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TOP 30 Legacy planning in Grand Rapids, MI
15 results found
Search for local businesses, places and services near you
Grand Wealth Management
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.
Legacy Capital Planners, LLC
Legacy Capital Planners, LLC is a finance institution located at 1009 44th Street Southwest in Grand Rapids, Michigan. Our team of experienced financial advisors is dedicated to helping clients plan for their financial future and achieve their long-term goals. Whether you are looking to invest for retirement, save for your children's education, or protect your assets, we offer personalized financial planning services to meet your needs. Trust Legacy Capital Planners, LLC to provide expert guidance and support as you navigate the complexities of the financial world.
Legacy Planning & Associates, Inc.
Legacy Planning & Associates, Inc. is a reputable finance institution located at 630 Kenmoor Avenue Southeast in Grand Rapids, Michigan, United States. Our team of experienced professionals is dedicated to helping individuals and families create comprehensive financial plans to secure their legacy for future generations. We offer a wide range of services including wealth management, retirement planning, estate planning, and investment strategies. Trust Legacy Planning & Associates, Inc. to provide personalized solutions tailored to your unique financial goals and needs. Contact us today to start planning for your legacy.
Life & Legacy Wealth Advisors - Ameriprise Financial Services, LLC
Life & Legacy Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 2851 Charlevoix Drive Southeast, Grand Rapids, Michigan, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states, providing personalized financial planning services tailored to your specific needs. Our initial consultation offers an overview of financial planning concepts, although written analysis and recommendations are not provided. While we cannot guarantee future financial results, we are dedicated to helping you achieve your financial goals. Our website contains important disclosures, rules, and regulations that users agree to be bound by. We are a member of FINRA and SIPC, ensuring the security and privacy of your financial information. We appreciate referrals and look forward to assisting your friends and family members with their financial needs. Contact us today to schedule a meeting and discuss what's most important to you.
Family Owned Business Institute
The Family Owned Business Institute is a renowned institution located at 268 Fulton Street West in Grand Rapids, Michigan. As a leading resource for family-owned businesses, the institute offers expert guidance, educational programs, and networking opportunities to help these unique enterprises thrive and succeed. With a strong focus on preserving family legacies and promoting long-term sustainability, the Family Owned Business Institute is dedicated to supporting the growth and success of family-owned businesses in the United States and beyond. Visit their location in Grand Rapids to learn more about their services and how they can benefit your family-owned business.
Blue Cross Blue Shield of Michigan (BCBSM) Steketee's Building
Blue Cross Blue Shield of Michigan (BCBSM) Steketee's Building is a health insurance agency located in the heart of Grand Rapids, Michigan. This historic building, situated at 86 Monroe Center Street Northwest, serves as a hub for individuals and families seeking comprehensive health coverage and insurance solutions. With a legacy of providing top-notch services and support to the community, BCBSM is dedicated to ensuring that all residents have access to quality healthcare. Whether you are in need of individual coverage, group plans, or Medicare options, the knowledgeable staff at BCBSM Steketee's Building is here to assist you every step of the way. Visit us today to learn more about our range of insurance products and how we can help you protect your health and well-being.
CBH Attorneys and Counselors
CBH Attorneys and Counselors is a trusted institution located at 25 Division Avenue South in Grand Rapids, Michigan. Specializing in accounting, finance, and legal services, our team is dedicated to providing innovative and practical solutions for a variety of legal issues. Whether you are starting a new business, facing tax problems, planning your estate, or dealing with a personal injury, our experienced attorneys are here to help. We pride ourselves on being a relationship-driven law firm, treating our clients with dignity and respect. Our goal is to empower the community with personalized legal advice and create a welcoming environment where all questions are welcomed. With a focus on accessibility, we offer virtual consultations and are willing to travel to meet your needs wherever you are in Michigan.
Victory Financial Group
Victory Financial Group is a leading finance institution located in Grand Rapids, Michigan. Situated at 4139 Embassy Drive Southeast, Victory Financial Group offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, they provide expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or assistance with loans and mortgages, Victory Financial Group is committed to providing top-notch service and support. Trust in Victory Financial Group to help you secure a successful financial future.
Family Capital Management
Family Capital Management is a premier financial institution located at Campau Promenade in Grand Rapids, Michigan. Specializing in wealth management and investment services, our team of experienced professionals is dedicated to helping families achieve their financial goals and secure their futures. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support they need to make informed decisions and grow their wealth. Whether you are planning for retirement, saving for education, or looking to build a legacy for future generations, Family Capital Management is here to help you every step of the way.
Kanai Wealth Management Group
Kanai Wealth Management Group is a finance institution located at 2050 Celadon Drive Northeast, Grand Rapids, Michigan, United States. True wealth is more than just money, it's about living your life freely, ensuring a legacy for future generations, spending time well, and having confidence in your future. At Kanai Wealth Management Group, our team of financial advisors is dedicated to helping clients pursue their financial goals, whether they are just starting out, preparing for retirement, or already enjoying their golden years. From young professionals looking to expand their families to retirees seeking to protect their assets, we provide personalized financial planning and investment strategies to help clients achieve true financial freedom. Our services include tax planning, estate planning, and one-on-one support for complex financial needs. Our advisors have been recognized by Forbes, InvestmentNews, and Barron's Magazine for their expertise and commitment to excellence. Securities and advisory services are offered through Cetera Advisor Networks LLC and CWM, LLC, with a focus on providing tailored solutions to meet each client's unique financial objectives. For more information, visit our website or contact us for a consultation.
ClearVista Advisors
ClearVista Advisors is a leading finance institution located at 630 Kenmoor Avenue Southeast in Grand Rapids, Michigan, United States. Specializing in providing expert financial advice and solutions, ClearVista Advisors is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, ClearVista Advisors offers personalized services tailored to meet the unique needs of each client. Whether you are looking for investment guidance, retirement planning, or wealth management services, ClearVista Advisors is dedicated to providing top-notch financial expertise and support. Contact them today to learn more about how they can help you secure your financial future.
Shaun Smith - Financial Advisor, Ameriprise Financial Services, LLC
Shaun Smith - Financial Advisor, Ameriprise Financial Services, LLC, located at 900 East Paris Avenue Southeast in Grand Rapids, Michigan, is a finance institution that offers personalized investment recommendations based on individual goals and risk tolerance. They provide regular reviews and updates to help clients track their progress towards financial goals, with secure online access to accounts and investments. The institution offers complimentary initial consultations to discuss retirement, education, major purchases, and more. Shaun Smith is a registered investment adviser with Ameriprise Financial Services, LLC, and may conduct securities business with residents of specific states. Clients can expect professionalism, expertise, and a commitment to helping achieve financial goals.
Fifth Third Private Bank - Paul Richards
Fifth Third Private Bank - Paul Richards is a premier financial institution located at 111 Lyon Street Northwest in Grand Rapids, Michigan, United States. Specializing in personalized wealth management services, our experienced team led by Paul Richards is dedicated to helping clients achieve their financial goals. With a focus on tailored solutions and exceptional customer service, Fifth Third Private Bank is committed to providing a unique and exclusive banking experience for high-net-worth individuals and families. Contact us today to learn more about how we can help you secure your financial future.
Tammera Nevins - Thrivent
Tammera Nevins - Thrivent is a finance institution located at 161 Ottawa Avenue Northwest, Suite 110-M in Grand Rapids, Michigan. Licensing for insurance products can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are able to provide investment advisory services. For more information about our financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.
A Van Stensel & Son LLC
A. Van Stensel & Son LLC is a finance institution located at 5250 Northland Drive Northeast in Grand Rapids, Michigan, United States. We specialize in providing valuation services for a wide range of property types, including commercial, office, medical, retail, industrial, residential, multi-family, agricultural, land development, and conservation easements. Additionally, we offer appraisal services for specialized properties such as gas stations, recreational properties, campground and RV parks, self-storage facilities, and more. Our estate planning appraisal services are essential for individuals and families looking to secure their financial legacies and ensure a smooth transition of assets to future generations. We also offer tax tribunal appraisal services to assist with municipal property tax assessments, aiming to establish accurate valuations for taxation purposes through the tax tribunal process.
List of local businesses, places and services in Michigan
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