Investment retirement planning in Grand Rapids, Michigan

Lake Michigan Credit Union (LMCU) is a trusted financial institution located at 2209 Plainfield Avenue Northeast in Grand Rapids, Michigan, United States. As a credit union, LMCU offers a wide range of financial services, including savings accounts, checking accounts, loans, mortgages, and investment options. With a strong commitment to providing excellent customer service and competitive rates, LMCU is dedicated to helping its members achieve their financial goals. Visit LMCU today to experience the difference of banking with a member-owned institution.

Huntington Bank, located at 3970 Plainfield Avenue Northeast in Grand Rapids, Michigan, is a full-service financial institution offering ATM, banking, and finance services. Whether you prefer to visit one of our branches or open a checking account online, we are here to help you with all your financial needs. Our branch hours are Monday to Friday from 9:00am to 5:00pm, and Saturday from 9:00am to 12:00pm. Our ATM services are available 24 hours a day, seven days a week. Please note that lending products are subject to credit application and approval, and our investment, insurance, and non-deposit trust products are not FDIC insured, not guaranteed by the bank, not insured by any federal government agency, and may lose value.

National Financial Services is an insurance agency located at 3351 Claystone Street Southeast, Grand Rapids, Michigan. At our institution, you can find a variety of interesting calculators on our site to assist you with your financial planning. We offer securities and investment advisory services through registered representatives and investment adviser representatives of Equity Services, Inc., a Broker/Dealer and Registered Investment Adviser. Mark Zylstra, a Registered Representative and Investment Adviser Representative of Equity Services, Inc., offers securities in multiple states and is licensed in various states for insurance. We are independent of Equity Services, Inc. unless otherwise noted. Contact us for all your insurance and financial planning needs.

The Masters Financial Group is a reputable finance institution located at 11253 Tallmadge Woods Drive in Grand Rapids, Michigan, United States. With a dedicated team of financial experts, we provide a wide range of services including financial planning, investment management, retirement planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you reach your financial goals.

Daniel 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.

Edward Jones is a finance institution located at 4581 Lake Michigan Drive Northwest in Grand Rapids, Michigan. Known for their personalized approach to financial planning, Edward Jones offers a wide range of services including investment advice, retirement planning, and wealth management. With a focus on building long-term relationships with their clients, Edward Jones strives to help individuals achieve their financial goals through tailored solutions and expert guidance. Visit their office in Grand Rapids to learn more about how Edward Jones can help you secure your financial future.

HS&C Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 4575 Lake Michigan Drive Northwest in Grand Rapids, Michigan, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations to discuss your financial priorities. While the initial consultation provides an overview of financial planning concepts, written analysis and recommendations are not included. Please note that Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, and users of the site are bound by the Ameriprise Financial Website Rules and Regulations. Referrals are welcomed, and the institution appreciates the opportunity to help friends and family members achieve their financial goals. Privacy and security are a top priority, with resources available on the website to ensure online safety.

Inflection Point Wealth Management is a leading finance institution located at 1100 4 Mile Road Northwest in Grand Rapids, Michigan, United States. Our team of experienced financial advisors is dedicated to helping clients navigate their financial journey and reach their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, we provide personalized solutions and expert guidance every step of the way. At Inflection Point Wealth Management, we believe in empowering our clients to make informed decisions and achieve financial success. Contact us today to learn more about our services and how we can help you secure your financial future.

Stout is a reputable finance institution located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. With a focus on providing expert financial services, Stout offers a range of solutions to meet the needs of individuals and businesses alike. Their experienced team of professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial industry. Whether you're looking for investment advice, wealth management, or assistance with financial planning, Stout is committed to delivering top-notch service and expertise to their clients.

Eastown Financial Advisors is a leading finance institution located at 1514 Wealthy Street Southeast in Grand Rapids, Michigan. Our team of experienced financial advisors provides expert guidance and personalized financial solutions to help our clients achieve their goals. Whether you are planning for retirement, investing for the future, or managing your wealth, we are dedicated to helping you make informed decisions and secure your financial future. Contact us today to schedule a consultation and take the first step towards financial success.

CooperDavis Financial Group is a reputable finance institution located at 644 Lovett Avenue Southeast in Grand Rapids, Michigan. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the local community. Whether you need assistance with investments, retirement planning, or wealth management, our experts are here to help you achieve your financial goals. Visit us today to learn more about how CooperDavis Financial Group can support you in securing a stable and prosperous financial future.

O'Neill Asset Management, LLC is a finance institution located at 346 Wealthy Street Southeast, Grand Rapids, Michigan, United States. Our goal is to provide families and businesses with innovative financial strategies to improve their quality of life. We specialize in the New Generation Retirement System, focusing on fiduciary, transparency, and technology to ensure the best interests of our clients. Our services include step-by-step retirement planning, income planning, and Social Security benefit analysis. As Independent Investment Advisors, we are committed to putting our clients first and providing tailored recommendations based on individual goals and objectives. With a secure online portal, Generational Vault, clients can easily access and manage their financial information. Contact us for a comprehensive retirement strategy tailored to your unique financial situation.

Sytsma Wealth Strategies is a premier financial institution located at 922 Wealthy Street Southeast in East Grand Rapids, Michigan. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust Sytsma Wealth Strategies to help you secure your financial future and build wealth for generations to come.

AZA Capital Management is a leading finance institution located at 560 5th Street Northwest in Grand Rapids, Michigan, United States. Our team of experienced financial experts provides personalized investment strategies and wealth management services to help our clients achieve their financial goals. With a commitment to excellence and integrity, AZA Capital Management is dedicated to delivering top-tier financial solutions tailored to each client's unique needs. Contact us today to learn more about how we can help you secure your financial future.

CAPTRUST is a finance institution located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Our advisors offer investment advisory services to corporate retirement plan fiduciaries and wealth management services to high-net-worth individuals, business owners, and families. We support employer organizations through various services such as fiduciary partnerships, plan design optimization, and financial wellness programs. Our team provides market insights, financial planning strategies, and valuable information for all clients. Join us for upcoming webinars on industry insights, fiduciary liability, retirement readiness, and more. Learn about retirement plan fees, industry trends, and fiduciary training through our informative webinar recordings. Trust CAPTRUST for expert financial guidance and support.

Fiduciary Financial Advisors is a reputable finance institution located at 124 Fulton Street East in Grand Rapids, Michigan, United States. As a fiduciary, we are committed to providing unbiased and trustworthy financial advice to our clients. Our team of experienced advisors works closely with individuals and businesses to develop personalized financial plans that align with their goals and values. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Fiduciary Financial Advisors is here to help you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Baird Private Wealth Management is a leading finance institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. With a focus on providing personalized wealth management services, Baird Private Wealth Management offers tailored financial solutions to help clients achieve their financial goals. The institution prides itself on its team of experienced professionals who are dedicated to providing expert advice and guidance to clients. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Baird Private Wealth Management is committed to helping you navigate the complexities of the financial world with confidence.

Calder Financial Group is a leading finance institution located at 1331 Lake Drive Southeast in Grand Rapids, Michigan, United States. With a team of experienced financial advisors, Calder Financial Group specializes in providing personalized financial planning and investment management services to individuals, families, and businesses. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Calder Financial Group is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.

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 David L Smits is a reputable finance institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. With years of experience in the industry, David L Smits offers expert financial advice and guidance to clients looking to secure their financial futures. Whether you are looking to invest, plan for retirement, or manage your wealth, David L Smits is dedicated to helping you achieve your financial goals. Contact Merrill Lynch Financial Advisor David L Smits today to schedule a consultation and take the first step towards financial security.

UBS 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.

Blodgett Wealth Management is a leading finance institution located at 220 Lyon Street Northwest in Grand Rapids, Michigan, United States. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. With a focus on long-term success and a commitment to exceptional service, Blodgett Wealth Management is the trusted partner you need to secure your financial future. Contact us today to learn more about how we can help you grow and protect your wealth.

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.

Oxford Financial Group, Ltd. is a renowned finance institution located at 85 Campau Avenue Northwest in Grand Rapids, Michigan, United States. With a strong reputation for providing expert financial services, Oxford Financial Group, Ltd. offers a wide range of financial solutions to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Oxford Financial Group, Ltd. is committed to providing personalized and comprehensive financial solutions tailored to meet your specific needs.

Burnham & 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.

Merrill 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.

Charles Lindholm - Raymond James is a finance institution located in the heart of Grand Rapids, Michigan. With a prime location at 51 Ionia Avenue Southwest, this institution offers a range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or wealth management, the experienced team at Charles Lindholm - Raymond James is dedicated to helping you achieve your financial goals. With a commitment to personalized service and tailored solutions, this institution is a trusted partner in navigating the complexities of the financial world. Visit Charles Lindholm - Raymond James today to start building a secure financial future.

Chance 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.

Prometis Partners is a leading finance institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. We specialize in providing expert financial services and strategic advice to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Prometis Partners is here to help you every step of the way. Trust us to be your partner in financial success.

Padgett 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.