Financial strategies in Grand Rapids, MI
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BeManaged
● OpenBeManaged is a financial institution located at 4280 Cascade Road Southeast in Grand Rapids, Michigan. Founded in 2006, our mission is to provide high-level investment management and advice to individuals and employers at a fair value. As an independent fee-only advisor, we adhere to the highest fiduciary standard of care, ensuring that our clients' best interests are always the top priority. At BeManaged, we believe that every client is unique and deserves a customized financial plan tailored to their specific needs and goals. Our team of experienced advisors is dedicated to helping investors create and execute a comprehensive financial strategy without the conflicts of interest that can arise from sales products.
4280 Cascade Rd SE, Grand Rapids, MI 49546, United States -
Thomas Trisch - TIAA Wealth Management Advisor
● OpenThomas Trisch - TIAA Wealth Management Advisor is a reputable finance institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. As a trusted wealth management advisor, Thomas Trisch provides personalized financial planning services to help clients achieve their financial goals and secure their future. With a focus on investment strategies, retirement planning, and wealth preservation, Thomas Trisch offers expert guidance and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Thomas Trisch - TIAA Wealth Management Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
333 Bridge St NW #110, Grand Rapids, MI 49504, United States -
Shawn Fair - Thrivent
● OpenShawn 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.
161 Ottawa Ave NW Suite 110-M, Grand Rapids, MI 49503, United States -
Tamara Sytsma - Raymond James
● OpenTamara Sytsma - Raymond James is a finance institution located at 922 Wealthy Street Southeast in Grand Rapids, Michigan, United States. With a strong emphasis on personalized financial planning and investment management, our team is dedicated to helping clients achieve their financial goals. We offer a wide range of services including retirement planning, wealth management, and investment strategies tailored to each individual's unique needs. Our experienced professionals are committed to providing exceptional service and guidance to help our clients secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.
922 Wealthy St SE, Grand Rapids, MI 49506, United States -
David Keener - TIAA Wealth Management Advisor
● OpenDavid Keener - TIAA Wealth Management Advisor is a trusted financial institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan. As a Wealth Management Advisor, David Keener offers personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on wealth management, investment strategies, retirement planning, and estate planning, David Keener provides expert guidance and tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, David Keener - TIAA Wealth Management Advisor is committed to helping you make informed financial decisions and navigate the complexities of the financial world.
333 Bridge St NW #110, Grand Rapids, MI 49504, United States -
Elite Wealth Management LLC
● OpenElite Wealth Management LLC is a premier finance institution located at 2050 Celadon Drive Northeast in Grand Rapids, Michigan. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and build wealth for the future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At Elite Wealth Management LLC, we prioritize personalized service and tailor our strategies to meet the individual needs of each client. Trust us to provide expert guidance and support as you navigate the complexities of the financial world.
2050 Celadon Dr NE, Grand Rapids, MI 49525, United States -
Keagan W Rushmore, MBA - Dave Ramsey's ELP for Investing
● OpenKeagan W Rushmore, MBA is a trusted financial advisor and Dave Ramsey's Endorsed Local Provider (ELP) for Investing located at 2674 Kraft Avenue Southeast in Grand Rapids, Michigan. With a background in finance and a Master's in Business Administration, Keagan provides expert guidance and personalized investment strategies to help clients achieve their financial goals. As a member of Dave Ramsey's ELP program, Keagan upholds the highest standards of integrity and professionalism in the industry. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Keagan W Rushmore, MBA is dedicated to helping you make informed decisions and build a strong financial foundation.
2674 Kraft Ave SE, Grand Rapids, MI 49546, United States -
Cornerstone Wealth Partners - Steve Vanderwey, William Wiarda
● OpenCornerstone Wealth Partners, led by Steve Vanderwey and William Wiarda, is a finance institution located in Grand Rapids, Michigan. As a coaching company, their mission is to help families understand the true value of their money, allowing them to invest wisely and with purpose. Through their Pathway system, they guide clients in navigating financial decisions and strategies. Their team is known for being fun, effective, and dedicated to providing top-notch investor services. With a commitment to sound academic investing, Cornerstone Wealth Partners aims to help clients achieve their financial goals while staying true to their greater purpose in life. Advisory services are offered through Cornerstone Wealth Partners, a registered investment adviser, ensuring that clients receive expert guidance in managing their finances.
1600 E Beltline Ave NE Ste 114, Grand Rapids, MI 49525, United States -
Synergy Wealth Management
● OpenSynergy Wealth Management is a leading financial institution located at 660 Cascade West Parkway Southeast in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. From investment planning to retirement savings, our comprehensive services are designed to optimize your financial success. Contact us today to start building a brighter financial future with Synergy Wealth Management.
660 Cascade W Pkwy SE STE 250, Grand Rapids, MI 49546, United States -
LaFleur & Godfrey Private Wealth Management
● OpenLaFleur & Godfrey Private Wealth Management is a prestigious finance institution located at 625 Kenmoor Avenue Southeast in Grand Rapids, Michigan, United States. With a focus on providing personalized wealth management services, LaFleur & Godfrey is dedicated to helping clients achieve their financial goals and secure their financial futures. Their team of experienced professionals offers expert advice and tailored investment strategies to meet the unique needs of each individual client. Trust LaFleur & Godfrey Private Wealth Management to provide top-tier financial guidance and support.
625 Kenmoor Ave SE #209, Grand Rapids, MI 49546, United States -
Tyler Staples - Raymond James
● OpenTyler Staples - Raymond James is a reputable finance institution located at 2060 East Paris Avenue Southeast in Grand Rapids, Michigan. Specializing in wealth management and financial planning services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored investment strategies, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to schedule a consultation and learn more about how we can help you reach your financial objectives.
2060 E Paris Ave SE Suite 250, Grand Rapids, MI 49546, United States -
Equitable Advisors: Daniel Sayfie
● OpenEquitable Advisors: Daniel Sayfie is a finance institution located at 3501 Lake Eastbrook Boulevard Southeast in Grand Rapids, Michigan, United States. Our team of experienced advisors led by Daniel Sayfie is dedicated to providing personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on transparency and integrity, we offer a wide range of services including retirement planning, wealth management, and insurance solutions. Trust Equitable Advisors: Daniel Sayfie to guide you towards a secure and prosperous financial future.
3501 Lake Eastbrook Blvd SE, Grand Rapids, MI 49546, United States -
MaxWealth Managemement
● OpenMaxWealth Management is a leading finance institution located at 2024 Celebration Drive Northeast in Grand Rapids, Michigan, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers personalized investment strategies, retirement planning, estate planning, and more. At MaxWealth Management, we are committed to helping our clients build and preserve their wealth for a secure financial future.
2024 Celebration Dr NE, Grand Rapids, MI 49525, United States -
Ryan Waselewsky - Morgan Stanley
● OpenRyan Waselewsky - Morgan Stanley is a premier financial institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan. As a branch of the renowned Morgan Stanley, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals provides personalized investment strategies, wealth management solutions, retirement planning, and more. With a focus on excellence and integrity, we strive to deliver exceptional service and results for our clients. Visit us today to learn how we can help you secure your financial future.
5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, United States -
Callesen Wealth Management
● OpenCallesen Wealth Management is a prestigious finance institution located at 1500 East Beltline Avenue Southeast in Grand Rapids, Michigan, United States. With a focus on providing comprehensive wealth management services, our team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. From investment planning to retirement strategies, Callesen Wealth Management is committed to delivering personalized solutions tailored to each client's unique needs. Trust us to guide you towards financial success and peace of mind.
1500 E Beltline Ave SE # 205, Grand Rapids, MI 49506, United States -
Richard Olsen II - Morgan Stanley
● OpenRichard Olsen II - Morgan Stanley is a leading finance institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a strong reputation for providing top-tier financial services, the institution offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Richard Olsen II - Morgan Stanley is dedicated to delivering personalized financial advice and strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, this institution is here to help you every step of the way.
5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, United States -
Medalist Wealth Management
● OpenMedalist Wealth Management is a finance institution located at 2900 Charlevoix Drive Southeast, Grand Rapids, Michigan, United States. Our dedicated team is committed to helping you achieve your dream retirement by designing and implementing successful financial strategies tailored to your goals. Founder Matt, a private wealth advisor with years of experience in financial services, focuses on retirement planning and is passionate about helping retirees secure their financial future. We offer a range of services to fit your unique lifestyle, including fixed index annuities to de-risk assets in today's changing economic landscape. Our goal is to help you build a financial strategy that provides security and peace of mind. Please note that all investments carry risk, and we recommend consulting with a qualified professional before making any decisions. Medalist Wealth Management is not affiliated with the U.S. Government or any governmental agency. Contact us today to start planning for your dream retirement.
2900 Charlevoix Dr SE Suite 220, Grand Rapids, MI 49546, United States -
The Tholl Pearson Group - Morgan Stanley
● OpenThe Tholl Pearson Group - Morgan Stanley is a leading financial institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. Specializing in wealth management, investment banking, and advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, The Tholl Pearson Group - Morgan Stanley is a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you secure your financial future.
5122 Cascade Rd SE, Grand Rapids, MI 49546, United States -
Thaddeus Phelps - Advance Wealth Management Service, LLC
● OpenThaddeus Phelps - Advance Wealth Management Service, LLC is a premier finance institution located in Grand Rapids, Michigan. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, we are here to provide expert guidance and support. Visit us at 2960 Lucerne Drive Southeast to learn more about how we can help you secure a prosperous financial future.
2960 Lucerne Dr SE Ste 201, Grand Rapids, MI 49546, United States -
Summit Wealth Partners LLC
● OpenSummit Wealth Partners LLC is a finance institution located at 2959 Lucerne Drive Southeast in Grand Rapids, Michigan, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Summit Wealth Partners LLC is here to provide expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure your financial future.
2959 Lucerne Dr SE Suite 120A, Grand Rapids, MI 49546, United States -
Stifel | Kyle Travis
● OpenStifel | Kyle Travis is located at 5181 Cascade Road Southeast in Grand Rapids, Michigan, United States. As a finance institution, we are dedicated to helping our clients achieve their financial goals. With a history dating back to 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of the number of financial advisors. Our Private Client Group consists of over 2,300 financial advisors, making Stifel the seventh largest full-service investment firm in terms of financial advisors. We offer timely investor insights through publications like Sight|Lines, Market Pulse, and the Investment Strategy Brief, providing valuable market updates and educational resources.
5181 Cascade Rd SE, Grand Rapids, MI 49546, United States -
Retirement Planning Associates, Inc.
● OpenRetirement Planning Associates, Inc. is a reputable finance institution located at 4519 Cascade Road Southeast in Grand Rapids, Michigan, United States. Specializing in retirement planning, this institution offers a wide range of services to help individuals and families secure their financial future. With a team of experienced professionals, Retirement Planning Associates, Inc. provides personalized advice and strategies tailored to each client's unique goals and circumstances. Whether you are looking to maximize your investments, minimize taxes, or create a comprehensive retirement plan, this institution is dedicated to helping you achieve financial security and peace of mind.
4519 Cascade Rd SE, Grand Rapids, MI 49546, United States -
Sharon Dykhouse - Morgan Stanley
● OpenSharon Dykhouse - Morgan Stanley is a reputable finance institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a strong commitment to providing top-notch financial services, Sharon Dykhouse - Morgan Stanley offers personalized investment strategies, wealth management solutions, and financial planning services to help clients achieve their financial goals. With a team of experienced professionals, the institution prides itself on delivering exceptional customer service and expert financial advice to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Sharon Dykhouse - Morgan Stanley is dedicated to helping you secure a prosperous financial future.
5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, United States -
Centennial Securities - Headquarters
● OpenCentennial Securities - Headquarters is a leading finance institution located at 3075 Charlevoix Drive Southeast in Grand Rapids, Michigan, United States. As a trusted financial services provider, Centennial Securities offers a wide range of investment and wealth management solutions for individuals and businesses. With a team of experienced professionals, they strive to help clients achieve their financial goals and secure their financial future. Visit Centennial Securities - Headquarters today to learn more about their services and how they can assist you in managing your finances effectively.
3075 Charlevoix Dr SE, Grand Rapids, MI 49546, United States -
Edward Jones Investments
● OpenEdward Jones Investments is a finance institution located in Grand Rapids, Michigan, United States. They are dedicated to helping individuals achieve their financial goals through personalized investment strategies and expert guidance. With a focus on long-term relationships and a commitment to excellent customer service, Edward Jones Investments strives to provide clients with the tools and support they need to secure their financial future.
Grand Rapids, MI 49504, United States -
Fifth Third Private Bank - Shane Gahlau
● OpenFifth Third Private Bank - Shane Gahlau is a prestigious finance institution located at 111 Lyon Street Northwest in Grand Rapids, Michigan. With a reputation for excellence in providing personalized financial services, Fifth Third Private Bank offers a range of wealth management solutions tailored to meet the unique needs of high-net-worth individuals and families. Led by experienced professionals like Shane Gahlau, clients can expect expert guidance in investment strategies, estate planning, and more. Visit Fifth Third Private Bank for a personalized approach to securing your financial future.
111 Lyon St NW, Grand Rapids, MI 49503, United States -
Fifth Third Private Bank - Paul Richards
● OpenFifth Third Private Bank - Paul Richards is a premier financial institution located at 111 Lyon Street Northwest in Grand Rapids, Michigan, United States. Specializing in personalized wealth management services, our experienced team led by Paul Richards is dedicated to helping clients achieve their financial goals. With a focus on tailored solutions and exceptional customer service, Fifth Third Private Bank is committed to providing a unique and exclusive banking experience for high-net-worth individuals and families. Contact us today to learn more about how we can help you secure your financial future.
111 Lyon St NW, Grand Rapids, MI 49503, United States -
Tammera Nevins - Thrivent
● OpenTammera Nevins - Thrivent is a finance institution located at 161 Ottawa Avenue Northwest, Suite 110-M in Grand Rapids, Michigan. Licensing for insurance products can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are able to provide investment advisory services. For more information about our financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.
161 Ottawa Ave NW Suite 110-M, Grand Rapids, MI 49503, United States -
Randy Lanning - Raymond James
● OpenRandy Lanning - Raymond James is a reputable finance institution located at 2060 East Paris Avenue Southeast in Grand Rapids, Michigan, United States. Our team of experienced financial advisors is dedicated to providing personalized investment solutions 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 services including investment management, retirement planning, and wealth preservation strategies. Contact us today to schedule a consultation and see how we can help you secure your financial future.
2060 E Paris Ave SE Suite 250, Grand Rapids, MI 49546, United States -
Fifth Third Private Bank - Mead Fonnesbeck
● OpenFifth Third Private Bank - Mead Fonnesbeck is a prestigious finance institution located in Grand Rapids, Michigan. With a focus on providing personalized and comprehensive financial services, they cater to high-net-worth individuals and families. Their team of experienced professionals at 1850 East Paris Avenue Southeast offers expert advice on wealth management, investment strategies, estate planning, and more. Trustworthy and reliable, Fifth Third Private Bank is dedicated to helping clients achieve their financial goals and secure their future.
1850 E Paris Ave SE, Grand Rapids, MI 49546, United States
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