Investment services for individuals in Grand Rapids, Michigan

Nathan Allen Sitzema: Primerica - Financial Services is a reputable finance and insurance agency located at 975 3 Mile Road Northwest in Grand Rapids, Michigan, United States. With a focus on providing comprehensive financial services to individuals and families, the institution offers a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment planning, retirement savings, or insurance coverage, the experienced team at Nathan Allen Sitzema: Primerica - Financial Services is dedicated to providing personalized and professional advice to meet your needs. Contact them today to start securing your financial future.

Fidelity 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.

Bradley Company - Grand Rapids is a full-service brokerage and consulting institution located at 220 Lyon Street Northwest in Grand Rapids, Michigan. We work with companies and individuals of all sizes to oversee property and facility management and maintenance. Our team of experts has years of experience navigating the vibrant Grand Rapids community, offering creative and full-service solutions to help our clients find success in commercial brokerage and property management. Grand Rapids is a booming Midwest haven, with world-renowned art, golf, recreation, beaches, restaurants, and breweries. Companies are drawn to the area for its proximity to major markets, affordable commercial space, and highly qualified workforce. With nearly 130 international companies calling West Michigan home, the area is still growing. Visit us at Suite 400, Grand Rapids, MI, 49503 to learn more about how we can partner with you for your finance and real estate needs.

NPF 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.

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.

Investment 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.

Riley 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.

Aspen Investment Management Inc. is a leading finance institution located at 4020 East Beltline Avenue Northeast in Grand Rapids, Michigan, United States. Specializing in investment management services, Aspen provides personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, Aspen offers a wide range of investment options and strategies to meet the unique needs of each individual or organization. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, Aspen Investment Management Inc. is dedicated to helping you secure a prosperous financial future.

Cascade Partners LLC is a finance institution located in the heart of Grand Rapids, Michigan. Situated at 146 Monroe Center Street Northwest, this firm offers a wide range of financial services to businesses and individuals in the area. With a team of experienced professionals, Cascade Partners LLC is dedicated to providing top-notch financial advice and solutions to help clients achieve their goals. Whether you are looking for investment opportunities, financial planning, or strategic consulting, Cascade Partners LLC is here to help you navigate the complex world of finance.

Steve Bowman is a financial advisor at Ameriprise Financial Services, LLC, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. As a finance institution, Steve offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. He helps clients document their goals, regularly reviews progress, and adjusts strategies as life changes. Clients can access their investments and track progress securely from any device. Steve is committed to diversity and creating a better future for all clients. He provides complimentary initial consultations to new clients and offers insights on stock prices and market trends. Investment products are not insured by the FDIC and involve potential risks. Ameriprise Financial Services, LLC is a registered investment adviser and member of FINRA and SIPC. Steve is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. The institution has received recognition for its support of the military community and commitment to disability inclusion. Visit the website for more information on corporate entities, privacy, and security. Feel free to refer friends and family for financial guidance.

Rand Putterman is a Financial Advisor at Ameriprise Financial Services, LLC located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Rand Putterman holds several 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®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Rand Putterman is dedicated to providing expert financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

99 Monroe Wealth Group, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in finance, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. We prioritize what matters most to you, whether it's planning for retirement, education, or a significant purchase like a second home. Our team documents your goals, regularly reviews your progress, and adjusts your approach as needed to help you achieve financial success. You can easily access your investments and accounts from any device, track your progress towards your goals, and securely share information with us. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial objectives. Our Ameriprise financial advisors are registered to do business in specific U.S. states, so please refer to our personal website or FINRA's BrokerCheck website for more details. We look forward to meeting with you to discuss your financial priorities and provide an overview of financial planning concepts. Keep in mind that Ameriprise Financial cannot guarantee future financial results. Thank you for considering us as a trusted resource for your financial needs.

Carrie Lynn Horlings - UBS Financial Services Inc. is a reputable finance institution located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States. With a focus on providing personalized financial solutions, their team of experts offers a wide range of services including investment planning, wealth management, retirement planning, and more. With a commitment to excellence and a dedication to helping clients achieve their financial goals, Carrie Lynn Horlings - UBS Financial Services Inc. is a trusted partner for individuals and businesses alike.

Denny Mosson is a financial advisor at Ameriprise Financial Services, LLC located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States. Denny Mosson holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Denny Mosson's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Denny Mosson can provide you with comprehensive financial advice tailored to your specific needs. Contact Denny Mosson today for expert financial guidance."

Claude Mc Manus - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 975 3 Mile Road Northwest, Grand Rapids, Michigan, United States. This institution offers a range of certifications and designations for financial professionals, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning, asset management, estate planning, retirement planning, investment strategies, and more. Claude Mc Manus is dedicated to providing expert financial advice and services to individuals and businesses, ensuring that their clients' financial needs are met with professionalism and integrity.

William D Johnson is a financial advisor at Ameriprise Financial Services, LLC located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, investment strategies, estate planning, retirement planning, insurance products, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, William D Johnson can provide you with comprehensive financial advice tailored to your specific needs.

Ryan Weaver - Financial Advisor, Ameriprise Financial Services, LLC, located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States, offers personalized financial services tailored to individual goals and risk tolerance. With a focus on retirement planning, education savings, and investment strategies, Ryan Weaver works closely with clients to track progress, adjust strategies as needed, and provide regular updates on financial portfolios. Clients have secure access to their accounts and investments from any device, allowing for easy monitoring of progress towards financial goals. By scheduling a complimentary initial consultation, clients can explore how Ryan Weaver can help them achieve a more confident financial future. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC offers investment products and advisory services to help clients navigate the complexities of the financial market. With a commitment to privacy and security, Ameriprise Financial ensures that clients receive personalized attention and support in achieving their financial goals.

Olsson Investment Group-Wedbush Securities is a prestigious finance institution located at 1011 Fulton Street East in Grand Rapids, Michigan, United States. With a strong reputation for providing top-notch investment services, the institution offers a wide range of financial solutions to help clients achieve their financial goals. From wealth management to investment advisory services, Olsson Investment Group-Wedbush Securities is dedicated to providing expert guidance and personalized support to help clients make informed decisions about their financial future. With a team of experienced professionals and a commitment to excellence, this institution is a trusted partner for individuals and businesses looking to grow and protect their wealth.

George Wit, a Financial Advisor at Ameriprise Financial Services, LLC, located at 3347 Eagle Run Drive Northeast in Grand Rapids, Michigan, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, George Wit is equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and insurance products. Specializing in domestic partnership planning, estate planning, and investment fiduciary practices, George Wit is dedicated to helping clients make informed financial decisions. Whether you are looking for portfolio management advice, retirement planning strategies, or assistance with estate planning, George Wit is committed to providing personalized financial solutions tailored to your specific needs. Contact George Wit today to schedule a consultation and start planning for a secure financial future.

Rick Noorman is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 3347 Eagle Run Drive Northeast in Grand Rapids, Michigan, United States. Rick holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge in financial planning, Rick provides personalized services to individuals, retirees, small business owners, and high net worth clients. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Rick Noorman is dedicated to helping you achieve your financial goals.

James Haberlein is a Financial Advisor at Ameriprise Financial Services, LLC located at 3347 Eagle Run Drive Northeast, Grand Rapids, Michigan, United States. James holds various 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®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. James specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a commitment to ethical practices and ongoing education, James is dedicated to helping clients achieve their financial goals and navigate complex financial situations. Contact James Haberlein for expert advice on asset management, investment strategies, estate planning, retirement planning, and more.

Linda Stotenbur - Financial Advisor, Ameriprise Financial Services, LLC, located at 3347 Eagle Run Drive Northeast, Grand Rapids, Michigan, United States, is a finance institution offering a wide range of services to meet the financial needs of individuals and small business owners. Linda Stotenbur holds various 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®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Linda Stotenbur's expertise and commitment to providing high-quality financial advice and services to her clients. Whether you are planning for retirement, estate planning, or investing, Linda Stotenbur can help you navigate the complex world of finance with confidence and peace of mind. Contact Linda Stotenbur - Financial Advisor, Ameriprise Financial Services, LLC, today to schedule a consultation and take the first step towards achieving your financial goals.

Carla Grimes-Ooyevaar is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 3351 Eagle Run Drive Northeast, Grand Rapids, Michigan. Recognized as one of Forbes Best In State Wealth Management Teams for 2023, Carla offers complimentary initial consultations for individuals looking to discuss their financial goals. With a background in finance and qualifications available on FINRA's BrokerCheck website, Carla specializes in helping clients navigate the stock market and make informed investment decisions. Chart Chats, virtual presentations by financial advisors at OsborneKlein, provide valuable insights into market trends and historical data analysis. Carla is registered to conduct securities business in certain states and guarantees personalized attention to each client's financial needs. Ameriprise Financial Services, LLC emphasizes privacy and security, and clients can expect a high level of professionalism and expertise from Carla and her team.

Bruce Meyers - Financial Advisor, Ameriprise Financial Services, LLC, located at 5136 Cascade Road Southeast, Grand Rapids, Michigan, United States, is a leading finance institution recognized as one of Forbes Best-In-State Wealth Management Teams in 2024. With a focus on individual goals and risk tolerance, Bruce Meyers provides investment, asset allocation, and portfolio recommendations tailored to each client's needs. Regular meetings are held to review progress, analyze changes, and track goals. Clients have secure access to their investments and accounts from any device. Schedule a complimentary initial consultation to learn more about how Bruce Meyers can help you achieve your financial goals. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for registration information. Let's meet to discuss what's most important to you and take the next step towards a more confident financial future.

Independent Financial Services is a reputable finance institution located at 4200 East Beltline Avenue Northeast in Grand Rapids, Michigan. Our team of experienced financial advisors provides personalized services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, our experts are here to guide you every step of the way. With a focus on independence and transparency, we strive to provide our clients with the best possible financial solutions tailored to their specific needs. Visit us today to learn more about how Independent Financial Services can help you secure a prosperous financial future.

Rush, Coda and Associates - Ameriprise Financial Services, LLC is a finance institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides complimentary initial consultations to discuss retirement, education, major purchases, and more. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. Clients can expect regular meetings to review and update their financial plans as life changes. The institution also offers resources on their website for privacy, security, and email fraud prevention. Rush, Coda and Associates - Ameriprise Financial Services, LLC is a member of FINRA and SIPC.

Michael Fiorenzo at Ameriprise Financial Services, LLC is a trusted financial advisor located in Grand Rapids, Michigan. Specializing in investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance, Michael helps clients plan for retirement, education, major purchases, and more. With regular goal-setting meetings and progress tracking, clients can feel confident in their financial future. Access your accounts and investments securely from any device and schedule a complimentary initial consultation to get started. Learn about retirement planning with the Retirement InteractiveSM tool and explore important issues that could impact your income. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Contact Michael Fiorenzo for personalized financial guidance and support.

James Sanford - Financial Advisor, Ameriprise Financial Services, LLC, located at 3347 Eagle Run Drive Northeast, Grand Rapids, Michigan, United States, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on individual goals and personal risk tolerance, James provides investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings and progress reviews ensure that strategies are updated as life changes occur. Clients can easily access their investments and accounts from any device, track their progress towards goals, and securely share information with James. Background and qualification information for James Sanford can be found on FINRA's BrokerCheck website. The Ameriprise Financial Services, LLC Client Relationship Summary Disclosure is available for reference.

Paul Mysliwiec - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3351 Eagle Run Drive Northeast in Grand Rapids, Michigan, offers a wide range of financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Paul Mysliwiec is dedicated to providing expert advice and guidance to clients in areas such as asset management, retirement planning, estate planning, and investment strategies. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Paul Mysliwiec has the expertise to help you achieve your financial goals. Contact him today to learn more about how he can assist you in managing your wealth and securing your financial future.

Troy Horton is a financial advisor at Ameriprise Financial Services, LLC, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. Troy Horton offers expertise in financial planning and investment advisory services to help clients achieve their financial goals. Background and qualification information for Troy Horton can be found on FINRA's BrokerCheck website. The institution provides a Client Relationship Summary Disclosure to ensure transparency in their services.