TOP 30 Best Financial planning services near me in Holland, Michigan

Independent Bank is a trusted financial institution located at 12368 Riley Street in Holland, Michigan. With over 150 years of experience, we offer a wide range of banking services including ATM access, personal and business banking, and financial planning. Our Holland branch is easily accessible and open Monday through Friday, with Saturday appointments available. Whether you're looking to open a new account or secure a mortgage, Independent Bank is here to help you achieve your financial goals. Visit us today or contact us at 616-344-2470 to learn more.

Stifel 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.

Innovative Law Group is a dynamic institution located at 388 Garden Avenue in Holland, Michigan, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing innovative solutions to meet the unique needs of our clients. Whether you are seeking expert financial advice, legal representation, or assistance with complex accounting matters, Innovative Law Group is here to help. Contact us today to learn more about how we can assist you with your specific needs.

Baird Private Wealth Management is a leading finance institution located at 151 Central Avenue in Holland, Michigan, United States. With a focus on personalized financial planning and investment management, Baird provides tailored solutions to meet the individual needs of their clients. Their team of experienced advisors offers a wide range of services including retirement planning, wealth preservation, and estate planning. Baird Private Wealth Management is committed to helping clients achieve their financial goals and secure their financial future.

P Ray Gemmen & Associates, Inc is a reputable accounting and finance institution located at 151 Central Avenue in Holland, Michigan, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Whether you are an individual or a business owner, P Ray Gemmen & Associates, Inc is dedicated to helping you achieve your financial goals.

Geenen & Kolean, P.C. is a reputable accounting and finance institution located at 246 South River Avenue in Holland, Michigan. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the area. Our services include tax preparation, bookkeeping, financial planning, and more. We are committed to helping our clients achieve their financial goals and provide personalized solutions to meet their specific needs. Visit us today to learn how we can assist you with your financial needs.

Conn Geneva & Robinson PC is a unique accounting and finance institution located at 4927 Stariha Drive in Norton Shores, Michigan, United States. Unlike traditional CPA firms, we pride ourselves on being more than just number crunchers. Our team of professionals are not only diligent, but also creative, going above and beyond to find new opportunities and cost-saving strategies for your business. We are dedicated to building strong relationships and implementing innovative strategies that benefit our employees, clients, and community. While we may be a bit more laid back than other firms, we are still highly professional and technologically advanced. Our team is known for being friendly, genuine, and even cracking a joke now and then. But when it comes to our work, we are all buttoned up and at the leading edge of technology. Working with us means gaining a competitive edge that is nothing to laugh at.

Weymon & Associates Inc is a reputable accounting and finance institution located at 419 East 8th Street in Holland, Michigan, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, and consulting to help our clients achieve their financial goals. Trust Weymon & Associates Inc for all your accounting and finance needs.

Aukema & Company, P.C. is a reputable CPA firm located at 295 120th Avenue in Holland, Michigan, United States. Specializing in accounting and finance, they offer a wide range of services to businesses and individuals in the West Michigan area. From preparing financial statements and tax returns to providing expert business consultation, Aukema & Company, P.C. is dedicated to helping clients take control of their finances. With a focus on delivering peace of mind, they are the go-to source for all your financial needs.

Raymond James & Associates is a well-established finance institution located at 217 East 24th Street in Holland, Michigan, United States. With a strong reputation for providing comprehensive financial services, Raymond James & Associates offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering exceptional service and guidance to individuals, families, and businesses seeking expert financial advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Raymond James & Associates is committed to helping you secure a prosperous future.

Ockerlund Capital & Wealth Management Group is a leading finance institution located at 510 West 17th Street in Holland, Michigan, United States. Our team of experienced professionals specialize in providing personalized financial services to help individuals and businesses achieve their investment and wealth management goals. With a focus on integrity, expertise, and customer service, we strive to deliver tailored solutions that meet our clients' unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Ockerlund Capital & Wealth Management Group is here to help you succeed.

West Coast CPA Group is a leading accounting and finance institution located at 301 Hoover Boulevard in Holland, Michigan, United States. Our team of experienced professionals provide a wide range of services including tax preparation, auditing, financial planning, and business consulting. With a strong commitment to excellence and integrity, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world. Contact us today to learn more about how West Coast CPA Group can support your financial needs.

DeLong & Brower PC is a reputable accounting and finance institution located at 460 South Waverly Road in Holland, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Their dedication to providing top-notch services and personalized attention to each client sets them apart in the industry. Whether you are a small business owner or an individual seeking financial guidance, DeLong & Brower PC is committed to helping you achieve your financial goals.

Liberty Tax in Holland, Michigan is a finance institution located at 15 South Waverly Road. They specialize in providing tax preparation services to individuals and businesses, helping clients navigate the complexities of tax laws and maximize their refunds. With a team of experienced professionals, Liberty Tax is dedicated to providing accurate and efficient tax solutions to their customers. Whether you need assistance with filing your taxes or have questions about tax planning, Liberty Tax is here to help. Visit their office in Holland for personalized and reliable financial services.

Lake 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.

Farmers 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.

De Boer, Baumann & Company, PLC is a reputable accounting and finance institution located at 355 Settlers Road in Holland, Michigan, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to providing high-quality, personalized service sets them apart in the industry. Whether you are an individual or a business owner, De Boer, Baumann & Company, PLC is dedicated to helping you achieve your financial goals.

Lake Michigan Credit Union (LMCU) is a financial institution located at 3493 West Shore Drive in Holland, Michigan, United States. As a 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 personalized service and competitive rates, LMCU is committed to helping its members achieve their financial goals. Visit us today to learn more about how LMCU can help you with your financial needs.

Crown Ridge Properties is a leading real estate agency located at 156 West 11th Street in Holland, Michigan. Specializing in residential and commercial properties, our team of experienced agents are dedicated to helping clients buy, sell, and rent real estate in the United States. With a focus on customer service and market expertise, Crown Ridge Properties is committed to providing top-notch service to meet all your real estate needs. Contact us today to learn more about how we can help you achieve your real estate goals.

Macatawa Bank is a trusted financial institution located at 10753 Macatawa Drive in Holland, Michigan, United States. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our dedicated team of professionals is committed to providing personalized and attentive service to help individuals and businesses achieve their financial goals. Whether you're looking for a checking account, mortgage loan, or investment advice, Macatawa Bank is here to help you every step of the way. Visit us today to experience the difference of banking with a community-focused institution.

Wells Fargo Advisors is a trusted finance institution located at 321 Settlers Road in Holland, Michigan, United States. As a leading financial services firm, they offer a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Wells Fargo Advisors is dedicated to helping individuals and businesses make informed decisions about their finances. Whether you are planning for retirement, saving for education, or building a portfolio, Wells Fargo Advisors can provide the expertise and guidance you need to succeed.

Chase Bank, located at 635 East 8th Street in Holland, Michigan, is a full-service financial institution offering a range of banking and finance services. With a team of business professionals specializing in improving cash flow, providing credit solutions, and managing payroll, Chase is dedicated to helping businesses succeed. In addition to traditional banking services, Chase also offers online and mobile banking, business credit cards, and payment acceptance solutions tailored for businesses. As a subsidiary of JPMorgan Chase & Co., Chase Bank is committed to providing top-notch financial products and services to its customers. Whether you're looking to invest, manage your wealth, or simply open a checking or savings account, Chase Bank has the expertise and resources to meet your financial needs. Member FDIC.

The Lakeshore Pregnancy Center Admin is a health institution located at 339 South River Avenue in Holland, Michigan, United States. This center provides support and resources for individuals facing unplanned pregnancies, offering a safe and confidential space for counseling, education, and assistance in exploring options. The dedicated staff at Lakeshore Pregnancy Center Admin are committed to providing compassionate care and guidance to help individuals make informed decisions about their reproductive health.

Charles Schwab is a leading financial institution located at 12365 James Street in Holland, Michigan, United States. As a trusted name in the finance industry, Charles Schwab offers a wide range of services including investment management, retirement planning, and wealth management. With a commitment to providing personalized financial solutions tailored to each client's unique needs, Charles Schwab is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to learn more about how we can help you secure your financial future.

Ferris Busscher & Zwiers, P.C. is an accounting and finance institution located at 675 East 16th Street in Holland, Michigan, United States. Recently, they have joined forces with Hungerford CPAs Advisors, a prominent full-service CPA and advisory firm based in Grand Rapids. Partners Bill Borgman, Doug Rotman, and Tony Zwiers, along with their staff, will continue to operate from the Holland office under the new partnership. Hungerford has been serving clients for over 80 years, specializing in building relationships and providing comprehensive financial services. With offices in multiple locations in Michigan, Hungerford offers a wide range of services including accounting, tax planning, wealth management, business valuation, and more. They are known for their expertise in working with closely held and family-owned businesses, as well as governmental entities, non-profit organizations, and employee benefit plans. Hungerford is the largest locally owned and independent CPA firm in West Michigan, committed to securing the success of their clients.

Huntington Bank is a trusted financial institution located at 329 North River Avenue in Holland, Michigan, United States. Offering a range of services including ATM access, banking, and finance, Huntington Bank is committed to providing convenient and reliable solutions for all your financial needs. Whether you prefer to visit one of our branches or open a checking account online, we make it easy to manage your money. Our branch hours are Monday to Friday from 9:00am to 5:00pm, and Saturday from 9:00am to 12:00pm. Our ATM services are available 24 hours a day, seven days a week for your convenience. Please note that lending products are subject to credit approval, and investment, insurance, and non-deposit trust products are not FDIC insured. Your feedback is important to us, so please consider sharing your thoughts after your visit. Thank you for choosing Huntington Bank for all your financial needs.

Simply Tax Inc is a leading finance institution located at 60 East Lakewood Boulevard in Holland, Michigan, United States. We specialize in providing comprehensive tax services to individuals and businesses, ensuring that our clients maximize their tax savings and stay compliant with all regulations. Our team of experienced professionals is dedicated to providing personalized and efficient solutions to meet the unique needs of each client. Whether you need help with tax preparation, planning, or IRS representation, Simply Tax Inc is here to help. Contact us today to learn more about how we can assist you with all of your tax needs.

Lakeshore Bankruptcy Center is a trusted legal institution located at 17 West 10th Street in Holland, Michigan, United States. Specializing in bankruptcy law, their team of experienced lawyers is dedicated to helping individuals and businesses navigate the complex process of filing for bankruptcy. With a focus on providing personalized and compassionate legal services, Lakeshore Bankruptcy Center is committed to guiding clients towards a fresh financial start.

Community Investment Group LLC is a finance institution located in Holland, Michigan, United States. We are dedicated to providing financial services and investment opportunities to support the growth and development of our local community. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals through strategic planning and investment solutions. At Community Investment Group LLC, we believe in the power of community and are proud to play a role in driving economic prosperity in our region.

Thrive Bookkeeping is a trusted accounting and finance institution located at 430 East 8th Street in Holland, Michigan, United States. Our team of experienced professionals is dedicated to helping businesses thrive by providing accurate and reliable bookkeeping services. Whether you need assistance with payroll, taxes, or financial reporting, we are here to support you every step of the way. Contact us today to learn more about how Thrive Bookkeeping can help your business succeed.