Financial planning resources in Muskegon, Michigan

Merrill 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.

Edward Jones - Financial Advisor: Nathan D Whipple, AAMS™ is a reputable finance institution located at 5916 Harvey Street in Muskegon, Michigan, United States. With a focus on providing personalized financial advice and services, Nathan D Whipple, AAMS™ is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest, Nathan D Whipple, AAMS™ offers expert guidance and support to help you make informed decisions about your finances. Trust in this institution to provide you with the tools and resources you need to secure a stable financial future.

Merrill Lynch Wealth Management, located at 380 West Western Avenue in Muskegon, Michigan, United States, is a prestigious finance institution that offers a wide range of wealth management services. The experienced advisors at this branch work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. The advisors at Merrill Lynch Wealth Management offer financial strategies based on years of combined knowledge and experience in wealth management. They go beyond wealth planning advice to assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives.

Welcome to Shelby State Bank, your trusted partner in banking and finance located at 388 South Hancock Street, Pentwater, Michigan. Since 1931, we have been dedicated to supporting local businesses, communities, and enhancing the quality of life in the areas we serve. With ten branches, each maintaining a strong sense of community, we offer a personalized banking experience that caters to your unique needs. Our experienced commercial lending team is here to help you achieve your business goals with tailored financial solutions. Whether you're a budding entrepreneur or an established enterprise, we provide the resources and support you need to thrive.