Integrated financial solutions in Holland, Michigan

LVZ Financial Planning is a finance institution located at 240 South River Avenue in Holland, Michigan, United States. We offer hyper-personalized expertise at the crossroads of life and finance, seamlessly integrating into your personal and professional matters. Our team of financial professionals specializes in tax and estate planning, cash flow management, insurance, investments, and retirement planning, crafting tailored solutions for each client. Founded in 1960, we have grown from selling mutual funds to managing multi-million-dollar portfolios and creating bespoke financial strategies for our clients. With over a century of combined experience in the markets, our team approach to planning ensures active solutions, direct market access, and a dedicated team at your service as your boutique investment manager.

Ockerlund Capital & Wealth Management Group is a leading finance institution located at 510 West 17th Street in Holland, Michigan, United States. Our team of experienced professionals specialize in providing personalized financial services to help individuals and businesses achieve their investment and wealth management goals. With a focus on integrity, expertise, and customer service, we strive to deliver tailored solutions that meet our clients' unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Ockerlund Capital & Wealth Management Group is here to help you succeed.

Zichterman Investment Group is a leading finance institution located at 99 East 8th Street in Holland, Michigan, United States. Specializing in investment and financial management services, our experienced team is dedicated to helping clients achieve their financial goals through strategic planning and personalized solutions. With a commitment to transparency, integrity, and excellence, Zichterman Investment Group is your trusted partner in navigating the complex world of finance. Contact us today to learn more about how we can help you secure a prosperous financial future.