TOP 30 Long term financial goals in Grand Rapids, Michigan

72 results found

Start New Financial is a leading finance institution located at 5366 Plainfield Avenue Northeast in Grand Rapids, Michigan. We specialize in providing innovative financial solutions to help individuals and businesses achieve their goals. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of finance and make informed decisions. Whether you are looking to start a new business, invest in the stock market, or plan for retirement, Start New Financial is here to help you every step of the way. Contact us today to learn more about how we can help you secure a brighter financial future.

Darlene Frederick - At Aspen~Marquise Financial is a finance institution located at 625 Kenmoor Avenue Southeast in Grand Rapids, Michigan. Specializing in financial services, Darlene Frederick and her team at Aspen~Marquise Financial provide expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on integrity and professionalism, this institution offers a range of services including investment planning, retirement planning, and wealth management. Whether you are looking to grow your assets, plan for the future, or protect your wealth, Darlene Frederick - At Aspen~Marquise Financial is dedicated to helping you secure a stable financial future.

Daniel De Witt is a Financial Advisor at Ameriprise Financial Services, LLC located at 4575 Lake Michigan Drive Northwest in Grand Rapids, Michigan, United States. Daniel De Witt holds several prestigious 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Daniel De Witt's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical practices and continuing education, Daniel De Witt is dedicated to helping individuals and businesses achieve their financial goals.

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.

Clausing Financial Group is a leading finance institution located at 4135 Embassy Drive Southeast in Grand Rapids, Michigan, United States. With a team of experienced financial professionals, we provide a wide range of financial services to help our clients achieve their financial goals. Whether you need assistance with investments, retirement planning, estate planning, or insurance, our dedicated team is here to help you navigate the complexities of the financial world. Trust Clausing Financial Group to provide you with expert advice and personalized financial solutions tailored to your unique needs.

Merrill Lynch Financial Advisor Brad A Collar is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. Brad Collar has been a Wealth Management Advisor in the Grand Rapids Merrill office since 1990, focusing on total wealth management tailored to each client's risk tolerance, time horizon, liquidity needs, and investment goals. Brad works closely with clients to understand their specific situations, establish objectives, develop strategies, recommend advice, and review progress towards reaching financial goals. Clients can expect personalized advice and access to specialized investment services. With a defined process and access to Merrill specialists, Brad helps clients manage their financial lives and pursue their goals through personalized wealth management strategies. The institution offers Merrill Personal Wealth Analysis™ to build personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service, providing access to investment insights and banking solutions. By focusing on what matters most to clients - family, goals, and priorities - the institution helps clients pursue financial goals and manage investment risk. With a deep understanding of each client's financial picture, Brad can create flexible strategies to navigate changing market conditions and provide access to Merrill's investment insights and Bank of America's banking solutions. The institution believes in a personalized approach that helps clients manage, grow, and preserve their wealth, while considering long-term impacts. Through conversations, financial planning, and regular reviews, Merrill Lynch Financial Advisor Brad A Collar helps clients navigate life changes and stay on track to achieve their financial goals.

Owens Financial Group LLC is a reputable finance institution located at 4829 East Beltline Avenue Northeast in Grand Rapids, Michigan. Our team of experienced financial advisors is dedicated to providing personalized financial solutions to help clients achieve their long-term goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Owens Financial Group LLC is here to help. Contact us today to schedule a consultation and start building a secure financial future.

Strategic Financial Group is a leading finance institution located at 3358 Eagle Run Drive Northeast in Grand Rapids, Michigan, United States. Our team of experienced financial experts offers a wide range of services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, we provide personalized solutions to meet our clients' unique needs. With a focus on strategic thinking and innovative approaches, Strategic Financial Group is dedicated to helping our clients build a secure financial future. Contact us today to learn more about how we can help you reach your financial goals.

Edward Jones - Financial Advisor: Mark Postema, CFP® is a reputable financial institution located at 81 Lake Michigan Drive Northwest in Grand Rapids, Michigan. Mark Postema, a Certified Financial Planner, leads a team of dedicated professionals who provide personalized financial planning and investment services to clients in the area. With a focus on building long-term relationships and helping individuals achieve their financial goals, Edward Jones - Financial Advisor: Mark Postema, CFP® is committed to providing expert guidance and support to clients in navigating the complexities of the financial world. Whether you are planning for retirement, saving for college, or investing for the future, Mark Postema and his team are here to help you every step of the way.

Edward Jones - Financial Advisor: Glenn L Kimmel, AAMS™|CRPC™ is a well-respected financial institution located at 4328 3 Mile Road Northwest in Grand Rapids, Michigan. As a trusted advisor, Glenn L Kimmel offers personalized financial planning services to help clients achieve their long-term financial goals. With specialized certifications in Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC), clients can trust in Glenn's expertise and dedication to helping them navigate the complexities of investing and retirement planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Glenn L Kimmel, AAMS™|CRPC™ is committed to providing tailored solutions to meet your unique financial needs.

Edward Jones - Financial Advisor: Matthew A Weber is a trusted financial institution located at 2221 Plainfield Avenue Northeast in Grand Rapids, Michigan. Specializing in accounting and finance, Matthew A Weber provides expert advice and personalized financial solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Matthew A Weber is dedicated to helping individuals and businesses navigate the complexities of the financial world. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Edward Jones - Financial Advisor: Becky Anderson, CFP®|AAMS™ is a reputable financial institution located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in providing expert financial advice and planning services, Becky Anderson, a Certified Financial Planner and Accredited Asset Management Specialist, offers personalized solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Becky Anderson, CFP®|AAMS™ is dedicated to helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Lisa J Ayotte, CFP®|CPWA® is a trusted financial institution located at 125 Ottawa Avenue Northwest in Grand Rapids, Michigan. As a Certified Financial Planner and Certified Private Wealth Advisor, Lisa Ayotte provides expert financial advice and personalized investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Lisa J Ayotte is committed to helping individuals and families secure their financial futures.

Edward Jones - Financial Advisor: Rachel Kieras is a reputable finance institution located at 959 Wealthy Street Southeast in Grand Rapids, Michigan, United States. As a trusted financial advisor, Rachel Kieras provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Rachel Kieras is dedicated to helping individuals and families make informed decisions about their finances.

Mary E VanderWal is a Financial Advisor at Ameriprise Financial Services, LLC located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Mary 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 her expertise in areas such as asset management, retirement planning, estate planning, investment strategies, and more. Mary is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and continuing education, Mary is committed to helping her clients achieve their financial goals.

Edward Jones - Financial Advisor: Vinh Ma is a reputable finance institution located at 2048 Lake Michigan Drive Northwest in Grand Rapids, Michigan. As a trusted financial advisor, Vinh Ma provides personalized wealth management solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Vinh Ma offers expert guidance and tailored investment strategies to support clients in securing their financial future. Whether you are planning for retirement, saving for education, or investing for growth, Vinh Ma is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor James D Veldheer, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, is a finance institution dedicated to helping clients achieve their long-term financial goals. Whether you are an individual or an institution, our team offers personalized financial strategies tailored to your specific needs. With a focus on investment research, portfolio allocation, and tax policy, we provide expert guidance to help you manage, grow, and preserve your wealth. By listening to your aspirations and priorities, we develop a customized approach to address your financial needs, whether you are planning for retirement, saving for a major purchase, or transferring wealth to future generations. Our team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Let us help you achieve your financial goals and secure your financial future.

Edward Jones - Financial Advisor: Craig K Van Ess is a trusted financial institution located at 2944 Fuller Avenue Northeast in Grand Rapids, Michigan. As a seasoned financial advisor, Craig K Van Ess provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to providing top-notch financial guidance and support to individuals and families in the Grand Rapids area. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Craig K Van Ess and the team at Edward Jones are committed to helping you secure a stable financial future.

Edward Jones - Financial Advisor: Aaron Louisell is a reputable financial institution located at 5020 East Beltline Avenue Northeast in Grand Rapids, Michigan. As a trusted financial advisor, Aaron Louisell provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Aaron Louisell offers a wide range of financial planning solutions tailored to meet the unique needs of each individual or family. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Aaron Louisell and his team are dedicated to helping you make informed decisions and secure your financial future.

Retirement & Wealth Strategies (RWS Financial Group) is a leading finance institution located at 5017 Plainfield Avenue Northeast in Grand Rapids, Michigan, United States. With a team of expert financial advisors, RWS Financial Group specializes in helping individuals and families achieve their retirement goals and build wealth for the future. Whether you are planning for retirement, investing for the long term, or looking to protect your assets, RWS Financial Group offers personalized strategies and solutions to meet your financial needs. Trust in RWS Financial Group to guide you towards a secure and prosperous financial future.

Edward Jones - Financial Advisor: Ben Kragt, AAMS™|CRPC™ is a reputable financial institution located at 4610 Plainfield Avenue Northeast in Grand Rapids, Michigan, United States. Specializing in personalized financial planning and investment strategies, Ben Kragt, AAMS™|CRPC™ offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution provides tailored solutions to meet the unique needs of each individual or business. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Ben Kragt, AAMS™|CRPC™ is dedicated to helping you secure a prosperous financial future.

Edward Jones - Financial Advisor: Robert M Maloof is a trusted finance institution located at 5020 East Beltline Avenue Northeast in Grand Rapids, Michigan, United States. As a dedicated financial advisor, Robert M Maloof provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Robert M Maloof is committed to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.

Jason Klein is a financial advisor at Ameriprise Financial Services, LLC, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. Jason 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®, 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 Jason's expertise in various areas of finance, including asset management, retirement planning, estate planning, investment analysis, and more. Whether you are a retiree, small business owner, high net worth individual, or have specific financial needs, Jason Klein can provide personalized financial advice and guidance to help you achieve your goals.

Regan James Wilda is a financial advisor at Ameriprise Financial Services, LLC located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States. Regan James Wilda holds several prestigious 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 Regan James Wilda's expertise in areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. As a financial advisor, Regan James Wilda is committed to providing comprehensive and personalized financial advice to clients, with a focus on helping individuals and families achieve their financial goals."

Edward Jones - Financial Advisor: Nick McFarland is a reputable finance institution located at 2311 East Beltline Avenue Southeast in Grand Rapids, Michigan, United States. As a dedicated financial advisor, Nick McFarland offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Nick McFarland is committed to providing top-notch financial advice and guidance to individuals and businesses in the Grand Rapids area. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Nick McFarland is here to help you navigate the complexities of the financial world and make informed decisions.

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.

Edward Jones - Financial Advisor: Leah Cooley is a reputable finance institution located at 2900 East Beltline Avenue Northeast in Grand Rapids, Michigan. Leah Cooley, a skilled and experienced financial advisor, is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Leah Cooley is committed to providing personalized and comprehensive financial solutions tailored to your specific needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Leah Cooley is a trusted partner in helping you secure your financial future.

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.

Merrill Lynch Financial Advisor Michael Gruszynski, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, offers personalized financial strategies to help clients pursue their long-term goals. The institution caters to both institutional clients and affluent individuals and families, providing investment research, portfolio allocation, and tax policy consultation. With access to the resources of Merrill and Bank of America, the team works one-on-one with clients to develop tailored approaches to address their financial needs. The advisors at Merrill Lynch have received recognition from industry publications for their exemplary client service. The team is committed to building strong client relationships based on trust and personalized service. By understanding the goals and priorities of each client, Merrill Lynch Financial Advisor Michael Gruszynski aims to create a financial approach that reflects the client's personality and helps them achieve their goals.

Rick Noorman is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 2025 East Beltline Avenue Southeast in Grand Rapids, Michigan, United States. Rick holds several prestigious 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®. Rick Noorman is dedicated to providing expert financial advice and guidance to individuals and businesses, specializing in asset management, retirement planning, estate planning, and more. With a commitment to ethical practices and ongoing education, Rick is well-equipped to help clients achieve their financial goals and secure their financial future.