TOP 10 Legal advisors in Michigan
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Insurance Advisors
● ClosedInsurance Advisors is a trusted institution located at 8884 Commerce Road in Commerce Charter Township, Michigan. Specializing in health insurance, this agency provides expert advice and guidance on choosing the right insurance plan for your needs. With a team of experienced lawyers on staff, Insurance Advisors also offers legal services related to insurance claims and disputes. Whether you are looking for health coverage or need assistance with insurance-related legal matters, Insurance Advisors is here to help. Visit us today to learn more about our services and how we can assist you in protecting your assets and well-being.
8884 Commerce Rd, Commerce Charter Twp, MI 48382, United States -
Platinum Benefit Advisors, Inc
● ClosedPlatinum Benefit Advisors, Inc. is an insurance agency located in Grand Rapids, Michigan, United States. We are dedicated to helping individuals and families protect their health and well-being by offering a wide range of insurance solutions tailored to meet their specific needs. Our team of professionals is committed to guiding you through the process of finding the perfect insurance plan that aligns with your requirements and budget. Whether you are looking for health insurance, retirement planning, Medicare options, disability insurance, travel insurance, long-term care insurance, life insurance, legal and identity theft plans, or navigating life transitions, we are here to provide expert advice and support. Our founder and President, Brian Platte, along with our experienced advisors like Maranda, Gretchen Southwell, and Liz Simon, are here to help you make informed decisions and ensure your peace of mind. Contact us today at 2025 E. Beltline Ave. SE Suite 402 in Grand Rapids for a stress-free future.
2025 E Beltline Ave SE Suite 402, Grand Rapids, MI 49546, United States -
Acclaim Legal Services
● ClosedAcclaim Legal Services is a reputable financial and legal institution located at 3875 Packard Street in Ann Arbor, Michigan. Specializing in providing expert legal services and financial guidance, their team of experienced lawyers and financial advisors are dedicated to helping individuals and businesses navigate complex legal and financial matters. Whether you are in need of debt relief, bankruptcy assistance, or legal representation, Acclaim Legal Services is committed to providing personalized solutions to meet your specific needs. With a focus on professionalism and client satisfaction, they strive to deliver high-quality services to clients throughout the United States.
3875 Packard St Suite 2, Ann Arbor, MI 48108, United States -
Larkin Legal Services PC
● OpenLarkin Legal Services PC is a trusted law firm located in Livonia, Michigan. Our team of experienced lawyers specializes in providing top-notch legal services to clients in need of expert advice and representation. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business legal matter, our dedicated team is here to help. Conveniently located at 33680 Five Mile Road, Larkin Legal Services PC is committed to serving the legal needs of individuals and businesses throughout Michigan. Contact us today to schedule a consultation and learn how we can assist you with your legal concerns.
33680 Five Mile Rd, Livonia, MI 48154, United States -
Bingham Legal Group PC
● ClosedBingham Legal Group PC, located at 30100 Telegraph Road in Bingham Farms, Michigan, is a trusted institution specializing in accounting, finance, and legal services. Their team of experienced lawyers provides representation for probate litigation and administration, offering guidance and solutions during difficult times of estate planning and administration. Whether you are a young couple creating your first will or an adult child dealing with the passing of a loved one, Bingham Legal Group PC is dedicated to helping clients make informed decisions about their assets and future. Their skilled attorneys and legal assistants work together to provide personalized support and create a positive experience for every client. With a focus on protecting legacies and providing comprehensive estate planning, Bingham Legal Group PC is committed to safeguarding your future, property, and family. Contact them at 248-594-1919 to schedule an appointment with their experienced attorneys and receive the guidance and representation you need.
30100 Telegraph Rd #360, Bingham Farms, MI 48025, United States -
Level One Legal Services, P.C.
● ClosedLevel One Legal Services, P.C. is a reputable finance and legal institution located at 455 East Eisenhower Parkway in Ann Arbor, Michigan, United States. Specializing in providing top-notch legal services, the firm offers expert advice and representation in a variety of legal matters. With a team of experienced lawyers, Level One Legal Services, P.C. is committed to providing personalized and professional assistance to clients seeking legal solutions. Whether you are in need of financial guidance or legal representation, this institution is dedicated to helping you navigate through complex legal issues with ease and confidence.
455 E Eisenhower Pkwy STE 240, Ann Arbor, MI 48108, United States -
Citadel Legal Services PLLC
● OpenCitadel Legal Services PLLC, also known as the InsideOut.LAW Firm, is a law institution located at 376 Beach Farm Circle in Highland Charter Township, Michigan. We understand that your business operates during nights and weekends, and we are here to provide legal services that cater to your schedule. Our team of experienced lawyers is dedicated to helping businesses navigate legal issues effectively and efficiently. Contact us via the form on our website or call us at 248-274-6220 to learn more about how we can assist you.
376 Beach Farm Cir, Highland, MI 48357, United States -
Castle Wealth Group Legal | MichiganEstatePlanning.com
● ClosedCastle Wealth Group Legal, located at 1024 East Grand River Avenue in Brighton, Michigan, is a premier finance institution specializing in estate planning services. With a focus on helping individuals and families protect their assets and plan for the future, our team of experienced legal professionals at MichiganEstatePlanning.com provides personalized guidance and solutions tailored to each client's unique needs. Whether you are looking to create a will, establish a trust, or navigate the complexities of estate taxes, Castle Wealth Group Legal is dedicated to helping you secure your financial legacy for generations to come.
1024 E Grand River Ave Ste. A, Brighton, MI 48116, United States -
Greenstone Legal Group
● ClosedGreenstone Legal Group is a reputable law firm located at 418 North Main Street in Royal Oak, Michigan. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, including personal injury, criminal defense, family law, and more, we are committed to helping our clients navigate through the legal system with ease. Contact us today for a consultation and let us assist you with your legal needs.
418 N Main St Suite 200-GS, Royal Oak, MI 48067, United States -
Black Walnut Wealth Management - Traverse City Financial Advisor
● ClosedBlack Walnut Wealth Management - Traverse City Financial Advisor is a finance institution located at 13919 South West Bay Shore Drive in Traverse City, Michigan, United States. They specialize in reducing taxes, managing investments, and simplifying retirement for individuals, families, and private foundations in Traverse City and throughout Michigan. Their services include coordinating your entire financial picture, including taxes, estate planning, and investment management. They aim to proactively reduce taxes, manage investments, and coordinate your estate to minimize risk and avoid costly financial mistakes. As a fee-only fiduciary financial advisor, they are committed to your financial well-being and understand your concerns such as selling your business, generating consistent income, reducing taxes, managing investments, coordinating your estate, and maximizing retirement benefits. They serve areas in Northern Michigan such as Beulah, Cadillac, Charlevoix, Elk Rapids, Frankfort, Gaylord, Glen Arbor, Leland, Ludington, Manistee, Petoskey, Suttons Bay, Marquette, and Iron Mountain. Please note that their financial advice should not be construed as tax or legal advice. They are also certified by the Certified Financial Planner Board of Standards, Inc. (CFP Board). For more information, you can contact them at 231.421.7711 or visit their website.
13919 S W Bay Shore Dr #106, Traverse City, MI 49684, United States -
Merrill Lynch Financial Advisor James Harding
● ClosedMerrill 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.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Joel Andrew Barrett
● ClosedMerrill Lynch Financial Advisor Joel Andrew Barrett 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 US territories, the institution aims to help clients achieve their desired lifestyles. Investing comes with risks, and it's important to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a wide range of services, including brokerage, investment advisory, and financial planning. The institution is affiliated with Bank of America Corporation and provides insurance, annuity, trust, and fiduciary services. Various certification marks and trademarks are used under permission from respective organizations. The institution strives to provide information on products and services that may be of interest to clients. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are conducted by banking affiliates of Bank of America Corporation. Securities, advisory, and investment banking activities are performed by investment banking affiliates of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks. Securities, strategic advisory, and investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation. Bank of America N.A. and DSP Merrill Lynch Limited are subsidiaries of Bank of America Corporation operating in India, offering various banking and financial services.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Mariam Zachariah Joseph
● ClosedMerrill Lynch Financial Advisor Mariam Zachariah Joseph, located in Grand Blanc, Michigan, United States, is a finance institution dedicated to managing your wealth with a personalized and flexible approach. With access to the investment insights of Merrill and the banking solutions of Bank of America, Mariam Zachariah Joseph can help you create a strategy tailored to your financial goals. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. Mariam Joseph believes that financial success is achieved by making investment decisions that align with your personal goals. By utilizing the Investment Personality Assessment, Mariam can customize a financial approach that helps you pursue what matters most to you. As your life and goals change, Mariam will work with you to update your financial plan to reflect these changes.
8121 TRILLIUM CIRCLE AVENUE 2nd Floor, Grand Blanc, MI 48439, United States -
Merrill Lynch Financial Advisor Jeffrey L Dykstra
● ClosedMerrill Lynch Financial Advisor Jeffrey L Dykstra is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors assisting clients across all 50 states, the District of Columbia, and various US territories, they help individuals achieve the lives they desire. Investing involves risks, and it's essential to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a wide range of brokerage, investment advisory, and other services. They provide insurance, annuity products, trust, and fiduciary services, as well as banking products. The institution is dedicated to providing information about products and services that may be of interest to clients. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation. Overall, Merrill Lynch Financial Advisor Jeffrey L Dykstra aims to help clients achieve their financial goals and provide a range of services to support their needs.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Mark G Holowicki
● ClosedMerrill Lynch Financial Advisor Mark G Holowicki, located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States, is a finance institution that is proud of its advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They provide exemplary client service and focus on managing your wealth by creating a flexible strategy tailored to your financial goals. Mark Holowicki and his team at Merrill Lynch Wealth Management believe in participating in the communities they serve and are committed to building strong client relationships based on trust and personalized service. They offer personalized wealth management strategies through Merrill Personal Wealth Analysis™, taking into account your goals and priorities to create a plan centered around achieving what matters most to you.
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States -
Bloom Advisors, Inc.
● ClosedBloom Advisors, Inc. is a top financial advisory firm located at 31275 Northwestern Highway in Farmington Hills, Michigan. Ranked as one of CNBC's Top Financial Advisory Firms, we have been putting our clients' best interests first since 1984. With no conflicts of interest or commissions, you can trust our advice for all your financial needs. Our team of professionals is dedicated to helping you build a secure financial future, from saving for college to planning for retirement. As a family business, we understand the complexities of life and provide support and guidance for all aspects of your financial well-being.
31275 Northwestern Hwy, Farmington Hills, MI 48334, United States -
Bridgeriver Advisors LLC
● ClosedBridgeriver Advisors LLC, located at 40900 Woodward Avenue, Bloomfield Hills, Michigan, United States, is a finance institution dedicated to empowering individuals to become financially independent. They offer workshops that provide essential information about retirement, with a focus on increasing income and lowering taxes during retirement. Dan Casey, an investment advisory representative of Bridgeriver Advisors, LLC, provides advisory services to help individuals with retirement and financial planning. Please note that the information provided on their website is developed from sources believed to be accurate and complete, but no guarantee is given for such accuracy or completeness. The institution does not provide tax or legal advice, so individuals are encouraged to consult their own legal or tax professionals for specific information regarding their situation.
40900 Woodward Ave St. 305, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor Craig R Harris
● ClosedMerrill Lynch Financial Advisor Craig R Harris is a finance institution located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The financial advisor focuses on what matters most to you - family, goals, and priorities, adapting as they change over time. The mission is to understand you and your financial goals, designing and implementing a personalized plan to help you pursue these goals while managing investment risk. The institution offers tools to help you keep track of changes in your life and financial approach, using the Investment Personality Assessment to customize your financial strategy. With access to investment insights from Merrill and banking convenience from Bank of America, the advisors at Merrill Lynch work with you to develop a personalized financial plan. The institution offers a range of potential solutions, premier customer service, and financial tools tailored to your unique circumstances and goals. By getting to know you and your priorities, the team can help you address financial challenges and opportunities. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. Regular check-ins and adjustments to your financial approach ensure you stay on track to achieve what's important to you. The institution puts you first, offering a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor. With personalized investment strategies and comprehensive financial solutions, the advisors at Merrill Lynch will work with you to design an approach that reflects your unique needs and financial situation, helping you stay on track regardless of market fluctuations. The institution provides the latest investment insights, tips, and strategies to help you live your best financial life. Disclosures regarding risk, legal, tax, and accounting advice are provided, and clients are encouraged to consult their own advisors before making any financial decisions. With a focus on understanding your goals and priorities, Merrill Lynch Financial Advisor Craig R Harris is committed to helping you achieve your financial goals.
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States -
Merrill Lynch Financial Advisor Jan Huang
● ClosedMerrill Lynch Financial Advisor Jan Huang is located at 290 Town Center Drive, Dearborn, Michigan, United States. With over 30 years of experience, Jan Huang and her team serve clients in 26 states, including national and global companies, small and medium-sized businesses, and individuals. Their focus is on delivering a comprehensive approach to managing wealth that is tailored to each client's needs and goals. Jan Huang's access to the investment insights of Merrill and banking convenience of Bank of America allows her to address various aspects of her clients' financial lives. Jan Huang follows the Merrill tradition of community involvement and volunteers with organizations in the community. She offers the Merrill Personal Wealth Analysis™ to help clients build a personalized plan centered on their goals. By getting to know each client's aspirations and priorities, Jan Huang helps them create a financial approach that reflects their personality and helps them achieve their goals.
290 Town Center Dr Suite 1100, Dearborn, MI 48126, United States -
Merrill Lynch Financial Advisor Joseph F Mizzi
● ClosedMerrill Lynch Financial Advisor Joseph F Mizzi, located at 290 Town Center Drive, Dearborn, Michigan, United States, is part of a network of over 15,000 Merrill Lynch Financial Advisors nationwide. With a focus on helping clients achieve their financial goals, the institution offers a wide range of services including investment advisory, financial planning, and brokerage services. It is important to note that investing involves risk, and Merrill Lynch does not provide legal, tax, or accounting advice. Clients are encouraged to consult with their own advisors before making any financial decisions. The institution also offers insurance and annuity products through Merrill Lynch Life Agency Inc., as well as trust and fiduciary services through Bank of America Private Bank. Overall, Merrill Lynch Financial Advisor Joseph F Mizzi strives to provide clients with the information and resources they need to make informed financial decisions and achieve the lives they want.
290 Town Center Dr Suite 1100, Dearborn, MI 48126, United States -
Merrill Lynch Financial Advisor Michael Neff II
● ClosedMerrill Lynch Financial Advisor Michael Neff II is a finance institution located at 39577 Woodward Avenue, Bloomfield Hills, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors assisting clients nationwide, including in the District of Columbia and various US territories, the institution is dedicated to helping individuals achieve their desired financial goals. Specializing in asset allocation, diversification, and rebalancing, Merrill Lynch offers a wide range of brokerage, investment advisory, and financial planning services. While investing involves risks, the institution strives to provide clients with the necessary tools and guidance to make informed financial decisions. Additionally, Merrill Lynch does not offer legal, tax, or accounting advice, and encourages clients to consult with their own advisors before making any financial decisions. Partnered with Bank of America Corporation, Merrill Lynch also offers insurance, annuity products, trust, and fiduciary services to meet the diverse needs of its clients. With a focus on personalized service and expertise, Merrill Lynch Financial Advisor Michael Neff II is committed to helping individuals navigate the complexities of the financial world and achieve financial success.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor John Boukamp IV
● ClosedMerrill Lynch Financial Advisor John Boukamp IV is a finance institution located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, United States. With a deep understanding of your financial picture, John Boukamp IV can help create a personalized wealth management strategy tailored to your goals. The institution offers access to investment insights from Merrill and banking solutions from Bank of America. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered around your goals and aspirations. With a focus on understanding your priorities and aspirations, John Boukamp IV aims to help you achieve financial success by making informed investment decisions. The institution offers tools to help you keep track of changes in your life and financial goals, ensuring that your financial approach is always up to date. By providing insights, resources, and personalized advice, John Boukamp IV works with you to develop an approach designed to address your specific financial needs. Through ongoing communication and regular reviews, the institution helps you stay on track to achieve what matters most to you. With a focus on your personal goals and aspirations, John Boukamp IV helps you create a financial approach that reflects your unique personality. By working with a dedicated Merrill advisor, you can access personalized investment strategies and comprehensive financial solutions to address your needs and pursue your goals. The institution also offers the latest investment insights, tips, and strategies to help you live your best financial life. John Boukamp IV is registered to do business in multiple states and holds certifications as a Chartered Retirement Planning Counselor™. Investing involves risk, and it is recommended to consult legal and tax advisors before making any financial decisions. The institution offers a broad range of brokerage, investment advisory, and other services to help you achieve your financial goals.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States -
Thrivent - Fortified Financial Advisors
● ClosedThrivent - Fortified Financial Advisors is a finance institution located at 85 Macomb Place in Mount Clemens, Michigan, United States. Licensing is available 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 your attorney or tax professional. Not all team members may provide all products, programs, and services in all states. 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 and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit Thrivent.com for more information about their financial advisors and professional designations.
85 Macomb Pl, Mt Clemens, MI 48043, United States -
Aaron Verbrugge, Financial Advisor - Affinity Financial Group
● OpenAaron Verbrugge, Financial Advisor at Affinity Financial Group, located at 3424 Chicago Drive in Hudsonville, Michigan, takes a unique approach to financial planning. With a lighthearted and educational style, Aaron and his team aim to help clients make wise decisions to secure their financial futures. As licensed insurance agents with New York Life Insurance Company, they offer a range of insurance products and services. Additionally, as Registered Representatives with NYLIFE Securities LLC, they provide securities products and advisory services in Michigan, Georgia, Ohio, and Wyoming. For tax, legal, or accounting advice, clients are advised to consult their own professionals. Aaron Verbrugge is also registered as an Investment Adviser Representative with Eagle Strategies LLC, offering advisory services in the same states. If you're looking for a financial advisor who is passionate about helping you solve your financial problems, consider reaching out to Aaron Verbrugge at Affinity Financial Group.
3424 Chicago Dr #203, Hudsonville, MI 49426, United States -
Michael J Michalak, Financial Advisor - New York Life
● OpenMichael J. Michalak, Financial Advisor at New York Life, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, is dedicated to providing professional advisors with affordable voluntary benefits programs for businesses. In addition to life insurance, Michael J. Michalak, along with agents Ryan L. Goosen, Zachary Grusell, Erick Sundstrom, Jason Goosen, and Christopher Ralph, are licensed to sell insurance through New York Life Insurance Company in multiple states. They also offer securities products and services through NYLIFE Securities LLC, as well as financial planning and investment advisory services through Eagle Strategies LLC. Please consult your own tax, legal, or accounting professional before making any decisions. Contact Michael J. Michalak and his team at (616) 752-4500 for more information on how they can help you secure your financial future.
333 Bridge St NW #600, Grand Rapids, MI 49504, United States -
Merrill Lynch Financial Advisor Amber Coleman
● ClosedMerrill Lynch Financial Advisor Amber Coleman 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 various US territories, clients receive personalized financial guidance to help them achieve their goals. It is important to note that investing involves risk and potential loss, and clients should consult legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services including brokerage, investment advisory, and financial planning. Additionally, insurance and annuity products are offered through Merrill Lynch Life Agency Inc., and trust and fiduciary services are provided by Bank of America Private Bank. Banking products are provided by Bank of America, N.A. Merrill Lynch Financial Advisor Amber Coleman strives to provide clients with information about products and services that may be of interest and useful to them. Please note that Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation, and clients may be redirected to FINRA's BrokerCheck when leaving the Bank of America website.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Daniel J. Ingles
● ClosedMerrill Lynch Financial Advisor Daniel J. Ingles is a finance institution located at 750 Trade Centre Way, Portage, Michigan, United States. Managing wealth begins with a deep understanding of your financial picture, and Daniel J. Ingles can help create a flexible strategy tailored to your needs. With access to investment insights from Merrill and banking solutions from Bank of America, you can work towards your financial goals through personalized wealth management strategies. Daniel J. Ingles is dedicated to participating in the community and volunteering with local organizations. The team at Merrill Lynch Wealth Management, led by Daniel J. Ingles, focuses on your family, goals, and priorities to create a customized investment approach. By getting to know you personally, Daniel can help you design a financial plan that reflects your unique needs and helps you pursue your aspirations. Regular check-ins and adjustments to your financial approach ensure that you stay on track to achieve what matters most to you.
750 Trade Centre Way Suite 120, Portage, MI 49002, United States -
Merrill Lynch Financial Advisor Brian LaFave
● ClosedMerrill Lynch Financial Advisor Brian LaFave 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, we are dedicated to helping clients achieve the lives they desire. Our team of advisors can assist you in navigating the complexities of investing, offering a broad range of brokerage, investment advisory, and financial planning services. Please note that investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer and investment adviser, providing investment products sponsored by affiliates of Bank of America Corporation. Trust, fiduciary services, and banking products are also available through Bank of America entities. Our goal is to provide you with valuable information and services to help you reach your financial goals.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor David Lund
● ClosedMerrill Lynch Financial Advisor David Lund, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States, is part of a network of over 15,000 Merrill Lynch Financial Advisors helping clients across all 50 states, the District of Columbia, and several US territories achieve their financial goals. As a finance institution, they offer a broad range of brokerage, investment advisory, and other services to meet the diverse needs of their clients. It is important to note that investing involves risk, and there is always the potential of losing money when investing in securities. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so it is recommended to consult with your own advisors before making any financial decisions. The institution also offers insurance and annuity products through Merrill Lynch Life Agency Inc., as well as trust and fiduciary services through Bank of America Private Bank and U.S. Trust Company of Delaware. With a focus on providing personalized financial solutions, Merrill Lynch Financial Advisor David Lund is dedicated to helping clients navigate the complexities of the financial world and work towards their desired outcomes.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Brett A Howell
● ClosedMerrill Lynch Financial Advisor Brett A Howell 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, we are dedicated to helping clients achieve the lives they desire. Our advisors offer a wide range of services, including brokerage, investment advisory, financial planning, insurance, and annuities. Please note that investing involves risk, and there is always the potential of losing money. We do not provide legal, tax, or accounting advice, so we recommend consulting your 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. Trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware. Banking products are offered by Bank of America, N.A. and its affiliates. Our goal is to provide you with information about products and services that may be of interest to you. Please keep in mind that you are leaving Bank of America's website if you are redirected to FINRA's BrokerCheck. Thank you for considering Merrill Lynch Financial Advisor Brett A Howell for your financial needs.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States
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