Holistic asset management in Michigan
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Covenant Financial Group
● ClosedCovenant Financial Group is a reputable finance institution located at 45445 Mound Road in Shelby Township, Michigan, United States. As a leading financial services provider, we offer a wide range of financial products and services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert guidance to help our clients make informed decisions about their finances. Whether you are looking for investment advice, retirement planning, or assistance with managing your wealth, Covenant Financial Group is here to help. Contact us today to learn more about how we can assist you with your financial needs.
45445 Mound Rd #103, Shelby Township, MI 48317, United States -
NobleMark Financial
● ClosedNobleMark Financial is a leading finance institution located at 8300 Hall Road in Utica, Michigan, United States. With a team of experienced professionals, NobleMark Financial provides a wide range of financial services including investment management, retirement planning, wealth management, and more. Our mission is to help our clients achieve their financial goals through personalized and innovative solutions. Visit us today to learn how NobleMark Financial can help secure your financial future.
8300 Hall Rd Suite 201, Utica, MI 48317, United States -
6Metre Financial
● Open6Metre Financial is a leading finance institution located at 48601 Hayes Road in Macomb, Michigan, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help. At 6Metre Financial, we prioritize the financial well-being of our clients and strive to help them achieve their financial goals. Contact us today to learn more about how we can assist you with your financial needs.
48601 Hayes Rd Suite C, Macomb, MI 48044, United States -
The Mather Group
● ClosedThe Mather Group is a leading financial institution located at 19 Clifford Street in Detroit, Michigan. With a strong reputation for providing expert financial advice and personalized wealth management services, The Mather Group is dedicated to helping clients achieve their financial goals. Whether you are looking for retirement planning, investment management, or estate planning services, The Mather Group's team of experienced professionals is committed to delivering tailored solutions to meet your unique needs. Visit us today and let us help you secure your financial future.
19 Clifford St, Detroit, MI 48226, United States -
Van Hauswirth - Raymond James
● OpenVan Hauswirth - Raymond James is a reputable financial institution located at 15 Kercheval Avenue in Grosse Pointe Farms, Michigan, United States. With a focus on providing top-notch financial services, their team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Van Hauswirth - Raymond James is committed to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to guide you towards a secure financial future.
15 Kercheval Ave, Grosse Pointe Farms, MI 48236, United States -
Raymond James
● ClosedRaymond James is a finance institution located at 38610 Jefferson Avenue in Harrison Township, Michigan, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers personalized investment advice, wealth management solutions, and financial planning services to help clients achieve their financial goals. The institution is known for its experienced financial advisors, innovative strategies, and commitment to client success. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Raymond James is dedicated to providing expert guidance and support every step of the way.
38610 Jefferson Ave, Harrison Twp, MI 48045, United States -
Ted Simonsen - Private Wealth Advisor, Insight Wealth Solutions, LLC
● OpenTed Simonsen is a highly experienced Private Wealth Advisor at Insight Wealth Solutions, LLC, located at 1224 Military Road in Houghton, Michigan. With a focus on personalized financial planning and investment strategies, Ted helps clients achieve their long-term financial goals. His expertise in wealth management and commitment to providing exceptional service make him a trusted advisor in the finance industry. Contact Ted Simonsen at Insight Wealth Solutions for expert guidance on managing your wealth and securing your financial future.
1224 Military Rd, Houghton, MI 49931, United States -
Edward Jones - Financial Advisor: Lorne Davey
● ClosedEdward Jones - Financial Advisor: Lorne Davey is a reputable finance institution located at 128 25th Street South in Escanaba, Michigan, United States. As a trusted financial advisor, Lorne Davey offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Lorne Davey is committed to providing top-notch financial advice and guidance to individuals and families in the Escanaba area. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Lorne Davey can help you navigate the complexities of the financial world and make informed decisions. Visit Edward Jones - Financial Advisor: Lorne Davey today to start planning for a secure financial future.
128 25th St S Ste B, Escanaba, MI 49829, United States -
Edward Jones - Financial Advisor: Joe Powers, AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Joe Powers, AAMS™|CRPC™ is a reputable finance institution located at 801 Ludington Street in Escanaba, Michigan, United States. Joe Powers, a skilled and experienced financial advisor with designations of AAMS™ and CRPC™, offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones - Financial Advisor: Joe Powers, AAMS™|CRPC™ is committed to helping individuals and families secure their financial future.
801 Ludington St, Escanaba, MI 49829, United States -
Jeffrey Neill - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJeffrey Neill - Financial Advisor at Ameriprise Financial Services, LLC, located at 600 Charlevoix Avenue in Petoskey, Michigan, is a trusted institution specializing in finance. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2023, Jeffrey Neill offers personalized financial advice to help clients prepare for their future goals. Whether it's saving for college, planning for retirement, or making smart investments, Jeffrey Neill takes the time to understand what's truly important to each individual. With a focus on risk tolerance and investment strategies, clients can feel more confident and in control of their financial life. Schedule a complimentary initial consultation to learn more about how Ameriprise Financial Services, LLC can help you achieve your financial goals. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information.
600 Charlevoix Ave, Petoskey, MI 49770, United States -
David Farley - Raymond James
● OpenDavid Farley - Raymond James is a reputable financial institution located at 422 East Mitchell Street in Petoskey, Michigan, United States. With a focus on providing personalized financial solutions, they offer a wide range of services including investment management, retirement planning, and wealth management. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, David Farley - Raymond James is committed to providing expert guidance and exceptional service.
422 E Mitchell St UNIT 3, Petoskey, MI 49770, United States -
Rocky Paige - Raymond James
● OpenRocky Paige - Raymond James is a reputable financial institution located at 212 River Street in Elk Rapids, Michigan, United States. We offer a wide range of financial services including wealth management, investment planning, retirement planning, and more. Our experienced team of financial advisors is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Rocky Paige - Raymond James is here to provide expert guidance and personalized solutions to meet your needs. Visit us today to learn more about how we can help you reach your financial goals.
212 River St, Elk Rapids, MI 49629, United States -
Edward Jones - Financial Advisor: Larry King, AAMS™
● ClosedEdward Jones - Financial Advisor: Larry King, AAMS™ is a reputable financial institution located at 318 South Cedar Street in Kalkaska, Michigan, United States. As a licensed financial advisor with the Accredited Asset Management Specialist™ designation, Larry King offers personalized financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides a wide range of investment options and financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for education, or investing for the future, Larry King and his team at Edward Jones are dedicated to helping you secure your financial future.
318 S Cedar St, Kalkaska, MI 49646, United States -
Edward Jones - Financial Advisor: Tabatha Simpson, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Tabatha Simpson, CFP®|AAMS™ is a reputable finance institution located at 513 Chestnut in Gaylord, Michigan, United States. Tabatha Simpson is a Certified Financial Planner and an Accredited Asset Management Specialist who provides personalized financial advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Tabatha offers comprehensive financial planning services tailored to each client's unique needs. Whether you are planning for retirement, saving for college, or looking to grow your investments, Tabatha Simpson at Edward Jones is dedicated to helping you make informed decisions and secure a stable financial future.
513 Chestnut, Gaylord, MI 49735, United States -
Edward Jones - Financial Advisor: Brian Postma
● ClosedEdward Jones - Financial Advisor: Brian Postma is a trusted financial institution located at 60 Division Street in Manistee, Michigan, United States. As a reputable finance firm, Brian Postma offers personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Brian Postma is committed to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.
60 Division St, Manistee, MI 49660, United States -
Casey Boyer - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCasey Boyer - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 9052 East 13th Street in Cadillac, Michigan, United States. The institution offers a variety of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a range of topics including investment strategies, estate planning, retirement planning, asset management, and more. The institution aims to provide comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Casey Boyer and his team are dedicated to helping clients make informed financial decisions and achieve their financial goals."
9052 E 13th St D, Cadillac, MI 49601, United States -
Cecilia Hinkle-Wisniewski - UBS Financial Services Inc.
● OpenCecilia Hinkle-Wisniewski - UBS Financial Services Inc. is a reputable financial institution located at 945 West Norton Avenue in Muskegon, Michigan, United States. Specializing in finance, this institution provides a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Cecilia Hinkle-Wisniewski - UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial solutions to their clients. Whether you are looking to invest, plan for retirement, or manage your wealth, this institution can provide expert guidance and support to help you make informed decisions.
945 W Norton Ave, Muskegon, MI 49441, United States -
Phil Harmon - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPhil Harmon, a Financial Advisor at Ameriprise Financial Services, LLC, located at 5863 South Warner Avenue, Fremont, Michigan, United States, specializes in providing comprehensive financial planning services. Phil holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on ethical practices and client-centered approach, Phil aims to help individuals and small business owners achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance products, Phil Harmon is dedicated to providing personalized solutions to meet your needs. Contact Phil Harmon today to start your journey towards financial success.
5863 S Warner Ave Ste 1, Fremont, MI 49412, United States -
Wells Fargo Advisors
● OpenWells 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.
321 Settlers Rd, Holland, MI 49423, United States -
Edward Jones - Financial Advisor: Jessica L Tomac, CFP®|ChFC®|AAMS™
● ClosedEdward Jones - Financial Advisor: Jessica L Tomac, CFP®|ChFC®|AAMS™ is a top-rated financial institution located at 6581 28th Avenue in Hudsonville, Michigan, United States. With a team of experienced professionals led by Jessica L Tomac, who holds prestigious certifications including CFP®, ChFC®, and AAMS™, this institution offers expert financial advice and planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones is dedicated to providing personalized solutions tailored to your specific needs. Trust in the expertise of Jessica L Tomac and her team at Edward Jones to guide you towards a secure financial future.
6581 28th Ave Suite B, Hudsonville, MI 49426, United States -
Steven Meyers - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSteven Meyers is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 6435 28th Avenue in Hudsonville, Michigan, United States. With a focus on your individual goals and personal risk tolerance, Steven provides investment, asset allocation, and portfolio recommendations to help you achieve your financial objectives, whether it's saving for retirement, education, or a major purchase. Regular meetings are held to review progress, update strategies as life changes, and track your journey towards financial success. By accessing your investments and accounts from any device, you can stay informed and make informed decisions securely. For those interested in learning more about how Steven can assist with their financial planning, a complimentary initial consultation can be scheduled. Steven is registered with FINRA and SIPC, and can only conduct securities business with residents of states where he is properly registered. The initial consultation provides an overview of financial planning concepts, with no written analysis or recommendations provided.
6435 28th Ave, Hudsonville, MI 49426, United States -
Ellen Naber - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEllen Naber is a Financial Advisor at Ameriprise Financial Services, LLC located at 7700 Byron Center Avenue Southwest in Byron Center, Michigan, United States. Ellen holds multiple 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®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Ellen specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With expertise in asset management, investment strategies, estate planning, insurance products, and retirement planning, Ellen is dedicated to helping clients achieve their financial goals. Ellen is committed to upholding the highest standards of professionalism and ethics in the financial industry. Ellen also provides specialized services for veterans and military personnel as a Certified Military Financial Advisor®. Contact Ellen Naber at Ameriprise Financial Services, LLC for expert financial advice and personalized wealth management solutions.
7700 Byron Center Ave SW, Byron Center, MI 49315, United States -
Shelby Butler - Thrivent
● ClosedShelby Butler - Thrivent is a finance institution located at 211 West Superior Street, Wayland, Michigan, United States. Licensing for insurance products is available through your 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 your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to further engage in planning services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Licensed agents and producers provide these services, and only credentialed financial advisors are authorized to provide investment advisory services. For more information on professional designations and requirements, visit https://www.thrivent.com/designations.
211 W Superior St, Wayland, MI 49348, United States -
BeManaged
● ClosedBeManaged 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 -
Rush, Coda and Associates - Ameriprise Financial Services, LLC
● ClosedRush, Coda and Associates - Ameriprise Financial Services, LLC is a finance institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides complimentary initial consultations to discuss retirement, education, major purchases, and more. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. Clients can expect regular meetings to review and update their financial plans as life changes. The institution also offers resources on their website for privacy, security, and email fraud prevention. Rush, Coda and Associates - Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
333 Bridge St NW UNIT 205, Grand Rapids, MI 49504, United States -
R Jim Van Loo - Financial Advisor, Ameriprise Financial Services, LLC
● OpenR Jim Van Loo is a financial advisor at Ameriprise Financial Services, LLC located at 2851 Charlevoix Drive Southeast in Grand Rapids, Michigan, United States. He holds various 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®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise and commitment to providing comprehensive financial planning services. Whether you are planning for retirement, managing investments, or navigating complex financial situations, R Jim Van Loo has the knowledge and skills to help you achieve your financial goals.
2851 Charlevoix Dr SE STE 200, Grand Rapids, MI 49546, United States -
Paul Mysliwiec - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedPaul Mysliwiec - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3351 Eagle Run Drive Northeast in Grand Rapids, Michigan, offers a wide range of financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Paul Mysliwiec is dedicated to providing expert advice and guidance to clients in areas such as asset management, retirement planning, estate planning, and investment strategies. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Paul Mysliwiec has the expertise to help you achieve your financial goals. Contact him today to learn more about how he can assist you in managing your wealth and securing your financial future.
3351 Eagle Run Dr NE ste d, Grand Rapids, MI 49525, United States -
Shaun Smith - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedShaun Smith - Financial Advisor, Ameriprise Financial Services, LLC, located at 900 East Paris Avenue Southeast in Grand Rapids, Michigan, is a finance institution that offers personalized investment recommendations based on individual goals and risk tolerance. They provide regular reviews and updates to help clients track their progress towards financial goals, with secure online access to accounts and investments. The institution offers complimentary initial consultations to discuss retirement, education, major purchases, and more. Shaun Smith is a registered investment adviser with Ameriprise Financial Services, LLC, and may conduct securities business with residents of specific states. Clients can expect professionalism, expertise, and a commitment to helping achieve financial goals.
900 E Paris Ave SE, Grand Rapids, MI 49546, United States -
Jared Mysliwiec - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJared Mysliwiec is a Financial Advisor at Ameriprise Financial Services, LLC located at 3351 Eagle Run Drive Northeast, Grand Rapids, Michigan, United States. Jared holds various 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®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jared's expertise in various aspects of financial planning including asset management, estate planning, retirement planning, investment strategies, and insurance products. Jared is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Jared Mysliwiec at Ameriprise Financial Services for expert financial guidance tailored to your specific needs."
3351 Eagle Run Dr NE ste d, Grand Rapids, MI 49525, 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
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