TOP 10 Insurance advisory services in Grand Rapids, Michigan

Financial 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.

Deborah Wilks - State Farm Insurance Agent is a reputable insurance agency located at 11827 Fulton Street East in Lowell, Michigan, United States. Since opening in 2007, our agency has been dedicated to serving customers in Lowell, Alto, Ada, Grand Rapids, Saranac, Lake Odessa, Clarksville, and surrounding areas with their insurance and financial service needs. Our team of licensed insurance professionals is committed to providing personalized insurance coverage tailored to each individual's requirements. Deborah Wilks, the agency owner, is a proud graduate of Grand Valley State University and an active member of the community. She is involved in various community initiatives, such as working with the Lowell High School Youth Advisory Council on Distracted Driving and serving as a member and Past President of the Lowell Rotary Club. Deborah's mission is to raise awareness about safe driving practices among the youth in the area.

Staples Travel Services is a local government office located in Grand Rapids, Michigan. We provide a wide range of travel services to residents and visitors, including passport processing, travel advisories, and transportation assistance. Our knowledgeable staff is dedicated to helping you navigate the complexities of travel planning and ensuring a smooth and enjoyable journey. Visit us at 5110 28th Street Southeast for all your travel needs.

Bright Future Financial Services is a reputable accounting and finance institution located at 3501 Lake Eastbrook Boulevard Southeast in Grand Rapids, Michigan. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or investment management, our dedicated team is here to help you secure a bright financial future. Contact us today to schedule a consultation and take the first step towards financial success.

National Financial Services is an insurance agency located at 3351 Claystone Street Southeast, Grand Rapids, Michigan. At our institution, you can find a variety of interesting calculators on our site to assist you with your financial planning. We offer securities and investment advisory services through registered representatives and investment adviser representatives of Equity Services, Inc., a Broker/Dealer and Registered Investment Adviser. Mark Zylstra, a Registered Representative and Investment Adviser Representative of Equity Services, Inc., offers securities in multiple states and is licensed in various states for insurance. We are independent of Equity Services, Inc. unless otherwise noted. Contact us for all your insurance and financial planning needs.

Mary E VanderWal is a Financial Advisor at Ameriprise Financial Services, LLC located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Mary holds various certifications 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 demonstrate her expertise in areas such as asset management, retirement planning, estate planning, investment strategies, and more. Mary is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and continuing education, Mary is committed to helping her clients achieve their financial goals.

Rush, 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.

Troy Horton is a financial advisor at Ameriprise Financial Services, LLC, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. Troy Horton offers expertise in financial planning and investment advisory services to help clients achieve their financial goals. Background and qualification information for Troy Horton can be found on FINRA's BrokerCheck website. The institution provides a Client Relationship Summary Disclosure to ensure transparency in their services.

Watermark Advisory Group is a finance and insurance agency located at 3196 Kraft Avenue Southeast in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to providing personalized financial and insurance solutions to help our clients achieve their goals and secure their futures. With a focus on integrity, expertise, and customer service, we strive to build long-lasting relationships with our clients and assist them in making informed decisions about their financial well-being. Contact us today to see how we can help you navigate the complexities of finance and insurance.

Van Wyk Risk Solutions is a reputable insurance agency located at 150 Ottawa Avenue Northwest in Grand Rapids, Michigan, United States. With a strong focus on providing personalized risk management solutions, they offer a wide range of insurance products to meet the unique needs of their clients. Whether it's home, auto, business, or life insurance, Van Wyk Risk Solutions is committed to helping individuals and businesses protect what matters most to them. Their experienced team of insurance professionals is dedicated to providing exceptional service and finding the best coverage options at competitive rates. Trust Van Wyk Risk Solutions to safeguard your assets and provide peace of mind for the future.

John Hancock is an insurance agency located at 975 3 Mile Road Northwest, Grand Rapids, Michigan, United States. They offer financial advisory services with a personal touch, believing that life insurance should help people live longer, healthier, and better lives. With over 160 years of experience, John Hancock is known for being honest, reliable, and fully committed to their customers. They offer a range of products designed to add real value to policyholders' lives and have partnered with GRAIL to provide access to the Galleri test for early cancer detection. John Hancock also offers personalized financial planning services to help clients achieve their goals and navigate market conditions. Additionally, they offer retirement planning services and have partnered with Life Happens to provide financial assistance to college students. John Hancock is dedicated to transforming the insurance industry with innovative solutions while maintaining their longstanding reputation for excellence.

Agent Equity Group is a revolutionary insurance agency located at 2025 East Beltline Avenue Southeast in Grand Rapids, Michigan. Unlike traditional FMOs, Agent Equity Group prioritizes the success of their agents above all else. By leveraging collective production power, they negotiate advantageous carrier contracts and distribute profits among their agents. The remaining profits are reinvested to enhance marketing, technology, and support capabilities. If you are Property and Casualty licensed or considering getting licensed, Valor Insurance is a nationwide P&C agency that specializes in working with independent agents. They offer training, access to top carriers, and some of the highest commission payouts in the industry.

Daniel Sherwood, Bankers Life Agent and Bankers Life Securities Financial Representative is located at 3350 Eagle Park Drive Northeast in Grand Rapids, Michigan. As a financial advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Daniel Sherwood offers a wide range of insurance options from companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of the key services provided by Daniel Sherwood is helping clients navigate their Medicare options. Whether you are looking for Medicare Advantage plans or need assistance with prescription drug coverage, Daniel can help you find the right plan to meet your needs. With Medicare Advantage Plans offering an annual maximum out of pocket limit and some plans even having premiums as low as $0 per month, Daniel can help you make informed decisions about your healthcare coverage.

Carrie 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.

Hylant is an insurance agency located at 85 Campau Avenue Northwest, Grand Rapids, Michigan, United States. Our mission is to help you be the best at what you do by providing insurance, employee benefits, and risk management consulting services. We work with you to protect what matters most, manage the unmanageable, and deliver innovative solutions to your unique challenges. Our experts customize plans to safeguard your business from the uncertainties of the world. We design compliant benefits programs to fit your business's needs and culture. Our consulting services include international solutions, M&A solutions, alternative risk, and cyber solutions. With offices across the United States, we offer local service with global reach. Join our team to make a difference and learn why we've been named a "Best Places to Work" for 14 years running. Let us help you find the best risk management and employee benefits options for your needs.

Fortress Partners is a trusted insurance agency located at 5005 Plainfield Avenue Northeast in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to providing top-notch insurance solutions to protect you and your assets. With a focus on personalized service and competitive rates, we strive to build long-lasting relationships with our clients and help them navigate the complexities of the insurance industry. Whether you are looking for home, auto, life, or business insurance, Fortress Partners has you covered. Contact us today to learn more about how we can tailor a policy to meet your specific needs.

Located at 3196 Kraft Avenue Southeast in Grand Rapids, Michigan, the Principal Financial Group is a finance and insurance agency dedicated to helping individuals, businesses, and employees secure their financial well-being. As part of the nationwide network of financial professionals affiliated with the Principal Financial Group, their team offers a range of services to provide benefits to clients. They are licensed to offer insurance products, life insurance, annuities, securities, and investment advisory services in the states where they have met qualification requirements. The institution is focused on building a team of passionate and talented financial professionals who are committed to improving the financial well-being of the community. If you are looking for an opportunity to make a difference while maintaining flexibility in your own life, the Principal Financial Group may be the right fit for you. Contact them to learn more about how they can help you protect what matters and advance your financial goals.

Hilltop Securities Inc. is a finance institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. They offer a range of financial services to clients, including investment advice, wealth management, and retirement planning. To access their services online, it is important to ensure that cookies and JavaScript are enabled on your browser.

Merrill Lynch Financial Advisor James Harding is a reputable finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, the District of Columbia, and several US territories, clients are provided with personalized financial advice to help them achieve their desired lifestyles. It is important to note that investing involves risks, and there is always a potential for loss when investing in securities. Merrill Lynch offers a wide range of financial services, including brokerage, investment advisory, and financial planning. Additionally, insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust and fiduciary services are provided by Bank of America Private Bank. The institution does not provide legal, tax, or accounting advice, so clients are encouraged to consult with their own advisors before making financial decisions. Merrill Lynch is a registered broker-dealer and investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks. The institution aims to provide clients with information about products and services that may be of interest to them, utilizing relationship-based ads and online behavioral advertising. Please note that Merrill Lynch is not affiliated with FINRA's BrokerCheck website, and clients should review separate terms and privacy policies when leaving Bank of America's website.

Merrill Lynch Financial Advisor Christine N Steinmetz is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, clients are guided towards achieving their desired lifestyle. The institution emphasizes the importance of personalized advice and the potential risks involved in investing. Offering a range of brokerage, investment advisory, and financial planning services, Merrill Lynch aims to help clients make informed financial decisions. With affiliations with Bank of America Corporation, Merrill Lynch provides insurance, annuity, and trust services, as well as banking products. The institution also offers various investment, insurance, and annuity products, with a focus on client education and financial well-being.

2M 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.

Darlene Cress - Raymond James is a finance institution located at 2060 East Paris Avenue Southeast in Grand Rapids, Michigan, United States. Specializing in wealth management, investment planning, and financial advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and expertise needed to navigate the complexities of the financial world. Trust Darlene Cress - Raymond James for all your financial needs.

SageRock Wealth Partners is a financial institution located at 4095 Embassy Drive Southeast in Grand Rapids, Michigan, United States. We specialize in helping individuals build a remarkable retirement through personalized financial planning and investment strategies. Our team of experienced advisors prioritize building relationships with our clients to truly understand their unique goals and challenges. With over three decades of experience, we have developed a comprehensive investment strategy to protect our clients' assets through market fluctuations. Whether retirement is near or far, we are dedicated to providing trustworthy advice and guidance. Our team, led by advisors Tom and Bill, is committed to your long-term success and will work with you to reach your financial goals. Download our free guide to clarify your vision for a remarkable retirement. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC. Fixed insurance products and services are offered through SageRock Wealth Partners or CES Insurance Agency. Check the background of our firm on FINRA's BrokerCheck.

Clausing 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.

United Wealth Management is a reputable financial institution located at 900 East Paris Avenue Southeast in Grand Rapids, Michigan, United States. Specializing in wealth management services, they offer a range of personalized financial solutions to help clients achieve their financial goals. Whether you're looking to invest, save, or plan for the future, United Wealth Management is dedicated to providing expert guidance and top-notch customer service. With their convenient location and expertise in finance, they are a trusted choice for individuals and businesses seeking reliable financial advice.

Merrill Lynch Financial Advisor Joel Andrew Barrett is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, the institution aims to help clients achieve their desired lifestyles. Investing comes with risks, and it's important to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a wide range of services, including brokerage, investment advisory, and financial planning. The institution is affiliated with Bank of America Corporation and provides insurance, annuity, trust, and fiduciary services. Various certification marks and trademarks are used under permission from respective organizations. The institution strives to provide information on products and services that may be of interest to clients. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are conducted by banking affiliates of Bank of America Corporation. Securities, advisory, and investment banking activities are performed by investment banking affiliates of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks. Securities, strategic advisory, and investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation. Bank of America N.A. and DSP Merrill Lynch Limited are subsidiaries of Bank of America Corporation operating in India, offering various banking and financial services.

Retirement & 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.

Thatcher Wealth Management is a finance institution located at 4843 Cascade Road Southeast, Grand Rapids, Michigan, United States. They specialize in designing sound retirement strategies that can impact generations to come. By learning about your priorities and current financial situation, they help determine how much money you need to live comfortably in retirement. They will then assist you in implementing a strategy aligned with your goals and keeping you on track for a secure future. Thatcher Wealth Management offers informational seminars on retirement income strategies and wealth management at various locations. They also provide guides on the impact of inflation on retirement planning. Their services include insurance products and investment advisory practices through AE Wealth Management, LLC. It's important to note that investing involves risk and individuals should seek professional advice before making financial decisions.

Scot Fay - Thrivent is a finance institution located at 5075 Cascade Road Southeast, Grand Rapids, Michigan, United States. They are licensed in multiple states including CO, DC, FL, IN, KS, MI, MN, MO, NY, UT, VA, and WI. The institution offers financial planning services through their Financial Planning Framework and Dedicated Planning Services. Thrivent does not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own professionals. Insurance products are issued by Thrivent, and 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 authorized to provide investment advisory services. For more information on professional designations and requirements, visit their website.

BDO is a leading accounting and finance institution located at 5300 Patterson Avenue Southeast in Grand Rapids, Michigan, United States. Our institution offers valuable insights on emerging trends, regulatory updates, and tips to maximize the benefits of legal technology. We help businesses enable new growth and find competitive advantages through the use of valuable data and strategic planning. Our team of experts can guide your organization towards stability and growth, while navigating risks and opportunities in the ever-changing business landscape. With over 100 years of experience, our Grand Rapids offices have become the largest CPA practice in West Michigan, offering a comprehensive array of assurance, tax, and advisory services. We provide world-class resources and exceptional service to businesses in Grand Rapids and western Michigan, including those in manufacturing, distribution, insurance, financial institutions, and nonprofits. Our innovative solutions help nonprofit organizations secure funding in a competitive environment, while our services assist manufacturers with supply chain management and implementing Industry 4.0 technology.