TOP 30 Financial planning services in Grand Rapids, Michigan
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Team Financial Group, Inc.
● ClosedTeam 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 -
MED-1 Occupational Health Services
● OpenMED-1 Occupational Health Services is a premier institution located at 1140 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in occupational healthcare, our dedicated team of doctors and health professionals prioritize the health and well-being of your employees. Since 1984, we have been providing custom-tailored services and programs to help local companies reduce workers' compensation costs. Our clinic managers ensure efficient communication between you, your employees, and our providers for the most effective return-to-work solutions. With a web-based reporting system offering 24/7 access to employee reports, results, and authorizations through a secure HIPAA compliant portal, we strive to keep you informed and supported at all times.
1140 Monroe Ave NW # 150, Grand Rapids, MI 49503, United States -
Start New Financial
● ClosedStart New Financial is a leading finance institution located at 5366 Plainfield Avenue Northeast in Grand Rapids, Michigan. We specialize in providing innovative financial solutions to help individuals and businesses achieve their goals. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of finance and make informed decisions. Whether you are looking to start a new business, invest in the stock market, or plan for retirement, Start New Financial is here to help you every step of the way. Contact us today to learn more about how we can help you secure a brighter financial future.
5366 Plainfield Ave NE, Grand Rapids, MI 49525, United States -
Grand Rapids International Tax Services
● ClosedGrand Rapids International Tax Services is a leading accounting and finance institution located at 2131 Division Avenue South in Grand Rapids, Michigan, United States. Specializing in international tax services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses with global interests. With a wealth of experience and knowledge in tax laws and regulations, we strive to help our clients navigate the complexities of international taxation and maximize their financial success. Whether you are an expat, a multinational corporation, or a foreign investor, Grand Rapids International Tax Services is here to assist you with personalized and professional service.
2131 Division Ave S, Grand Rapids, MI 49507, United States -
Financial Advisory Corporation
● ClosedFinancial 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 -
Keystone Retirement Services
● ClosedKeystone Retirement Services is a comprehensive finance, health, and insurance agency located at 6641 Division Avenue South in Grand Rapids, Michigan. Our experienced team is dedicated to helping individuals plan for a secure and comfortable retirement through personalized financial strategies and health insurance options. We strive to provide top-notch customer service and support to ensure our clients have peace of mind as they navigate the complexities of retirement planning. Contact us today to learn more about how Keystone Retirement Services can help you achieve your financial goals.
6641 Division Ave S, Grand Rapids, MI 49548, United States -
HealthBridge Financial
● ClosedHealthBridge Financial, located at 3200 Broadmoor Avenue Southeast in Grand Rapids, Michigan, offers a unique solution to improve the patient financial experience for both providers and patients. With HealthBridge, patients can pay for their healthcare services over time in manageable amounts with zero-interest, providing them with the confidence to seek care when needed. There are no credit checks, applications, or hidden fees, just consumer-protective terms that everyone desires from their healthcare provider. In addition to helping patients, HealthBridge also benefits healthcare providers by forward funding unpaid patient balances on a non-recourse basis. This accelerates cash flow and eliminates administrative costs, allowing providers to focus on delivering exceptional care to their patients.
3200 Broadmoor Ave SE, Grand Rapids, MI 49512, United States -
Acquire Financial Solutions, LLC
● ClosedAcquire Financial Solutions, LLC is a reputable finance, health, and insurance agency located at 1400 Michigan Street Northeast in Grand Rapids, Michigan. With a team of experienced professionals, we provide comprehensive financial planning, health insurance options, and insurance solutions tailored to meet the unique needs of our clients. Our goal is to help individuals and businesses secure their financial future and protect their assets. Contact us today to learn more about our services and how we can assist you in achieving your financial goals.
1400 Michigan St NE #1S, Grand Rapids, MI 49503, United States -
Daniel Sherwood, Bankers Life Agent and Bankers Life Securities Financial Representative
● ClosedDaniel Sherwood, Bankers Life Agent and Bankers Life Securities Financial Representative is located at 3350 Eagle Park Drive Northeast in Grand Rapids, Michigan. As a financial advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Daniel Sherwood offers a wide range of insurance options from companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of the key services provided by Daniel Sherwood is helping clients navigate their Medicare options. Whether you are looking for Medicare Advantage plans or need assistance with prescription drug coverage, Daniel can help you find the right plan to meet your needs. With Medicare Advantage Plans offering an annual maximum out of pocket limit and some plans even having premiums as low as $0 per month, Daniel can help you make informed decisions about your healthcare coverage.
3350 Eagle Park Dr NE #104, Grand Rapids, MI 49525, United States -
Nathan Allen Sitzema: Primerica - Financial Services
● OpenNathan Allen Sitzema: Primerica - Financial Services is a reputable finance and insurance agency located at 975 3 Mile Road Northwest in Grand Rapids, Michigan, United States. With a focus on providing comprehensive financial services to individuals and families, the institution offers a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment planning, retirement savings, or insurance coverage, the experienced team at Nathan Allen Sitzema: Primerica - Financial Services is dedicated to providing personalized and professional advice to meet your needs. Contact them today to start securing your financial future.
975 3 Mile Rd NW #100b, Grand Rapids, MI 49544, United States -
Modern Woodmen Fraternal Financial
● OpenModern Woodmen Fraternal Financial is a finance and insurance agency located at 890 3 Mile Road Northwest, Grand Rapids, Michigan, United States. Since 1883, Modern Woodmen of America has been bringing people together, supporting families, and strengthening communities. As a financial representative, you can make a positive impact for your family and community by utilizing our high-quality financial products to meet your current needs, achieve your future dreams, and plan for all stages of life. As a member of Modern Woodmen, you can access fraternal member programs and impact your community. Our organization is built to help families throughout life, protecting families and helping communities since 1883. Our dedicated representatives have the knowledge and experience to help you make the right financial decisions. Join us and be part of something bigger than yourself, making a positive impact on each other and our communities.
890 3 Mile Rd NW STE 1, Grand Rapids, MI 49544, United States -
GLP Financial Group
● ClosedGLP Financial Group is a leading financial institution located at 3258 Clear Vista Court Northeast in Grand Rapids, Michigan. As a finance company, we specialize in providing a wide range of financial services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, or wealth management, GLP Financial Group is here to help. Visit us today to learn more about how we can assist you with your financial needs.
3258 Clear Vista Ct NE, Grand Rapids, MI 49525, United States -
Allstate Personal Financial Representative: Bryan Burkey
● ClosedAllstate Personal Financial Representative: Bryan Burkey is a finance and insurance agency located at 4240 29th Street Southeast in Grand Rapids, Michigan. As a trusted representative, Bryan Burkey offers personalized financial services to help individuals and families secure their financial futures. Whether you need assistance with retirement planning, investment strategies, or insurance coverage, Bryan Burkey is dedicated to providing expert guidance and support. With a commitment to excellence and customer satisfaction, Allstate Personal Financial Representative: Bryan Burkey is a reliable choice for all your financial needs.
4240 29th St SE, Grand Rapids, MI 49512, United States -
Theresa Smith - Prudential Financial
● OpenTheresa Smith - Prudential Financial is a reputable finance and insurance agency located at 3033 Orchard Vista Drive Southeast in Grand Rapids, Michigan. With a strong focus on providing personalized financial solutions and insurance services to individuals and businesses, Theresa Smith - Prudential Financial is committed to helping clients achieve their financial goals and secure their futures. With a team of experienced professionals, they offer a wide range of financial products and services tailored to meet the unique needs of each client. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Theresa Smith - Prudential Financial is dedicated to delivering top-notch service and expertise to help you make informed decisions and build a solid financial foundation.
3033 Orchard Vista Dr SE #102, Grand Rapids, MI 49546, United States -
Tyler Urman - Prudential Financial
● OpenTyler Urman - Prudential Financial is a reputable finance and insurance agency located in Grand Rapids, Michigan. With a focus on providing personalized financial solutions and insurance products to meet the individual needs of their clients, Tyler Urman - Prudential Financial is dedicated to helping individuals and families achieve their financial goals and protect their assets. Their knowledgeable team of professionals offers expert advice and guidance on a wide range of financial services, including retirement planning, investment strategies, and insurance coverage. Visit their office at 3033 Orchard Vista Drive Southeast to learn more about how Tyler Urman - Prudential Financial can help secure your financial future.
3033 Orchard Vista Dr SE #102, Grand Rapids, MI 49546, United States -
Keri Wade - Prudential Financial
● OpenKeri Wade - Prudential Financial is a reputable finance and insurance agency located at 3033 Orchard Vista Drive Southeast in Grand Rapids, Michigan, United States. With a strong commitment to providing top-notch financial services and insurance solutions, Keri Wade and her team strive to help clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Keri Wade - Prudential Financial is dedicated to providing personalized and professional assistance to meet your needs.
3033 Orchard Vista Dr SE #102, Grand Rapids, MI 49546, United States -
Thomas Kendra - Prudential Financial
● OpenThomas Kendra - Prudential Financial is a reputable finance and insurance agency located at 3033 Orchard Vista Drive Southeast in Grand Rapids, Michigan, United States. With a strong focus on providing personalized financial solutions and insurance services, they strive to help individuals and businesses achieve their financial goals and protect their assets. The experienced team at Thomas Kendra - Prudential Financial is dedicated to providing top-notch customer service and tailored financial strategies to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust Thomas Kendra - Prudential Financial to provide expert guidance and support.
3033 Orchard Vista Dr SE #102, 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 -
Ken Chesterman, Financial Advisor
● ClosedKen Chesterman, Financial Advisor is a reputable finance and insurance agency located at 3949 Sparks Drive Southeast in Grand Rapids, Michigan, United States. With years of experience and expertise in the industry, Ken Chesterman offers personalized financial solutions and insurance services to help clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Ken Chesterman is dedicated to providing top-notch services tailored to meet your individual needs. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
3949 Sparks Dr SE STE 104, Grand Rapids, MI 49546, United States -
Carrie Durr, Bankers Life Agent and Bankers Life Securities Financial Representative
● ClosedCarrie Durr, Bankers Life Agent and Bankers Life Securities Financial Representative in Grand Rapids, Michigan, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Financial Advisor, Carrie Durr specializes in helping clients navigate the complexities of Medicare Advantage plans to find the best coverage for their needs. Medicare Advantage Plans offer comprehensive coverage, including prescription drug coverage, with some plans even offering $0 monthly premiums. With the rising costs of healthcare and the inevitability of needing long-term care, it's crucial to have a plan in place. Carrie Durr is here to help you start planning for the future and have important discussions with your loved ones. Visit Carrie Durr, Bankers Life Agent and Bankers Life Securities Financial Representative in Grand Rapids to secure your financial future today.
3350 Eagle Park Dr NE #104, Grand Rapids, MI 49525, United States -
Dennis Muxlow, Bankers Life Agent and Bankers Life Securities Financial Representative
● ClosedDennis Muxlow, Bankers Life Agent and Bankers Life Securities Financial Representative in Grand Rapids, Michigan, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Dennis can help you find the right coverage to suit your needs. With the rising cost of healthcare and the increasing need for long-term care, it is crucial to have a plan in place. Contact Dennis Muxlow today to start planning for your future.
3350 Eagle Park Dr NE #104, Grand Rapids, MI 49525, United States -
Quisqueya Tax Service
● ClosedQuisqueya Tax Service is a reputable accounting and finance institution located at 1628 Division Avenue South in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to help you navigate the complexities of the tax system. Trust Quisqueya Tax Service for all your accounting and financial needs.
1628 Division Ave S, Grand Rapids, MI 49507, United States -
Access Property Management Group of Grand Rapids, MI
● ClosedAccess Property Management Group of Grand Rapids, MI is a professional rental property management agency located at 1430 Monroe Avenue Northwest in Grand Rapids, Michigan. Offering a range of services including text, email, phone call, video, or in-person communication, they are always available to assist clients with any questions or concerns. With a focus on placing quality screened residents for property owner clients, they have successfully leased numerous properties in the West Michigan area. Specializing in professional rental property management, Access Property Management Group understands the value of owning rental properties as a form of wealth creation. With solid systems, screenings, and reporting in place, they aim to make the process of managing properties and tenants as seamless as possible for landlords. Offering four different management plans to choose from, clients can easily select the plan that best suits their needs.
1430 Monroe Ave NW UNIT 105, Grand Rapids, MI 49505, United States -
Harvest Financial
● OpenHarvest Financial is a reputable finance institution located at 3501 Lake Eastbrook Boulevard Southeast in Grand Rapids, Michigan. With a commitment to providing top-notch financial services, Harvest Financial offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Harvest Financial is dedicated to helping you navigate the complexities of the financial world. Trust Harvest Financial to provide you with expert guidance and personalized solutions to secure your financial future.
3501 Lake Eastbrook Blvd SE #105, Grand Rapids, MI 49546, United States -
Tax America Multi-Service
● ClosedTax America Multi-Service is a trusted institution located at 2660 Division Avenue South in Grand Rapids, Michigan, United States. Specializing in accounting and finance, we offer a variety of services including income tax preparation, business tax support, payroll assistance, and bookkeeping. Our convenient Taxes to Go app allows you to securely send us all your documents, making your visit to our office quick and efficient. Our team is dedicated to our clients, providing representation in audits with the IRS, FTB, and EDD to ensure compliance with tax laws and regulations. We develop personalized strategies for both businesses and individuals, working diligently to address your most pressing financial concerns. Trust Tax America Multi-Service to handle all of your accounting and finance needs, even beyond tax season.
2660 Division Ave S, Grand Rapids, MI 49507, United States -
IBS Financial Group
● ClosedIBS Financial Group is a finance institution located at 758 Fulton Street West in Grand Rapids, Michigan, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, IBS Financial Group is here to help. Contact us today to learn more about our services and how we can assist you with your financial needs.
758 Fulton St W, Grand Rapids, MI 49504, United States -
Darlene Frederick - At Aspen~Marquise Financial
● ClosedDarlene 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 -
Lopez Tax Services
● OpenLopez Tax Services is a trusted accounting and finance institution located at 1506 Cesar E. Chavez Avenue Southwest in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to providing top-notch tax services, financial consulting, and accounting solutions to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Lopez Tax Services is here to help you navigate the complex world of finance with ease and confidence. Contact us today to schedule a consultation and see how we can assist you with all of your accounting and financial needs.
1506 Cesar E. Chavez Ave SW, Grand Rapids, MI 49503, United States -
Bright Future Financial Services
● ClosedBright Future Financial Services is a reputable accounting and finance institution located at 3501 Lake Eastbrook Boulevard Southeast in Grand Rapids, Michigan. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or investment management, our dedicated team is here to help you secure a bright financial future. Contact us today to schedule a consultation and take the first step towards financial success.
3501 Lake Eastbrook Blvd SE #222, Grand Rapids, MI 49546, United States -
L & M Tax Services
● ClosedL & M Tax Services is a reputable accounting and finance institution located in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. From tax preparation to financial planning, we offer a wide range of services to meet our clients' needs. Visit us at 3401 Coit Avenue Northeast to learn more about how we can help you with your financial needs.
3401 Coit Ave NE, Grand Rapids, MI 49525, United States
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