Investments for seniors in Grand Rapids, Michigan

Grand Wealth Management is a finance institution located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States. Our holistic approach aligns your finances with what's important to you, working as your partner to achieve what matters most. Whether you are a business owner looking to build, protect, and maximize your wealth inclusive of your business, or an individual navigating complex compensation structures, we provide transparent and tax-sensitive financial plans tailored to your goals. Our team, led by Senior Financial Advisor Jeff Williams, is dedicated to helping clients secure their financial future and create a lasting legacy for their loved ones. Login to securely upload your documents through Citrix ShareFile and learn more about our comprehensive Wealth Management Services today.

Senior Advisory Services, PLLC is a reputable finance institution located at 625 Kenmoor Avenue Southeast in Grand Rapids, Michigan, United States. Our dedicated team of financial experts specializes in providing personalized advisory services to senior citizens, helping them navigate their financial options and make informed decisions for their future. With a focus on integrity and professionalism, we strive to empower our clients to achieve their financial goals and secure their financial well-being in their golden years. Trust Senior Advisory Services, PLLC to provide reliable and expert financial guidance tailored to meet your individual needs.

Bankers Life, located at 3350 Eagle Park Drive Northeast in Grand Rapids, Michigan, is a comprehensive finance, health, and insurance agency. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Humana, UnitedHealthcare®, and Wellcare. When it comes to Medicare, our agents can help you compare Advantage plans to find the best coverage for your needs. With the increasing need for long-term care as people live longer and health care costs rise, it's crucial to be prepared and have discussions with loved ones about the future.

Keystone Retirement Services is a comprehensive finance, health, and insurance agency located at 6641 Division Avenue South in Grand Rapids, Michigan. Our experienced team is dedicated to helping individuals plan for a secure and comfortable retirement through personalized financial strategies and health insurance options. We strive to provide top-notch customer service and support to ensure our clients have peace of mind as they navigate the complexities of retirement planning. Contact us today to learn more about how Keystone Retirement Services can help you achieve your financial goals.

Arreyl Wilson, Bankers Life Agent is an insurance agency located at 3350 Eagle Park Drive Northeast in Grand Rapids, Michigan, United States. Specializing in providing insurance products and services from Bankers Life, our dedicated team of professionals is committed to helping clients protect their financial future and achieve peace of mind. With a focus on personalized service and tailored solutions, we strive to build long-lasting relationships with our clients based on trust and integrity. Contact us today to learn more about how we can assist you with your insurance needs.

New York Life is an insurance agency located at 5088 Corp Exch Blvd SE in Grand Rapids, Michigan, United States. They offer permanent policies with guaranteed death benefits and cash value growth, long-term coverage that is customizable to your needs and budget, and the ability to invest policy cash value in the market. They also provide coverage for everyday tasks, lost income due to sickness or injury, professionally managed investments, bundled investments with low fees, and investments for education expenses. New York Life offers expertise and guidance to create investment strategies, help with estate planning, and insurance options for employees, executives, and business owners. They have a diverse and welcoming workplace, and have been recognized as an industry leader for over 175 years. Their mission is to make the world a better place through community engagement and charitable giving. With a workforce that reflects the communities they serve, New York Life is committed to helping families thrive and prosper. They offer resources, tools, and financial calculators to help individuals prepare for the future.

Dave Ahrens - State Farm Insurance Agent is a trusted insurance agency located at 25 68th Avenue North in Coopersville, Michigan. Since 1989, Dave Ahrens and his team have been helping the people of greater Grand Rapids assess risks and plan for their future with State Farm Insurance. Whether you are in Coopersville, Muskegon, Allendale, or anywhere in Ottawa County and beyond, they are committed to serving your insurance needs. They also have an office in Wyoming, Kent County, to assist the residents of West Michigan. The agency offers a range of insurance services including assistance with financial goals, budgeting, and tips for rural road driving safety. Their team is dedicated to providing compassionate, responsive, and accurate service to help policyholders recover from loss and plan for the future. Elliott, a valuable member of the team with over 5 years of experience, is ready to answer all your insurance questions and ensure you feel confident in choosing Dave Ahrens Insurance Agency.

New York Life Insurance is a reputable finance and insurance agency located at 333 Bridge Street Northwest in Grand Rapids, Michigan. With a long-standing history of providing reliable insurance coverage and financial services, New York Life Insurance is dedicated to helping individuals and families secure their future. Whether you are looking for life insurance, retirement planning, or investment options, their team of experienced professionals is ready to assist you in achieving your financial goals. Trust New York Life Insurance to protect what matters most to you.

Daniel Sherwood, Bankers Life Agent and Bankers Life Securities Financial Representative is located at 3350 Eagle Park Drive Northeast in Grand Rapids, Michigan. As a financial advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Daniel Sherwood offers a wide range of insurance options from companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of the key services provided by Daniel Sherwood is helping clients navigate their Medicare options. Whether you are looking for Medicare Advantage plans or need assistance with prescription drug coverage, Daniel can help you find the right plan to meet your needs. With Medicare Advantage Plans offering an annual maximum out of pocket limit and some plans even having premiums as low as $0 per month, Daniel can help you make informed decisions about your healthcare coverage.

Jacob Achterberg is a dedicated Bankers Life Agent located at 3230 Eagle Park Drive Northeast in Grand Rapids, Michigan. As an insurance agency, Jacob Achterberg provides personalized service and expert advice to help clients secure their financial future. With a focus on life insurance, retirement planning, and long-term care, Jacob Achterberg is committed to helping individuals and families protect what matters most. Contact Jacob Achterberg today to discuss your insurance needs and create a customized plan for your future.

Nicholas Guillen, Bankers Life Agent is an insurance agency located at 3230 Eagle Park Drive Northeast in Grand Rapids, Michigan. As a Bankers Life agent, Nicholas Guillen provides personalized insurance solutions to clients in the United States. With a focus on customer service and financial security, Nicholas Guillen helps individuals and families navigate the complexities of insurance coverage to find the best policies to meet their needs. Contact Nicholas Guillen, Bankers Life Agent today for expert advice on insurance options and peace of mind for the future.

Timothy Huizen, Bankers Life Agent and Bankers Life Securities Financial Representative in Grand Rapids, Michigan, offers a wide range of insurance options through Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Timothy can help you find the right coverage to meet your needs. With the rising costs of healthcare and the increasing need for long-term care, it's essential to start planning for the future. Visit Timothy Huizen at 3350 Eagle Park Drive Northeast to discuss your options and take the next steps towards financial security.

Samantha Tran, Bankers Life Agent is an insurance agency located at 3350 Eagle Park Drive Northeast in Grand Rapids, Michigan. As a trusted agent for Bankers Life, Samantha Tran provides personalized insurance solutions to help clients protect their financial future. With a commitment to integrity and exceptional customer service, Samantha Tran assists individuals and families in finding the right insurance coverage tailored to their needs. Contact Samantha Tran, Bankers Life Agent today to learn more about their insurance products and services.

Leslie Webb, Bankers Life Agent is an insurance agency located at 3350 Eagle Park Drive Northeast, Grand Rapids, Michigan, United States. Our agents offer a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to find the right coverage for their needs. With the rising costs of healthcare, it is important to plan for long-term care. Let us help you start planning for the future today.

Nic Jensen, Bankers Life Agent is an insurance agency located at 3350 Eagle Park Drive Northeast in Grand Rapids, Michigan, United States. Specializing in providing life insurance and financial planning services, Nic Jensen and his team are dedicated to helping clients protect their families and plan for their future. With a commitment to personalized service and tailored solutions, they strive to empower individuals to make informed decisions about their insurance needs. Contact Nic Jensen, Bankers Life Agent today to learn more about their services and how they can help you secure your financial future.

Austin Benzing, Bankers Life Agent is an insurance agency located at 3230 Eagle Park Drive Northeast in Grand Rapids, Michigan. As a trusted agent for Bankers Life, we provide a range of insurance products and services to meet the needs of our clients. Our dedicated team is committed to helping individuals and families protect their financial futures through personalized insurance solutions. Whether you are looking for life insurance, long-term care insurance, or retirement planning, we are here to help you navigate the complexities of insurance and find the right coverage for your unique needs. Contact us today to schedule a consultation and start securing your financial future with Austin Benzing, Bankers Life Agent.

Alonte White-Davis, Bankers Life Agent and Bankers Life Securities Financial Representative in Grand Rapids, Michigan, offers a wide range of insurance options from top companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a financial advisor, Alonte can assist you in comparing Medicare Advantage plans to find the best coverage for your needs. Medicare Advantage plans provide comprehensive coverage similar to Original Medicare Parts A and B, with the added option of prescription drug coverage (Part D) and an annual maximum out-of-pocket limit. With the rising costs of healthcare and the increasing need for long-term care, it is essential to plan ahead and have discussions with your loved ones. Contact Alonte White-Davis today to start planning for your future.

Michael Malott, Bankers Life Agent is an insurance agency located at 3230 Eagle Park Drive Northeast in Grand Rapids, Michigan. As a representative of Bankers Life, Michael Malott offers a range of insurance products and services to help clients protect their financial future. Whether you are looking for life insurance, long-term care insurance, or retirement planning assistance, Michael Malott is dedicated to providing personalized solutions to meet your needs. With a commitment to exceptional customer service and a deep understanding of the insurance industry, Michael Malott, Bankers Life Agent is a trusted partner in helping clients secure their financial well-being.

Greg Kraut, Bankers Life Agent is an insurance agency located at 3230 Eagle Park Drive Northeast in Grand Rapids, Michigan. As a dedicated agent for Bankers Life, Greg Kraut offers a wide range of insurance products and services to help individuals and families protect their financial future. Whether you are looking for life insurance, long-term care insurance, or retirement planning solutions, Greg Kraut can provide personalized guidance and support to help you make informed decisions. With a focus on customer service and professionalism, Greg Kraut, Bankers Life Agent is committed to helping clients find the right insurance solutions to meet their unique needs.

Carrie Durr, Bankers Life Agent and Bankers Life Securities Financial Representative in Grand Rapids, Michigan, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Financial Advisor, Carrie Durr specializes in helping clients navigate the complexities of Medicare Advantage plans to find the best coverage for their needs. Medicare Advantage Plans offer comprehensive coverage, including prescription drug coverage, with some plans even offering $0 monthly premiums. With the rising costs of healthcare and the inevitability of needing long-term care, it's crucial to have a plan in place. Carrie Durr is here to help you start planning for the future and have important discussions with your loved ones. Visit Carrie Durr, Bankers Life Agent and Bankers Life Securities Financial Representative in Grand Rapids to secure your financial future today.

Green Ridge Apartments is a premier real estate agency located in the beautiful city of Grand Rapids, Michigan. Situated at 3359 Ridgeview Drive Northwest, our apartments offer a peaceful and serene living experience surrounded by lush greenery. Our spacious and modern apartments are designed to provide comfort and convenience to our residents. With a range of amenities and a prime location, Green Ridge Apartments is the perfect place to call home. Contact us today to schedule a tour and see why our residents love living here.

Pinery Park Apartments is a real estate agency located at 2300 Newstead Avenue Southwest in Wyoming, Michigan, United States. Situated in a tranquil, wooded setting just south of Grand Rapids, our apartments provide the perfect environment for outdoor activities. Residents can enjoy easy access to the senior center and Pinery Park, both within walking distance. With properties in 30 states, we are experienced in managing complex projects and always prioritize local needs. Copyright 2024 - California Commercial Investment Group, Inc. Our office is ADA accessible at 4530 E. Thousand Oaks Blvd., Suite 100 Westlake Village, CA 91362.

Indian Village Apartments, located at 1960 Burton Street Southeast in Grand Rapids, Michigan, is your top choice for property management in West Michigan. Our full service property management services are tailored to meet your needs as a landlord or homeowner, treating your home as if it were our own. At Indian Village Apartments, we pride ourselves on our transparent flat management fee structure, ensuring that you know exactly what you're paying for each month with no surprises. Our team has over 50 years of combined experience in the industry, providing the highest level of customer support for both owners and residents.

Preferred Credit Union is a financial institution located at 3767 Sparks Drive Southeast in Grand Rapids, Michigan, United States. Offering a range of services including ATMs, finance options, and more, Preferred Credit Union provides convenience and accessibility to its members. With ATM, night drop, and drive-thru services available, members can access their accounts easily. Operating hours are Monday to Friday from 9:00am to 5:00pm, with Saturday hours available by appointment or from 9:00am to 12:00pm. Additionally, members can access over 30,000 ATMs and 5,000 branch locations nationwide through shared branching. With federally insured savings and the ability to manage credit union cards on the go, Preferred Credit Union offers a secure and convenient banking experience for its members.

Fifth Third Bank & ATM is a well-established financial institution located at 4520 Lake Michigan Drive in Grand Rapids, Michigan. As a full-service bank, Fifth Third offers a wide range of financial services, including checking and savings accounts, loans, mortgages, and investment options. Customers can also conveniently access their accounts and perform transactions at the on-site ATM. With a reputation for excellent customer service and a commitment to helping individuals and businesses achieve their financial goals, Fifth Third Bank is a trusted and reliable choice for all your banking needs.

Fifth Third Bank & ATM is a financial institution located at 2465 Burton Street Southeast in Grand Rapids, Michigan, United States. As a full-service bank and ATM, Fifth Third offers a range of banking and financial services to meet the needs of individuals and businesses in the local community. With convenient hours and a commitment to customer service, Fifth Third Bank & ATM is a trusted resource for all your banking needs.

Merrill Lynch Financial Advisor Craig J Sharp is a renowned finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With a strong focus on providing expert financial advice and guidance, the institution is dedicated to helping clients achieve their financial goals and secure their financial future. Led by experienced financial advisor Craig J Sharp, the institution offers a wide range of financial services including investment planning, retirement planning, wealth management, and more. Clients can trust Merrill Lynch Financial Advisor Craig J Sharp to provide personalized financial solutions tailored to their individual needs and objectives.

Wealthspan Advisors, LLC is a reputable finance institution located at 1500 East Beltline Avenue Southeast in Grand Rapids, Michigan, United States. Our team of experienced advisors is dedicated to helping our clients 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 protect your assets, Wealthspan Advisors, LLC is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Modern District Financial is a finance institution located at 3351 Eagle Run Drive Northeast, Grand Rapids, Michigan, United States. At Modern District Financial, we understand that there are many uncertainties when it comes to planning for the future. Our team of experts can help answer important questions such as retirement planning, Medicare changes, Long Term Care costs, and protecting investments from market risk while still getting a good interest rate. We are the preferred Insurance & Financial Services Firm for Veterans in Northern, Mid, and Western Michigan through The Hometown Hero Project. We work with a variety of reputable insurance carriers to provide our clients with the best options for their financial needs. Trust Modern District Financial to provide you with the solutions you need for a secure financial future.

Merrill Lynch Financial Advisor Rua Hekhuis is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. Rua is dedicated to building strong relationships with clients and providing personalized guidance tailored to their unique goals and circumstances. With a background in private consulting and a focus on goals-based planning, Rua leverages the resources of Merrill and Bank of America to help clients achieve their evolving financial goals. Committed to personalized service, Rua lives in Spring Lake with her husband and two dogs and is actively involved in supporting homeless animals through the Humane Society of West Michigan. As a Senior Portfolio Advisor, Rua can manage investment strategies on a discretionary basis, offering clients access to a range of portfolios and investment solutions. Through Merrill Personal Wealth Analysis™, Rua helps clients develop personalized financial plans centered on their goals. With a team of experienced professionals and the global resources of Merrill, Rua is dedicated to building strong client relationships based on trust and personalized service. By understanding each client's unique needs and aspirations, Rua creates customized financial approaches designed to help clients pursue their goals and manage investment risk. Whether clients are planning for retirement, education expenses, or wealth transfer, Rua works closely with them to develop strategies that align with their priorities. By staying informed about changes in clients' lives and the financial markets, Rua ensures that their financial approaches remain aligned with their goals. Through ongoing discussions and adjustments, Rua helps clients stay on track to achieve what matters most to them. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Rua is equipped to provide clients with comprehensive financial solutions and personalized investment strategies. With a focus on understanding clients' personalities and priorities, Rua offers tailored advice to help clients navigate market fluctuations and life changes. By working closely with clients and drawing on the resources of Merrill and Bank of America, Rua helps clients live their best financial lives and achieve their goals.