TOP 30 Investment management in Greenville, Michigan

4 results found

Cory Preuss, a financial advisor at Ameriprise Financial Services, LLC, located at 100 South Greenville West Drive, Greenville, Michigan, United States, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Cory provides personalized investment, asset allocation, and portfolio recommendations. Regular meetings are scheduled to review progress, update strategies as life changes, and track progress towards goals. Clients have secure access to their investments and accounts from any device. As part of Forbes Best-In-State Wealth Management Teams for 2023, Cory Preuss offers a complimentary initial consultation to discuss financial planning concepts and strategies. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser, with member FINRA and SIPC. Cory Preuss is registered to conduct securities business in specific states, as listed on the FINRA BrokerCheck website.

Edward Jones - Financial Advisor: Deb Nowicki, AAMS™ is a reputable finance institution located at 106 South Greenville West Drive in Greenville, Michigan, United States. Deb Nowicki, a certified Accredited Asset Management Specialist, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, Edward Jones is committed to helping individuals and families make informed decisions about their investments and financial planning. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Deb Nowicki and the team at Edward Jones are dedicated to providing you with the guidance and support you need to secure a strong financial future.

George Gianacakos - Raymond James is a reputable finance institution located at 1820 West Washington Street in Greenville, Michigan, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to assist you every step of the way. Trust George Gianacakos - Raymond James for all your financial needs.

Jeff Buursma is a financial advisor at Ameriprise Financial Services, LLC located at 100 South Greenville West Drive in Greenville, Michigan, United States. Jeff is part of the HS&C Wealth Management team, which has been recognized as one of Forbes Best-In-State Wealth Management Teams for 2024. With a focus on personalized financial planning, Jeff works with clients to identify their goals, assess their risk tolerance, and develop investment strategies tailored to their individual needs. Clients can expect regular meetings to review progress, update strategies as life changes, and track their financial goals through secure online access. Whether you are planning for retirement, education, or a major purchase, Jeff is dedicated to helping you achieve financial success.