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TOP 30 Investment advisory in Wyoming, MI
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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.
Aaron Verbrugge, Financial Advisor - Affinity Financial Group
Aaron Verbrugge, Financial Advisor at Affinity Financial Group, located at 3424 Chicago Drive in Hudsonville, Michigan, takes a unique approach to financial planning. With a lighthearted and educational style, Aaron and his team aim to help clients make wise decisions to secure their financial futures. As licensed insurance agents with New York Life Insurance Company, they offer a range of insurance products and services. Additionally, as Registered Representatives with NYLIFE Securities LLC, they provide securities products and advisory services in Michigan, Georgia, Ohio, and Wyoming. For tax, legal, or accounting advice, clients are advised to consult their own professionals. Aaron Verbrugge is also registered as an Investment Adviser Representative with Eagle Strategies LLC, offering advisory services in the same states. If you're looking for a financial advisor who is passionate about helping you solve your financial problems, consider reaching out to Aaron Verbrugge at Affinity Financial Group.
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