TOP 10 Independent financial advisors in Muskegon, Michigan
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Northwestern Mutual Financial
Northwestern Mutual Financial, located at 380 West Western Avenue in Muskegon, Michigan, is a finance and insurance agency dedicated to helping individuals protect their families and achieve their financial goals. With a team of experienced advisors, Northwestern Mutual offers personalized plans that balance current priorities with future aspirations. As a top-ranked independent investment broker-dealer and recognized for exceptional customer experience, Northwestern Mutual provides a wide range of financial options, including investments and insurance, tailored to individual goals. The institution's commitment to diversity and inclusion is evident in its support of employees, advisors, clients, and communities. By creating a culture of respect and recognition, Northwestern Mutual aims to empower individuals to live the life they've always wanted through comprehensive financial planning. Connect with a Northwestern Mutual advisor today to start planning for a secure and prosperous future.
College Planning Advisors, LLC
College Planning Advisors, LLC is a premier college planning institution located at 200 Viridian Drive in Muskegon, Michigan, United States. Our team of experienced advisors is dedicated to helping students and their families navigate the complex process of college admissions and financial planning. We offer personalized guidance and support to ensure that each student finds the right fit for their academic and career goals. Whether you need assistance with college selection, financial aid, or application essays, College Planning Advisors, LLC is here to help you every step of the way. Contact us today to start planning for your future success.
Merrill Lynch Financial Advisor Gregory G De Voursney
Merrill Lynch Financial Advisor Gregory G. DeVoursney, located at 380 West Western Avenue in Muskegon, Michigan, is a Vice President and Senior Financial Advisor with over 25 years of experience in the financial services industry. Greg holds a BBA from the University of Notre Dame and specializes in developing customized investment portfolios for retirees, professionals, business owners, and high net worth individuals seeking financial independence. Greg's approach is centered on building strong client relationships based on trust and personalized service. He believes in creating a personalized plan tailored to each client's goals and priorities, whether it's saving for retirement, funding a child's education, or planning for future generations. With access to the global resources of Merrill, Greg's team is dedicated to helping clients achieve their financial goals.
Edward Jones - Financial Advisor: Seth A Adkins
Edward Jones - Financial Advisor: Seth A Adkins is a reputable finance institution located at 1887 Holton Road in North Muskegon, Michigan, United States. As a dedicated financial advisor, Seth A Adkins provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Edward Jones - Financial Advisor: Seth A Adkins is committed to helping individuals and families secure their financial future.
Mark Wielinga - Financial Advisor, Ameriprise Financial Services, LLC
Mark Wielinga - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 700 Terrace Point Drive in Muskegon, Michigan, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to their clients. From AAMS™ certification to APMA™ and AWMA℠ certifications, the advisors at Ameriprise Financial Services, LLC have the knowledge and expertise to address the diverse needs of individuals seeking financial guidance. Additionally, the institution offers specialized certifications such as the Certified Divorce Financial Analyst and the Chartered Financial Analyst® designation, demonstrating their commitment to providing comprehensive financial planning services. Whether you are planning for retirement, managing assets, or navigating complex financial situations, the advisors at Ameriprise Financial Services, LLC are prepared to help you achieve your financial goals.
Edward Jones - Financial Advisor: Michael J Hansen
Edward Jones - Financial Advisor: Michael J Hansen is a trusted financial institution located at 175 N Causeway St in North Muskegon, Michigan. As a dedicated financial advisor, Michael J Hansen provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a commitment to integrity and a focus on building lasting relationships, Edward Jones - Financial Advisor: Michael J Hansen is a reliable partner in navigating the complexities of the financial world. Whether you are planning for retirement, saving for college, or investing for the future, Michael J Hansen is here to help you every step of the way. Contact us today to schedule a consultation and take control of your financial future.
Merrill Lynch Financial Advisor Joseph B Masvero
Merrill Lynch Financial Advisor Joseph B Masvero is a reputable finance institution located at 380 West Western Avenue in Muskegon, Michigan, United States. Specializing in providing expert financial advice and services, Joseph B Masvero and his team offer personalized solutions to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Merrill Lynch Financial Advisor Joseph B Masvero is dedicated to helping individuals and businesses make informed decisions to secure their financial futures.
Edward Jones - Financial Advisor: Breanna Hansen
Edward Jones - Financial Advisor: Breanna Hansen is a trusted financial institution located at 5916 Harvey Street in Muskegon, Michigan. As a dedicated financial advisor, Breanna Hansen offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for education, or investing for the future, Breanna Hansen and the team at Edward Jones are here to provide expert guidance and support every step of the way.
Edward Jones - Financial Advisor: Nathan D Whipple, AAMS™
Edward Jones - Financial Advisor: Nathan D Whipple, AAMS™ is a reputable finance institution located at 5916 Harvey Street in Muskegon, Michigan, United States. With a focus on providing personalized financial advice and services, Nathan D Whipple, AAMS™ is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest, Nathan D Whipple, AAMS™ offers expert guidance and support to help you make informed decisions about your finances. Trust in this institution to provide you with the tools and resources you need to secure a stable financial future.
Edward Jones - Financial Advisor: David A Conley, AAMS™
Edward Jones - Financial Advisor: David A Conley, AAMS™ is a reputable financial institution located at 837 Seminole Road in Muskegon, Michigan, United States. With a focus on providing personalized financial planning and investment services, David A Conley, AAMS™ is dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, David A Conley, AAMS™ can provide expert guidance and support. Trust in Edward Jones for all your financial needs.
Hungerford Nichols CPAs + Advisors
Hungerford Nichols CPAs Advisors is a renowned institution located at 4927 Stariha Drive in Muskegon, Michigan, United States. Specializing in accounting and finance services, Hungerford has been a trusted partner for clients since 1941. With a dedicated team of professionals, they offer a wide range of services including business advisory solutions, tax, audit, accounting, business valuation, fraud and litigation, wealth management, and IT services. With over 80 years of experience, Hungerford has been a pillar in the West Michigan community, providing expert guidance and support through various economic cycles. As an independent firm, they prioritize their client's best interests and offer personalized advice through comprehensive planning. Their technology department is revolutionizing IT support, ensuring that clients are not faced with surprise invoices or unexpected expenses. Hungerford is committed to helping clients achieve financial success and live in harmony with their values. Trust Hungerford Nichols CPAs Advisors to be your reliable partner on the journey to greater success.
Millennium Capital Management
Millennium Capital Management is a comprehensive financial, health, and insurance agency located at 200 Viridian Drive in Muskegon, Michigan, United States. Our team of experienced professionals is dedicated to providing personalized and strategic solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, health insurance options, or risk management strategies, Millennium Capital Management is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Community Choice Credit Union
Community Choice Credit Union is a financial institution located at 1624 Independence Drive in Muskegon, Michigan, United States. As a member of our credit union, you can access our ATM services and various financial products. Please note that our Eastpointe Member Center will be closed on April 5, 2024, due to a scheduled water outage, but you can visit our Locations page to find other member centers near you. At Community Choice, we offer a free self-serve coin machine, allowing members to exchange up to $250 in coins per month. Our experienced leaders and advisors are dedicated to serving our members and providing timely assistance whenever needed. We promise not to spam you, but to keep you informed about the latest offerings and updates from Community Choice.
Lakeshore Lending
Lakeshore Lending is a trusted finance institution located at 3375 Merriam Street in Muskegon, Michigan, United States. We offer a wide range of financial services to help individuals and businesses achieve their goals. Our experienced team is dedicated to providing personalized solutions and exceptional customer service. Whether you need a loan, investment advice, or help with financial planning, Lakeshore Lending is here to support you every step of the way. Visit us today to learn more about how we can help you reach your financial goals.
Investment Management Group
The Investment Management Group is a leading finance institution located at 221 West Webster Avenue in Muskegon, Michigan, United States. Our team of expert financial advisors specializes in providing personalized investment solutions tailored to meet the unique needs and goals of our clients. With a focus on wealth management, retirement planning, and portfolio diversification, we strive to help our clients achieve financial success and security. Contact us today to schedule a consultation and start building a brighter financial future.
Conn Geneva & Robinson PC
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.
Fifth Third Securities - Bradley Recknagel
Fifth Third Securities - Bradley Recknagel is a finance institution located at 621 Dykstra Road in Muskegon, Michigan, United States. With a focus on providing top-notch financial services and investment opportunities, Fifth Third Securities - Bradley Recknagel is dedicated to helping clients achieve their financial goals. The institution is known for its expertise in the finance industry and commitment to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Fifth Third Securities - Bradley Recknagel is here to help you every step of the way.
Judith Stojak - Raymond James
Judith Stojak - Raymond James is a reputable finance institution located at 700 Terrace Point Drive in Muskegon, Michigan, United States. With a strong focus on providing personalized financial services, Judith Stojak - Raymond James offers a wide range of investment opportunities and wealth management solutions tailored to meet the unique needs and goals of each client. The experienced team of financial advisors at this institution is dedicated to helping individuals and businesses achieve financial success and security. Whether you are planning for retirement, saving for the future, or looking to grow your investments, Judith Stojak - Raymond James is committed to providing expert guidance and support every step of the way.
Edward Jones
Edward Jones is a reputable financial institution located at 335 West Western Avenue in Muskegon, Michigan, United States. Specializing in personalized financial services, Edward Jones offers a wide range of investment options, retirement planning, and wealth management solutions to help clients achieve their financial goals. With a commitment to providing exceptional customer service and expert financial advice, Edward Jones is a trusted partner for individuals and families seeking to secure their financial future.
Edward Jones
Edward Jones is a renowned finance institution located in Muskegon, Michigan, United States. With a strong reputation for providing personalized financial services, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Their team of experienced financial advisors offer a wide range of services including investment planning, retirement planning, and wealth management. With a commitment to building long-term relationships with their clients, Edward Jones strives to provide tailored solutions to meet each individual's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones is a trusted partner in helping you navigate the complexities of the financial world.
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