Veldheer, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, is a finance institution dedicated to helping clients achieve their long-term financial goals. Whether you are an individual or an institution, our team offers personalized financial strategies tailored to your specific needs. With a focus on investment research, portfolio allocation, and tax policy, we provide expert guidance to help you manage, grow, and preserve your wealth. By listening to your aspirations and priorities, we develop a customized approach to address your financial needs, whether you are planning for retirement, saving for a major purchase, or transferring wealth to future generations. Our team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Let us help you achieve your financial goals and secure your financial future.
Merrill Lynch Financial Advisor Michael Gruszynski
Merrill Lynch Financial Advisor Michael Gruszynski, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, offers personalized financial strategies to help clients pursue their long-term goals. The institution caters to both institutional clients and affluent individuals and families, providing investment research, portfolio allocation, and tax policy consultation. With access to the resources of Merrill and Bank of America, the team works one-on-one with clients to develop tailored approaches to address their financial needs. The advisors at Merrill Lynch have received recognition from industry publications for their exemplary client service. The team is committed to building strong client relationships based on trust and personalized service. By understanding the goals and priorities of each client, Merrill Lynch Financial Advisor Michael Gruszynski aims to create a financial approach that reflects the client's personality and helps them achieve their goals.
Rush, Coda and Associates - Ameriprise Financial Services, LLC
Rush, 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.
Merrill Lynch Financial Advisor Scott D Bernecker
Merrill Lynch Financial Advisor Scott D Bernecker, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, offers personalized financial strategies tailored to help clients pursue their long-term goals. With a dual focus on institutional clients and affluent individuals and families, the team at Merrill Lynch combines expertise in investment research, portfolio allocation, and tax policy to provide comprehensive wealth management services. By working closely with clients to understand their aspirations and priorities, the team develops customized financial plans designed to manage, grow, and preserve wealth for the future. Recognized for exemplary client service, the advisors at Merrill Lynch have received accolades from industry publications such as Barron's and Financial Times. With access to the global resources of Merrill Lynch and Bank of America, the team is committed to building strong client relationships based on trust and personalized service. Whether planning for retirement, education expenses, or estate planning, Merrill Lynch Financial Advisor Scott D Bernecker offers a holistic approach to help clients achieve their financial goals.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 5940 Tahoe Drive Southeast in Grand Rapids, Michigan, United States. With a focus on providing comprehensive financial services, Raymond James offers a range of investment options and personalized financial planning to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Raymond James Financial Services has the expertise and resources to assist you every step of the way.
Troy Horton - Financial Advisor, Ameriprise Financial Services, LLC
Troy Horton is a financial advisor at Ameriprise Financial Services, LLC, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. Troy Horton offers expertise in financial planning and investment advisory services to help clients achieve their financial goals. Background and qualification information for Troy Horton can be found on FINRA's BrokerCheck website. The institution provides a Client Relationship Summary Disclosure to ensure transparency in their services.
Victor Amaya - Financial Advisor, Ameriprise Financial Services, LLC
Victor Amaya - Financial Advisor at Ameriprise Financial Services, LLC, located at 1985 Talamore Court Southeast in Grand Rapids, Michigan, offers personalized financial advice to help you achieve your goals. With a focus on understanding what is important to you, Victor can assist with saving for college, planning for retirement, making smart investments, and more. By preparing for both expected and unexpected life events, you can feel more confident and in control of your financial future. Background and qualification information for Victor Amaya can be found on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure for transparency. As a registered advisor, Victor Amaya can conduct securities business with residents of certain states listed on BrokerCheck.
JMS Financial Resource, LLC
JMS Financial Resource, LLC is a finance institution located at 2828 Kraft Avenue Southeast in Grand Rapids, Michigan, United States. We specialize in providing a wide range of financial services including investment management, financial planning, and retirement planning. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how we can help you secure your financial future.
Foguth Financial Group
Foguth Financial Group, located at 4450 Cascade Road Southeast in Grand Rapids, Michigan, is a trusted finance institution dedicated to helping clients plan for a secure financial future, starting today. Specializing in retirement planning, our experienced team is committed to making your dream retirement a reality. As a proud Wealth Management Partner of Michigan Athletics, we understand the importance of having a clear plan in place to navigate the uncertainties and frustrations that can come with retirement. Our team will assess your overall financial situation, identify opportunities for growth, and create a personalized plan tailored to your unique needs.
SCORE
SCORE, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a finance institution dedicated to helping small business owners succeed. Our experienced volunteer mentors are available to assist both current business owners and aspiring entrepreneurs in achieving their goals. Join us for our free webinar series on Amazon selling success, where you can learn valuable tips and strategies from experts in the field. Whether you're a new seller looking to grow your business or an existing seller wanting to boost your sales on Amazon, this webinar series is perfect for you.
Family Owned Business Institute
The Family Owned Business Institute is a renowned institution located at 268 Fulton Street West in Grand Rapids, Michigan. As a leading resource for family-owned businesses, the institute offers expert guidance, educational programs, and networking opportunities to help these unique enterprises thrive and succeed. With a strong focus on preserving family legacies and promoting long-term sustainability, the Family Owned Business Institute is dedicated to supporting the growth and success of family-owned businesses in the United States and beyond. Visit their location in Grand Rapids to learn more about their services and how they can benefit your family-owned business.
New York Life
New York Life is an insurance agency located at 5088 Corp Exch Blvd SE in Grand Rapids, Michigan, United States. They offer permanent policies with guaranteed death benefits and cash value growth, long-term coverage that is customizable to your needs and budget, and the ability to invest policy cash value in the market. They also provide coverage for everyday tasks, lost income due to sickness or injury, professionally managed investments, bundled investments with low fees, and investments for education expenses. New York Life offers expertise and guidance to create investment strategies, help with estate planning, and insurance options for employees, executives, and business owners. They have a diverse and welcoming workplace, and have been recognized as an industry leader for over 175 years. Their mission is to make the world a better place through community engagement and charitable giving. With a workforce that reflects the communities they serve, New York Life is committed to helping families thrive and prosper. They offer resources, tools, and financial calculators to help individuals prepare for the future.
Penn Mutual Life Insurance Co
Penn Mutual Life Insurance Co, located at 3333 Evergreen Drive Northeast in Grand Rapids, Michigan, is an insurance agency that has been serving policyholders for over 175 years. They believe in the power of mutual support and offer robust and versatile solutions to help individuals, families, and businesses achieve their financial goals. With top ratings from agencies like AM Best, Moody’s, and Standard & Poor’s, Penn Mutual is a trusted partner for those with serious financial aspirations. They are also dedicated to giving back to the communities they serve, helping them get stronger as well. Whether you're looking for life insurance or financial planning, Penn Mutual has the resources and expertise to help you feel stronger today and tomorrow. Join their team of financial professionals and see how they can help you reach your dreams.
The Maul Law Group, PLLC
The Maul Law Group, PLLC is a reputable law firm located at 2401 Camelot Court Southeast in Grand Rapids, Michigan. Specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, our experienced attorneys are dedicated to providing high-quality legal services to our clients. With a commitment to excellence and a track record of successful cases, The Maul Law Group is a trusted resource for individuals in need of legal representation in the Grand Rapids area. Contact us today to schedule a consultation and learn how we can assist with your legal needs.
LMCU
Lake Michigan Credit Union (LMCU) is a trusted financial institution located at 5701 28th Street Southeast in Grand Rapids, Michigan, United States. As a member-owned credit union, LMCU offers a wide range of financial services including savings accounts, checking accounts, loans, mortgages, and investment options. With a focus on providing exceptional customer service and competitive rates, LMCU is dedicated to helping its members achieve their financial goals. Visit LMCU today to experience the difference of banking with a local, community-focused institution.
Fidelity Investments
Fidelity Investments is a renowned finance institution located at 3480 28th Street Southeast in Grand Rapids, Michigan, United States. With a strong reputation for providing expert investment services, Fidelity Investments offers a wide range of financial products and solutions 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, Fidelity Investments has the expertise and resources to help you make informed decisions and grow your wealth. With a commitment to excellence and customer satisfaction, Fidelity Investments is a trusted partner for individuals and businesses seeking to secure their financial future.
Hilgendorf Wealth Management of Raymond James
Hilgendorf 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.
BDO
BDO 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.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a financial institution that offers a wide range of services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch can provide financial strategies tailored to your specific needs, including retirement income planning, guidance on investments, and access to estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are dedicated to client service and satisfaction, working closely with clients to understand their goals and create personalized financial strategies. The branch is also involved in charitable outreach and volunteerism to support the communities in which they operate.
IM Wealth
IM 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.
Shawn Fair - Thrivent
Shawn Fair - Thrivent is a finance institution located at 161 Ottawa Avenue Northwest in Grand Rapids, Michigan, United States. Licensing for services can be obtained through the State Insurance Department's website, as recommended by the National Association of Insurance Commissioners. The institution, under the marketing name Thrivent Financial for Lutherans, offers insurance products, securities, and investment advisory services through its subsidiary Thrivent Investment Management Inc. The financial professionals at Shawn Fair - Thrivent do not provide legal, accounting, or tax advice, but can offer advice and guidance through their Financial Planning Framework. Clients may choose to engage further with Dedicated Planning Services for written recommendations at a fee. Only credentialed financial advisors are authorized to provide investment advisory services at Shawn Fair - Thrivent. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.
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