Investment services for individuals in Michigan

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.

Phillip Kuyers, a financial advisor at Ameriprise Financial Services, LLC located in Byron Center, Michigan, provides personalized financial advice, investment recommendations, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Phillip helps clients navigate the complexities of the financial world. Phillip's background and qualifications can be verified on FINRA's BrokerCheck website, ensuring transparency and trust for clients. Whether you are saving for a major purchase or planning for the future, Phillip can help develop a sound financial strategy tailored to your individual needs and risk tolerance.

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.

Kyle Trevino is a Financial Advisor at Ameriprise Financial Services, LLC located at 7700 Byron Center Avenue Southwest, Byron Center, Michigan, United States. Kyle 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®. Kyle is dedicated to providing comprehensive financial planning services to individuals and businesses, specializing in asset management, retirement planning, estate planning, risk management, and investment strategies. Contact Kyle Trevino today for expert financial advice and guidance.

Jake Willis - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 7700 Byron Center Avenue Southwest in Byron Center, Michigan, offers a wide range of financial services. Jake Willis 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®. These certifications demonstrate Jake Willis' expertise in asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Jake Willis can provide personalized financial advice tailored to your needs. Contact Ameriprise Financial Services, LLC today to schedule a consultation with Jake Willis and start planning for your financial future.

Ellen Naber is a Financial Advisor at Ameriprise Financial Services, LLC located at 7700 Byron Center Avenue Southwest in Byron Center, Michigan, United States. Ellen holds multiple 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®. Ellen specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With expertise in asset management, investment strategies, estate planning, insurance products, and retirement planning, Ellen is dedicated to helping clients achieve their financial goals. Ellen is committed to upholding the highest standards of professionalism and ethics in the financial industry. Ellen also provides specialized services for veterans and military personnel as a Certified Military Financial Advisor®. Contact Ellen Naber at Ameriprise Financial Services, LLC for expert financial advice and personalized wealth management solutions.

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.

Rush Creek Advisors - Ameriprise Financial Services, LLC is a finance institution located at 7700 Byron Center Avenue Southwest, Byron Center, Michigan, United States. As recipients of the Ameriprise Client Experience Award for 2023, we prioritize your financial goals, whether they involve retirement, education, or a major purchase. Our team provides personalized investment and asset allocation recommendations based on your individual goals and risk tolerance. We document your goals, regularly review your progress, and adjust your approach as life changes. You can easily access your investments and accounts from any device and track your progress towards your goals securely. Schedule a complimentary initial consultation to learn more about how we can help you achieve your financial goals. Our advisors are registered to do business in certain U.S. states, so please refer to our personal website or FINRA's BrokerCheck website for more details. Let's meet to discuss what's most important to you and explore how personalized advice can help you reach your financial goals. Please note that the initial consultation provides an overview of financial planning concepts and does not include written analysis or recommendations. Ameriprise Financial cannot guarantee future financial results. We are committed to helping your friends or family members achieve their financial goals, so feel free to refer them to us. We look forward to connecting with them soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and we prioritize privacy and security for all our clients.

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.

Brandon Tramper is a financial advisor at Ameriprise Financial Services, LLC located at 7700 Byron Center Avenue Southwest in Byron Center, Michigan, United States. He offers complimentary initial consultations to help individuals plan for a more confident financial future. Brandon Tramper is registered with FINRA and offers investment products and services through Ameriprise Financial Services, LLC. He can only conduct securities business with residents of certain states, so be sure to check FINRA's BrokerCheck website for more information. The Confident Retirement® approach is used to discuss important financial goals and strategies with clients. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and offers a wide range of financial services to help clients achieve their financial goals. Contact Brandon Tramper today to schedule your complimentary initial consultation.

Jeff Buursma, a Financial Advisor at Ameriprise Financial Services, LLC, located at 250 East Division Street Northeast, Rockford, Michigan, United States, is part of the HS&C Wealth Management team, recognized as one of Forbes Best-In-State Wealth Management Teams for 2024. With a focus on your individual goals and risk tolerance, Jeff provides investment, asset allocation, and portfolio recommendations to help you achieve financial success. Regular meetings are held to review progress, update strategies, and track your journey towards your goals. Through secure online access, you can monitor your investments and accounts from any device. Schedule a complimentary initial consultation to learn more about how Jeff can assist you in planning for retirement, education, major purchases, and more. Explore the Retirement Interactive tool to address common retirement concerns and take steps towards a confident financial future. Investment products and services are offered through Ameriprise Financial Services, LLC, a registered investment adviser, with securities offered by the same entity. Jeff Buursma is registered to conduct securities business in specific states - refer to FINRA's BrokerCheck website for details. Contact Jeff to discuss your financial priorities and refer friends or family members to help them achieve their financial goals. Your referrals will be contacted promptly, and you can assure them of Jeff's assistance in reaching their financial aspirations.

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.

Foremost Financial Services Corporation is a leading finance and insurance agency located at 5600 North Kraft Lake Drive in Caledonia, Michigan, United States. With a commitment to providing top-notch financial services and insurance products, our experienced team of professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Foremost Financial Services Corporation is here to provide personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and start securing your financial future.

Lincoln Financial Services is a reputable finance institution located at 9897 Howard City Edmore Road in Lakeview, Michigan, United States. With a strong commitment to providing top-notch financial services to its clients, Lincoln Financial Services offers a wide range of financial products and solutions to meet the diverse needs of individuals and businesses. Whether you are looking for investment advice, retirement planning, insurance solutions, or wealth management services, the dedicated team at Lincoln Financial Services is here to help you achieve your financial goals. Trust in Lincoln Financial Services for expert guidance and personalized financial strategies tailored to your unique circumstances.

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.

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.

Stacy Clark - Financial Advisor at Ameriprise Financial Services, LLC, located at 8712 Gull Road in Richland, Michigan, is a trusted finance institution offering personalized advice to help clients reach their financial goals. As part of TruVista Wealth Advisors, a Forbes Best-in-State Wealth Management Team for 2024, Stacy Clark provides investment recommendations, asset allocation strategies, and portfolio management tailored to individual goals and risk tolerance. Regular progress reviews, life changes updates, and secure online access to investments and accounts ensure clients stay on track towards financial success. With over 125 years of history, Ameriprise Financial Services, LLC prioritizes building 1-to-1 relationships with clients to help them achieve both short-term and long-term financial objectives. Schedule a complimentary initial consultation today to start financial planning with Stacy Clark. Please visit FINRA's BrokerCheck website for background and qualification information.

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.

Edward Jones Investments is a finance institution located at 8532 North 32nd Street in Richland, Michigan, United States. With a strong focus on personalized investment advice and financial planning, Edward Jones is committed to helping individuals and families achieve their long-term financial goals. Their team of experienced financial advisors provides tailored solutions to meet each client's unique needs, offering a wide range of investment options and strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones Investments is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.