Insurance and investment strategies in Grand Rapids, MI
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Carrie Durr, Bankers Life Agent and Bankers Life Securities Financial Representative
● ClosedCarrie 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 -
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 -
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 -
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 -
The Griswold Group
● ClosedThe Griswold Group is a reputable health insurance agency located at 1504 Coit Avenue Northeast in Grand Rapids, Michigan, United States. With a strong commitment to providing high-quality health insurance solutions, The Griswold Group offers a range of insurance products tailored to meet the needs of individuals and families. Their team of experienced agents are dedicated to helping clients find the best coverage options at competitive rates. Trust The Griswold Group to protect your health and financial well-being with their comprehensive insurance offerings.
1504 Coit Ave NE, Grand Rapids, MI 49505, United States -
Arreyl Wilson, Bankers Life Agent
● ClosedArreyl Wilson, Bankers Life Agent is an insurance agency located at 3350 Eagle Park Drive Northeast in Grand Rapids, Michigan, United States. Specializing in providing insurance products and services from Bankers Life, our dedicated team of professionals is committed to helping clients protect their financial future and achieve peace of mind. With a focus on personalized service and tailored solutions, we strive to build long-lasting relationships with our clients based on trust and integrity. Contact us today to learn more about how we can assist you with your insurance needs.
3350 Eagle Park Dr NE #104, Grand Rapids, MI 49525, United States -
New York Life
● OpenNew York Life is an insurance agency located at 5088 Corp Exch Blvd SE in Grand Rapids, Michigan, United States. They offer permanent policies with guaranteed death benefits and cash value growth, long-term coverage that is customizable to your needs and budget, and the ability to invest policy cash value in the market. They also provide coverage for everyday tasks, lost income due to sickness or injury, professionally managed investments, bundled investments with low fees, and investments for education expenses. New York Life offers expertise and guidance to create investment strategies, help with estate planning, and insurance options for employees, executives, and business owners. They have a diverse and welcoming workplace, and have been recognized as an industry leader for over 175 years. Their mission is to make the world a better place through community engagement and charitable giving. With a workforce that reflects the communities they serve, New York Life is committed to helping families thrive and prosper. They offer resources, tools, and financial calculators to help individuals prepare for the future.
5088 Corp Exch Blvd SE #110, Grand Rapids, MI 49512, United States -
FIREproof Wealth Management llc
● ClosedFIREproof Wealth Management LLC is a comprehensive financial, health, and insurance agency located in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to helping clients achieve financial independence, manage their health and wellness, and protect their assets through customized wealth management strategies. Whether you are planning for retirement, investing for the future, or seeking insurance coverage, we are here to provide expert guidance and personalized solutions. Visit us at 2828 Kraft Avenue Southeast to start building a secure and prosperous future today.
2828 Kraft Ave SE Suite 171, Grand Rapids, MI 49512, United States -
Agent Equity Group
● ClosedAgent 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.
2025 E Beltline Ave SE Suite 402, Grand Rapids, MI 49546, United States -
Jacob Achterberg, Bankers Life Agent
● OpenJacob Achterberg is a dedicated Bankers Life Agent located at 3230 Eagle Park Drive Northeast in Grand Rapids, Michigan. As an insurance agency, Jacob Achterberg provides personalized service and expert advice to help clients secure their financial future. With a focus on life insurance, retirement planning, and long-term care, Jacob Achterberg is committed to helping individuals and families protect what matters most. Contact Jacob Achterberg today to discuss your insurance needs and create a customized plan for your future.
3230 Eagle Park Dr NE # 204, Grand Rapids, MI 49525, 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 -
Austin Benzing, Bankers Life Agent
● OpenAustin Benzing, Bankers Life Agent is an insurance agency located at 3230 Eagle Park Drive Northeast in Grand Rapids, Michigan. As a trusted agent for Bankers Life, we provide a range of insurance products and services to meet the needs of our clients. Our dedicated team is committed to helping individuals and families protect their financial futures through personalized insurance solutions. Whether you are looking for life insurance, long-term care insurance, or retirement planning, we are here to help you navigate the complexities of insurance and find the right coverage for your unique needs. Contact us today to schedule a consultation and start securing your financial future with Austin Benzing, Bankers Life Agent.
3230 Eagle Park Dr NE # 204, Grand Rapids, MI 49525, 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 -
The Beachler Agency
● ClosedThe Beachler Agency is a well-established insurance agency located at 2000 Burton Street Southeast in Grand Rapids, Michigan, United States. With a strong reputation for providing personalized and comprehensive insurance solutions, The Beachler Agency offers a wide range of coverage options for individuals and businesses alike. Their team of experienced agents is dedicated to helping clients find the right policies to protect their assets and loved ones. Whether you are looking for auto, home, life, or business insurance, The Beachler Agency is committed to delivering exceptional service and peace of mind. Contact them today to discuss your insurance needs and receive a customized quote.
2000 Burton St SE, Grand Rapids, MI 49506, 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 -
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 -
SageRock Wealth Partners
● ClosedSageRock 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.
4095 Embassy Dr SE, 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 -
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 -
Thatcher Wealth Management
● ClosedThatcher 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.
4843 Cascade Rd SE Ste 400, Grand Rapids, MI 49546, United States -
Hoezee Wealth Management - Northwestern Mutual
● ClosedHoezee Wealth Management - Northwestern Mutual is a reputable finance and insurance agency located at 55 Campau Avenue Northwest in Grand Rapids, Michigan, United States. With a strong focus on helping individuals and families achieve their financial goals, they offer a wide range of services including investment planning, retirement planning, estate planning, and insurance solutions. With a team of experienced financial advisors, Hoezee Wealth Management - Northwestern Mutual is dedicated to providing personalized and comprehensive financial strategies to help clients secure their financial future.
55 Campau Ave NW #400, Grand Rapids, MI 49503, United States -
Cornerstone Retirement Partners
● ClosedCornerstone Retirement Partners is an independent fiduciary financial advisory and Medicare firm located in Grand Rapids, Michigan. With over 20 years of experience, our professional financial advisors and Medicare specialists assist working individuals with the transition into retirement. We help our clients navigate the process of signing up for Medicare, Social Security, and creating income plans from their accumulated wealth. Our team also collaborates with elder law attorneys to help retirees transfer their wealth to their loved ones while qualifying for Medicaid. As fiduciaries, Ron and Nolan are committed to acting in the best interest of our clients when recommending investments. They specialize in managing assets throughout retirement and working with Medicaid annuities. Our Medicare specialists, Nancy and Kristin, provide guidance on Part D and supplemental insurance options during Medicare open enrollment.
2900 Charlevoix Dr SE Suite 310, Grand Rapids, MI 49546, United States -
MassMutual MidMichigan
● ClosedMassMutual MidMichigan is a leading finance and insurance agency located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, life insurance, or investment strategies, we are here to provide personalized solutions tailored to your specific needs. Visit us today to learn how MassMutual MidMichigan can help secure your financial future.
99 Monroe Ave NW #700, Grand Rapids, MI 49503, United States -
Steve Bowman - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSteve Bowman is a financial advisor at Ameriprise Financial Services, LLC, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. As a finance institution, Steve offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. He helps clients document their goals, regularly reviews progress, and adjusts strategies as life changes. Clients can access their investments and track progress securely from any device. Steve is committed to diversity and creating a better future for all clients. He provides complimentary initial consultations to new clients and offers insights on stock prices and market trends. Investment products are not insured by the FDIC and involve potential risks. Ameriprise Financial Services, LLC is a registered investment adviser and member of FINRA and SIPC. Steve is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. The institution has received recognition for its support of the military community and commitment to disability inclusion. Visit the website for more information on corporate entities, privacy, and security. Feel free to refer friends and family for financial guidance.
333 Bridge St NW UNIT 205, Grand Rapids, MI 49504, United States -
Michael J Michalak, Financial Advisor - New York Life
● OpenMichael J. Michalak, Financial Advisor at New York Life, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, is dedicated to providing professional advisors with affordable voluntary benefits programs for businesses. In addition to life insurance, Michael J. Michalak, along with agents Ryan L. Goosen, Zachary Grusell, Erick Sundstrom, Jason Goosen, and Christopher Ralph, are licensed to sell insurance through New York Life Insurance Company in multiple states. They also offer securities products and services through NYLIFE Securities LLC, as well as financial planning and investment advisory services through Eagle Strategies LLC. Please consult your own tax, legal, or accounting professional before making any decisions. Contact Michael J. Michalak and his team at (616) 752-4500 for more information on how they can help you secure your financial future.
333 Bridge St NW #600, Grand Rapids, MI 49504, United States -
William D Johnson - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedWilliam D Johnson is a financial advisor at Ameriprise Financial Services, LLC located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States. He 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®, 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®. These certifications demonstrate his expertise in asset management, investment strategies, estate planning, retirement planning, insurance products, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, William D Johnson can provide you with comprehensive financial advice tailored to your specific needs.
333 Bridge St NW UNIT 205, Grand Rapids, MI 49504, United States -
Regan James Wilda - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRegan James Wilda is a financial advisor at Ameriprise Financial Services, LLC located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States. Regan James Wilda 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®, 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®. These certifications demonstrate Regan James Wilda's expertise in areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. As a financial advisor, Regan James Wilda is committed to providing comprehensive and personalized financial advice to clients, with a focus on helping individuals and families achieve their financial goals."
333 Bridge St NW UNIT 205, Grand Rapids, MI 49504, United States
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