Financial strategy in Grand Rapids, MI
201 results found
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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 -
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 -
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 -
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 -
Carrie Durr, Bankers Life Agent and Bankers Life Securities Financial Representative
● OpenCarrie 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 -
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 -
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 -
Daniel De Witt - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDaniel De Witt is a Financial Advisor at Ameriprise Financial Services, LLC located at 4575 Lake Michigan Drive Northwest in Grand Rapids, Michigan, United States. Daniel De Witt holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Daniel De Witt's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical practices and continuing education, Daniel De Witt is dedicated to helping individuals and businesses achieve their financial goals.
4575 Lake Michigan Dr NW, Grand Rapids, MI 49534, United States -
Sytsma Wealth Strategies
● ClosedSytsma Wealth Strategies is a premier financial institution located at 922 Wealthy Street Southeast in East Grand Rapids, Michigan. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust Sytsma Wealth Strategies to help you secure your financial future and build wealth for generations to come.
922 Wealthy St SE, East Grand Rapids, MI 49506, United States -
Merrill Lynch Financial Advisor April Armstrong
● ClosedMerrill Lynch Financial Advisor April Armstrong, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, April Armstrong can help you navigate today's changing market conditions. Committed to building strong client relationships based on trust and personalized service, April Armstrong believes in understanding your unique financial situation and priorities to create a customized plan to help you pursue your goals. As a Certified Financial Planner, April Armstrong is registered to do business in multiple states and can provide expert advice on investment strategies and financial planning. Contact April Armstrong today to start working towards your financial goals.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
2M Financial Group
● Closed2M Financial Group, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, is a finance institution dedicated to providing affordable and voluntary benefits programs for businesses. The team of professional advisors at New York Life, including Michael J. Michalak, Ryan L. Goosen, Zachary Grusell, Erick Sundstrom, Jason Goosen, and Christopher Ralph, are licensed to sell insurance and securities products in multiple states. They can help you prioritize life insurance to ensure financial security for your loved ones. Additionally, Michael J. Michalak and Ryan L. Goosen offer financial planning and investment advisory services through Eagle Strategies LLC. Please consult with a tax, legal, or accounting professional before making any decisions. Contact 2M Financial Group at (616) 752-4500 for more information on their services.
333 Bridge St NW #600, Grand Rapids, MI 49504, United States -
Merrill Lynch Financial Advisor Rachel Mraz
● ClosedMerrill Lynch Financial Advisor Rachel Mraz is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation. With accolades such as Forbes "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors", the advisors at Merrill Lynch are dedicated to providing exemplary client service. Rachel Mraz, a registered advisor in multiple states, including Michigan, offers personalized investment strategies and comprehensive financial solutions tailored to individual needs and priorities. Whether you are planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Wealth Management Advisors like Rachel Mraz are here to help you achieve your financial goals. With a focus on understanding your unique needs and priorities, Rachel Mraz aims to create a personalized financial plan that can adapt to changes in your life and the market. By staying connected and regularly reviewing your goals, Rachel Mraz can help you stay on track to achieve what matters most to you. Partner with Merrill Lynch Financial Advisor Rachel Mraz to work towards your financial goals and live your best financial life.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
America Group Wealth Management - Grand Rapids Financial Advisor
● ClosedAmerica Group Wealth Management is a trusted financial advisor located in Grand Rapids, Michigan. Our team of experts is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we provide comprehensive financial planning services to meet your needs. Visit us at 2025 East Beltline Avenue Southeast and let us help you secure your financial future.
2025 E Beltline Ave SE # 205, Grand Rapids, MI 49546, United States -
Victory Financial Group
● ClosedVictory Financial Group is a leading finance institution located in Grand Rapids, Michigan. Situated at 4139 Embassy Drive Southeast, Victory Financial Group offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, they provide expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or assistance with loans and mortgages, Victory Financial Group is committed to providing top-notch service and support. Trust in Victory Financial Group to help you secure a successful financial future.
4139 Embassy Dr SE, Grand Rapids, MI 49546, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services, located at 741 East Beltline Avenue Northeast in Grand Rapids, Michigan, is a leading finance institution that offers personalized financial advisory services tailored to the unique needs of each client. From individuals to families to high-caliber institutions, Raymond James provides customized investment strategies and a high standard of service. Their experienced team offers unique solutions for business owners and entrepreneurs, helps clients nurture their wealth for a better future, and provides guidance for confidently managing new assets. They understand the challenges that women face in the financial world and are dedicated to helping them succeed.
741 E Beltline Ave NE, Grand Rapids, MI 49525, United States -
Clausing Financial Group
● ClosedClausing Financial Group is a leading finance institution located at 4135 Embassy Drive Southeast in Grand Rapids, Michigan, United States. With a team of experienced financial professionals, we provide a wide range of financial services to help our clients achieve their financial goals. Whether you need assistance with investments, retirement planning, estate planning, or insurance, our dedicated team is here to help you navigate the complexities of the financial world. Trust Clausing Financial Group to provide you with expert advice and personalized financial solutions tailored to your unique needs.
4135 Embassy Dr SE #2418, Grand Rapids, MI 49546, United States -
Merrill Lynch Financial Advisor Mark Andrews
● ClosedMerrill Lynch Financial Advisor Mark Andrews is a finance institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in personalized wealth management strategies, Mark Andrews can help you create a flexible financial plan tailored to your specific goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, you can feel confident in your financial decisions. Mark Andrews is dedicated to understanding your unique needs and providing personalized advice to help you achieve your financial goals. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Mark Andrews can help you navigate the complexities of the financial market and make informed decisions. Contact Mark Andrews today to start working towards a secure financial future.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Brad A Collar
● ClosedMerrill Lynch Financial Advisor Brad A Collar is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. Brad Collar has been a Wealth Management Advisor in the Grand Rapids Merrill office since 1990, focusing on total wealth management tailored to each client's risk tolerance, time horizon, liquidity needs, and investment goals. Brad works closely with clients to understand their specific situations, establish objectives, develop strategies, recommend advice, and review progress towards reaching financial goals. Clients can expect personalized advice and access to specialized investment services. With a defined process and access to Merrill specialists, Brad helps clients manage their financial lives and pursue their goals through personalized wealth management strategies. The institution offers Merrill Personal Wealth Analysis™ to build personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service, providing access to investment insights and banking solutions. By focusing on what matters most to clients - family, goals, and priorities - the institution helps clients pursue financial goals and manage investment risk. With a deep understanding of each client's financial picture, Brad can create flexible strategies to navigate changing market conditions and provide access to Merrill's investment insights and Bank of America's banking solutions. The institution believes in a personalized approach that helps clients manage, grow, and preserve their wealth, while considering long-term impacts. Through conversations, financial planning, and regular reviews, Merrill Lynch Financial Advisor Brad A Collar helps clients navigate life changes and stay on track to achieve their financial goals.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
STRATEGIES FINANCIAL GROUP
● OpenStrategies Financial Group is a leading finance institution located at 4467 Cascade Road Southeast in Grand Rapids, Michigan, United States. Our team of experienced financial advisors specializes in creating personalized strategies to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan for your business, our experts are here to guide you every step of the way. With a focus on transparency, integrity, and exceptional customer service, Strategies Financial Group is dedicated to helping our clients build a secure financial future. Contact us today to schedule a consultation and start planning for tomorrow.
4467 Cascade Rd SE #4480, Grand Rapids, MI 49546, United States -
Strategic Financial Group
● OpenStrategic Financial Group is a leading finance institution located at 3358 Eagle Run Drive Northeast in Grand Rapids, Michigan, United States. Our team of experienced financial experts offers a wide range of services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, we provide personalized solutions to meet our clients' unique needs. With a focus on strategic thinking and innovative approaches, Strategic Financial Group is dedicated to helping our clients build a secure financial future. Contact us today to learn more about how we can help you reach your financial goals.
3358 Eagle Run Dr NE Suite #4, Grand Rapids, MI 49525, United States -
Riley Planning & Investments-Financial Planners & Advisors
● OpenRiley Planning & Investments is a leading financial planning and advisory firm located in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, our team is here to provide expert guidance and support. Visit us at 1600 East Beltline Avenue Northeast to learn more about how we can help you secure your financial future.
1600 E Beltline Ave NE Suite 212, Grand Rapids, MI 49525, United States -
Morgan Stanley Financial Advisors
● ClosedMorgan Stanley Financial Advisors is a renowned finance institution located at 5122 Cascade Road Southeast in Grand Rapids, Michigan, United States. Our team of experienced financial advisors provides personalized wealth management solutions to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and risk management, we are dedicated to helping individuals and businesses navigate the complexities of the financial market. Trust Morgan Stanley Financial Advisors to provide expert guidance and support for all your financial needs.
5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, United States -
Retirement & Wealth Strategies (RWS Financial Group)
● ClosedRetirement & Wealth Strategies (RWS Financial Group) is a finance institution located at 32 Market Avenue Southwest, Grand Rapids, Michigan, United States. Since 1985, RWS has been dedicated to helping clients with their investment objectives, planning needs, and portfolio design. Specializing in creating retirement and wealth strategies, RWS provides objective, unbiased advice and personalized quality service. With customized investment management solutions tailored to your goals, investable assets, and risk tolerance, RWS integrates these into a comprehensive financial plan with personalized strategies for you. By leveraging technology and decades of experience, RWS maximizes your financial plan and aligns your investments with your goals and opportunities.
32 Market Ave SW Suite 310, Grand Rapids, MI 49503, United States -
FCM Financial Planning
● ClosedFCM Financial Planning is a prestigious finance institution located at 4915 Cascade Road Southeast in Grand Rapids, Michigan, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to save for retirement, purchase a home, or grow your wealth, FCM Financial Planning is here to provide expert guidance and support every step of the way. Trust us to help you secure a stable financial future.
4915 Cascade Rd SE, Grand Rapids, MI 49546, United States -
Merrill Lynch Financial Advisor Rua Hekhuis
● ClosedMerrill 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.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States
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