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TOP 30 Insurance financial services in Grand Rapids, MI
170 results found
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Huntington Bank
Huntington Bank, located at 3970 Plainfield Avenue Northeast in Grand Rapids, Michigan, is a full-service financial institution offering ATM, banking, and finance services. Whether you prefer to visit one of our branches or open a checking account online, we are here to help you with all your financial needs. Our branch hours are Monday to Friday from 9:00am to 5:00pm, and Saturday from 9:00am to 12:00pm. Our ATM services are available 24 hours a day, seven days a week. Please note that lending products are subject to credit application and approval, and our investment, insurance, and non-deposit trust products are not FDIC insured, not guaranteed by the bank, not insured by any federal government agency, and may lose value.
Chicago Title Investments
Chicago Title Investments is a reputable insurance agency located at 1401 60th Street Southeast in Grand Rapids, Michigan. With a strong focus on providing reliable and comprehensive insurance solutions, Chicago Title Investments is dedicated to protecting the financial interests of their clients. Whether you are looking for title insurance, investment services, or real estate solutions, their experienced team is committed to delivering top-notch service and peace of mind. Trust Chicago Title Investments to safeguard your assets and provide you with the insurance coverage you need.
L 2 Advisors
L 2 Advisors is a leading finance and insurance agency located at 2674 Kraft Avenue Southeast in Grand Rapids, Michigan, United States. With a team of experienced professionals, we provide expert financial planning and insurance solutions to help our clients achieve their goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, L 2 Advisors is dedicated to providing personalized and comprehensive services tailored to your individual needs. Contact us today to learn more about how we can help you secure your financial future.
SageRock Wealth Partners
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.
Thatcher Wealth Management
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.
Hoezee Wealth Management - Northwestern Mutual
Hoezee 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.
John M. Derbin, CFP
John M. Derbin, CFP is a reputable finance and insurance agency located at 4990 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a focus on providing expert financial planning and insurance services, John M. Derbin, CFP is dedicated to helping individuals and families achieve their financial goals and secure their future. With a team of experienced professionals, clients can trust in the expertise and personalized service offered by this esteemed institution.
Scot Fay - Thrivent
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
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.
Cornerstone Retirement Partners
Cornerstone 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.
MassMutual MidMichigan
MassMutual 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.
Shawn Fair - Thrivent
Shawn Fair - Thrivent is a finance institution located at 161 Ottawa Avenue Northwest in Grand Rapids, Michigan, United States. Licensing for services can be obtained through the State Insurance Department's website, as recommended by the National Association of Insurance Commissioners. The institution, under the marketing name Thrivent Financial for Lutherans, offers insurance products, securities, and investment advisory services through its subsidiary Thrivent Investment Management Inc. The financial professionals at Shawn Fair - Thrivent do not provide legal, accounting, or tax advice, but can offer advice and guidance through their Financial Planning Framework. Clients may choose to engage further with Dedicated Planning Services for written recommendations at a fee. Only credentialed financial advisors are authorized to provide investment advisory services at Shawn Fair - Thrivent. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.
Equitable Advisors: Daniel Sayfie
Equitable Advisors: Daniel Sayfie is a finance institution located at 3501 Lake Eastbrook Boulevard Southeast in Grand Rapids, Michigan, United States. Our team of experienced advisors led by Daniel Sayfie is dedicated to providing personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on transparency and integrity, we offer a wide range of services including retirement planning, wealth management, and insurance solutions. Trust Equitable Advisors: Daniel Sayfie to guide you towards a secure and prosperous financial future.
TPS Advisors
TPS Advisors is a reputable finance and insurance agency located at 4990 Cascade Road Southeast in Grand Rapids, Michigan, United States. With a team of experienced professionals, TPS Advisors provides expert financial advice and insurance solutions to help clients achieve their financial goals and protect their assets. Whether you are looking for investment guidance, retirement planning, or insurance coverage, TPS Advisors is committed to providing personalized service and tailored solutions to meet your needs. Contact TPS Advisors today to start securing your financial future.
Watermark Advisory Group
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.
Carole Mc Donald
Carole Mc Donald is a reputable finance and insurance agency located at 3033 Orchard Vista Drive Southeast in Grand Rapids, Michigan. With a dedicated team of professionals, Carole Mc Donald offers a wide range of financial services and insurance products to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investments, retirement planning, or insurance coverage, Carole Mc Donald is committed to providing personalized solutions to help you achieve your financial goals. Contact them today to learn more about how they can assist you in securing your financial future.
Tammera Nevins - Thrivent
Tammera Nevins - Thrivent is a finance institution located at 161 Ottawa Avenue Northwest, Suite 110-M in Grand Rapids, Michigan. Licensing for insurance products can be obtained through the 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 an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. 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 able to provide investment advisory services. For more information about our financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.
Chris Smith - Thrivent
Chris Smith - Thrivent is a finance institution located at 161 Ottawa Avenue Northwest in Grand Rapids, Michigan, United States. With a focus on helping individuals make wise financial decisions and plan for their future, Chris Smith - Thrivent offers a range of financial services and products to assist clients in achieving their financial goals. Whether it's retirement planning, investment management, or insurance solutions, the knowledgeable team at Chris Smith - Thrivent is dedicated to providing personalized guidance and support to help clients secure their financial future.
BDO
BDO, located at 200 Ottawa Avenue Northwest in Grand Rapids, Michigan, is a leading institution in the fields of accounting and finance. They offer valuable insights on emerging trends, regulatory updates, and tips for maximizing the benefits of legal tech. Businesses can learn how to enable new growth and find competitive advantage through their services. The institution provides world-class resources and exceptional service in Grand Rapids and western Michigan, with a focus on delivering strategies to help businesses build resilience, uncover opportunities, and adapt to a constantly changing marketplace. BDO also offers innovative solutions for nonprofit organizations, manufacturers, financial institutions, and insurance companies. In addition to their professional services, BDO is committed to supporting local community initiatives, such as Junior Achievement, The Leukemia & Lymphoma Society, and Heart of West Michigan United Way. If you are interested in joining their team in Grand Rapids, BDO offers opportunities for personal and professional growth in today's global economy. Visit their career page for more information on available opportunities.
Forensic Accounting
Forensic Accounting, located at 1971 East Beltline Avenue Northeast in Grand Rapids, Michigan, offers a wide range of forensic accounting solutions to the legal and insurance communities in the area. Specializing in identifying, preserving, and reporting on digital evidence and electronically stored information, our team of experts can assist in various legal matters. In addition to forensic accounting services, our Grand Rapids office also provides litigation support for business disputes, shareholder and partner disputes, and business income loss matters. With over 15 years of experience in business and legal matters, our professionals bring a wealth of financial and investigative expertise to the table.
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