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TOP 30 Investment advisory in Michigan
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Royal Securities
Royal Securities is a finance and insurance agency located at 4095 Chicago Drive Southwest, Grandville, Michigan, United States. Founded in May 1998, we have navigated through various financial crises and market fluctuations to provide our clients with personalized, value-added service. Our mission is to achieve excellence in our profession by assisting affluent clients in making proper financial decisions. We prioritize integrity, professionalism, and understanding of our clients' financial situations to help them reach their goals. We use investments that have historically shown quality and sustainability in different market cycles. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Our Registered Representatives are available to discuss and transact securities business with residents of various states. Thank you for choosing Royal Securities, we look forward to working with you.
Merrill Lynch Financial Advisor James Harding
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
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.
Retirement & Wealth Strategies (RWS Financial Group)
Retirement & Wealth Strategies (RWS Financial Group) is a finance institution located at 1414 84th Street Southwest, Byron Center, Michigan, United States. Since 1985, RWS has been assisting 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. By leveraging technology and decades of experience, RWS maximizes your financial plan and aligns your investments with your goals and opportunities.
Heritage Wealth Management
Heritage Wealth Management is a finance institution located at 4166 56th Street Southwest, Wyoming, Michigan, United States. Specializing in retirement planning for individuals over the age of 50, we provide simple and meaningful financial plans to help our clients navigate their financial future. Whether you are already retired or approaching retirement, our financial planning process will give you clarity and peace of mind. Please note that our services are available to residents of select states only. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
2M Financial Group
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.
Stewardship Trust Advisors
Stewardship Trust Advisors is a renowned financial institution located at 3411 Wilson Avenue Southwest in Grandville, Michigan. With a commitment to providing expert financial advice and personalized wealth management services, Stewardship Trust Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. The institution's team of experienced advisors offers a wide range of financial services, including investment management, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Stewardship Trust Advisors is here to help you every step of the way.
Darlene Cress - Raymond James
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
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.
Aaron Hollister - Raymond James
Aaron Hollister - 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 highest level of financial expertise and guidance. Contact us today to schedule a consultation and see how we can help you secure your financial future.
Raymond James Financial Services
Raymond 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.
Clausing Financial Group
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.
Cerity Partners
Cerity Partners is a leading financial institution located at 161 Ottawa Avenue Northwest in Grand Rapids, Michigan, United States. With a focus on delivering personalized financial solutions, Cerity Partners offers a wide range of services including wealth management, investment advisory, and retirement planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Cerity Partners today to experience top-notch financial services tailored to meet your unique needs.
Strategic Financial Group
Strategic Financial Group is a leading finance institution located at 3358 Eagle Run Drive Northeast in Grand Rapids, Michigan, United States. Our team of experienced financial experts offers a wide range of services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, we provide personalized solutions to meet our clients' unique needs. With a focus on strategic thinking and innovative approaches, Strategic Financial Group is dedicated to helping our clients build a secure financial future. Contact us today to learn more about how we can help you reach your financial goals.
Regal Holdings, LLC
Regal Holdings, LLC is a finance institution located at 2687 44th Street Southeast in Kentwood, Michigan, United States. With a focus on providing high-quality financial services, Regal Holdings, LLC offers a range of investment opportunities and advisory services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Regal Holdings, LLC has the expertise and resources to help you succeed. Trust in Regal Holdings, LLC for all your financial needs.
Growtrust Partners
Growtrust Partners is a reputable finance institution located at 979 Spaulding Avenue Southeast in Ada, Michigan, United States. We specialize in providing expert financial services and guidance to individuals and businesses looking to grow their wealth and secure their financial future. Our team of experienced professionals are dedicated to helping our clients achieve their financial goals through personalized strategies and top-notch customer service. Whether you are looking to invest, save for the future, or plan for retirement, Growtrust Partners is here to help you every step of the way. Trust us to be your partner in financial success.
Kanai Wealth Management Group
Kanai Wealth Management Group is a finance institution located at 2050 Celadon Drive Northeast, Grand Rapids, Michigan, United States. True wealth is more than just money, it's about living your life freely, ensuring a legacy for future generations, spending time well, and having confidence in your future. At Kanai Wealth Management Group, our team of financial advisors is dedicated to helping clients pursue their financial goals, whether they are just starting out, preparing for retirement, or already enjoying their golden years. From young professionals looking to expand their families to retirees seeking to protect their assets, we provide personalized financial planning and investment strategies to help clients achieve true financial freedom. Our services include tax planning, estate planning, and one-on-one support for complex financial needs. Our advisors have been recognized by Forbes, InvestmentNews, and Barron's Magazine for their expertise and commitment to excellence. Securities and advisory services are offered through Cetera Advisor Networks LLC and CWM, LLC, with a focus on providing tailored solutions to meet each client's unique financial objectives. For more information, visit our website or contact us for a consultation.
Merrill Lynch Financial Advisor Joel Andrew Barrett
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)
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.
ClearVista Advisors
ClearVista Advisors is a leading finance institution located at 630 Kenmoor Avenue Southeast in Grand Rapids, Michigan, United States. Specializing in providing expert financial advice and solutions, ClearVista Advisors is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, ClearVista Advisors offers personalized services tailored to meet the unique needs of each client. Whether you are looking for investment guidance, retirement planning, or wealth management services, ClearVista Advisors is dedicated to providing top-notch financial expertise and support. Contact them today to learn more about how they can help you secure your financial future.
Advance Capital Management
Advance Capital Management is a leading financial institution located at 625 Kenmoor Avenue Southeast in Grand Rapids, Michigan. Specializing in wealth management and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized strategies and a commitment to excellence, Advance Capital Management is a trusted partner for individuals and businesses looking to secure their financial future. Contact us today to learn more about our comprehensive financial solutions.
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.
Evolution Wealth Strategies
Evolution Wealth Strategies is a leading finance institution located at 4843 Cascade Road Southeast in Grand Rapids, Michigan, United States. Our team of experienced financial advisors 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, Evolution Wealth Strategies offers comprehensive financial planning services to meet your needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Assura Wealth
Assura Wealth is a finance institution located at 4500 Cascade Road Southeast in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to providing tailored financial solutions to help our clients achieve their wealth management goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Assura Wealth is here to help. We prioritize transparency, integrity, and personalized service to ensure that our clients receive the highest level of financial guidance. Visit us today to learn how we can help you secure your financial future.
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.
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.
Family Focused Financial
Family Focused Financial is an independent financial planning firm located at 2620 South Cleveland Avenue in St. Joseph, Michigan. Our team of fiduciary financial advisors serves clients in southwest Michigan and northwest Indiana, always acting in their best interest. We specialize in helping clients achieve a Successful Retirement by focusing on seven key areas. To learn more, download our complimentary booklet today!
Walters Wealth Advisors
Walters Wealth Advisors is a reputable finance institution located at 54870 North Main Street in Mattawan, Michigan. With a team of experienced financial experts, we provide personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, our advisors are here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Edward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS™
Edward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS™ is a trusted financial institution located at 5787 Stadium Drive in Kalamazoo, Michigan, United States. Michael R Matteson, a Certified Financial Planner and Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Michael R Matteson and his team are dedicated to providing expert guidance and support every step of the way.
Lake Effect Financial Consultants-Thrivent
Lake Effect Financial Consultants-Thrivent is a finance institution located at 2156 South 11th Street in Kalamazoo, Michigan, United States. We offer practical and knowledgeable services to help you achieve financial confidence, making your financial plan as relaxing as spending a day at the lake. Our passionate team is dedicated to creating lasting and meaningful relationships with our clients, providing a safe space for questions and empowering you to make confident decisions. We focus on protecting loved ones against the impact of extended care, death, and disability, offering sound financial guidance tailored to your needs to help you reach your financial goals. Schedule a meeting with us through the links provided or contact our office directly. Your first consultation is complimentary, and licensing information is available through your State Insurance Department’s website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit our website for more information on our services and financial advisors.
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