Investment advisor services in Grand Rapids, MI
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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 -
Ken Chesterman, Financial Advisor
● ClosedKen Chesterman, Financial Advisor is a reputable finance and insurance agency located at 3949 Sparks Drive Southeast in Grand Rapids, Michigan, United States. With years of experience and expertise in the industry, Ken Chesterman offers personalized financial solutions and insurance services to help clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Ken Chesterman is dedicated to providing top-notch services tailored to meet your individual needs. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
3949 Sparks Dr SE STE 104, Grand Rapids, MI 49546, United States -
TIAA Financial Services
● ClosedTIAA Financial Services is a reputable financial institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. As a bank, finance, and insurance agency, TIAA offers a wide range of financial services to its clients, including banking products, investment options, and insurance policies. With a focus on providing personalized and comprehensive financial solutions, TIAA is committed to helping individuals and businesses achieve their financial goals and secure their financial futures. Visit TIAA Financial Services today to learn more about their offerings and how they can help you manage and grow your finances.
333 Bridge St NW #110, Grand Rapids, MI 49504, United States -
Bright Future Financial Services
● ClosedBright 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.
3501 Lake Eastbrook Blvd SE #222, Grand Rapids, MI 49546, United States -
Fidelity Investments
● ClosedFidelity Investments is a renowned finance institution located at 3480 28th Street Southeast in Grand Rapids, Michigan, United States. With a strong reputation for providing expert investment services, Fidelity Investments offers a wide range of financial products and solutions to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Fidelity Investments has the expertise and resources to help you make informed decisions and grow your wealth. With a commitment to excellence and customer satisfaction, Fidelity Investments is a trusted partner for individuals and businesses seeking to secure their financial future.
3480 28th St SE, Grand Rapids, MI 49512, 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 -
Merrill Lynch Financial Advisor James Harding
● ClosedMerrill 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.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a leading finance institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. With a strong presence in the financial industry, UBS offers a wide range of services including wealth management, investment banking, asset management, and more. Their team of experienced professionals is dedicated to providing high-quality financial solutions to clients, helping them achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, UBS Financial Services Inc. is committed to delivering personalized and comprehensive financial services to meet your needs.
333 Bridge St NW UNIT 1100, Grand Rapids, MI 49504, United States -
NPF Investment Advisors
● ClosedNPF Investment Advisors, located at 40 Pearl Street Northwest in Grand Rapids, Michigan, is a finance institution dedicated to helping successful individuals protect and grow their wealth. Whether you are a retiree seeking income and peace of mind, planning for future generations, or looking to achieve specific financial goals, NPF Investment Advisors offers a comprehensive range of services tailored to your needs. Our integrated approach includes personalized planning, active investing, and complete coordination to ensure a seamless experience and help you reach your objectives. We are proud to offer our services for one all-inclusive fee, providing transparency and value to our clients. Congratulations to Dave Doppel on his career milestone and new role within our institution. At NPF Investment Advisors, we prioritize building strong relationships based on financial trust, ensuring that our clients feel confident in their financial future.
40 Pearl St NW Suite 500, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Christine N Steinmetz
● ClosedMerrill 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.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Burnham & Dells Advisors
● ClosedBurnham & Dells Advisors is a finance institution located at 750 Front Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in retirement plan consulting and individual wealth investment management, we offer comprehensive and customized services to clients nationwide. As independent fiduciary advisors, we provide proactive guidance and institutional offerings to clients of all sizes. Our team is committed to ethics and integrity, with all Investment Advisor Representatives holding the Series 65 License. Our founding partners, Carla Dells, Sandy Burnham, Robert W. Burnham, and Jack Buzzitta, bring decades of experience in the finance industry. Additionally, Madeline Dells-Sepanik, Adam Trask, and Debbie Cook provide expert support in retirement plans and investment management. Contact us at (616) 940-9124 to start planning for your financial future today.
750 Front Ave NW UNIT 305, Grand Rapids, MI 49504, United States -
Merrill Lynch Financial Advisor Timothy J Long
● ClosedMerrill Lynch Financial Advisor Timothy J Long, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a finance institution dedicated to helping clients achieve their financial goals. The team of talented and experienced financial advisors at this institution is committed to building strong relationships with clients through trust and personalized service. Recognized by Forbes and Barron's for exemplary client service, the advisors at Merrill Lynch are supported by the global resources of Merrill to provide valuable insights and ideas to help clients pursue their financial objectives. Whether you are a business owner looking to grow your wealth or an individual planning for the future, Merrill Lynch Financial Advisor Timothy J Long and his team can help you develop a customized financial plan tailored to your needs. With access to the investment insights of Merrill and banking solutions from Bank of America, they can work with you to address your financial goals and provide guidance on important financial decisions.
250 Monroe Ave NW Suite 600, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor April Armstrong
● ClosedMerrill Lynch Financial Advisor April Armstrong, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, April Armstrong can help you navigate today's changing market conditions. Committed to building strong client relationships based on trust and personalized service, April Armstrong believes in understanding your unique financial situation and priorities to create a customized plan to help you pursue your goals. As a Certified Financial Planner, April Armstrong is registered to do business in multiple states and can provide expert advice on investment strategies and financial planning. Contact April Armstrong today to start working towards your financial goals.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Chance Coda - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChance Coda - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States. Chance Coda offers a variety of certifications and designations to their advisors, ensuring they are well-equipped to provide expert financial advice to their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, Chance Coda advisors have the knowledge and skills to address a wide range of financial needs. Additionally, with certifications such as the Certified Divorce Financial Analyst and the Certified Estate Planner™, clients can trust that they are working with professionals who specialize in specific financial areas. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Chance Coda - Financial Advisor, Ameriprise Financial Services, LLC has the expertise to help you achieve your financial goals.
333 Bridge St NW UNIT 205, Grand Rapids, MI 49504, United States -
Padgett Advisors
● ClosedPadgett Advisors is a leading accounting and finance institution located at 2131 Lake Michigan Drive Northwest in Grand Rapids, Michigan. With a team of experienced professionals, Padgett Advisors offers a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Padgett Advisors is dedicated to helping clients achieve their financial goals. Whether you are looking for assistance with bookkeeping, payroll, or investment management, Padgett Advisors is committed to providing personalized and comprehensive financial solutions. Contact Padgett Advisors today to learn more about how they can help you navigate the complexities of accounting and finance.
2131 Lake Michigan Dr NW, Grand Rapids, MI 49504, United States -
Merrill Lynch Financial Advisor Craig J Sharp
● ClosedMerrill Lynch Financial Advisor Craig J Sharp is a renowned finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With a strong focus on providing expert financial advice and guidance, the institution is dedicated to helping clients achieve their financial goals and secure their financial future. Led by experienced financial advisor Craig J Sharp, the institution offers a wide range of financial services including investment planning, retirement planning, wealth management, and more. Clients can trust Merrill Lynch Financial Advisor Craig J Sharp to provide personalized financial solutions tailored to their individual needs and objectives.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Rachel Mraz
● ClosedMerrill Lynch Financial Advisor Rachel Mraz is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation. With accolades such as Forbes "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors", the advisors at Merrill Lynch are dedicated to providing exemplary client service. Rachel Mraz, a registered advisor in multiple states, including Michigan, offers personalized investment strategies and comprehensive financial solutions tailored to individual needs and priorities. Whether you are planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Wealth Management Advisors like Rachel Mraz are here to help you achieve your financial goals. With a focus on understanding your unique needs and priorities, Rachel Mraz aims to create a personalized financial plan that can adapt to changes in your life and the market. By staying connected and regularly reviewing your goals, Rachel Mraz can help you stay on track to achieve what matters most to you. Partner with Merrill Lynch Financial Advisor Rachel Mraz to work towards your financial goals and live your best financial life.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a finance institution located at 2025 East Beltline Avenue Southeast in Grand Rapids, Michigan, United States. As a leading financial services firm, Wells Fargo Advisors offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced financial advisors, they provide personalized financial planning, investment advice, and asset management solutions to individuals, families, and businesses. Trustworthy and reliable, Wells Fargo Advisors is committed to helping clients make informed decisions and secure their financial future.
2025 E Beltline Ave SE # 501, Grand Rapids, MI 49546, United States -
America Group Wealth Management - Grand Rapids Financial Advisor
● ClosedAmerica Group Wealth Management is a trusted financial advisor located in Grand Rapids, Michigan. Our team of experts is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we provide comprehensive financial planning services to meet your needs. Visit us at 2025 East Beltline Avenue Southeast and let us help you secure your financial future.
2025 E Beltline Ave SE # 205, Grand Rapids, MI 49546, United States -
L 2 Advisors
● ClosedL 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.
2674 Kraft Ave SE, Grand Rapids, MI 49546, United States -
Streamsong Advisors
● OpenStreamsong Advisors is a premier financial institution located at 3200 Broadmoor Avenue Southeast in Grand Rapids, Michigan. Our team of experienced advisors provides personalized financial solutions to meet the unique needs of our clients. Whether you are looking for investment guidance, retirement planning, or wealth management services, Streamsong Advisors is dedicated to helping you achieve your financial goals. With a commitment to excellence and a focus on building lasting relationships, we are here to support you every step of the way on your financial journey. Visit us today to learn more about how we can help you secure your financial future.
3200 Broadmoor Ave SE, Grand Rapids, MI 49512, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services, located at 741 East Beltline Avenue Northeast in Grand Rapids, Michigan, is a leading finance institution that offers personalized financial advisory services tailored to the unique needs of each client. From individuals to families to high-caliber institutions, Raymond James provides customized investment strategies and a high standard of service. Their experienced team offers unique solutions for business owners and entrepreneurs, helps clients nurture their wealth for a better future, and provides guidance for confidently managing new assets. They understand the challenges that women face in the financial world and are dedicated to helping them succeed.
741 E Beltline Ave NE, Grand Rapids, MI 49525, United States -
Investment Services Group
● ClosedInvestment Services Group is a reputable finance institution located at 5242 Plainfield Avenue Northeast in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to providing comprehensive investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, our experts are here to provide personalized solutions tailored to your individual needs. Trust Investment Services Group to guide you towards a secure financial future.
5242 Plainfield Ave NE STE D, Grand Rapids, MI 49525, United States -
Integrity Financial Group - Grand Rapids
● ClosedIntegrity Financial Group in Grand Rapids is a trusted finance institution located at 144 44th Street Southwest in Grand Rapids, Michigan. With a commitment to honesty and transparency, our team of financial experts provides personalized services to help clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Integrity Financial Group is dedicated to helping you secure a stable financial future. Contact us today to schedule a consultation and take the first step towards financial success.
144 44th St SW #2, Grand Rapids, MI 49548, United States -
Hayden Ries Investment Management
● ClosedHayden Ries Investment Management is a premier finance institution located at 2215 Oak Industrial Drive Northeast in Grand Rapids, Michigan, United States. Our team of experienced professionals specializes in providing personalized investment management services to help clients achieve their financial goals. With a commitment to excellence and a focus on long-term success, Hayden Ries Investment Management is dedicated to helping clients navigate the complexities of the financial markets with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.
2215 Oak Industrial Dr NE #209, Grand Rapids, MI 49505, United States -
Merrill Lynch Financial Advisor Brad A Collar
● ClosedMerrill Lynch Financial Advisor Brad A Collar is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. Brad Collar has been a Wealth Management Advisor in the Grand Rapids Merrill office since 1990, focusing on total wealth management tailored to each client's risk tolerance, time horizon, liquidity needs, and investment goals. Brad works closely with clients to understand their specific situations, establish objectives, develop strategies, recommend advice, and review progress towards reaching financial goals. Clients can expect personalized advice and access to specialized investment services. With a defined process and access to Merrill specialists, Brad helps clients manage their financial lives and pursue their goals through personalized wealth management strategies. The institution offers Merrill Personal Wealth Analysis™ to build personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service, providing access to investment insights and banking solutions. By focusing on what matters most to clients - family, goals, and priorities - the institution helps clients pursue financial goals and manage investment risk. With a deep understanding of each client's financial picture, Brad can create flexible strategies to navigate changing market conditions and provide access to Merrill's investment insights and Bank of America's banking solutions. The institution believes in a personalized approach that helps clients manage, grow, and preserve their wealth, while considering long-term impacts. Through conversations, financial planning, and regular reviews, Merrill Lynch Financial Advisor Brad A Collar helps clients navigate life changes and stay on track to achieve their financial goals.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Edward Jones - Financial Advisor
● OpenEdward Jones - Financial Advisor is a reputable accounting and finance institution located at 825 Parchment Drive Southeast in Grand Rapids, Michigan, United States. With a team of experienced financial advisors, Edward Jones provides personalized investment and wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your investments, Edward Jones offers tailored solutions to meet your individual needs. Trust in Edward Jones to guide you towards a secure financial future.
825 Parchment Dr SE Suite 200, Grand Rapids, MI 49546, United States -
Riley Planning & Investments-Financial Planners & Advisors
● OpenRiley Planning & Investments is a leading financial planning and advisory firm located in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, our team is here to provide expert guidance and support. Visit us at 1600 East Beltline Avenue Northeast to learn more about how we can help you secure your financial future.
1600 E Beltline Ave NE Suite 212, Grand Rapids, MI 49525, United States -
Lifeworks Advisors LLC
● ClosedLifeworks Advisors LLC is a finance institution located at 4095 Park East Court Southeast in Grand Rapids, Michigan, United States. They believe that traditional investor classifications and model portfolios are flawed, as they are based on emotions and arbitrary risk scores rather than focusing on achieving your financial plan. Lifeworks Advisors LLC believes that everyone should have access to the best investment strategies, financial planning services, and advice.
4095 Park E Ct SE ste c, Grand Rapids, MI 49546, United States -
Wealthspan Advisors, LLC
● ClosedWealthspan Advisors, LLC is a reputable finance institution located at 1500 East Beltline Avenue Southeast in Grand Rapids, Michigan, United States. Our team of experienced advisors is dedicated to helping our clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Wealthspan Advisors, LLC is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
1500 E Beltline Ave SE Suite 200, Grand Rapids, MI 49506, United States
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